TVN 3.64% 5.3¢ tivan limited

Although Grant stated in the investor briefing that we wouldn't...

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    Although Grant stated in the investor briefing that we wouldn't be going "vertical" ie. making VRFB's or even electrolyte, I know in the future if the opportunity presented he's the kinda bloke who'd tackle it head on.

    The winds of change are here, and despite the now possibility longer timeline to first production, we appear to be on the right track. And you know with the amount of 'skin in the game' GW has we can all have a lot more confidence in the companies future. Especially now we have governments wising up and an Executive Chairman with the right engagement strategy.

    (From the article you posted)
    https://www.afr.c0m/companies/mining/australia-aims-high-by-pursuing-full-battery-manufacturing-capability-
    "Both strategies are designed to break China’s stranglehold on the critical minerals and energy storage sector, and look set to result in more taxpayer funds being spent incentivising new mines, domestic processing hubs for critical minerals and manufacturing facilities to turn them into batteries."

    I think with TVN it's the case of 'Build it any they will come' - the VRFB and electrolyte manufacturers that is. Ultimately leading into increasing vanadium demand, keeping the costs down (economies of scale) and even outcompeting Li-ion.

    Despite the move to Speewah LTH's would be crazy selling now, and of course this'd be the perfect time to get on board. This is now truly a multigenerational stock and the start of something very big. Exciting times ahead for all.

    Surprised we're still paying to use Small-caps. At the risk of triggering bad memories for some here (from those scripted PB vids) can click on story about CSIRO/TIVAN+ below (actually not a bad read).
    https://small.caps.com.au/tivan-new-processing-technology-preferred-pathway-vanadium-projects/


    GLTAH (gone fishing)...
 
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