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Hi Rainmaker....I wouldn't be a spectator on this one.


Your are correct most news / information are just indicators...tea leaves...but the summary is all positive.  Cashflow and profit on the other hand are real and present right now (you cant hide this)!  The Director sale is confusing, but as noted Director sales are not always related to a negative event.  Sometimes Directors need to diversify, have other interests etc.   They also sometime like to reward themselves given they often get shares issued at a discount.  I however get concerned when there are a number of Directors selling.  This isn't the case. This Director still owns > 2 million shares (he is a small shareholder Director).  


Movement away from MIS....well at the end of the day if you consider the IRR for a plantation investor on its own merrits...the investment makes sense full stop with or without tax incentives (a bit more cream)!  Tax incentives just happen to a bonus.   Wholesale investors aren't entering the arena for tax advantages! 


Rainmaker...get your accountant / advisor to do the cash flow analysis for you.....  Don't discount the opportunity because you don't understand the model.


All I am saying is, its great to be a sceptic and a spectator.....but in a couple of years I don't want you to be in the position of knowing you had the opportunity to invest but never understood what you were looking at....I personally would be very annoyed.  Having been investing since 1996 I have never come across such a great opportunity. 


Do the challenge at get someone to professionally advise you on the cash flow of this company / health of the company.  You will probably find your advisor will buy the shares.....my account did and he can't believe the market is so stupid!


This share WILL give you exceptional returns!  Its just a tming issue!:)

Like TFS said ..."they are caught up in the MIS mess...but their business model is poles apart":cool:


SD


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