TVN 0.00% 4.9¢ tivan limited

rdaneel,I feel I have to take issue with many of your...

  1. 1,166 Posts.
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    rdaneel,
    I feel I have to take issue with many of your assumptions but your are correct regarding the SP.
    To suggest that progress is somewhat glacial is ludicrous. In every measurement this is as different to TNG as oil is to water. In nearly 50 years of investing, as far as junior miners go I have never experienced such a rapid transformation. And to bring world class people onto the Board and TAG shouts volumes about Grant's reputation and abilities.
    Every now and again there is a disconnect between the SP and a companies prospects. I suggest this is such a case. I think there is a great window of opportunity to average down, and in my opinion it will not be long before a rerate recognizes the potential of TVN.
    It would be fair to say I am overweight in what is still a small cap company, but after the Board spill and the decisions taken since ,I have not for a moment regretted my decision.
    Up to everyone to make their own investment decisions but I do not think we will see a buying opportunity at these levels ever again. We are on the cusp of a new way of thinking about global warming ,energy and the steps we need to take to mitigate disaster. Tivan is one of the very few companies that have this vision.
 
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