TFC
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7.42% $1.31 tfs corporation limited

Excellent analysis of the moat. Also consider the thread “what...

  1. SA1588
    809 Posts.
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    18/05/16
    13:03
    Post #: 17801068
    Excellent analysis of the moat. Also consider the thread “what are the negatives” http://hotcopper.com.au/threads/what-are-the-negatives.2744063/ .
    TFC is the best opportunity I have seen in my 30+ years as an investor.
    We just need short term patience while the buy back of the pre 2007 MIS is proceeding. I am not expecting any positive updates until 1 July.
    TFC Price at posting: $1.50 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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