MF loves to recommend stocks with PE around 15 and sp at a year...

MF loves to recommend stocks with PE around 15 and sp at a year high. I had been a subscriber for few years, but didn't like their style.

TTN, is not entirely related to mining sector, more attached to energy sector as CSG, oil gas drillings. EBIT $10m, low end, is enough to justify current market cap of merely $25m. I expect or hope these short term effects will be sorted by management as they are also holding quite large shares.
Also note TTN has $18m undrawn loan facility available. Currently net debt $8.7m, not huge.