Tivan Limited · ASX:TVN
Tivan — Corporate Update (February 2024)
17 slides from Tivan's corporate update, Feb 1, 2024
Slide 1: Online Session on Speewah Fluorite Project
1 February 2024 Online Session on Speewah Fluorite Project The Board of Tivan Limited (ASX: TVN) (“Tivan” or the “Company”) is pleased to confirm that Executive Chairman Mr Grant Wilson will host an online session with shareholders to discuss the Speewah Fluorite Project and related Company matters,
Slide 2: Speewah Fluorite Project Online Briefing Session
Speewah Fluorite Project Online Briefing Session 1 February 2024
Slide 3: A compelling, complementary opportunity
A compelling, complementary opportunity • Fluorine was recently included on Australia's Critical Mineral List • Speewah hosts Australia's sole high-grade JORC defined resource • Fluorspar underpins the 'battery-F' value chain in EVs • Structural deficit forecast in Fluorspar from 2025 • A low capita
Slide 4: Historical Timeline - Speewah
Tivan: Historical Timeline - Speewah
Slide 5: Fluorine included on Australia's Critical Mineral List on December 2023
Tivan: Fluorine included on Australia's Critical Mineral List on December 2023 Source: https://www.industry.gov.au/publications/australias-critical-minerals-list-and-strategic-materials-list
Slide 6: Speewah – Fluorite & Vanadium, side by side
Tivan: Speewah – Fluorite & Vanadium, side by side Map showing adjacent deposits within Speewah tenements, accessibility via historical track routes, proximity to Doon Doon Station (in green) and the Great Northern Highway. In-field water available at SPB1(2004). Legend: Fluorite Deposit Outline VTM
Slide 7: Fluorite Resource – Block Model
Tivan: Fluorite Resource – Block Model • Upside potential resource potential: Rotated view o Additional veins have been identified that were not included in the 2018 resource model and offer the potential to increase the resource volume if included. o Further drilling at the vertical extents of the
Slide 8: Fluorite flowsheet – low capital requirements
Tivan: Fluorite flowsheet – low capital requirements A simple flowsheet using physical separation: Dig crush grind float ship Onsite processing achieves higher project economics than Direct Shipping Ore.
Slide 9: Acid grade Fluorspar – structural deficit from 2025
Tivan: Acid grade Fluorspar – structural deficit from 2025 ~US$3bn market Industry analysts are forecasting a structural deficit to emerge from 2025, driven by demand for Acid grade Fluorspar from the 'Battery-F' EV value chain & rapid global reserve depletion. Source: Benchmark Mineral Intelligence
Slide 10: China is depleting reserves rapidly, exposing a critical vulnerability
Tivan: China is depleting reserves rapidly, exposing a critical vulnerability China dominates current production & consumption of Fluorspar (60%), yet on current trends will entirely deplete reserves by 2030. This is a critical vulnerability to China's leadership of the EV sector and provides upside
Slide 11: Fluorspar prices are at historical highs
Tivan: Fluorspar prices are at historical highs Fluorspar (CaF>97%), FOB China, per tonne Historical high prices & newfound status of Fluorine as a Critical Mineral underpin accessibility of project finance Legend: AUD USD Source: Multiple industry providers
Slide 12: Project Timelines in 2024
Tivan: Project Timelines in 2024
Slide 13: Major catalysts in 2024
Tivan: Major catalysts in 2024 Our projects are at different Classic Lassonde Curve phases of the development cycle, providing shareholders with major catalysts in the year ahead.
Slide 14: We are targeting first F shipment end 2026
Tivan: We are targeting first F shipment end 2026 Five Rivers Lookout & Port of Wyndham, Western Australia
Slide 15: Q&A > please email live questions to ama@tivan.com.au
Q&A > please email live questions to ama@tivan.com.au • What’s the rough approximate cost to get to production? • What is the timeline and revenue & profit potential? • Why wasn't Tivan included on the Federal Government's recent Australian Critical Minerals Prospectus? • Is Direct Shipping Ore (DSO
Slide 16: Disclaimer: Reliance
Disclaimer: Reliance Reliance and Forward Looking Statements In all cases, this presentation is provided on the basis that the recipient will conduct their own investigation and analysis of the information set forth in this presentation independently and without reliance on Tivan Limited or any of i
Slide 17: Tivan Critical Minerals Company
of tivan 2 critical minerals company Registered Office Level 1, 16 Bennett Street Darwin NT 0800 Australia Contact +618 9327 0900 engagement@tivan.com.au tivan Limited ABN 12 000 817 023 ASX Code: TVN tivan.com.au