TVN 1.89% 5.4¢ tivan limited

Hey look, I may be back. I think GW is doing a really great job...

  1. 541 Posts.
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    Hey look, I may be back. I think GW is doing a really great job with what he has. I just think that the current MC is at a premium to where TVN are in the life cycle of the company.
    This makes it difficult to get any instos interested in an equity raise at a premium and debt funding is problematic as there is nothing to lend against.

    Realistically, I think the MC needs to be at least half for someone to take a serious interest, at which point, the dilution will be reflective, but at this point, I may be interested again.

    Please don't anyone jump down my throat, it cost me a lot to have this opinion. For all of you, I hope I'm wrong.
 
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