Tivan Limited · ASX:TVN
Tivan — Investor Presentation (January 2026)
19 slides from Tivan's investor presentation, Jan 15, 2026
Slide 1: Online Investor Briefing
15 January 2026 Online Investor Briefing The Board of Tivan Limited (ASX: TVN) (“Tivan” or the “Company”) is pleased to advise that Executive Chairman, Mr Grant Wilson, will host an online briefing session today, Thursday 15 January, to provide an outlook for the year ahead. For personal use only In
Slide 2: Investor Briefing January 2026
For personal use only Investor Briefing 15 January 2026
Slide 3: Projects
For personal use only Projects
Slide 4: Tivan: Rapidly advancing along our Lassonde Curve in 2026
Tivan: Rapidly advancing along our Lassonde Curve in 2026 For personal use only • Reflecting the fast-track development opportunity & preferences in Japan, Tivan is prioritising the advancement of the Molyhil Project to FID. • Resource definition & acidspar testwork will proceed in parallel at Sando
Slide 5: Speewah: Feasibility Study on track
Speewah: Feasibility Study on track • Consistent with guidance (see ASX announcement 19 Nov 2025), Tivan is on track to deliver Feasibility Study (FS) in February. As part of the JV agreement, For personal use only there are three steps: 1. Tivan submits draft FS to Japan Fluorite Corporation & ETFS
Slide 6: Speewah / Sandover: Criticality of fluorite illustrated by recent events
Speewah / Sandover: Criticality of fluorite illustrated by recent events • China's Dual-Use Catalogue 2026 includes an For personal use only extensive array of fluorinated chemicals & systems, reflecting the criticality of fluorine to key industries, including semiconductors, metal fluxing, nuclear
Slide 7: Molyhil: Fast-track project schedule established to FID
Molyhil: Fast-track project schedule established to FID • Tivan has made substantial For personal use only progress since acquiring Molyhil in September 2025, and today publishes a fast- track project schedule to achieve FID next year. • Tivan has assigned to dedicated team members advance Molyhil,
Slide 8: For personal use only
For personal use only
Slide 9: Tivan: Possible ASX300 index inclusion
Tivan: Possible ASX300 index inclusion For personal use only • Tivan has received shareholder questions regarding Parameter Tivan potential ASX300 Index inclusion in March or September 2026. Listing / Domicile YES Free Float Market Capitalisation TBD • Please refer to S&P/ASX Australian Indices Meth
Slide 10: Tivan: Very high retail ownership, including across regional Australia
Tivan: Very high retail ownership, including across regional Australia Area Holder Count ~Shares For personal use only Albury Wodonga 116 42,151,161 Wagga / Cootamundra 46 36,876,898 Greater Darwin Region (inc. Palmerston & Rural) 294 36,768,362 Mornington Peninsula 97 26,530,987 ACT 107 26,505,699
Slide 11: For personal use only
For personal use only
Slide 12: Tivan: AMA
Tivan: AMA Project Development For personal use only How are assays for all 3 programs progressing? - Propunter2 With multiple drilling programs planned across the portfolio, does the current team have sufficient capacity to execute these programs, or will additional resources be required? - Thaiinv
Slide 13: Tivan: AMA
Tivan: AMA Speewah Fluorite For personal use only Could you please provde an update on the latest status of Traditional Owner engagement, financing approvals and WA royalty discussions? - Paul16 Could you provide an update of Government funding via NAIF etc? - Thaiinvest With the Feasibility Study s
Slide 14: Tivan: AMA
Tivan: AMA Timor-Leste For personal use only When do you anticipate first drilling in Timor Leste? - Thaiinvest Sandover AI With the short squeeze on silver and the very lack of this metal keeping up with sustainable growth of EV, Solar and Batteries, is EarthAI going to revisit the silver discovery
Slide 15: For personal use only
For personal use only
Slide 16: Appendix: Dual-List Catalogue 2026 – Fluorine (I)
Appendix: Dual-List Catalogue 2026 – Fluorine (I) For personal use only 15
Slide 17: Appendix: Dual-List Catalogue 2026 – Fluorine (II)
Appendix: Dual-List Catalogue 2026 – Fluorine (II) For personal use only 16
Slide 18: 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 19: Registered Office / Contact
For personal use only Registered Office Level 1, 16 Bennett Street, Darwin City the Northern Territory, 0800 Contact +61 8 9327 0900 engagement@tivan.com.au Tivan Limited ABN 12 000 817 023 ASX Code: TVN tivan.com.au TIV154