Renascor Resources Ltd · ASX:RNU
Renascor Resources — SA Resources & Energy Investment Conference 2016
25 slides from Renascor Resources's conference presentation, Apr 20, 2016
Slide 1: Arno Graphite Project: Development of the Siviour Graphite Deposit
Renascor Resources Limited ASX code: RNU Arno Graphite For personal use only Project Development of the Siviour Graphite Deposit in South Australia Presentation to: 20 April 2016
Slide 2: Focused graphite strategy
Focused graphite strategy For personal use only Goal Become a low-cost producer of high- quality coarse flake graphite in Australia Strategy Rapidly advance development of new discovery – Siviour graphite deposit AUSTRALIA • Expand resource • Definitive mineral processing test work Arno Graphite • S
Slide 3: Siviour graphite deposit
Siviour graphite deposit For personal use only Siviour graphite deposit in South Australia has quickly emerged as a potential commercial graphite development Deposit size and quality Australia’s largest graphite resource with ample scope to grow Location Secure mining jurisdiction: South Australia N
Slide 4: Renascor corporate profile
Renascor corporate profile For personal use only Adelaide-based management team with track record of discovery and development in South Australia ASX code RNU Board of Directors Shares on issue (18 Apr 16) 237.0m Stephen Bizzell (Chairman) Options 43.5m* David Christensen (MD) Cash (31 Dec 15) $869,
Slide 5: Re-rating potential
Re-rating potential For personal use only Triggers for share price re-rating: • Market recognition of new Siviour discovery Syrah (SYR, $976m) • Expansion of Siviour resource Magnis (MNS, $189m) • Definitive mineral processing Talga (TLG, $41m) • Scoping study Volt Resources (VRC, $37m) Kibaran (KNL
Slide 6: Graphite market
Graphite market For personal use only High tech growth areas are adding to historical industrial uses and driving increased demand for flake graphite Lithium Ion batteries Graphene Expandable graphite Super capacitors Green technologies Pebble bed reactors Growing demand from new and emerging techno
Slide 7: Why graphite in Australia?
Why graphite in Australia? For personal use only Graphite market needs secure supply • China dominates current supply • Emerging production from Africa ROW 5% Canada 5% India 5% Renascor Renascoris targeting targeting Brasil secure secure supply from supply from 15% China stable jurisdiction Austral
Slide 8: Arno graphite project
Arno graphite project For personal use only Located centrally in Eyre Peninsula graphite corridor AUSTRALIA Arno Graphite Perth Adelaide Arno graphite project, showing location and nearby graphite deposits Renascor Resources 8
Slide 9: Arno graphite project: location
Arno graphite project: location For personal use only Optimal location for development and production Favourable jurisdiction • South Australia • Supportive government • Freehold land Port, Road, Rail, Power • Established ports -- Port Lincoln, Whyalla • Highway - 10km • Railhead - 16km • Power - on
Slide 10: Arno graphite project: multiple prospects
Arno graphite project For personal use only Multiple graphite prospects –first drill program (Jan 2016) leads to Siviour discovery Carpa prospect Mt Priscilla prospect Siviour Lipson Cove graphite prospect deposit Dominant land position ~1,400km2 Electromagnetic image showing Arno Graphite Project,
Slide 11: Siviour graphite deposit: Australia's largest
Siviour graphite deposit For personal use only Australia’s largest graphite deposit JORC-compliant Mineral Resource of 16.8Mt @ 7.4% TGC for 1,243,200t of contained graphite High-grade portion: 5.9Mt @ 10.0% TGC for 590,000t of contained graphite JORC Mineral Resource Estimate by Optiro Pty Ltd – in
Slide 12: Siviour deposit: flat-lying and near-surface
Siviour deposit – flat-lying and near-surface For personal use only Siviour has unique shallow, flat-lying orientation Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 12
Slide 13: Siviour deposit: other deposits deeper, more vertical
Siviour deposit – flat-lying and near-surface For personal use only Other graphite deposits are deeper, more vertical e Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 13
Slide 14: Siviour deposit: other deposits deeper, more vertical
Siviour deposit – flat-lying and near-surface For personal use only Other graphite deposits are deeper, more vertical Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 14
Slide 15: Siviour deposit: other deposits deeper, more vertical
Siviour deposit – flat-lying and near-surface For personal use only Other graphite deposits are deeper, more vertical Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 15
Slide 16: Siviour deposit: lower strip ratio
Siviour deposit – flat-lying and near-surface For personal use only Siviour offers lower- strip ratio, less waste, more efficient mining Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 16
Slide 17: Ample scope to grow resource
Siviour – Ample scope to grow resource For personal use only Contained Mineralisa4o Category TGC graphite n (Mt) (t) Indicated 6.8 8.1% 550,800 Inferred 10.0 6.9% 690,000 Total 16.8 7.4% 1,243,200 Siviour remains open at shallow depths Exploration Target defined to immediate east Open to north of In
Slide 18: Exploration Target area
Siviour – Exploration Target area For personal use only 23m @ 12.9% TGC 21m @ 8.5% (Siv014) TGC (Siv012) 23m @ 7.8% TGC (Siv001) 36m @ 10.3% TGC (Siv018) SIVIOUR Section 6245600N Section 6245600N SIV018 SIV018 SIV014 SIV014 SIV012 SIV001 SIV012 SIV001 Section 6245200N SIV031 CRD090 Indicated Inferre
Slide 19: Additional expansion area
Siviour – Additional expansion area For personal use only 23m @ 12.9% TGC 21m @ 8.5% (Siv014) TGC (Siv012) 23m @ 7.8% TGC (Siv001) 36m @ 10.3% TGC (Siv018) SIVIOUR Section 6245600N Section 6245600N SIV018 SIV014 SIV012 SIV001 Section 6245200N 27m @ 7.8% TGC (Siv031) SIV031 CRD090 17.7m @ 6.5% TGC (C
Slide 20: Siviour versus other Australian graphite deposits
Siviour versus other Australian graphite deposits Australian Graphite Deposits For personal use only 20 Halberts 18 Yalbra Potential to reach globally 16 Mt Dromedary South competitive scale Kookaburra Gully 14 Campoona Uley Pit 2 Grade % TGC 12 Central Mt Dromedary Central Koppio Siviour (8% cut-of
Slide 21: Arno Graphite Project: flake size
Arno Graphite Project – flake size For personal use only Petrological testing shows abundance of flake graphite at Siviour High proportion of coarse flake Siviour high-grade drill samples return: • 62% in super-jumbo (+500µm) category • Up to 1,600µm Strong basis for producing high quality concentra
Slide 22: Arno Graphite Project: metallurgy
Arno Graphite Project – metallurgy For personal use only Positive preliminary metallurgy tests at adjacent Paxtons prospect Simple bench flotation and gravity tests yield positive initial results • 87% recoveries • Up to 94.9% purity of concentrates • Super-jumbo (600µm) graphite Comprehensive miner
Slide 23: Next steps
Next steps For personal use only Fast-track Siviour through development and into production High-grade graphite at Arno Renascor option to purchase Resource delineation drill program Flake size and purity Initial JORC resource Drilling to expand resource Immediate Mineral processing testing term foc
Slide 24: Conclusions
Conclusions For personal use only Siviour is large and growing Australia’s largest graphite deposit, with potential to be reach globally competitive scale High-quality coarse flake graphite High proportion of valuable jumbo and super-jumbo flake from petrological samples Potential production from Au
Slide 25: Important notice
Important notice For personal use only 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 forward-looking statements are based on reason
Renascor Resources — SA Resources & Energy Investment Conference 2016 on 6ix