TWD
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0.00% $2.85 tamawood limited

gave you both a upvote, and a great analysis.Thanks for bring...

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  1. noomxx
    7,507 Posts.
    lightbulb Created with Sketch. 1103
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    02/08/23
    23:09
    Post #: 69125291
    gave you both a upvote, and a great analysis.
    Thanks for bring this to my attention!!! A very nice piece of 'scuttlebutt'.

    However,
    To be fair, it appears the Dixon's home strategy is lower cost. That's their strategic model.
    2nd: its not just Dixon home, many people complaining now for other builders as well because of the problem with fix cost pricing.

    From my point:
    a) TWD has no debt
    b) Go through their last 10yr financials. See the profit and dividends.

    So this is a calculated small position punt for me.
    TWD Price at posting: $2.10 Sentiment: None Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

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