east v.s. west conflict – read on!, page-32

Fully support the last two posts (balanced view)...at the end of the day we can choose to be either completely sceptical (give me a break!), or as previously stated ask TFS management the pertinent questions on oil yield. YC you didn't respond to that previous suggestion? The thread should continue to dig for relevant answers in my view and clear the uncertainty going forward. YC if you understand the industry so well, then you are best placed to ask! After all YC you seem to be very interested in this thread - all a bit strange for someone so negative about the company's prospects! Why keep the interest - if you add no more than a sceptical position....dig for the further evdience / info I say?

I don't mind negative views...However if TFS can't get it right, then the rest of the Indian / Autralian sandalwood industry probably is not worth looking at either!

The significant financial clout / knowledge of Lush, Abeville and the Middle east seem to think otherwise.

YC you obviously have wide experience(?) in the industry and have been trying to get things right for > 10 years re Aussie sanadalwood trees....however TFS is at least a 200+ mil AUD company with adequate resources to get things right. Perhaps it may take you longer to perfect your Australian sandalwood planation / management if you don't have the same level of capital backing / resource behind you?

There are always experts on both side of the fence....the greatest challenge in life is often who you chose to listen too. My view is as stated before. Negative views serve to raise awareness of underlying issues that need further investigation / resolution. However to draw a line in the sand as another 'expert' - "who is that Australian Expert ;-)", without digging further into the evidence, or searching for evidence....leave this perspective as just opinion.

I would encourage further digging on the relevant points.

My view is the model will further validate itself...I value developments such as Lush, Abeville and the Middle East as strong 'model validation indicators'. You just don't get so closely associated with a company TFS (Lush share rights, Middle east - sell planations), unless you are strongly convinced.

Regards
SD