Weekend Thread for General Discussion and Plans for Saturday, January 10, 2026 and Sunday, January 11, 2026

AI Summary

The author holds TVN shares and intends to keep holding as long as Japanese backing continues and critical minerals supply chains remain at risk.

TVN.AX — LONG The author holds TVN shares and plans to remain holding while the company has continued Japanese backing and critical mineral supply chains remain at risk. The investment case rests on that strategic backing and supply-chain risk supporting the business. No specific valuation target or exit is given, though the author is concerned about a hard decline.

I think as long as they have continued japanese backing and critical minerals supply chains r at risk ill remain holding

Score 2

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Ideas

u/Davidina101 Reddit r/ASX_Bets

Hold TVN on Japanese backing and critical minerals supply risk.

The author holds TVN shares and plans to remain holding while the company has continued Japanese backing and critical mineral supply chains remain at risk. The investment case rests on that strategic backing and supply-chain risk supporting the business. No specific valuation target or exit is given, though the author is concerned about a hard decline.

This Reddit post, published January 09, 2026, features u/Davidina101 discussing TVN.AX. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Davidina101 · Tickers: TVN.AX

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