In yesterday's AFR article "What small cap stocks look the most promising", the only recommendation from Don Williams is TFS:
"Don Williams, Platypus Asset Management CIO
Despite the dearth of earnings growth in the market, there are still good companies trading at reasonable prices. High-quality small caps are generally growing faster than the economy at large and are typically taking market share as well. One such company is TFS Corporation – one of a few legitimate suppliers of natural, high-quality sandalwood. Sandalwood is used in furniture production and luxury flooring and its oil in pharmaceutical and cosmetic industries. TFS customers span a number of geographies. TFS has contracts that see about 80 per cent of its volume pre-sold, the remaining 20 per cent likely going to high-end perfume manufacturers such as Chanel. TFS also supplies a subsidiary of Nestle for an acne product. The company is also investing in trials to patent its oil for derma and oncology conditions."
In yesterday's AFR article "What small cap stocks look the most...
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