I have no idea why the negativity by some posters, except for the languishing price. This triggers a few to question everything the company does and perceptions of the company are sub-consciously negative due to the share price.
I found the presentation to give me more confidence that my investment is still on track to explode upwards. I have met, talked and seen nearly every presentation by TRF/IFE, yet others, say at Brisbane, have not, and need the basics explained.
Also he had new stuff like the DFS updated figures and the increase in port options.
Anyway I am not blind to the shortcomings, but I agree with buffet that Ian and his management team are smart and professional and know their stuff. I have and will back them without any hesitation from all the research at hand over the last 4 years.
TRF Price at posting:
48.0¢ Sentiment: LT Buy Disclosure: Held