Renascor Resources Ltd · ASX:RNU
Renascor Resources — Tribeca Future Facing Commodities Conference 2025 (Resource Connect Asia)
33 slides from Renascor Resources's conference presentation, Apr 2, 2025
Slide 1: Investor Presentation – Resource Connect Asia
2 April 2025 Investor Presentation – Resource Connect Asia Renascor Resources Limited (ASX: RNU) (Renascor) attaches the following presentation, to be given by Renascor Managing Director David Christensen at the Tribeca Future Facing Commodities Conference on 2 April 2025. For personal use only This
Slide 2: Australian Graphite for the EV Sector
Australian Graphite for the EV Sector For personal use only Investor Presentation | 2 April 2025 David Christensen, Managing Director Presentation to Resource Connect Asia Tribeca Future Facing Commodities Conference
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Renascor Resources Limited ABN 90 135 531 341 Forward-looking Statements This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations expressed in such for
Slide 4: Investment Proposition
Investment Proposition 100% Australian made graphite for Li-ion sector • Li-ion batteries are becoming more efficient, driving growth in EV’s and energy storage that For personal use only Leveraged to will outlast political and commodity cycles. lithium-ion growth • Graphite is the only economically
Slide 5: Market Update
For personal use only Market Update
Slide 6: EV / Lithium-Ion: Megatrend
EV / Lithium-Ion: Megatrend Lithium-ion batteries are becoming more efficient, driving growth that will outlast political and commodity cycles EV Sales For personal use only Global Weighted Average Cell Price Battery Demand Renascor Resources Ltd | ASX: RNU Li-ion batteries fell to their lowest pric
Slide 7: EV / Lithium-Ion: Current Trends
EV / Lithium-Ion: Current Trends The global EV market grew in 2024, with growth uneven by region and impacted by growing Chinese domination For personal use only 2024 Trends EV Sales Growth by Region (2024) Inflation: decrease in consumer buying power, with major impact in Western markets. Geo-polit
Slide 8: China Dominates the Graphite Anode Supply Chain
China Dominates the Graphite Anode Supply Chain The Western EV market is becoming increasingly dependent on China for anodes and PSG, underscoring the need for new ex-China sources Projected EU / US EV Sales 2025 For personal use only Supply Source EU US 2.07M 3.5M Renascor Resources Ltd | ASX: RNU
Slide 9: Natural vs Synthetic Anode
Natural vs Synthetic Anode Chinese over-investment in synthetic capacity has contributed to recent low natural graphite prices, but low-priced synthetic anode is not sustainable and not replicable outside of China For personal use only China has significantly over invested in synthetic anode Anode C
Slide 10: Graphite Market
Graphite Market Short-term challenges and medium / long-term upside RNU & ASX Graphite1 vs -194 Graphite2 For personal use only Near-term: challenges • Surplus Chinese capacity. • Intense competition in China driving low prices. • Geo-political uncertainty from US following Trump win. Medium / long-
Slide 11: Impact of Geo-Politics on Graphite and Anode Sectors
Impact of Geo-Politics on Graphite and Anode Sectors Without policy to support ex-China graphite and anode supply chains, Western EV and lithium-ion battery makers risk total dependence on China • 100% tariff on Chinese made EVs & 25% tariff on Chinese Graphite from 2026. For personal use only • Tru
Slide 12: Existing Tier One Anode Suppliers are Already Expanding Ex-China
Existing Tier One Anode Suppliers are Already Expanding Ex-China Asia remains the focal point for ex-China growth, with existing qualified anode suppliers leveraging off existing Anode Capacity (tpa) production capacity to expand ex-China supply chains For personal use only Supply of anodes to ex-Ch
Slide 13: Renascor’s Battery Anode Material Project
Renascor’s Battery Anode Material Project For personal use only
Slide 14: Secure Graphite Supply From Australia
Secure Graphite Supply From Australia Renascor’s Battery Anode Material project combines an upstream graphite mine and processing operation with a downstream manufacturing facility to produce Purified Spherical Graphite for the For personal use only lithium-ion battery anode sector Renascor Resource
Slide 15: Siviour is Amongst the World’s Largest Graphite Deposits
Siviour is Amongst the World’s Largest Graphite Deposits Renascor’s Siviour Graphite Deposit is the second largest Proven Reserve of graphite globally and the world’s largest reported graphite Reserve outside of Africa For personal use only Global Graphite Proven Reserves1 Mineral Resource Estimate
Slide 16: Siviour is Amongst the World’s Most Competitive Graphite Projects
Siviour is Amongst the World’s Most Competitive Graphite Projects Renascor’s upstream mining operation is one of the most capital efficient and competitive ex-China graphite developments For personal use only Flake Graphite Ex China Graphite Developments Compared Cost Curve: 2030 (size (Incentive ad
Slide 17: Siviour is Development Ready
