An important thing to note here : we are at this point where the company was running on the smell of an oily rag which was handed to the management team on fire & look at where the company is with the release of this PFS today - $114M per annum & those are very CONSERVATIVE numbers based on the various data points the company has drawn on to arrive at their for their EBITDA basis.
What could this team do with $20M free cash flow, $40M free cash flow or 2/3 of that $114M, $75M per year.
At this point I'm tempted to go find quotes from famous business people who talk about making investments & the main thing they look for before spending a dime is the people in charge of the company. But I won't because I don't think anyone could argue that this turnaround is remarkable & it is precisely because of this factor.
BTW I'm at page 82 of the full PFS & trying to pick out the key points. If I think they make sense to anyone apart from me, I'll post them but probably will be tomorrow to finish reading.
An important thing to note here : we are at this point where the...
-
- There are more pages in this discussion • 61 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add TVN (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
5.1¢ |
Change
0.000(0.00%) |
Mkt cap ! $90.19M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 11383 | 5.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 5.5¢ | 58714 | 2 |
View Market Depth
| Last trade - 09.20am 12/11/2024 (20 minute delay) ? |
| TVN (ASX) Chart |
Day chart unavailable