TAL 14.3% 0.8¢ talius group limited

Good to see the company getting some press coverage in Resource...

  1. 378 Posts.
    Good to see the company getting some press coverage in Resource Stocks magazine recently
    a very positive article

    We will soon see the 1st full cycle of the business model with the sale of Lone camp and Palo Pinto assets
    As i have said before this is more about value add and profitable disposal of properties than it is about fully exploiting asset reserves

    All assets have either reached payback or on track to do so

    Interest in saleable assets has been strong

    Profitable disposals will deal with debt issues and allow AVD to leverage up into bigger deals with greater value add potential and greater revenue.
    Pleased to see further hedging put in place at around $90bb
    should not only protect revenue but will also add to value of affected assets
    No mention of the bonus windfall to AVD as a consequence of the falling A$, should add significantly to results imo

    seems to have been a bit of volume recently, perhaps as a consequence of article ? Resource stocks is quite well regarded in industry and is right target audience for this stock imo
 
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