the return of poetry, page-22

TC,

You contradict yourself =)

You say if intevia is a failure, we'll see a SP around the current level. But then later call intevia an all or nothing play.

I completely agree with your first comment- the few purchase orders already concluded, along with futurewall, underpin most if not all of the current SP. One of the things that makes me most comfortable about having now 65% of my portfolio in TZ is I see very little downside from prices around these levels, with significant upside if intevia is successfully commercialised.

'Nothing' at around $4-5, with multiples in SP if intevia succeeds, makes TZ at current levels a fantastic buy.

I'm looking forward to an exciting week, as I'm sure most are.

PS. I'm not sure if I agree with multiples of a market cap of 5b, but wouldn't that just be fantastic!