I appreciate the obvious re: 99.5% purity. I am after how far behind this is (and how long TIVAN's competitive edge remains to be ahead of the game). This is after KRC has had their samples tested via the TIVAN process as posted by another poster previously. And TNG's claim of TIVAN being the lowest processing-cost option out there today.
Interesting that BBI who is further advanced is keen to look at TIVAN, and KRC on the other hand as a junior appears to be looking elsewhere - this could be possibly due to TIVAN licensing model being tied to volumes? (KRC has a pretty large sized deposit according to their stats compared to Mt Peake)
Full disclosure - no position held in KRC so def not cross ramping
TNG Price at posting:
12.5¢ Sentiment: Hold Disclosure: Held
