Renascor Resources Ltd · ASX:RNU
Renascor Resources — South Australian Exploration and Mining Conference 2018
26 slides from Renascor Resources's conference presentation, Dec 7, 2018
Slide 1: Rapidly Progressing a Globally Significant Graphite Project
Rapidly Progressing a Globally Significant Graphite Project Presented to the South Australian Exploration and Mining Conference Adelaide, South Australia, 7 December 2018 David Christensen, Managing Director
Slide 2: Highlights
High ligh t s Renascor Resources Ltd | ASX: RNU renascor.com.au 2
Slide 3: Corporate Overview
Co rp o ra t e Ove rvie w Capital Structure Share Chart Shares on issue 1,153m 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 (5 Dec 18) $0.018 2.0 20.0 Market Cap (at $0.018/
Slide 4: Project Summary
Sivio u r Pro je ct Su m m a ry Wor ld-Class Project Credent ials • On e o f th e wo rld ’s la rge st gra p h ite re so u rce s • Fla t-lyin g o rie n ta tio n u n d e rp in s lo we st q u a rtile co st o f p ro d u ctio n -- OPEX o f US$335/t* • Pro xim ity to e sta b lish e d in fra stru ctu re p
Slide 5: Discovery
Sivio u r Discove ry While nearly all previous graphite deposits in the region were identified through surface outcropping, Siviour was discovered from airborne geophysics Renascor Resources Ltd | ASX: RNU renascor.com.au 5
Slide 6: Discovery
Sivio u r Discove ry Detailed electromagnetic surveys have shown high correlation between Siviour resource and geophysical anomaly, allowing rapid identification of massive resource Renascor Resources Ltd | ASX: RNU renascor.com.au 6
Slide 7: Graphite Project
Sivio u r Gra p h it e Pro je ct On e o f wo rld ’s la rge st h igh -gra d e fla ke gra p h it e d e p o sit s. Min e ra l Re so u rce : 80.6 Mt a t 7.9% TGC fo r 6.4 Mt o f co n ta in e d gra p h ite . Ore Re se rve : 45.2 Mt a t 7.9% TGC fo r 3.6 Mt o f co n ta in e d gra p h ite . Renascor Re
Slide 8: Resource
Sivio u r Re so u rce Sivio u r is o n e m a ssive o re b o d y, o ffe rin g a co n siste n t su p p ly o f h igh -q u a lity gra p h ite . Renascor Resources Ltd | ASX: RNU renascor.com.au 8
Slide 9: Resource
Sivio u r Re so u rce Re ce n t in fill d rill p ro gra m h a s co n firm e d co n tin u ity o f sh a llow, h igh -gra d e gra p h ite Cr oss-sect ion 631750 East (above lef t ) cu t t in g acr oss in it ial m in in g pit f r om Siviou r PFS an d plan view (above r igh t ) sh ow in g locat ion of cr
Slide 10: Australian Graphite Resources
Au st ra lia n Gra p h it e Re so u rce s The scale of the Siviour graphite resource is unique in Australia Com p a n y re p orts sh owin g Me a su re d a n d In d ica te d Re sou rce s of se le cte d Au stra lia n gra p h ite d e p osits Renascor Resources Ltd | ASX: RNU renascor.com.au 10
Slide 11: Development Summary
De ve lo p m e n t Su m m a ry Siviou r can be developed soon er by a t w o-st aged developm en t Low ca p ita l, fa st-sta rt p o te n tia l Sta ge d a p p ro a ch a llows Re n a sco r to ta rge t in itia l o ff-ta ke a gre e m e n ts wh ile p rovid in g b u lk sa m p le s o f Sivio u r gra p h
Slide 12: Metallurgy
Me t a llu rgy Me ta llu rgica l te stin g h a s e sta b lish e d a b ility to p ro d u ce h igh q u a lity gra p h ite p ro d u cts a t low OPEX u sin g co n ve n tio n a l (n o n -ch e m ica l, n o n -th e rm a l) flowsh e e t. Particle Size Flake Annual Microns Percentage Category Mesh Production
Slide 13: Spherical Graphite
Sp h e rica l Gra p h it e In d e p e n d e n t te sts co n firm Sivio u r co n ce n tra te s ca n b e p ro ce sse d in to u p to 99.99% sp h e rica l gra p h ite su ita b le fo r u se in Lith iu m -io n b a tte ry a n o d e s. Fixe d Ca rb o n 99.97% 99.99% As h co n t e n t 0.03% 0.02% D10 Size Fr
