IMO investors are heavily discounting what the TIVAN process will do to the feedstock and pigment markets. l
the way I see it there are three outcomes:
1. TNG gets to production as is. I don't think TIVAN ever gets proper value in this environment. We are simply valued as a mining multiple of our EPS, and subject the the commodity pricing market.
2. TNG gets taken over (TIVAN included). Someone is going to have to pay top dollar to get what will be a quality mine and a an industry changing technology.
3. Mt. Peake/TNG is acquired via scheme where shareholders will get $x for every share and TIVAN is spun out to go on and bring to production a Mt Peake every five years, creating recurring revenue and being valued like a royalty company.
I'm betting on 3.
- Forums
- ASX - By Stock
- Ann: MD Presentation, RRS Investor Conference
IMO investors are heavily discounting what the TIVAN process...
-
- There are more pages in this discussion • 18 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