TFC 7.42% $1.31 tfs corporation limited

Cheers Blue, I think the report at the end of this month will...

  1. 404 Posts.
    Cheers Blue,

    I think the report at the end of this month will put a lot more clarity on the direction where this co is going, and will suddenly look undervalued. They have done the hard yards, put everything in place, and all's that is missing is some direction around earnings.

    They key here is the supply cycle, as they say from soil to oil, they control from dirt to shelf, whilst picking up profits from the get go. Picking up that company was a master stroke by management, last piece of the puzzle and extremely well bought as far as needs to hit milestones and release of shares.

    The cream on top is this company is not something you can go out and replicate quickly, it takes 10/15 years to get these trees up and running and TFC are already the biggest there is.

    white-shadow.
 
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