Tivan Limited · ASX:TVN
Tivan — Investor Presentation (September 2026)
24 slides from Tivan's investor presentation, Sep 30, 2026
Slide 1: Investor Briefing
Investor Briefing 30 September 2026
Slide 2: Tivan is building a company of strategic importance across northern Australia
Tivan is building a company of strategic importance across northern Australia 3
Slide 3: Speewah Fluorite Project
Speewah Fluorite Project 4
Slide 4: Tivan: Progressing Australia's first fluorite project
Tivan: Progressing Australia's first fluorite project 5
Slide 5: Tivan: Pre-FID drilling is nearing completion
Tivan: Pre-FID drilling is nearing completion • Tivan will complete Phase II drilling at Speewah Fluorite Project Drilling (metres) Speewah in early October • Assays from infill drilling have been received and are being integrated into the Mineral Resource Estimate • The new Mineral Resource Estimat
Slide 6: Tivan: We are pursuing a capital-lite pathway to FID
Tivan: We are pursuing a capital-lite pathway to FID • Tivan commenced in December 2022 with A$135m of Issued Capital & A$120m of accumulated losses from TNG = book value of A$15m • Tivan has issued A$65m to: o Fund acquisitions of Speewah, Sandover Fluorite, Molyhil Tungsten, and Turiscai, Ossu & B
Slide 7: Tivan: FID is a whole-of-company commitment
Tivan: FID is a Figure 2: Example of ramp-up performance across two hypothetical projects. whole-of-company Adapted from: Hatch (2026). *Front-End Loading commitment • Tivan is progressing FID via a readiness register • Tivan views FID as a 'quality-gate', not a 'calendar date' • Tivan is focused on
Slide 8: Tivan: Industry track record in ramping-up critical mineral projects
Tivan: "Industry track record in ramping-up critical mineral projects" Figure 3: McNulty ramp-up Legend: benchmarks compared with actual McNulty Series 1 plant performance. Source: David Anonychuk | Global McNulty Series 2 VP Metallurgy & Consulting, SGS McNulty Series 3 Contributions by: Terry McNu
Slide 9: Tivan: Japan is subsidising a new AHF facility
Tivan: Japan is subsidising a new AHF facility ▪ A$160m CAPEX subsidy pursuant to 'Economic Security Promotion Act' • 'Anhydrous hydrogen fluoride widely used across a broad range of industries' • 'an indispensable material for maintaining and enhancing Japan's competitiveness and ensuring economic
Slide 10: Tivan: We are localising project delivery
Tivan: We are localising project delivery Figure 4: Speewah community fact sheets shared following the August 2026 sessions in Kununurra and Wyndham, providing clear project information and following up on community discussions.
Slide 11: Molyhil Tungsten & Sandover Fluorite Projects
Molyhil Tungsten & Sandover Fluorite Projects 12
Slide 12: Molyhil Tungsten Project: Advancing development pathway
Molyhil Tungsten Project: Advancing development pathway • Drilling approvals secured: NT Government approval and Central Land Council sacred site clearance are in place for an 8,000 m development-focused program • PFS work progressing: Drilling is planned to provide resource, metallurgical, geotechn
Slide 13: Sandover Fluorite Project: Advancing our second fluorite asset
Sandover Fluorite Project: Advancing our second fluorite asset • Strong drilling results: The 58-hole program 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 arsenic • Room to g
Slide 14: Timor-Leste
imor-Leste ... Mes. \V
Slide 15: Timor-Leste: Building district-scale copper-gold footprint
Timor-Leste: Building district-scale copper-gold footprint • Within 2 years, Tivan has established itself as the leading mineral resources company in Timor-Leste • Turiscai expansion: Tivan won a competitive tender for a 50 km² copper– gold exploration concession adjoining Turiscai; once formally gr
Slide 16: Baucau Project: Maiden drilling planned for Q4 2026
Baucau Project: Maiden drilling planned for Q4 2026 • First subsurface test: The Scorpion program will test a copper–gold exploration target identified through surface sampling & informed by multiple sources of geophysical data, marking Tivan’s maiden drilling campaign in Timor-Leste • Defined initi
Slide 17: Corporate
Corporate 18
Slide 18: Our Team
of Directors Technical Advisory Group @2@8Q @AHO 0@2 Our Team tiie ch tery ain lership Te: 0080600 20032 9200 gef2e 9e60 Sore sagging res porctscngt — Raececseges 0@ 9 6208 heer schon Meine Woosett dak Gone a Zuitonferere Aina Guime Ain Sarton Went Ee ae sent RARER A Snes
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: Competent Person's Statement cont.
Competent Person’s Statement cont. Turiscai Project Exploration Results The information in this report that relates to exploration results for the Turiscai Project has been extracted from the Company’s previous ASX announcements entitled: • "Tivan locates copper mineralisation at Turiscai Project" d
Slide 22: Mineral Resources cont. Speewah Fluorite
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 23: Mineral Resources cont. Molyhil
Mineral Resources cont. Molyhil Mineral Resource The Molyhil Mineral Resource estimate (JORC Code 2012) set out below in Table 3 was detailed in an ASX Announcement entitled “Tivan acquires 100% of the Molyhil Project” on 16 September 2025. In May 2024, Investigator Silver Limited (“Investigator”) p
Slide 24: tivan.com.au
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