An interesting way of looking at it Kiwi . lol
Either way these tree farming co.s are a different beast to what they were a year or 2 back .
One only has to check the fundamentals on gtp [last report ] to see what the future may hold .
Gns looks like fair value presently on pe and yield and gtp about half what it should be .
Whats real interesting is maybe a great surprise to the upside earnings for next year on gtp . Which obviously would under value it by ? at present price .
We really gotta get ALPHA to help us with some financials , no one understands these gems as well as him .
As far as diversification Kiwi like gns and tim well lets see who wins in the longterm .
cheers ge
ps; the droughts broken and Vic farmers [especially Bendigo region] are looking at a boom wheat crop . yipeeeeee
cheers ge
An interesting way of looking at it Kiwi . lol Either way these...
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