TFC 7.42% $1.31 tfs corporation limited

Pitch, page-18

  1. 483 Posts.
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    Some good posts, thanks. I did some similar posts late last year, so I won't repeat them here, but those interested could refer to them. Some comments on the above:

    * 9 months period update is due between now and first week of June; Management have strong history of not disappointing, being conservative with their guidance.

    * the pharma business is currently a free option with no value reflected in share price; so poor performance should not cause any share price reduction. However, positive performance will be a major upside to share price, and this is far more likely given the strong and advanced pipeline of new products.

    I am also overweight with TFS at about 6% of portfolio, and very comfortable with this even during major share price movements.
 
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