TWD 0.40% $2.47 tamawood limited

Happy with the results under the circumstances.I appreciate the...

  1. 7,247 Posts.
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    Happy with the results under the circumstances.
    I appreciate the non-sanitised, non-corporate talk, direct engagement with shareholders:

    https://hotcopper.com.au/data/attachments/5530/5530007-656b71c34930246d617b06c7b234af91.jpg
    https://hotcopper.com.au/data/attachments/5530/5530011-51c3a6fcc6e0f7b201a759c4516dd174.jpg
    https://hotcopper.com.au/data/attachments/5530/5530013-18f61b55cb254b4e4d06d06df2d9da2c.jpg
    Then remember this announcement on 5th of June, and so important for total context:
    https://hotcopper.com.au/data/attachments/5530/5530018-67e7e131d6f472d3230a3ffada2e62c2.jpg
    Hence my continued belief that TWD is through an industry level two year turn around in results.
    There is a massive undersupply of houses required, so the demand side will just keep building up.

    Two years is a while to wait, but the reason I wait is I am reasonably confident in two years time as all the residential building issues fix themselves I will be collecting 21c - 30c FULLY FRANKED dividends per share. Thats a 10-15% fully franked yield.

    By the time those dividends come to fruition the share price will be 50% higher.

    So its a case of buy now and be patient.

    Happy to wait and be patient!!!
 
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$2.47
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1 2493 $2.47
 

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