TIVAN Co. will be an amazing royalty collector in the next decade. 20 x multiple rather than a low mining multiple.
Regarding your comment about their strategy to support the SP appears only to involve the occasional ASX release, I couldn't agree more. The marketing and ability to deliver a clear narrative around strategy has be a 1/10. It doesn't surprise me though as many underlying items have been constantly moving since DFS.
Let's hope that once the FEED lands and everything is locked down that changes however I suspect that it has been a plan to be a small target - I support what Bruno suggested earlier, TNG will looks vastly different from a structuring standpoint by the end of year. Any potential buyer would be nuts to not take this in 2021 if that is what they want as the entire clean energy, VRB and hydrogen is only going to get more airtime with Biden driving his legacy.
Hopefully the disappointing to date Grandchair Elkington can drive some meaningful shareholder engagement in 2021.....apart from the 1980s'esque Newsletter.
- Forums
- ASX - By Stock
- 2021 what to expect
TIVAN Co. will be an amazing royalty collector in the next...
-
- There are more pages in this discussion • 63 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add TVN (ASX) to my watchlist
|
|||||
Last
7.3¢ |
Change
-0.002(2.67%) |
Mkt cap ! $120.1M |
Open | High | Low | Value | Volume |
7.5¢ | 7.5¢ | 7.1¢ | $42.78K | 581.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
4 | 142943 | 7.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
7.4¢ | 48000 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 92943 | 0.070 |
1 | 30000 | 0.069 |
1 | 22000 | 0.068 |
2 | 220000 | 0.067 |
2 | 133334 | 0.066 |
Price($) | Vol. | No. |
---|---|---|
0.074 | 30000 | 1 |
0.075 | 71732 | 2 |
0.076 | 265000 | 1 |
0.077 | 110000 | 1 |
0.078 | 128217 | 1 |
Last trade - 16.10pm 21/06/2024 (20 minute delay) ? |
Featured News
TVN (ASX) Chart |
The Watchlist
FHE
FRONTIER ENERGY LIMITED
Adam Kiley, CEO
Adam Kiley
CEO
SPONSORED BY The Market Online