Renascor Resources Ltd · ASX:RNU
Renascor Resources — 7th Graphite & Graphene Conference 2018
27 slides from Renascor Resources's conference presentation, Sep 6, 2018
Slide 1: 7th Graphite & Graphene Conference
For personal use only 7th Graphite & Graphene Conference Hilton London Bankside London, United Kingdom 6 - 7 September 2018
Slide 2: 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 2
Slide 3: Highlights
Highlights For personal use only Renascor Resources Ltd | ASX: RNU renascor.com.au 3
Slide 4: Renascor Market Information
Renascor Market Information For personal use only Ordinary Shares* 1,151M Options on Issue (ex at 3c expire 31-Oct 2019) 115M Unlisted Options (ex at 5c expire 05-Dec 2019) 15M Performance RIghts 18M Share Price (28-Aug-2018) AUD 0.019 Market Capitalisation (undiluted) * AUD 21.9M Shareholders 1,824
Slide 5: Siviour Project Summary
Siviour Project Summary For personal use only New Discovery Geophysics unlocks massive, near-surface ore body in historical graphite district. World-Class Project Credentials • One of the world’s largest graphite resources • Flat-lying orientation underpins lowest quartile cost of production -- OPEX
Slide 6: Resource Summary
Resource Summary For personal use only Siviour is the fifth largest reported graphite Reserve in the world Resource Contained Mineralisation (Mt) TGC category graphite (Mt) Indicated 51.8 8.1% 4.2 Inferred 21.8 7.6% 2.2 Total 80.6 7.9% 6.4 Reserve Contained Ore (Mt) TGC category graphite (Mt) Proven
Slide 7: 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 7
Slide 8: Australian Graphite Resources
Australian Graphite Resources For personal use only The scale of the Siviour graphite resource is unique in Australia Source: Company reports of Measured and Indicated Resources Renascor Resources Ltd | ASX: RNU renascor.com.au 8
Slide 9: 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 9
Slide 10: 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 10
Slide 11: Low Cost with Safe Supply
Low Cost with Safe Supply For personal use only Lowest quartile operating costs globally in mining friendly Australia Source: Company reports Renascor Resources Ltd | ASX: RNU renascor.com.au 11
Slide 12: Historical Graphite Region
Historical Graphite Region For personal use only Siviour is located in the Eyre Peninsula of South Australia, a historical graphite-producing region Port Augusta EYRE URREN CE S Whyalla Port Pirie Wilclo Sugarloaf Campoona Oakdale Siviour Graphite Deposit Kookaburra Gully Koppio Port Lincoln Uley 0
Slide 13: Siviour Discovery
Siviour Discovery For personal use only While nearly all previous graphite deposits in the region were identified through surface outcropping, Siviour was discovered by re-interpreting regional airborne geophysics originally undertaken for uranium exploration Graphite occurrence identified from hist
Slide 14: Siviour Discovery
Siviour Discovery For personal use only Detailed electromagnetic surveys have shown high correlation between Siviour resource and geophysical anomaly, allowing rapid identification of massive resource OPEN OPEN Indicated Resource 2km OPEN Siviour Indicated Resource outline over 40m airbone EM depth
Slide 15: Development Summary
Development Summary For personal use only Siviour can be developed sooner by a two-staged development Stage 1 uses mains water and diesel power offering outstandingly low CAPEX. This stage allows Renascor to target initial off-take agreements while providing bulk samples of Siviour graphite. Importa
Slide 16: 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 Jaw crusher Particle Size Tertiary crusher Flake Annual Microns Percentage Secondary Category Mesh Production
Slide 17: Metallurgy
Metallurgy For personal use only Siviour offers the potential to produce low-cost, globally competitive concentrates within mining friendly Australia Source: Company reports Renascor Resources Ltd | ASX: RNU renascor.com.au 17
Slide 18: 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 19: 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 exfoliati
Slide 20: 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 as early as Q1 2020 § Possibility to further process in-country and value add to sph
Slide 21: Siviour Timelines
Siviour Timelines For personal use only § Project Feasibility Study (PFS) and Spherical Scoping Study complete § Definitive Feasibility Study (DFS) and Spherical PFS underway § Mine lease expected by Q1, 2019 § Mine Construction (pending financing) planned as early as Q3 and Q4 , 2019 § First mining
Slide 22: 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 Syrah (Mozambique) $764m potential to continue to climb the value curve Magnis (Tanzania) $209m Mason (Canada) $123m Talga (Sweden) $116m Triton (Mozambique) $41m Ki
Slide 23: Near-term Value Drivers
Near-term Value Drivers For personal use only Renascor is fully-funded to Decision to Mine. Strong upcoming news flow expected to include: • Offtake. With completion of PFS and dispatch of customer samples, potential for additional offtake developments in 2018 • Regulatory. Mineral lease application
Slide 24: 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.com.au
Slide 25: For personal use only
For personal use only Renascor Resources Ltd | ASX: RNU renascor.com.au 25
Slide 26: 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 27: 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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