Back at Speewah,
@Tivan_Limited
has been progressing hydrogeology studies, a key long-lead item for mine planning & environmental approvals. Some recent field footage & technical information is available on SRK Consulting's website. With thanks.📽️🇦🇺
Delighted to welcome Guy to
@Tivan_Limited
. Guy is joining us for all the right reasons & his presence will have an enduring impact. We have a unique & transformative opportunity, & the talent & drive to deliver. Today the game changes. 🇦🇺
Our Trading Halt today marks the end of the turnaround phase at
@Tivan_Limited
& the start of the next chapter. My sincere thanks to shareholders & stakeholders for their support & trust over the past 18 months. And to our incredible team - salut! Onward. ⚒️🔋🇦🇺
Great to meet with
@AlboMP
. The PM is passionate in his support of the NT & will no doubt back in MASDP. The opportunity for the critical minerals sector to deliver a “just transition” is well understood. Now is the time to execute & deliver. Have a great weekend!🔋 🇦🇺
Take two minutes to learn about our Speewah Fluorite Project. An Australian first, that will be delivered in rapid time, for shareholders of
@Tivan_Limited
& for stakeholders across the East Kimberley. A super-exciting time. Please share! ⚒️🔋🇦🇺🚀
In 2027
@Tivan_Limited
will ship Australia’s first export of Fluorite to Asia from the Port of Wyndham. Our Pre-Feasibility Study for Speewah will define this industry & set a new benchmark of excellence in the critical minerals sector. ⚒️🇯🇵🇦🇺🚀
Hi everyone. Delighted & excited to advise that
@Tivan_Limited
will be making a major announcement shortly. And I’ll be online with our comprehensive update at 530pm today. Onward - 🐊 ⚒️🔋🇦🇺🚀
Looking forward to meeting Prime Minister
@AlboMP
in Darwin today to discuss
@Tivan_Limited
, MASDP & our important work with Traditional Owners across northern Australia. Our aims are perfectly aligned with the objectives of the Critical Minerals Strategy. Onward. 🔋 🇦🇺 🚀
Darwin showed up big time for
@Tivan_Limited
’s rousing & resoundingly successful AGM. The event showcased our brilliant team & our durable competitive advantages. Replay link here: formalities conclude ~23mins. Watch, learn, share, enjoy!! 🔋🚀
The short wait for our Pre-Feasibility Study ends tomorrow. With thanks to the dedicated team at
@Tivan_Limited
& our many valued Study Partners.
And so it begins .. ⚒️🇯🇵🇦🇺
.
@Tivan_Limited
will make a major announcement tomorrow re the East Kimberley region. A year in the making, we are excited to share our plans with shareholders, stakeholders & the community at large. Tomorrow will fundamentally reshape perceptions of the Speewah Project. ⚒️🔋
Next week
@Tivan_Limited
will launch a major project for the East Kimberley region and establish a new, critical export for Australia. I'll provide a wrap online on Friday with shareholders & stakeholders. Enjoy the weekend, with gems from Speewah.⚒️🇯🇵🇦🇺
RBA plunges deep into negative equity in weekly Statement of Liabilities & Assets. Losses exceeding the RBRF are recorded as Other Liabilities. Steady state recap as at 30 Jun is the sum = $31bn = 1.5% of GDP. Cash rate hikes will drain further via negative carry via ES balances
Wrapping up two weeks on the road, across Perth, Singapore, Hong Kong, Osaka & Tokyo.
@Tivan_Limited
’s breakout year has been recognised throughout Asia. We can approach next year with confidence, knowing that foundational relationships have been established.🇦🇺 🇸🇬 🇭🇰 🇯🇵
Two of Australia’s leading lights, Prof. Maria Skyllas-Kazacos & Dr Guy Debelle at UNSW today, with a 30kW/120kWh VRFB installation.
@Tivan_Limited
is uniquely positioned to deliver the much-heralded renewable value chain, all based on sovereign capabilities.
