RE:RE:Teal Linde - BNN -DON'T BUYI would agree - have to take everything these portfolio managers say with a grain of salt. Some of them cover 100+ stocks and don't actually read the reports or news releases or listen to the conference calls.
The cost overruns were largely priced in already when the 2022 statements were issued. TWM is trading at a basement low price - but they need a catalyst to get it going. There are a lot of potential things here, including getting the new facility going, but also an asset sale would do the trick as well.
They were dancing around what level of progress they're in with the asset sales on the conference call, but I got a feeling that we are looking within 3-6 months or so of having some completed. As always, patience is everything until we get some more news.