TVN 0.00% 5.0¢ tivan limited

Good development - the company engaging with RIO means they are...

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    Good development - the company engaging with RIO means they are definitely on the radar of at least one big Australian.

    Transmission cost estimate - not sure - Will have to read the AEMO report - interested to see what capacity will be proposed - upsizing for potential future grid feed in always something to consider IMO - ie. if the company is successful - building their own solar farm & battery storage on site at Speewah overcapacity in future.
    transmission-cost-report.pdf (aemo.com.au)

    The LV line to El Questro is interesting - this is a popular tourist destination (glamping) - not sure what they run on but wouldn't surprise if it is diesel generators. Multiple customers means a PPA (off book transmission/grid connection) provided by Pac Hydro/Horizon would be ideal (at a minimum shared cost.)
    https://hotcopper.com.au/data/attachments/6138/6138087-57a6d5558eccf4210ab09a44ebdc8834.jpg
    Identifying a cost-effective & responsible power supply solution now critical in future feasibility of the project.
    I've certainly seen what happens to the SP & the company reputation when the company doesn't do this early in the piece.
    Last edited by Propunter2: 01/05/24
 
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