#teamwork
🔋
In the week ahead
@Tivan_Limited
will make its most significant announcement since the acquisition of Speewah in February. We have said “everything will change” across northern Australia. So it shall. Stay tuned.🔋
Competitive tension is a universal principle. For V,
@Tivan_Limited
now has two sets of industry leading testwork results, confirming Speewah’s status as the premier global VTM resource. We will put our pathways in hard comp in q3 & make the big call.🔋🇦🇺
Happy PFS day, from
@Tivan_Limited
. The Speewah Fluorite Project is real now & our fasttrack path to free cash flow. Ours is the most deliverable project in the critical minerals sector, with a scarce resource that will expand significantly. Read on …😀
Over the past 18 mths
@Tivan_Limited
has been welcomed throughout the Kimberley. In August we will be introducing the Speewah Fluorite Project to the grassroots. There’s much buzz & excitement for what’s ahead.
Community matters. ✅⚒️🇦🇺
Delighted to advise that
@Tivan_Limited
's AGM will be in Melbourne this year, provisionally Fri 15 Nov. MLB is a big part of TVN's origin story & a natural point of convergence for many of our shareholders & stakeholders. Save the date! 🗓️🇦🇺
Great companies are made by great people. Within 5 months
@Tivan_Limited
has brought together some of the most talented people in the world, now working as a team across multiple domains of expertise. And we are just getting started. For the newcomers: everything will change.🔋
Great to have dinner with
@MadeleineMHKing
tonight. The Minister is now fully up to speed on all things
@Tivan_Limited
, esp Fluorite, MASDP & AI/Pb. We share a common vision of the opportunities across northern Australia & commitment to inclusion on the pathways ahead. 🔋🇦🇺
An average mine takes ~15 years. Critical minerals & rare earths take even longer.
@Tivan_Limited
is operating differently than industry peers. We will deliver the Speewah Fluorite Project in record time. The how & why will be revealed 🔜. ⚒️🇦🇺🌏
Great to be back in Osaka, ahead of second stage meetings early this week. As I said in August, Japan is on the critical path at
@Tivan_Limited
. We are making deep inroads & progressing rapidly. Exciting times & a great privilege to advance the bilateral relationship. 🇯🇵 🇦🇺 🔋
We will be asked tomorrow why this find wasn’t made earlier. A: it is big country! Our map overlays Sandover & Sydney for scale & perspective. AI is a game-changer outback.
@Tivan_Limited
&
@earthaiexplore
are just getting started. 🔜 ⚒️🚀
A weekend treat with
@Tivan_Limited
’s strategic partner
@earthaiexplore
out on country at Sandover. Watch to learn more about this exciting project & a day in the life of exploring for critical minerals at the technological frontier. ⚒️🔋
The Speewah Fluorite Project is as close to a certainty as exists in the critical minerals sector in Australia. Read my article with ASPI to understand why it’s so important.
@Tivan_Limited
China’s EV battery sector has an Achilles’ heel | via
@aspi_org
A year ago
@Tivan_Limited
commenced our Exploration Alliance with
@earthaiexplore
at Sandover. We shared a view that the vast, prospective terrain was highly amenable to AI-driven exploration. Tune in Monday to learn what we have found. ⚒️🚀
The uncommon level of technical detail provided in
@Tivan_Limited
's Pre-Feasibility Study enables rich data visualisations including our fly-through of the Speewah Fluorite Project. Watch, learn, share! 📽️⚒️🇯🇵🇦🇺
Back to Canberra with Federal govt briefings on Speewah & Sumitomo Corp. At CEDA our Strategic Alliance will be presented as an exemplar of International Partnerships. By year end
@Tivan_Limited
will be a poster child for the critical minerals sector in Australia. 🇦🇺🇯🇵
For the abundance of clarity,
@Tivan_Limited
will not be “working very collaboratively” with companies engaged in hydraulic fracturing in the Beetaloo. The social licence we have earned with community & First Nations across northern Australia is not for sale.
