Club Mulgoa

Monday, August 29, 2011

LRF

I can never understand why the market underrates LRF, yet you have analysts out there recommending stocks like TLS and WOW. Some even dare suggest how good the dividend is from TLS. This is not dividend from profits.

The biggest profit generated by LRF is a >700% gain on Riversdale, taken over by RIO recently. Yet the market could not care a stuff about this company's management.

Currently two of their biggest holdings are NCM and AGO.

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