QIN quintis ltd
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New China contract

  1. ValueBuddy89
    24 Posts.
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    04/05/17
    06:44
    Post #: 24456510
    What happens to Glaucus report when a new sandalwood sales contract is announced with this JV?

    Kills the only part of the thesis that may have had a point, right? Wasn't their whole point that TFS couldn't sell the wood?

    I know, I know - yield rates yada-yada-yada. But no way to know those until 5-15 years on a rolling basis. Kinda a long time window for a short that has to pay borrow rates.
    Last edited by ValueBuddy89: 04/05/17
    QIN Price at posting: $1.10 Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 2  Upvote
    lightbulb Created with Sketch.  Great analysis
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