TVN 4.00% 4.8¢ tivan limited

Ann: Boardroom Radio Broadcast, Mr Paul Burton, page-11

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    Strategic Partner ???
    - subject matter expertise - ie another major mining company to help build TNG up & not make too many mistakes during construction/commissioning/ramp & operational optimization - I can think of one in particular (Peter Thomas BBI, Nev Power-> Jason Giltay ie FMG ties of yesterday)
    - Metals/minerals trading house - DKSH makes sense due to the multi-commodity technology in TIVAN
    - Future markets prospect - I'm thinking of India which combines both the above - Vimson ticks this box
    - Sovereign risk mitigation - there have been a number of reports in recent years, including from the US, on how supply chains of critical metals have been cornered by China in particular. Vanadium was one of those metals.
    - A clean energy vertical integration partner
    - A major producer of Titanium
    - A major user of Vanadium

    Any of the above is possible
 
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