I like discussion and its a reasonable comment you make. Not sure that ALU PE and TFC are that different ALU will pay a total of 21c this year on a 7.80 price. So far look like TFC will pay 3c on a current 1.50 price.
ILU number 46 on the shortmans list announced bad results this morning. They'll take a severe hit in early trading. Closed 7.11 yesterday I reckon a fall of at least 10% is on the cards.
Interesting to watch.
cheers Lies
TFC Price at posting:
$1.51 Sentiment: Buy Disclosure: Held