TFC 7.42% $1.31 tfs corporation limited

An Updated Analysis, page-16

  1. 5,515 Posts.
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    bought some of these today as expect the sp and dividend will be increasing quite a lot over the next few years.

    that Bloomberg article a few weeks back looked very good.

    whilst transport cost to export the sandalwood is probably quite high/t, the costs will likely increase in line with production.

    all being well Wyndham will have a direct shipping service in 3-4 years,
    on the back of the Seadragon Prawn venture - assuming the development goes ahead.
    I think a big investment decision on that is due soon.

    if it all comes together in 3-4 years, the high transport costs getting the sandalwood to the export port will be almost nothing about the same time as sandalwood production increases significantly
 
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