TVN 0.00% 5.3¢ tivan limited

Hi mate As GW has said Speewah is the main game but as a...

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    Hi mate

    • As GW has said Speewah is the main game but as a critical minerals company, not just a V company per se, any opportunity to uncover other deposits that can be monetised are worth considering on our journey. So my takeaways from GW and team Tivan on Sandover are as follows:
    • Yes they have prioritised Sandover as they’ve mentioned. Why? - Because it’s highly prospective within the company’s overall critical minerals thematic. It is genuine greenfield and TVN has superior stakeholder relationships in the NT.

    • With Earth AI we have a trusted parter with cutting edge tech, low cost, moves fast and respects country.
    • Costs are very low , noting as well NTG Grant program
    • From the detail, what we know so far is that it appears Copper is most likely than Gold, Lithium etc. What’s key is that the outcome should be known by Q2.

    Fundamentally as we have seen, Sandover is at a different point on Lassonde curve than Speewah. Speewah is a multi-year journey to revenue. If Tivan can define a resource at Sandover they can monetise the opportunity - even this year. As we know, it’s critically important to diversify the risk profile and upside potential of TVN.

    As its been articulated, that’s the business case and rationale for looking at Sandover and diversification.

    Welcome comments.
 
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