Beetaloo fracker Tamboran succinctly describes here:
1. how greenwashing will work at Middle Arm in Darwin;
2. how Beetaloo gas will be a feedstock for manufacturing at Middle Arm (ie to make toxic petrochemicals).
Subsidised by $1.5billion of taxpayer funds.
Wrapping up in Alice tonight. Roman & Steve have done a great job over the break in advancing
@Tivan_Limited
’s Sandover Project. Exciting to be on the cusp. Details tomorrow. ⚒️
Great to share the stage with Minister King & Dino, CEO of Fortescue, at CEDAs State of the Nation in Canberra today.
@Tivan_Limited
is stepping up, through words & deeds. Full replay to follow. 📽️⚒️🔋🇦🇺
@MadeleineMHKing
“You need mutual respect between those three groups…and that’s what I see failing in many cases.”
@Tivan_Limited
Executive Chair, Grant Wilson (
@grantfwilson
) on working with traditional owners and the geostrategic importance of Fluorite exportation.
#SoN2024
#Resources
.
@Tivan_Limited
is hitting its stride. Enjoy the replay of our Company Update, following on from our Strategic Alliance with Sumitomo Corporation.
Have a great weekend! ⚒️🔋🇯🇵🇦🇺
It has been a brutal year for the critical minerals sector in Australia.
@Tivan_Limited
has excelled in navigating the challenges & complexities of the post-bubble environment. We are all set to deliver outperformance in absolute terms in the year ahead.🐊🇦🇺
Prime time this week for
@Tivan_Limited
. We are operating at the frontier of the critical minerals sector & contributing actively to policy formation. Regionalism, common use precincts, value-addition, governance, Traditional Owners and 'trusted partners' all on the ticket.📽️🇦🇺
High-grade surface discoveries of base metals are a relic of the past in Australia.
@Tivan_Limited
&
@earthaiexplore
are changing the game at Sandover. The location, 5km from the Ghan, 100km from Alice, is incredibly advantageous. Hometown awaits! ⚒️🚀
.
@Tivan_Limited
has materially upgraded JORC at Speewah. Size, grade, location, mineralogy = world-class resource. At current prices, there are several billions of dollars of CaF2 in the ground. We are full tilt at realising this unique opportunity.🚀 🇦🇺
With shutdowns announced in Australia across Lithium, Nickel & Aluminium over the past fortnight there’s a lot of focus on why & what this means for critical minerals, including at the policy level.
Some brief thoughts, as a THREAD.
Huge week ahead for
@Tivan_Limited
culminating at our AGM in Darwin. We know it's a hike, so Tuesday is our inaugural Open Day for shareholders to provide feedback, log questions or just have a chat. Call us direct (08 89415987) after 8am ACST. Momentous day tomorrow. Enjoy!🔋
At last year’s AGM we highlighted the importance of improving secondary market liquidity in TVN. We are seeing a positive trend, six months on. Reducing the liquidity premia will enable
@Tivan_Limited
’s intrinsic value to be more adequately reflected. The trend is our friend. ✅
.
@Tivan_Limited
has announced an independent & conservatively estimated Exploration Target. This provides a credible & actionable pathway for resource expansion. In the space of 2 weeks, Speewah has emerged as a genuinely world-class Fluorite resource.⚒️🇦🇺
Rare Earths are struggling in the west, with China having abundant reserves & dominant processing. Fluorite is different. China is depleting rapidly & ramping imports. In RE 🇨🇳 = price maker; in F 🇨🇳 = price taker. This explains high F prices & the uber-bullish outlook.✅
.
