TFC
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7.42% $1.31 tfs corporation limited

Good points SA1588. The swing factor around Establishment fees...

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    119 Posts.
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    31/08/16
    00:15
    Post #: 18808326
    Good points SA1588.

    The swing factor around Establishment fees appears to be pricing/ha, as (in that interview linked by Peppie) Frank Wilson seemed pretty clear the plantings will be fixed at 1,500ha/year for the next 5 years. Another constrained supply investment product which could offer scope for further price increases.
    TFC Price at posting: $1.57 Sentiment: Hold Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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