Tambourah Metals Ord Shs T.TMB.W

RE:RE:RE:RE:Week of Jan 9th in Review

[Lash99]

Great stuff dosperros! The only real reason I am concerned with the West is because of fiber availability. Less logs translates to less production which in normal cases translates to less profits. WEF, I think they have a dividend , which a lot of people like even though its small . They also have a business model that I do not understand , producing Timbers and such for the North American market . They also sell trees/logs directly to China and I have to believe they are at very low margins.  China knows right down to the penny what logs cost and what it costs to manufacture so even though there are big volumes going to China from WEF I will bet dollars to donuts that the margins are very small. This is from personal experience , a lot of work but very little reward when I sold there. But still I heard they are a good company , I just don't know their cycles of profitability. Lash