@Tivan_Limited
&
@earthaiexplore
are on the cusp, readying our drill campaign for rare, high-grade surface mineralisation of Pb, Ag at Sandover. Our rapid progress is a product of hard work, data science & the trust we have outback. Onwards. ⚒️🇦🇺
Looking forward to introducing our “Project FastTrack” initiative to shareholders of
@Tivan_Limited
next week. All options on the table to get Vanadium to market ASAP. Will impart maximum regret on recent tax loss sellers too. Betting against is a big mistake!! 🥊 🐊
Unlike Li, F is structurally scarce & depleting rapidly. With v significant resource expansion ahead, Speewah will push far rightward in our ‘bubble’, as others move left. With near zero arsenic & proximate location, our unique standing in Asia is assured. 🇯🇵🇦🇺
@Tivan_Limited
If you are wondering what the outcropping vanadiferous titanomagnetite at Speewah looks like, here is your answer. Then x 4.7bn tonnes. Sufficient for
@Tivan_Limited
to alter Australia’s journey to Net Zero. The future in a picture. 🔋
Two days is sufficient for
@Tivan_Limited
in Tokyo. We are well ahead of schedule in securing top-tier institutional engagement. This will confirm Speewah’s status as a world-class resource & underwrite project delivery. 🇯🇵🇦🇺🚀
Back in Darwin today with
@Tivan_Limited
’s corporate HQ ready for business. Getting a place up here myself as well, in prep for the big ramp ahead. Impossible to overstate the importance of local presence. Nothing gets achieved in the Territory by dialling it in. 🐊
Australia has many small silver deposits –
#2
in worldwide Ag resource. But we have few large deposits –
#8
in global production. Size is key = economies of scale. Hence the significance of the vast mineralisation footprint at Aileron.⚒️🇦🇺🚀
@Tivan_Limited
@earthaiexplore
Securing the iconic Ord Hydro for Speewah has been a major priority at
@Tivan_Limited
. We are delighted to announce key tie-ups today that facilitate. With the strong support Traditional Owners & regionwide stakeholders we will bring this vision to life.🫧
Wrapping a fantastic first day of
@Tivan_Limited
’s workshop with Hatch. What’s involved? 300 resource hours, 32 people, 19 decision points, 7 service providers, 5 time zones. With thanks to all those involved for their dedication & determination.🔋 🇦🇺
Wrapping up 3 weeks on the road today, 8 towns/cities Australia-wide. On the state of the nation: hope, despair, frustration, humour, belonging, resolve. For
@Tivan_Limited
, we are ready now for the next chapter. Lift-off 🔜. 🇦🇺
On behalf of
@Tivan_Limited
, sincere thanks to Nigel Browne
@Garamanak
, CEO of
@LarrakiaDevCorp
. This week marks the start of a strategic partnership that will endure. In the Territory it is good to have big mates. 🐊
.
@Tivan_Limited
’s Guy Debelle making the case for critical minerals to big Super. He’s right! Do your homework, diversify prudently, stay patient: “massive returns” await. This is a must read article for all investors in the sector. 🚀
Thanks everyone for your patience ahead of
@Tivan_Limited
’s Pre-Feasibility Study. We will soon be on the road to Speewah, via the Great Northern Highway. Have a great weekend! ⚒️🇦🇺
At Aileron, there is now a non-negligible possibility that
@Tivan_Limited
will find a massive high-grade polymetallic deposit, 5km from national railway. On scale, the McArthur River deposit covers apprx 2 sq kms. At current prices, the Zn-Pb-Ag in-situ value is ~A$88bn. DYOR.⚒️
Zooming back in on
@Tivan_Limited
's high-grade Lead discovery at Sandover. Note the extruding ridge line, running north-south. Tune in tomorrow to learn what else we have found. Hint: it's not Lead. 🔜⚒️🚀
For those old & new to
@Tivan_Limited
, my interview with
@AlanKohler
is your go-to resource to understand how & why we came to be & the excitement everyone shares for what’s ahead. Settle in for 35min to listen, learn, share & enjoy. Onward!🔋⚒️🇦🇺
Great to be back at ANU today, gearing up for our big journey at the Research School of Earth Sciences.
@Tivan_Limited
will be working with geoscientists across Australia’s research community to unlock the source of this unique & incredible resource.🔬🇦🇺
@ANU_Research
Delighted to announce our working partnership with Sumitomo Electric Industries. Our collaboration will prove up Speewah to VE, unlocking
@Tivan_Limited
's durable competitive advantages & catalysing LDES deployment, commencing at MASDP. A big step! 🔋🇯🇵🐊
.
