Slide 1: Tivan: Online Investor Briefing
14 June 2024 Tivan: Online Investor Briefing The Board of Tivan Limited (ASX: TVN) (“Tivan” or the “Company”) is pleased to confirm today’s online investor briefing session following the Strategic Alliance agreement between Tivan and Sumitomo Corporation (see ASX announcement dated 7 June 2024). The
Slide 2: Company Update
For personal use only Company Update 14 June 2024
Slide 3: Rapidly progressing three projects through different phases
1 Tivan: Rapidly progressing three projects through different phases For personal use only Sandover: • Progressing Mineral Exploration Deeds with CLC & Traditional Owners, in support of Q3 drill program & long-term relationships across Central Australia • Ongoing field works by EARTH AI • NT Governm
Slide 4: Speewah Fluorite Project
2 For personal use only Speewah Fluorite Project
Slide 5: China turns net importer of Fluorspar
3 Tivan: China turns net importer of Fluorspar China produces and consumes 2/3 of For personal use only • global Fluorspar, a vital feedstock for semiconductors & EV batteries, each geo-strategically relevant sectors. • China is rapidly depleting reserves, driving a trend shift to net importer statu
Slide 6: China is migrating from price maker to price taker
4 Tivan: China is migrating from price maker to price taker For personal use only • Fluorspar prices are trending higher across all product segments and geographical regions. • Fluorspar from Mexico trades at a discount due to high arsenic content. • Fluorspar prices have exhibited low realised vola
Slide 7: Updated project schedule to DFS
5 Tivan: Updated project schedule to DFS For personal use only • Project advancing rapidly across multiple workstreams. • Approximately 600 tasks on Gantt chart, coordinated by Tivan's Project Team, supported by Lycopodium & SRK. • PFS scheduled for second half of July. • DFS scheduled for end Q3 20
Slide 8: Pathway to resource expansion
6 Tivan: Pathway to resource expansion For personal use only • PFS based on JORC published in April. • Stage 1 resource expansion scheduled for Q3, providing uplift at Feasibility Study, scheduled for February 2025. • Stage 1 to focus on infill and extension drilling. Priorities include A, G Vein Li
Slide 9: Visualising the Speewah Fluorite Project: 3D Model
7 Tivan: Visualising the Speewah Fluorite Project: 3D Model Tivan and Lycopodium have completed PFS Engineering Design Review – a major PFS Engineering milestone. For personal use only Figure 6: Front gate view of Process Plant with Fluorite Resource outcrop in background. Source: Lycopodium PFS Eng
Slide 10: Integrating Hydro
8 Tivan: Integrating Hydro • Tivan's plans to integrate Ord River Hydro to For personal use only Speewah's power supply were announced in early May, supported by MoU with Pacific Hydro and feasibility study with Horizon Power. • The Speewah Fluorite Project is ideally placed to reuse existing transm
Slide 11: Strategic Alliance with Sumitomo Corporation
9 Tivan: Strategic Alliance with Sumitomo Corporation For personal use only • Landmark agreement to proceed to Joint Venture for the Speewah Fluorite Project in 2024. • Sumitomo Corporation: o Fortune Global 500 Company o Big 5 sōgō shōsha o Part of Sumitomo Group o 400 year business philosophy • Ac
Slide 12: Q&A
10 Qé&A Ajuo asn seuosisead 104
Slide 13: Investor questions on Sandover and vanadium
11 "Sandover. You stated that Sandover is essentially one of the best silver plays on the ASX in terms of risk/reward. Can you clarify your reasoning? We currently only have rock chip samples which are in no way indicative. Are there geological aspects the team has identified which points to a poten
Slide 14: Investor questions on resource, PFS and timetable
12 "What is the timeframe for incorporating any upgrades to the Resource Estimate for F (per announcement on 22 April 2024) into an updated PFS? What is the environmental status for the F project? Are there any other hurdles likely to impact on the timeframes, mindful of lead times for approvals by
Slide 15: Disclaimer: Reliance and Forward Looking Statements
13 Disclaimer: Reliance 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
Slide 16: Competent Person's Statement
14 Competent Person’s Statement Speewah Fluorite Mineral Resource For personal use only The information in this presentation related to the Speewah Fluorite Mineral Resource estimate is extracted from an ASX annou ncement entitled “Tivan Upgrades Resource Estimate - Speewah Fluorite Project” and is
Slide 17: Registered Office and Contact
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