Stagman, At these type presentations I normally introduce myself to the CEO's of the companies that I am interested in. I probably chatted with Ian Finch for close to 10 minutes & found him very confident, knowledgeable & came away very impressed, it was easy to see he knew his stuff & his previous big company experience showed through in the way he answered questions. He explained a very simple method of shipping that initially would come out of Adelaide Port (Flinders Port?). Also how partnerships would reduce capital expenditure from companies. Came away thinking TRF had more ownership than IFE & would probably enter via TRF if & when I repurchase stock. Speaking privately with CEO's after presentation gives a better feel for what they are really on about & also their underlying character. Regards Buffett
TRF Price at posting:
48.0¢ Sentiment: None Disclosure: Not Held