Lots of good stuff in that panel discussion as well as Minister King's Keynote.
Biggest takeaways from a first watch without taking notes - Minister King Production Tax Credit Geoscience Aus funding of $3.2B to map our resources.
Dino Discussion around Green steel China demand growth for Aus resources in critical mineral sector The comment about a wall of money being available for projects that have managed to navigate to a point they are feasible was reassuring
Grant 5-7 year runway to Vanadium Building a market was mentioned & TVN being forefront of that. Fluorite, Sumi no need to revisit.
Put it all together... Vast area to explore around Sandover - seems that the funding to Geoscience would be well suited to map the territory. Production Tax credit - acid grade, met grade fluorspar Im thinking will fall into this zone, TIVAN tech & VRFB electrolyte would. Wall of money for projects ready to roll - love this comment as if there is such a wall, Grant is a pretty good surfer & knows how to pick the right waves.
Off topic, but important to me as I've helped them in the past was seeing the COO, Vanessa Torres, of S32 on stage moderating. On second thoughts S32 have a pretty big Lead & Zinc operation, I'm sure they now know about Sandover.
TVN Price at posting:
7.3¢ Sentiment: Buy Disclosure: Held
