So far TVN has risen from a rebranding exercise, GW issued...

So far TVN has risen from a rebranding exercise, GW issued thought leadership to national critical minerals strategy, engaged with NTG and reverted TPF back to MASDP (also aligned to critical minerals agenda), purchasing Speewah with creative financial engineering, again using creative financial engineering for developing Sandover (Lithium also on critical minerals list) and demonstrating strong(er) financial discipline in the short duration that this BoD have had.

A prospective financing partner can therefore see stronger TVN alignment to national critical minerals agenda, long LOM and high value (con grade) deposit in Speewah, strategic TFP location in MASDP and therefore a serious overall Vanadium, Titanium & possibly Lithium player. Proverbial elephant in the room is short term funding to continue operating & successfully procuring Speewah, with a view to moving towards FID thereafter. Timeframes may be impacted with permitting in WA and NT in parallel to all this.

Sandover was inherited by this BoD so details of its value are sketchy until further announcements and exploration. Perhaps a better return on offloading this asset is to develop it with a lower cost approach and get a higher price tag, given Li demand as stated. This could contribute to CAPEX funding & increasing MC without further dilution to SP.

Critical minerals thematic is overarching the TiVAN tech positioning IMHO, not competing or replacing it.

Keen to see what the investor update/strategy is post-RRR period.

TVN may confirm before the end of the month on Speewah's compatibility with TiVAN (not sure how long it takes to carry out the testing and validation) or perhaps after purchase is confirmed. Will there be any positive impacts to existing off takes? And what about new off takes given Speewah is a bigger deposit?

We shall know in a few weeks time. GLTAH