Tivan Limited · ASX:TVN
Tivan — Fluorine Forum 2026
22 slides from Tivan's conference presentation, Oct 29, 2026
Slide 1: Executive Chairman's Presentation at Fluorine Forum
asx announcement rsonal use only Executive Chairman’s Presentation at Fluorine Forum The Board of Tivan Limited (ASX: TVN) (the “Company”) is pleased to release the presentation delivered by Executive Chairman, Mr Grant Wilson, at the Fluorine Forum on 27 October 2026, as part of the session titled
Slide 2: Introducing Australia's first fluorite project: Speewah
rsonal use only Introducing Australia’s first fluorite project: Speewah Grant Wilson, Executive Chairman, Tivan Limited
Slide 3: Tivan is building a company of strategic importance across northern Australia
rsonal use only Tivan is building a company of strategic importance across northern Australia 3
Slide 4: Speewah Fluorite Project
rsonal use only Speewah Fluorite Project 4
Slide 5: Tivan: Progressing Australia's first fluorite project
Tivan: Progressing Australia's first fluorite project rsonal use only 5
Slide 6: Speewah: Partnership model
Speewah: Partnership model • Bilateral partnership: The binding joint venture brings rsonal use only together Tivan, Sumitomo Corporation and JOGMEC, through JFC, for project development, financing and operation. • Listed as a priority by the US–Japan and Australia–Japan governments. • Stage-gated:
Slide 7: Speewah: Advancing toward FID
Speewah: Advancing toward FID • Speewah is planned as an integrated mine and processing operation in Western Australia, rsonal use only producing acidspar • The March 2026 Feasibility Study targets approximately 149,000 tonnes of acidspar annually over a 10-year operating case • Following extensive
Slide 8: Speewah: Mini pilot
Speewah: Mini pilot 98.6% CaF2 weighted average grade • The completed mini pilot produced approximately 195 kg of acidspar. rsonal use only • Average CaF₂ grade was 98.6%, exceeding the 97% acidspar benchmark. • ~40kg was dried and split into samples for end-user evaluation through Sumitomo • Sample
Slide 9: Speewah: Resource
Speewah: Resource The 2026 MRE update delivers increases of 16% in rsonal use only tonnage and 6% in contained CaF2, with further potential for extension of mineralised zones and new areas of mineralisation outside the resource. 2026a MRE: 43.2Mt @ 8.3% CaF₂ (3.6Mt contained), including 9.6Mt @ 20.6
Slide 10: Speewah: Mining and processing operation
Speewah: Mining and processing operation DFS is in progress, incorporating further drilling, testwork and piloting 149,000 1.15Mtpa 10 years 15,500 rsonal use only tpa acidspar Ore processing capacity Initial LOM tpa metspar LOM average LOM average Figure 6: Speewah Fluorite Project process flowshee
Slide 11: Speewah: Development milestones
Speewah: Development milestones rsonal use only • Resource: Drilling complete. Updated MRE underway to support mine planning and a maiden Ore Reserve • DFS: Finalising technical and economic work, with DFS completion targeted in 2026 • Project finance: Debt structuring and execution, alongside the p
Slide 12: Sandover Fluorite Project
rsonal use only Sandover Fluorite Project
Slide 13: Tivan: Sandover Fluorite Project – long term supply from Australia
Tivan: Sandover Fluorite Project – long term supply from Australia • November 2024 – Acquired Figure 8: Map showing Tivan’s Sandover Fluorite rsonal use only and Molyhil Tungsten Project tenements • July 2025 – Strategic MoU with Sumitomo Corporation covering collaborative development, financing, op
Slide 14: Tivan: Advancing our second fluorite asset
Tivan: Advancing our second fluorite asset rsonal use only • Strong drilling results: The 58-hole program conducted in 2026 returned broad, high-grade intersections, including 18 m at 25.1% CaF₂, with 7 m at 54.9% CaF₂ • Favourable mineralogy: Similar mineralogy to Speewah, including near-zero arsen
Slide 15: Corporate
rsonal use only Corporate 15
Slide 16: Our Team
Our Team Board of Directors Executive Team Technical Advisory Group 1 1 =a) 4 4 & ~ y % i % y f dal 4 ( { [ “renwien _CviineGarien_Dr Antony Reinsin FG Onboard rant con Dream Lode Rabat Gerard rant osoncitay ——_ Rebesea Moan DeMtiSiolaKaacos StpraneLaions Sinan Fiowers eatiecheman NorEneaeeeer Naetc
Slide 17: Tivan: Responsible Sourcing
Tivan: Responsible Sourcing First Nations inclusion and Australian governance underpin our development approach rsonal use only Tivans First Nations Framework: Australian environmental oversight: Inclusion throughout the project life cycle • Western Australia project led by ASX-listed Tivan Limited
Slide 18: Contact
Contact • Tivan and Sumitomo welcome discussions with prospective customers during the forum rsonal use only • Tivan is continuing to actively support Sumitomo Corporation’s marketing campaign for the Project, including for customers of Japan • Extensive marketing program already underway, led by Su
Slide 19: Reliance and Forward Looking Statements
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 or any of its respective affiliates, age
Slide 20: Competent Person's Statement
Competent Person’s Statement Exploration Results Tivan’s exploration activities are being overseen by Mr Stephen Walsh (BSc). The information that relates to exploration results in this report is based on and fairly represents information and supporting documentation prepared and compiled by Mr Wals
Slide 21: Mineral Resources cont.
Mineral Resources cont. Speewah Fluorite Mineral Resource Update (2026) The Speewah Fluorite Mineral Resource estimate update (JORC Code 2012) set out below in Table 2 was released in an ASX Announcement entitled “Tivan upgrades Mineral Resource Estimate for Speewah Fluorite” on 4 February 2026. The
Slide 22: Registered Office
rsonal use only Registered Office 6/90 Ross Smith Avenue Fannie Bay, NT 0820 Contact +61 8 9327 0900 engagement@tivan.com.au Tivan Limited ABN 12 000 817 023 ASX Code: TVN tivan.com.au