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Tivan
Tivan (TVN) investor relations material
Tivan Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary20 Jan, 2026
Executive summary
Secured up to $51.3 million investment from ETFS Capital for the Speewah Fluorite Project, with $11.3 million Tranche 1 funding completed post-quarter, and advanced feasibility study with major drilling completed and study due February 2026.
Sent first acid-grade fluorspar samples to Asian end users and advanced offtake discussions with Sumitomo Corporation.
Signed MoU with Sumitomo for Molyhil Project collaboration; completed acquisition of Molyhil and commenced initial works, including high-grade fluorite discovery.
Discovered high-grade copper-gold-zinc mineralisation at Turiscai (Timor-Leste) and acquired Baucau and Ossu Projects, expanding Timor-Leste portfolio.
Resumed fieldwork at Sandover Al Project with EARTH AI and advanced Sandover Fluorite Project with regulatory approval and new manganese-barite discovery.
Strengthened human resources and agreed strategic partnership with Exante Data for analytics and market intelligence.
Financial highlights
Cash reserves at 31 December 2025 were $11.923 million, excluding post-quarter inflows from ETFS Capital, option exercises, and R&D rebate.
Payments for engineering, exploration, and evaluation totaled $6.329 million for the quarter, mainly for Speewah Fluorite Project.
Received $0.87 million R&D tax rebate post-quarter for FY25 activities.
Aggregate payments to related parties totaled $212,000 for the quarter.
Estimated quarters of funding available at period end: 1.49, with additional funding secured post-quarter.
Outlook and guidance
Feasibility Study for Speewah Fluorite Project scheduled for completion in February 2026; Final Investment Decision targeted for October 2026.
Further equity funding of $5 million expected from Japan Fluorite Corporation upon FS adoption.
Molyhil Project fast-tracked to Final Investment Decision in Q4 2027, with ongoing drilling and resource expansion.
Sandover Fluorite and Turiscai Projects to see continued exploration and resource definition in 2026.
Detail expected impact of critical minerals incentives on Speewah
Molyhil: How does fluorite discovery affect W-Mo focus?
Outline the path forward for Speewah Vanadium
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Latest events from Tivan
- Board and shareholders backed growth plans, with high turnout and all resolutions supported.TVN
AGM 20253 Feb 2026 - Retail ownership at 60% and disciplined growth set the stage for a transformative 2024.TVNInvestor update15 Jan 2026
- JV with Sumitomo and Sandover progress drive rapid growth and strong market positioning.TVNInvestor Update10 Jan 2026
- Sumitomo JV, equity strategy, and exploration at Speewah, Sandover, and Timor-Leste drive growth.TVNInvestor Update20 Nov 2025
- JV, funding, and acquisitions drive project advancement; $18.57m cash reserves at quarter end.TVNQ1 2026 TU22 Oct 2025
- JV with Sumitomo/JOGMEC, $5m raised, and drilling advances Speewah Fluorite Project.TVNQ4 2025 TU24 Jul 2025
- JV progress, capital raise, and strong project testwork drive growth and funding outlook.TVNQ3 2025 TU30 Jun 2025
- FY24 loss deepened on impairments, but Speewah PFS and Sumitomo alliance drive future growth.TVNH2 202413 Jun 2025
- Speewah PFS shows robust economics; Tivan pivots focus, raising capital and impairing Mount Peake.TVNQ1 2025 TU13 Jun 2025
Next Tivan earnings date
Q3 202628 Apr, 2026
Tivan
Next Tivan earnings date
Q3 202628 Apr, 2026
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Amina0781App Store
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@theshortbearx.com
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