Noodly,
Yes, I agree with your point re unknown Tivan royalties.
However, while p4 of the DFS says "The potential for the additional long-life revenue streams have not been incorporated into this update", the ore feed numbers for Tivan are specified in Table 2 & the overall Capex/Opex/Boot costs are projected.
Plus, we have the 3 key commodity "real" & "nominal" estimates projected.
So, we have pretty much what we need for back of an envelope calc...but this may not be bankable until we have the TiO2 offtake wrapped up? So much upside here.
Current SP seems to be disconnected from our advanced DFS position.
Jvest
- Forums
- ASX - By Stock
- Ann: Updated Feasibility Study Results
Noodly, Yes, I agree with your point re unknown Tivan royalties....
-
- There are more pages in this discussion • 53 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
LU7
Discover the strong preliminary feasibility of the Bécancour Lithium Refinery, showcasing resilience in a low pricing environment and a strategic plan to capitalize on future price recoveries
CC9
Chariot Corporation (ASX:CC9) refines Black Mountain strategy, launching Pilot Mine to seize U.S. lithium opportunity
Add TVN (ASX) to my watchlist
(20min delay)
|
|||||
Last
4.6¢ |
Change
0.000(0.00%) |
Mkt cap ! $81.11M |
Open | High | Low | Value | Volume |
4.6¢ | 4.6¢ | 4.5¢ | $49.49K | 1.077M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
12 | 1037242 | 4.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.8¢ | 60870 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
11 | 1026198 | 0.045 |
1 | 227295 | 0.044 |
1 | 13000 | 0.043 |
1 | 1000000 | 0.042 |
2 | 90000 | 0.041 |
Price($) | Vol. | No. |
---|---|---|
0.048 | 60870 | 2 |
0.049 | 100000 | 1 |
0.050 | 6357261 | 5 |
0.053 | 147612 | 1 |
0.055 | 300000 | 1 |
Last trade - 15.44pm 04/10/2024 (20 minute delay) ? |
Featured News
TVN (ASX) Chart |