TVN 3.92% 4.9¢ tivan limited

Ann: TVN NT Government Investor Showcase Presentation, page-8

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  1. 4,591 Posts.
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    It would be up at the 60kt pa point.
    https://hotcopper.com.au/data/attachments/5071/5071164-71f723a731a9bcdc513ae683743b432f.jpg

    They don't publish vanadium prices in kg & the only open source of data, Vanadiumprice.com I understand is owned by a producer.
    $10.10lb @ 2.2lb to the kg is $22.26/kg
    60ktpa is a significant chunk of change US$1.336B
    It is also 10 times the size of the 2mtpa plant which the company footprint was targeting.
    Wonder if the design kept with the modular staged approach in 2mtpa blocks.
    As for growth - there are lots of opportunities for Vanadium demand growth. So many technological advances seem to have Vanadium in one of it's forms as the tech enabler.
    https://hotcopper.com.au/data/attachments/5071/5071160-7df8c4446f1152ac4980a51b341849bc.jpg

 
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