Renascor Resources Ltd · ASX:RNU
Renascor Resources — The Technology and Low Emission Minerals Conference 2018
23 slides from Renascor Resources's conference presentation, Nov 13, 2018
Slide 1: Rapidly Progressing a Globally Significant Graphite Project
For personal use only Rapidly Progressing a Globally Significant Graphite Project The Technology and Low Emission Minerals Conference Perth, Western Australia 13 November 2018
Slide 2: Highlights
Highlights For personal use only Renascor Resources Ltd | ASX: RNU renascor.com.au 2
Slide 3: Corporate Overview
Corporate Overview For personal use only Capital Structure Share Chart Shares on issue* 1,150m 5.0 50.0 Volume (m) ClosePrice Performance rights** 18m 4.5 45.0 4.0 40.0 Listed options 114.76m 3.5 35.0 Volume (m) Unlisted options 15m 3.0 30.0 Cents 2.5 25.0 Share price (7 Nov 18) $0.02 2.0 20.0 Marke
Slide 4: Siviour Graphite Project
Siviour Graphite Project For personal use only One of world’s largest high-grade flake graphite deposits. ▪ Mineral Resource: 80.6 Mt at 7.9% TGC for 6.4 Mt of contained graphite. ▪ Ore Reserve: 45.2 Mt at 7.9% TGC for 3.6 Mt of contained graphite. Renascor Resources Ltd | ASX: RNU renascor.com.au 4
Slide 5: Siviour Project Summary
Siviour Project Summary For personal use only World-Class Project Credentials • One of the world’s largest graphite resources • Flat-lying orientation underpins lowest quartile cost of production -- OPEX of US$335/t* • Proximity to established infrastructure permits low start-up capital cost -- US$2
Slide 6: Siviour Resource
Siviour Resource For personal use only Siviour is one massive ore body, offering consistent supply of high-quality graphite. Renascor Resources Ltd | ASX: RNU renascor.com.au 6
Slide 7: Australian Graphite Resources
Australian Graphite Resources For personal use only The scale of the Siviour graphite resource is unique in Australia Company reports showing Measured and Indicated Resources of selected Australian graphite deposits Renascor Resources Ltd | ASX: RNU renascor.com.au 7
Slide 8: Development Summary
Development Summary For personal use only Siviour can be developed sooner by a two-staged development ▪ Low capital, fast-start potential ▪ Staged approach allows Renascor to target initial off-take agreements while providing bulk samples of Siviour graphite ▪ Provides cash flow and establishes Rena
Slide 9: Metallurgy
Metallurgy For personal use only Metallurgical testing has established ability to produce high quality graphite products at low OPEX using conventional (non-chemical, non-thermal) flowsheet. Particle Size Flake Annual Microns Percentage Category Mesh Production (µm) Jumbo >300 +48 6% 8,520t 180 to -
Slide 10: Spherical Graphite
Spherical Graphite For personal use only Independent tests confirm Siviour concentrates can be processed into up to 99.99% spherical graphite suitable for use in Lithium-ion battery anodes. Fixed Carbon 99.97% 99.99% Ash content 0.03% 0.02% D10 Size Fraction 9.8 µm 11.3 µm (-10% finer than this size
Slide 11: Expandable Graphite
Expandable Graphite For personal use only Independent tests confirm Siviour concentrates are suitable for expandable graphite in excess of the typical industry expansion coefficient requirements. Expandable graphite is created by heating graphite to a temperature Siviour Samples that causes exfoliat
Slide 12: Near-surface, Flat-lying Ore Body
Near-surface, Flat-lying Ore Body For personal use only Siviour’s low OPEX is due in large part to shallow, horizontal orientation of a single massive ore body that offers comparatively low mining costs Renascor Resources Ltd | ASX: RNU renascor.com.au 12
Slide 13: Near-surface, Flat-lying Ore Body
Near-surface, Flat-lying Ore Body For personal use only Siviour’s low OPEX is due in large part to shallow, horizontal orientation of a single massive ore body that offers comparatively low mining costs Renascor Resources Ltd | ASX: RNU renascor.com.au 13
Slide 14: Low Cost with Safe Supply
Low Cost with Safe Supply For personal use only Lowest quartile operating costs globally in mining friendly Australia. Company reports showing projected cost of production from feasibility studies Renascor Resources Ltd | ASX: RNU renascor.com.au 14
Slide 15: Mine to Market
Mine to Market For personal use only ▪ Simple, safe and reliable transport from our Australian graphite resource. ▪ Road transport from Arno Bay to Port Adelaide. ▪ Initial mining planned for Q4, 2019, with production in Q1 2020. ▪ Possibility to further process in-country and value add to spherical
Slide 16: Strategic Engineering Partnership with Royal IHC
Strategic Engineering Partnership with Royal IHC For personal use only ▪ Landmark agreement with international ECP contractor, Royal IHC to accelerate development of Siviour ▪ $1 million committed by Royal IHC to undertake early project works, including metallurgical test work and detailed engineeri
Slide 17: Siviour Timelines
Siviour Timelines For personal use only ▪ Definitive Feasibility Study (DFS) and Spherical PFS underway. ▪ Mine lease expected by Q1 2019. ▪ Mine Construction (pending financing) planned as early as Q4 2019. ▪ First mining planned for as early as Q4 2019, with first production in 2020. Renascor Reso
Slide 18: Re-rating Potential
Re-rating Potential For personal use only Renascor has quickly advanced the development of Siviour since its discovery in 2016 and has potential to continue to climb the value curve. Market capitalisations as of 8 November. Renascor adjusted to reflect issue of shares to Ausmin shareholders Renascor
Slide 19: Near-term Value Drivers
Near-term Value Drivers For personal use only Strong upcoming news flow expected to include: • Offtake. With completion of PFS and dispatch of customer samples, potential for additional offtake developments in 2018. • Project improvements. Upcoming metallurgical and technological programs and reserv
Slide 20: Summary
Summary For personal use only Siviour is a new discovery of a world-class graphite deposit ▪ One massive ore body offers consistent high-quality supply ▪ Globally competitive: Low OPEX and CAPEX ▪ Fully-funded to Decision to Mine ▪ Mining-friendly Australia Renascor Resources Ltd | ASX: RNU renascor
Slide 21: Forward Looking Statements
Forward Looking Statements For personal use only This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations expressed in such forward-looking statements are based on reasonable assumptions,
Slide 22: Appendix 1: Resource Summary
Appendix 1: Resource Summary For personal use only Siviour is one massive ore body, offering consistent supply of high-quality graphite. Contained Resource Mineralisation TGC graphite category (Mt) (Mt) Indicated 51.8 8.1% 4.2 Inferred 21.8 7.6% 2.2 Total 80.6 7.9% 6.4 The Siviour Minera Contained R
Slide 23: David Christensen: Managing Director
For personal use only David Christensen: Managing Director Telephone: +61 (8) 8363 6989 Email: info@renascor.com.au Website: renascor.com.au Office Location: 36 North Terrace, Kent Town South Australia 5067 Renascor Resources Limited | ASX: RNU
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