TVN 4.00% 4.8¢ tivan limited

Meeting Timeframes and Holding Management Accountable, page-29

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    Manipulation. The stock is famous for it. Expect capex escalation but reality is we aren’t building now, still need value engineering etc and site integration synergies - so this isn’t done yet. Also don’t just look at capex but yes we need to work on a bankable number - but the likely pricing outlook for these critical minerals. Must look at both sides of the equation. The global thematic for this project if off the charts.
 
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