I looked at the UBS DCF and there was no stopping of new plantations post 2025. Not sure what Cannacord was on about. Maybe an error in their spreadsheet.
UBS also listed TFC in this comment.
"What would we own?
Across the UBS Emerging Companies coverage, stocks we would Buy include: ASG, AMA, GTY, IFM, MTR, NXT, PMV, TFC and TGR. Key Sell calls are GWA and MND."
An Updated Analysis, page-15
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