TFC 7.42% $1.31 tfs corporation limited

An Updated Analysis, page-16

  1. 2,638 Posts.
    lightbulb Created with Sketch. 15
    bought some of these today as expect the sp and dividend will be increasing quite a lot over the next few years.

    that Bloomberg article a few weeks back looked very good.

    whilst transport cost to export the sandalwood is probably quite high/t, the costs will likely increase in line with production.

    all being well Wyndham will have a direct shipping service in 3-4 years,
    on the back of the Seadragon Prawn venture - assuming the development goes ahead.
    I think a big investment decision on that is due soon.

    if it all comes together in 3-4 years, the high transport costs getting the sandalwood to the export port will be almost nothing about the same time as sandalwood production increases significantly
 
watchlist Created with Sketch. Add TFC (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.