CWY has tracked lower over the last few months for no significant reason. The company, like many, has struggled with labour availability, however, there are signs these pressures are easing, and given the medium-term tailwinds around a greener world, coupled with the very high barriers of entry into this market, we continue to believe CWY is worth watching into further weakness.
- We closed out our CWY position at the start of the month and see no reason to hurry to re-enter the stock as it makes fresh 2-year lows.
MM is neutral toward CWY
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