Marla as the report highlights the management team is a high...

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tippy

296 Posts.

23/03/17

12:55

Post #: 23572209
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Originally posted by Marla ↑

I think you are making a mistake. I ha
ve ridden through terrible seventy percent with some of my shares but they all bounce back along as the fundamentals are there. Remember Buffets mantra buy when others fear. Fear when others buy. I expected the shares to go down to 1.30's prior to 2019 due to small harvests. This is is hiccup by a shorter activist and goes against the assessments of much more seasoned reputable others.

The company is run by an outstanding management team.There have been full disclosure and management has personally invested in its success in committed ways.

Growers have been paid out very very generously so far. This is a fact . Prices have escalated and sales secured and awaiting.

There is a lot of valued IP which increases barriers to entry and competition. That IP and its commercialisation was always integral to the design of a multi layered value added company. Look at its success here. It is an ingredient in the world most used pimple creams, there are multiple stage two patents, it has secured a reputation in a tight marketplace of perfumery for its unique quality.... It unlike others now had as clear reputation in quality across wood, and oils . Something highly sought after. There is enough planting going for supply for years on end.

Hold on do not panic. !

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Marla
as the report highlights the management team is a high turn over team. Difficult to be outstanding without long term stayers

TFC Price at posting: $1.31 Sentiment: Sell Disclosure: Not Held
1 Upvote

0 Great analysis

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