Slide 14: Expandable Graphite
Exp a n d a b le Gra p h it e In d e p e n d e n t te sts co n firm Sivio u r co n ce n tra te s a re su ita b le fo r e xp a n d a b le gra p h ite in e xce ss o f th e typ ica l in d u stry e xp a n sio n co e fficie n t re q u ire m e n ts. Exp a n d a b le gra p h ite is cre a te d by h e a tin
Slide 15: Near-surface, Flat-lying Ore Body
Ne a r-su rfa ce , Fla t -lyin g Ore Bo d y 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 15
Slide 16: Near-surface, Flat-lying Ore Body
Ne a r-su rfa ce , Fla t -lyin g Ore Bo d y 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 16
Slide 17: Low Cost with Safe Supply
Low Co st wit h Sa fe Su p p ly Lowest quartile operating costs globally in mining friendly Australia. Com p a n y re p orts sh owin g p roje cte d cost of p rod u ction from fe a sib ility stu d ie s Renascor Resources Ltd | ASX: RNU renascor.com.au 17
Slide 18: Mine to Market
Min e t o Ma rke t Sim p le , sa fe a n d re lia b le tra n sp o rt fro m o u r Au stra lia n gra p h ite re so u rce . Ro a d tra n sp o rt fro m Arn o Ba y to Po rt Ad e la id e . In itia l m in in g p la n n e d fo r Q4, 2019, with p ro d u ctio n in Q1 2020. Po ssib ility to fu rth e r p
Slide 19: Strategic Engineering Partnership with Royal IHC
St ra t e gic En gin e e rin g Pa rt n e rsh ip wit h Roya l IHC La n d m a rk a gre e m e n t with in te rn a tio n a l ECP co n tra cto r, Roya l IHC to a cce le ra te d e ve lo p m e n t o f Sivio u r $1 m illio n co m m itte d by Roya l IHC to u n d e rta ke e a rly p ro je ct wo rks, in clu
Slide 20: Timelines
Sivio u r Tim e lin e s De fin itive Fe a sib ility Stu d y (DFS) a n d Sp h e rica l PFS u n d e rwa y. Min e le a se e xp e cte d by Q1 2019. Min e Co n stru ctio n (p e n d in g fin a n cin g) p la n n e d a s e a rly a s Q4 2019. First m in in g p la n n e d fo r a s e a rly a s Q4 2019,
Slide 21: Re-rating Potential
Re -ra t in g Po t e n t ia l Re n a sco r h a s q u ickly a d va n ce d th e d e ve lo p m e n t o f Sivio u r sin ce its d iscove ry in 2016 a n d h a s p o te n tia l to co n tin u e to clim b th e va lu e cu rve . Ma rke t ca p ita lisa tion s a s of 8 Nove m b e r. Re n a scor a d ju ste d to r
Slide 22: Near-term Value Drivers
Ne a r-t e rm Va lu e Drive rs St ron g u pcom in g n ew s f low expect ed t o in clu de: • Offt ake. With co m p le tio n o f PFS a n d d isp a tch o f cu sto m e r sa m p le s, p o te n tia l fo r a d d itio n a l o ffta ke d eve lo p m e n ts in 2019. • Project improvement s. Up co m in g m e ta
Slide 23: Summary
Su m m a ry Siviour is a new discover y of a w or ld-class graphit e deposit On e m a ssive o re b o d y o ffe rs co n siste n t h igh -q u a lity su p p ly Glo b a lly co m p e titive : Low OPEX a n d CAPEX Fu lly-fu n d e d to De cisio n to Min e Min in g-frie n d ly Au stra lia Renascor R
Slide 24: Forward Looking Statements
Fo r wa r d Lo o kin g St a t e m e n t s Th is Pre se n ta tio n m a y in clu d e sta te m e n ts th a t co u ld b e d e e m e d "fo rwa rd -lo o kin g" sta te m e n ts. Alth o u gh Re n a sco r Re so u rce s Lim ite d (th e "Co m p a n y") b e lie ve s th e e xp e cta tio n s e xp re sse d in su c
Slide 25: Appendix 1: Resource Summary
Ap p e n d ix 1: Re so u rce Su m m a ry Siviour is one massive ore body, offering consistent supply of high-quality graphite. Con t ain ed Resou r ce M in er alisat ion TGC gr aph it e cat egor y (M t ) (M t ) In d ica te d 51.8 8.1% 4.2 In fe rre d 21.8 7.6% 2.2 To ta l 80.6 7.9% 6.4 The Siviour M
Slide 26: David Christensen, Managing Director contact details
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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