@Tivan_Limited
is on track to deliver our first major milestone for the Speewah Fluorite Project in July. I’ll be back online thereafter to introduce our awesome project to shareholders. Have a great weekend! ⚒️🇦🇺
Darwin Dialogue commences this morning, with high level , trilateral representation from 🇦🇺 🇯🇵 🇺🇸 to discuss and determine strategic pathways for global critical minerals.
@Tivan_Limited
a key sponsor of this important summit.
@ASPI_org
Many thanks to
@earthaiexplore
for hosting
@Tivan_Limited
’s Investor Briefing yesterday. Our Exploration Alliance at Sandover is moving into the limelight, as a case study in disruptive technology.
We have, in hand*, Pb at 12.2%, & super-exciting times ahead. ⚒️🚀
.
@Tivan_Limited
will be making (big) news ahead of NT Resources Week. We are running a media campaign / storybook in parallel, starting this weekend. Our vision for the north is compelling. It’s time to win hearts and minds, and $ too. Onward.🔋
A fortnight ago we upgraded Sandover to a strategic priority at
@Tivan_Limited
. This reflects the rapid progress achieved, the risk/reward going forward, the disruptive use of AI & our ability to get things done in the NT. We will have more exciting news shortly. Stay tuned! 🚀
Sandover is now a strategic priority at
@Tivan_Limited
. The Project has earned its place & has the potential to disrupt the mineral exploration sector in 🇦🇺. With the support of TOs & CLC, we are on track to commence drilling in Q2. More assays due 🔜. ⚒️🚀
China’s imports of Fluorspar are tracking above historical highs YTD. This is imparting upward pressure on prices, amid rapid global resource depletion.
@Tivan_Limited
has a unique opportunity to promote resilience in vital supply chains with our Speewah Fluorite Project. 🇦🇺🇯🇵
We have upgraded our website at
@Tivan_Limited
, capturing the many developments year to date & reaffirming our firmwide principles & ethos on country. We are forging new pathways each day & set to deliver for shareholders & stakeholders. Onwards.⚒️🔋🇦🇺
Today marks the end of the first phase of discovery at Aileron. We know now that the mineralisation zone is vast, for both Lead & Silver. The journey continues at
@Tivan_Limited
. ⚒️🇦🇺🚀
A reminder that
@Tivan_Limited
has extensive testwork for Fluorite at Speewah, underpinning the tables KRR published in Feb 2018. The recovery rates > 90% are outstanding. There are no nasties (arsenic, iron, radioactivity). A clean feed, that we can optimise further. ⚒️✅🚀
Some spectacular photos from
Speewah today. For the eagle-eyed, the southern end of outcropping Fluorite vein is visible last. Iconic.🔋🚁🇦🇺
@Tivan_Limited
Sandover is now a strategic priority at
@Tivan_Limited
. The Project has earned its place & has the potential to disrupt the mineral exploration sector in 🇦🇺. With the support of TOs & CLC, we are on track to commence drilling in Q2. More assays due 🔜. ⚒️🚀
Hi everyone - normal comms are on hold just now for commercial reasons. We’ll be back soon & with a comprehensive update. Thanks for your patience meantime. 🔜🐊
.
@Tivan_Limited
can now provide its unqualified support for PTC. The design is inclusive & commencement is practically ideal for the Speewah Fluorite Project (& then VTM). A material boost for early-stage cashflows & post-tax NPV.⚒️✅🇦🇺
Much focus on whether the Budget will include production tax credits for critical minerals. The efficacy of PTC depends very much on design criteria.
