TIM 0.00% 4.4¢ timbercorp limited

re: clarkkent alpha Sorry, just make a few corrections on...

  1. zwu
    2,411 Posts.
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    re: clarkkent alpha
    Sorry, just make a few corrections on typos/missing words.
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    Don’t know if TIM is affected by the drought, but SHV said a few weeks ago that it was not affected at all as about 95% of the water quota was still available to it. Both TIM and SHV are used very efficient water dripping irrigation systems for olive/almond trees.

    But I reckon certain sectors of the MIS industry must be affected, e.g. cattle farms. Newspapers say the cattle farmers are de-stocking due to the drought and the beef price is falling.

    Most MIS companies take investors’ 10-year upfront fees of pulpwood projects (for example) as instant income and profit. They looked fantastic just a couple years ago, but not so any more, and who knows what would happen next year?
 
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