Siviour is Development Ready The Siviour mining project has cleared major development milestones For personal use only • All major regulatory approvals in place. • Indigenous Land use Agreement with Barngarla. • Definitive Feasibility Study complete. • Acquired freehold land. • Strong cash position
Slide 18: Why Renascor is more than Siviour
Why Renascor is more than Siviour PSG transforms Renascor into a vertically integrated battery materials company For personal use only Market Access • Production of PSG gives Renascor direct access to anode manufacturers; a high-quality, bankable customer base. • Existing anode makers are proven, qu
Slide 19: Renascor’s PSG Comparative Advantage
Renascor’s PSG Comparative Advantage Vertical integration and advanced engineering underpin Renascor’s low-cost PSG For personal use only Challenge Renascor Comparative Advantage Graphite concentrate is a significant input cost in Renascor leverages off globally competitive Feedstock PSG production
Slide 20: Renascor’s HF-Free Purification Technology
Renascor’s HF-Free Purification Technology Renascor has progressively tested and engineered a lower-cost, more efficient purification technology for ex-China production of PSG For personal use only Avoids high costs for transporting, handling and disposing of hydrofluoric acid. Recycles reagents and
Slide 21: Competitive Early Contractor Involvement
Competitive Early Contractor Involvement Renascor has progressed early contractor involvement (ECI) to deliver an EPC The ECI process contract for upstream mineral processing plant and non-process infrastructure underscores Siviour’s For personal use only ECI project works are maturing the global co
Slide 22: Long-Lead Procurement and Site Activities
Long-Lead Procurement and Site Activities Following completion of DFS, Renascor has accelerated development Early procurement activities to de-risk and shorten the construction phase activities, including For personal use only • Upgrades to SA Power substation and upgrading the overhead power networ
Slide 23: PSG Demonstration Facility
The demonstration PSG Demonstration Facility Australian critical minerals grant to co-fund plant is intended to Purified Spherical Graphite demonstration facility unlock a further For personal use only $5 million grant under the Australian competitive Government’s International Partnerships in Criti
Slide 24: Downstream Regulatory Approvals
Downstream Regulatory Approvals Renascor has entered the final development assessment Renascor is nearing stages for for its planned commercial-scale PSG facility the completion of a For personal use only Renascor seeking approval for proposed multi-year approval PSG facility at 20ha site in Bolivar
Slide 25: Offtake and Financing
Offtake and Financing Renascor’s offtake Renascor is seeking to convert its conditional offtakes into binding agreements to access $185 million conditional loan facility from and finance strategy Australian Government’s $4 billion Critical Minerals Facility For personal use only is underpinned by it
Slide 26: Renascor Resources: Multiple Near-Term Value Drivers
Renascor Resources: Multiple Near-Term Value Drivers For personal use only Complete Regulatory Commissioning Finalise Secure Final Early approval of of PSG Binding financing / Investment Contractor commercial- Demonstration Offtake strategic Decision Involvement scale PSG Facility partnering process
Slide 27: For personal use only
Our goal is to become one of, if not the largest, For personal use only global suppliers of PSG to the lithium-ion battery sector
Slide 28: Appendices
For personal use only Appendices
Slide 29: Renascor Corporate Overview
Renascor Corporate Overview Share Price Chart (ASX code: RNU) For personal use only Shares on issue 2,542M 0.14 70 Share price (31 March 2025) A$0.046/sh Volume Closing Price Market Cap (at A$0.046/sh) A$116.9M 0.12 60 Share Price (A$/share) Cash (31 December 2024) A$108.2M 0.10 50 Volume (mm) Debt
Slide 30: Battery Anode Material Study Results
Battery Anode Material Study Results Low graphite concentrate feedstock costs drives Renascor’s low The study results PSG production costs, high margins and strong cash generation. confirm Renascor’s For personal use only BAM Project as a Snapshot of the Siviour BAM Project low-cost, high value supp
Slide 31: Renascor’s Strategy
Renascor’s Strategy We aim to become a global leader in the supply of sustainable, 100% Australian-made battery anode material Stage 3 For personal use only Stage 2 Stage 1 Full Renascor Potential • Expand Graphite Concentrate and Purified Spherical Graphite PSG Operation production Mining Operation
Slide 32: Proven Reserves Peer Comparison Data
Proven Reserves Peer Comparison Data For personal use only Renascor Resources Ltd | ASX: RNU * Denotes the name of the study at the time of the release. The Molo and Lindi Jumbo projects are now in the operations phase, with all other projects being in pre-production phases. 31
Slide 33: Renascor Resources Limited
Renascor Resources Limited Level 5, 149 Flinders Street Adelaide, South Australia 5000 Phone: + 61 8 8363 6989 For personal use only Email: info@renascor.com.au Website: www.renascor.com.au ASX Code: RNU Proud members of: Renascor Resources Ltd | ASX: RNU 32