TVE BALANCE SHEET CLEANER AND CLEANER1. TVE MANAGEMENT WILL USE Q2 2024 TO CLEAN ALL METRICS ON THEIR BALANCE SHEET.
ITS A CAPEX QUARTER AND BALANCE SHEET CLEANUP QUARTER.
THEY DID HAVE THE OUTAGE BUT CONTAINED IT.
MY GUESS IS THAT THEY WILL GO SUB 900M DEBT BY JULY OR AUGUST 2024. WE WILL HERE ABOUT IT ON THE Q2 RELEASE.
WHAT I LIKE ABOUT TVE IS WE SAW SOME COLOR AS THEY WORKED HARD TO GET PRODUCTION BACK ON -- ABOUT 25 DAYS
4 BUCKS IS COMING.
ML