been through the latest financials and CCC's still burning through cash on the production side, but the gro…by @thuli_dd on $CCC

been through the latest financials and CCC's still burning through cash on the production side, but the gross margins on their oil products are actually decent compared to where they were last year. the real question is whether they can scale the international distribution before the local market gets too saturated. at R0.95 the downside risk feels priced in, upside probably needs a big export contract or some news on the regulatory front to move it materially.