TVN 2.67% 7.3¢ tivan limited

When do we expect an updated Breakaway Research report with...

  1. 157 Posts.
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    When do we expect an updated Breakaway Research report with indicative valuation and further derisking, last one was 23rd May 2016?

    All three key price drivers have progressed
    5 July 2016 Water bore drilling for supplement report for the EIS, further permits to be approved soon?
    21 July 2016 Titanium off take by appointing consulting group TiPMC, surely results achieved after 3 months?
    20 September 2016 Gresham appointed to tie up project funding, deals to be done with SMS Group/German friends a key financier.

    Now add
    1 August 16 TIVAN optimization identifies lower OPEX and CAPEX and revised DFS to the list, 2 -3 months to work this out?

    Next quarter going to be full of announcements for better and hopefully not worse (current market's view based on the SP is very bearish and priced for the worst IMO).
 
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