TFC 7.42% $1.31 tfs corporation limited

TFS Grower defaults, page-13

  1. 2,459 Posts.
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    I am long I must admit.....you are either in this company for $5-10 or don't bother...it is a classic long duration play............I agree the key uncertainty is whether they can find enough demand for oil to justify the $4000/ton price....if they can then fill your boots....in a sense the bull case is that it ends up similar to Transurban style earnings stream....the bear case would be that they cannot get the yields.
 
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Currently unlisted public company.

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