Tivan Limited · ASX:TVN
Tivan — Investor Presentation (January 2025)
21 slides from Tivan's investor presentation, Jan 9, 2025
Slide 1: Investor Briefing Materials
09 January 2025 Investor Briefing Materials 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 for shareholders this afternoon. Details: For personal use only Time & Date Today, Thursday 09 Janu
Slide 2: Tivan January 2025
For personal use only tivan 9 January 2025
Slide 3: Tivan's tenements, resources and projects
For personal use only Figure 1: Tivan's tenements, resources and projects 2
Slide 4: Tivan's comparative advantages
For personal use only To build a company of strategic importance, Tivan believes that comparative advantages are required. Tivan introduced eight, self-reinforcing comparative advantages at the 2024 AGM. These comparative advantages underpin the rapid progress Tivan has achieved as a turnaround stor
Slide 5: Rapidly progressing critical minerals projects
Tivan: Rapidly progressing critical minerals projects • Within 2 years Tivan has assembled and advanced a For personal use only portfolio of highly prospective critical minerals projects across northern Australia. • Through diversification across projects, Tivan aims to flatten out the Lassonde curv
Slide 6: For personal use only
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Slide 7: Speewah Fluorite Project: landmark Joint Venture with Sumitomo Corporation
Tivan: Speewah Fluorite Project: landmark Joint Venture with Sumitomo Corporation For personal use only • Tivan and Sumitomo announced terms of proposed JV on 24 December 2024: • TVN 77.5%, SC 22.5% • Total investment by SC of $60m over stage-gates • 100% offtake • TVN management fee • Completion sc
Slide 8: Sandover Fluorite Project – assay results imminent
Tivan: Sandover Fluorite Project – assay results imminent • On 21 November, Tivan announced the acquisition of For personal use only Australia's highest grade Fluorite prospect, drilled in the 1970s. • The acquisition is highly synergistic, enabling Tivan to leverage multiple workflows and capabilit
Slide 9: Sandover AI Project – commencement of drilling in January
Tivan: Sandover AI Project – commencement of drilling in January Discovery: For personal use only In Mar/Apr 2024 EARTH AI/TVN discovered surface mineralisation at Aileron (EL33099): Pb up to 12.2% & Ag up to 469ppm. Background: • Rare high-grade base metal surface discovery, with prominent indicati
Slide 10: For personal use only
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Slide 11: Significant improvement in secondary market liquidity
Tivan: Significant improvement in secondary market liquidity • Tivan has been working methodically to improve For personal use only secondary market liquidity in TVN stock since initiatives announced at 2023 AGM. • On a rolling 1mth basis, secondary market liquidity is currently 5-6x higher than 1H
Slide 12: Strong alignment in executive compensation
Tivan: Strong alignment in executive compensation • The Board of Tivan conducted a firmwide For personal use only review of compensation arrangements in Jul/Aug 2024. • The review confirmed the Board's commitment to strong alignment with shareholder value creation & to providing appropriate long-ter
Slide 13: Organisation Chart
Tivan: Organisation Chart For personal use only Figure 9: Team Tivan 12
Slide 14: For personal use only
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Slide 15: AMA
Tivan: AMA Global Supply Chain For personal use only China have introduced export bans on some of the more critical elements required for modern technologies including those used in semiconductors & batteries. The US with Trump are also set to introduce tariffs further changing the entire raw materi
Slide 16: AMA
Tivan: AMA Sandover Fluorite Project For personal use only What time frames are the company looking at for a maiden JORC at the Sandover Fluorite project and also for the Sandover AI minerals project. Sobeit 1. When will Tivan expect to be able to give an initial pre JORC estimate of the fluorite re
Slide 17: AMA
Tivan: AMA MASDP For personal use only What is the current (or pending) status re the MASDP precinct, South of Darwin Port and how is Tivan 'factoring' this into their processing plans? PS. As background from what I recall, the 'rubber stamping' of the project was subject to Federal Govt Minister/s
Slide 18: Disclaimers
Disclaimers Reliance and Forward Looking Statements For personal use only 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 Limite
Slide 19: Competent Person's Statement
Competent Person's Statement Exploration Results For personal use only Tivan’s exploration activities are being overseen by Mr Stephen Walsh (BSc). The information that relates to exploration results in this presentation is based on and fairly represen ts information and supporting documentation pre
Slide 20: Competent Person's Statement continued
Competent Person's Statement continued Sandover Exploration Results The information in this presentation that relates to exploration results for the Sandover Project has been extracted from the Company’s previous ASX announcements entitled “Copper & Lithium Targets Identified at Sandover Project” da
Slide 21: For personal use only
For personal use only