@Tivan_Limited
supports in principle.⚒️🇦🇺
We have fielded various qus on Japan in the afterglow of
@Tivan_Limited
’s AGM. I’m heading back up directly after our 2 day workshop with Hatch next week. Japan is on our critical path & we are by no means done with our year of transformation. More soon. 🇯🇵 🔋
Mount Weld, Greenbushes, Pilgangoora… famous resources that kickstarted new industries. Speewah belongs in that bracket: a game-changer & THE path for Vanadium to finally take shape in 🇦🇺. Learn more & learn why in today’s Update from
@Tivan_Limited
.🔋
Extensive interview with Katie on
@Tivan_Limited
’s agreement with Larrakia, the implications for the development pathway at MASDP & our progressive & differentiated principles. Inclusion is the bedrock of how the energy transition will take shape. 🔋
Q1 was frenetic at
@Tivan_Limited
. We are poised to deliver a massive Q2, capitalising upon the foundations now in place. Have a great Easter! ⚒️🔋🐊🇦🇺🇯🇵🚀
Spectacular morning on the far south coast of NSW, with autumnal bream on the bite. How fortunate we are to live in Australia. To recharge we have nature, the ultimate long duration battery. 🎣🇦🇺
A big welcome to 2024 from
@Tivan_Limited
, with best wishes to our many shareholders & stakeholders. We are looking forward to a year of rapid progress & measurable success. We are rested, rejuvenated & raring to go.🔋⚒️🎇🇦🇺
Alignment, liquidity, pedigree, breadth, loyalty, optionality: key words from
@Tivan_Limited
’s important announcement today. Per AGM, our Board is creating durable alignment to ensure that everyone participates in the exciting journey ahead. Onward we go!⚖️
Benchmark Minerals has updated their supply/demand forecasts for Fluorspar. The gap has widened significantly to 2030, reflecting the lack of credible upstream supply.
@Tivan_Limited
's Speewah Fluorite Project is of critical importance to secure supply for trusted partners.🇦🇺🌎
In response to many questions,
@Tivan_Limited
is not providing a precise date for our PFS, for a variety of good reasons. We have said July & July it will be! Shareholders can look forward with confidence. ⚒️🇦🇺
I’ve been referring to
@Tivan_Limited
’s path to free cash flow. Our PFS enables us to show what this looks like. Imagine then the many ways we can grow this company. That’s the near future & not discounted. Take the red pill & come join us! I’ll be online Friday with more. 🚀
The Speewah Fluorite Project will be globally relevant in size. The optimal market entry point for
@Tivan_Limited
puts Australia at
#6
in worldwide production & a cornerstone in ‘trusted’ supply chains. The criticality of F lends geo-strategic significance to our plans. 👌🔋🇦🇺🚀
.
@Tivan_Limited
will be blitzing nationwide media througout November. Bloomberg, Bulls N' Bears, Kohler & joint presser with NTG in Darwin on Friday, for starters. This will be a sustained & unrelenting push, before heading back on the ✈️ to 🇯🇵. Buckle up! 🚀
New visual for
@Tivan_Limited
’s Exploration Alliance with
@earthaiexplore
at Sandover. Yellow borders = ELs, shading = tenements where we have been on country. We are filling out the map sequentially & firming hypotheses ahead of targeted drill campaigns. A vast rich tapestry.⚒️
Images from Speewah as
@Tivan_Limited
gears up for the commencement of ground-disturbing works. Steve, our Chief Geo, adding his name to the list of drill campaigns that date to 1984. High-grade outcropping Fluorite, the hallmark of a globally superior resource. ⚒️🇯🇵🇦🇺
.
@Tivan_Limited
’s origin story is electrifying. Next Tuesday, on our 1yr mark, it will air in long-form (35mins) with
@AlanKohler
. Disruption has created the opportunity to change everything. It’s time for Australia to learn why we are different. Listen, share, enjoy! 🔋 🚀
NT Government on point in recognising the profound significance of our partnership with
@CSIRO
. We have reshored critical technology to achieve a step-change in the energy transition for Australia. With thanks to Minister
@NicoleManison
this morning.🔋 🇦🇺
Whether we are on country or in Japan,
@Tivan_Limited
is building alignment & trust to facilitate pathways ahead. This week: Sandover. Next week: Tokyo. The principles are the same. 🇦🇺🇯🇵