TVN 3.64% 5.3¢ tivan limited

Wearing my astute, calculating, unemotional investor's hat for a...

  1. 207 Posts.
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    Wearing my astute, calculating, unemotional investor's hat for a moment (which BTW is not a great fit and has often been of little help).

    If the 249D fails, I will hold but continue looking closely for current management to demonstrate in the short term, how they can deliver. The hope is I know what I'm in for "warts and all" and will be fully prepared to exit if more warts start to appear. If the 249D succeeds I will look to exit, ideally on the potential bump in SP many are expecting, and wait for the dust to settle. Will look to re-enter once I see new management flesh out their plans in more detail and get some "runs on the board" so to speak.

    Kind of a "better the devil you know" versus "I didn't see that coming" scenario.
 
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