If you own shares in any of the mentioned listed MIS companies then you ARE taking that bet.
The fact remains that TIM is the company a/ with the largest exposure to non-forestry MIS (particularly in Southern Australia) and b/ many of its schemes (almonds and olives in particular) are reliant on the Murray River for water supply.
It also has some particular capital raising problems that are unique to the company itself (as can be seen from its last profit result).
Cheers,
TIM Price at posting:
0.0¢ Sentiment: Buy Disclosure: Not Held