TVN 4.00% 4.8¢ tivan limited

change of sentiment??, page-10

  1. 5,818 Posts.
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    I know its been said it recently but there does appear to be a quiet strengthening in this stock. trading numbers are up and at least 5 days of gains back to back.

    While there can be know doubt that tng has been way oversold and the firming in sp could simply be a reflection of that fact and the renewed bank ballance, there does seem to be a little more to it in my view.

    I would not be surprised to here if some news bringing tng closer to development wasnt around the courner.

    Spent much of this weekend reading about forcsted energy consumption globally and were sustainable energy fits in that picture.

    The figures are absolutely mind boggelling. (If you can put up with another one of my posts ill set it all out) sufice to say that from a combination of replacing and developing excisting energy plants (of whatever form) coupled with bringing energy to those who have no current access there is expodential growth as i recall about 50% of whith will come from sustainable sources, wind and solar making up an appreciable portion of that.

    China has committed massive $$$ and has a big plan in both replacing excisting plants and bringing energy to the 1 bill of its citizens who as yet dont have power.

    The race for storage is just huge and battery development is the answer.VRF is one of i think 29 different types but a front runner in a number of areas allong with a couple of other options.

    Sorry getting a bit carried away. back to the thread. It is far from fanciful in my opinion that discussions and possible aliances with end users or manufactures are in train.



 
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