Renascor Resources Ltd · ASX:RNU
Renascor Resources — Investor Presentation (July 2017)
26 slides from Renascor Resources's investor presentation, Jul 18, 2017
Slide 1: Siviour: a Tier-1 Graphite Deposit in Australia
Renascor Resources Limited ASX code: RNU For personal use only Siviour: a Tier-1 Graphite Deposit in Australia Investor Presentation July 2017
Slide 2: Important notices
Important notices 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 reaso
Slide 3: What sets us apart?
What sets us apart? For personal use only Siviour is unique as a Tier-1 graphite development in Australia, with globally competitive: Project economics Lowest quartile OPEX: AU$450/US$333 NPV10 (after-tax): AU$551m/US$407m High-quality graphite product Favourable flake size distribution and high pur
Slide 4: Why graphite in Australia?
Why graphite in Australia? For personal use only China dominates current supply, but market is restricted and unstable Increased domestic demand Graphite is becoming strategically important mineral due in large part to rising demand in lithium ion batteries Supply limitations Issues of product consi
Slide 5: Why graphite in Australia? New supply dominated by East Africa
Why graphite in Australia? For personal use only New potential supply has been dominated by large developments in East Africa, where sovereign risk issues must be overcome Renascor Resources 5
Slide 6: Why graphite in Australia? Secure supply from Australia
Why graphite in Australia? For personal use only Renascor offers secure supply from Australia Low sovereign risk jurisdiction Secure, established regulatory framework increasing important in graphite supply chain Established infrastructure Lower capital and operating costs and increased certainty of
Slide 7: Siviour – South Australia: historical graphite corridor
Siviour – South Australia For personal use only Located centrally in an historical graphite corridor Siviour graphite deposit, showing location and nearby graphite deposits Renascor Resources 7
Slide 8: Siviour – South Australia: optimal location
Siviour – South Australia For personal use only Optimal location for development and production Favourable jurisdiction South Australia Supportive government Freehold land Port, Road, Power Established ports Highway - 10km Power - on main grid Established workforce Whyalla (23,000), Port Lincoln (15
Slide 9: Globally competitive project economics
Globally competitive project economics For personal use only Scoping study results … Annual graphite concentrate 123,000 production (tonnes per annum) Process plant throughput (tonnes 1,650,000 High NPV per annum) LOM average feed grade (TGC) 8.1% NPV10 (after tax) AU$551m US$408m IRR (after tax) 59
Slide 10: Project economics compare favourably globally
Globally competitive project economics For personal use only . . . compare favourably to other graphite developments globally Source: Company reports on economic studies of flake graphite projects as of July 2017 Renascor Resources 10
Slide 11: Project economics -- OPEX
Project economics -- OPEX For personal use only Siviour’s flat laying orientation underpins a low cost of production … Renascor Resources 11
Slide 12: Project economics -- OPEX breakdown
Project economics -- OPEX For personal use only Siviour’s flat laying orientation underpins a low cost of production … AU$/ tonne of US$/ tonne of Area AU$/year US$/year concentrate concentrate Mining and technical services 14.4m 117 10.7m 87 Processing and power 27.9m 224 20.6m 166 General and admi
Slide 13: Project economics -- OPEX among the lowest globally
Project economics -- OPEX For personal use only . . . that is among the lowest of global graphite developments Note: Cash cost of production (FOB) per tonne of product Source: Company reports on economic studies of flake graphite projects as of July 2017 Renascor Resources 13
Slide 14: The Siviour graphite deposit
The Siviour graphite deposit For personal use only Siviour has rapidly transitioned from discovery to development Acquisition: Renascor has an option to acquire 100% of company holding Siviour at definitive feasibility stage by issuing 22% of shares in listed vehicle Current upgraded JORC Resource (
Slide 15: The Siviour Mineral Resource
The Siviour graphite deposit For personal use only The Siviour Mineral Resource is already large and remains open along- strike at shallow depths Contained Mineralisation Category TGC graphite (Mt) (Mt) Indicated* 51.8 8.1% 4.2 Inferred* 21.8 7.6% 2.2 Total* 80.6 7.9% 6.4 Renascor Resources 15
Slide 16: Siviour – largest graphite deposit in Australia
Siviour – large scale graphite deposit For personal use only Siviour is the largest graphite deposit in Australia … Renascor Resources 16
Slide 17: Among the largest graphite deposits in the world
Siviour – large scale graphite deposit For personal use only … and among the largest reported graphite deposits in the world … Renascor Resources 17
Slide 18: Siviour offers ample scope to expand
Siviour – large scale graphite deposit For personal use only … and offers ample scope to expand Conductivity image from recent AEM survey (see RNU ASX release dated 11 July 2017) Renascor Resources 18
Slide 19: Siviour – metallurgy: flake size distribution
Siviour – metallurgy For personal use only Initial metallurgical testing has established Siviour as unique in Australia … Flake Particle size Distribution category Microns Mesh Jumbo >300 +48 8% 180 to Large -48 to +80 25% 300 150 to -80 to Medium 15% 180 +100 -100 to Small 75 to 150 39% +200 Fine <
Slide 20: Siviour – metallurgy: competitive concentrates
Siviour – metallurgy For personal use only … offering potential to produce concentrates competitive with largest graphite resources in the world … Renascor Resources 20
Slide 21: Siviour – metallurgy: conventional flowsheet
Siviour – metallurgy For personal use only … with conventional (non-chemical, non-thermal) flowsheet Renascor Resources 21
Slide 22: Siviour – downstream processing potential
Siviour – downstream processing potential For personal use only Siviour is well-positioned to produce premium-priced, valued-added graphite products Ultra high purity Purity levels in excess of 99% TGC have been achieved through one additional re-grind and flotation circuit Located proximate to mode
Slide 23: Renascor market information
Renascor market information For personal use only ASX code RNU Shares currently on issue 483m Options ($0.05, expiring Dec 2019) 15m Cash (30 June 17) ~$1.2m Share price (13 July 17) $0.020 12 month range $0.015-$0.060 Market cap $9.7m Top 20 (30 June 17) 48% Board shareholding (30 June 17) 26% Boar
Slide 24: Forward plan and news flow
Forward plan and news flow For personal use only Renascor Resources 24
Slide 25: Conclusions
Conclusions For personal use only Siviour has potential to become a Tier-1 graphite mine Globally competitive project economics Large-scale, low cost High quality graphite concentrates Secure supply from Australia Renascor Resources 25
Slide 26: Thank you
` For personal use only Thank you Renascor Resources 26
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