Ann: TNG signs strategic HoA with BBI Group, page-248

Great post @mustpow on the technicals.

My understanding though, is that TiVAN is not reinventing the wheel.

It’s simply an intelligent new way to use conventional proven processes.

I don’t think the BBI potential deal, possibly seeing the first TiVAN refinery being built near there (?), should be thought of as a massive gamble (“guinea pig” as someone called it). SMS want to get one built and are up for most of the funding for it currently, so the risk / return for BBI is extremely attractive.

You seem somewhat doubtful of TiVAN’s potential?

If it can achieve (which it has, but not yet on a commercial scale) the holy grail of unlocking all 3 (4 with silica) products, on a commercial level, this is an industry game changer, unlocking formerly uneconomic titomagnetic deposits, the world over.

This announcement was huge. When the CLC come to the party, agreeable finance terms agreed, both Mt. Peake underway and hopefully Balla Balla on board too, I expect the SP will catapult. It’s long overdue. I seriously expect this to do what PLS did when I bought in at 3c.

There’s still a long way to go...

Have a great weekend folks.