Yesterday was certainly a day to savour. Nothing more brings me...

Yesterday was certainly a day to savour. Nothing more brings me excitement and genuine happiness to see my close friends, family and many in my world share in the success of this company - literally built from the ground up, with purpose, community and country in focus.

Having a capitalist conscious allows for great social cohesion and to benefit those communities with employment, careers and futures, while being able to give back to those in remote areas. Let’s not forget the states and country need it.

Our country was built off the back of opportunities like this. Don’t worry about equality, all the diversity spin and the creation of a new Australia. It’s about being your best, having shared values, working hard to be better in life and protecting our Australian values, celebrating our country’s heritage and our collective people. Can I say our Tivan investor community has this in spades. A respectful community aligned to manifesting opportunity and success. On this front GW and Board has set the tone.

There will be haters but the reality is no one succeeds if you don’t have haters. They line up in spades with envy and jealousy. That’s not the case for Tivan and the family we have created for us, our families and country. Even our JV and funding partners have common and aligned respectful interests.

Yesterday was also pivotal for me personally and a few long standing holders. The close at 34c hit a historical mark. Back in 2015 I recall TNG reached its high of 34c before a number of Chinese T20 dumped and shareholder value was eroded for a very long time. It was fitting after 10 years to see us back at 34c with a credible company and bright future, with an exceptional Board, executive and management team - plus outstanding projects.

It’s clear the “smart money” came for Tivan yesterday and don’t we love that with no end in sight I suspect.

What a week with China export bans for Japan, smart money finding a home in Tivan and it’s only early Jan and Q1 news still to come. I’d say that’s a perfect set of conditions and a perfect “wicket” for investors to benefit from and manifest.

This coming week we have the investor briefing. Great timing as the company sets itself for a massive year. No doubt mining is front and centre as the market has alluded to, and everyone is talking gold, copper and even nickel. Tivan still has the big boys unaware but as we approach entry into the ASX300, the geopolitical landscape and trade wars continuing, Japan and the globe will need what we have and lean on the company.

I’m sure GW will enlighten us next week. I’m keen for these few items to get some cover:

- How do we see the Chinese export ban to Japan of key minerals play out for the company? Our Japan alignment should work in our favour hopefully like the Lynas scenario in 2011. Can history repeat itself here?
- With the war on CM intensifying, should the company be looking for incremental assets to add to the portfolio?
- Can we accelerate project timing to production? Tivan is going at “warp speed” already and we have known “stage gates” to get through re statutory, environmental etc. But with the momentum of these trade wars, supply chain disruption and tail winds for CM, early revenue opportunities would accelerate cash flow, new opportunities and valuation.
- With expected entry into ASX 300 what are the metrics, timing and likely impacts of that entry and allocation exposure to funds. That’s onwards for us I expect! Hopefully more days like Friday!
- Molyhil a highly strategic acquisition. Is it the Holy Grail we own?
- Finally at what point does the company move from an NPV to a PE valuation basis? We have Speewah results and DFS coming with results for Sandover assays etc. As we take Speewah to FID with DFS and projected cash flows etc a PE valuation must follow. Molyhil not far behind with a reassessment of DFS.

Next week can’t come quick enough!