Slide 1: Online Investor Briefing Link
asx announcement rsonal use only Online Investor Briefing Link 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, Wednesday 30 September, to provide an update on recent developmen
Slide 2: Investor Briefing 30 September 2026
rsonal use only Investor Briefing 30 September 2026
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: 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 rsonal use only • Assays from infill drilling have been received and are being integrated into the Mineral Resource Estimate • The new Mineral
Slide 7: 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 rsonal use only & 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 Tu
Slide 8: 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 rsonal use only • Tivan is progressing FID via a readiness register • Tivan views FID as a 'quality-gate', not a 'calendar date' • Tiv
Slide 9: Industry track record in ramping-up critical mineral projects
Tivan: "Industry track record in ramping-up critical mineral projects" rsonal use only 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 Contribution
Slide 10: Tivan: Japan is subsidising a new AHF facility
Tivan: Japan is subsidising a new AHF facility rsonal use only ▪ 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 en
Slide 11: Tivan: We are localising project delivery
Tivan: We are localising rsonal use only 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 12: Molyhil Tungsten & Sandover Fluorite Projects
rsonal use only Molyhil Tungsten & Sandover Fluorite Projects 12
Slide 13: Molyhil Tungsten Project: Advancing development pathway
Molyhil Tungsten Project: Advancing development pathway • Drilling approvals secured: NT Government rsonal use only 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, metallu
Slide 14: 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 rsonal use only 7 m at 54.9% CaF₂ • Favourable mineralogy: Similar mineralogy to Speewah, including near-zero ars
Slide 15: Timor-Leste
rsonal use only Timor–Leste 15
Slide 16: 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 rsonal use only company in Timor-Leste • Turiscai expansion: Tivan won a competitive tender for a 50 km² copper– gold exploration concession adjoining Turiscai;
Slide 17: 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 rsonal use only exploration target identified through surface sampling & informed by multiple sources of geophysical data, marking Tivan’s maiden drilling campaign in Timor-Leste
Slide 18: Corporate
rsonal use only Corporate 18
Slide 19: 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 20: AMA
rsonal use only AMA
Slide 21: Tivan: AMA - Speewah FID & project finance
Tivan: AMA Speewah Fluorite Project – FID & project finance rsonal use only Is TVN on track for DFS, FID and contractual close? DWBINVEST – With the Speewah drilling campaign essentially complete and the updated MRE plus maiden Ore Reserve due in November, what are the remaining key technical or eng
Slide 22: Speewah Fluorite Project – product, stakeholders, approvals
Speewah Fluorite Project – product, stakeholders, approvals What is the repeatability of the 98.6% CaF₂ acidspar result? Is it possible to get higher to say 99% or does it not matter given that 98.6% has been reached? Is there a further premium available? Dean Ward – rsonal use only Some groups have
Slide 23: Molyhil, Sandover, Timor-Leste and other projects
Molyhil Tungsten Project Tivan has announced that a binding JV agreement for Molyhil would be delivered in Q3 of 2026. Can you provide an update on this please? maxms – rsonal use only Sandover Fluorite Project How should shareholders interpret the recent Sandover drilling results, and what further
Slide 24: Project sequencing and corporate
Project sequencing Setting Timor-Leste aside, how would you prioritise Speewah, Molyhil and Sandover if Sandover Fluorite proves commercially viable? Could the projects operate concurrently, or would Sandover follow the end of Speewah’s life? Can the same plant be utilised for both projects? David T
Slide 25: 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 26: 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 27: 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 28: Mineral Resources cont. - Speewah Fluorite Mineral Resource Update
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 29: Mineral Resources cont. - Molyhil Mineral Resource
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 30: Registered Office and Contact
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