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Tivan Ltd V.TVN


Primary Symbol: TNGZF

Tivan Limited is a critical minerals company primarily focused on the development of vanadiferous titanomagnetite (VTM) projects in Australia. The Company's projects include Speewah, Mount Peake, Sandover, Kulgera and Moonlight. The Company owns two large vanadiferous titanomagnetite deposits, the Speewah Vanadium-Titanium-Iron Project located 110 kilometers (km) southwest of Kununurra in Western Australia, and the Mount Peake Vanadium-Titanium-Iron Project located 230 km north of Alice Springs in the Northern Territory, Australia. The Sandover Project covers an area of over 8,000 square kilometers (km2) and is considered prospective to host lithium-bearing pegmatites, and also sediment-hosted copper and iron oxide copper-gold deposits. The Kulgera Project cover an area of around 1,231 km2. The Moonlight Project has two exploration licenses. The Company's projects also include Cawse Extended and Kintore East. It has developed a mineral processing technology - TIVAN+.


OTCPK:TNGZF - Post by User

Comment by SBAASTOCKS11on Apr 28, 2016 10:14am
169 Views
Post# 24819862

RE:RE:RE:RE:Share price and future

RE:RE:RE:RE:Share price and futureThey have over $16mm cash in the back, and the royalty income payments are still consistent, in what is going to be a poor Q1. They have plenty of liquidity, and the IFRS change is good for the long run.

They basically gave the street everything negative in the drawer, and I would say that was the smart thing to do. 

The co-founder leaving may be a blessing in disguise, as I would say he made some poor decisions, and was canned fairly quickly because of it. Mr. Parry will use the right levers to move this back to where we just were. Q4 was outstanding, but that is over the top, as we cannot expect that pace of buyouts. This investment is based on the stability of the royalty payments, which although not strong in Q1, still stable enough. Buyouts are added liquidity for the company, which they returned in the form of the increased divvy. Which is safe at just arounf 100% payout even without the buyouts.

I would say the 2H of 2016 will be strong, and we shall find the $0.70-0.80 level once again.
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