Renascor Resources Ltd · ASX:RNU
Renascor Resources — South Australian Resources & Energy Investment Conference 2019
22 slides from Renascor Resources's conference presentation, Apr 9, 2019
Slide 1: Rapidly Progressing a Globally Significant Graphite Project
For personal use only Rapidly Progressing a Globally Significant Graphite Project Presented to the South Australian Resources & Energy Investment Conference Adelaide 9 April 2019 David Christensen, Managing Director
Slide 2: Siviour Project Summary
Siviour Project Summary For personal use only World-Class Project Credentials One of the world’s largest graphite resources Flat-lying orientation underpins lowest quartile cost of production -- OPEX of US$335/t* Proximity to established infrastructure permits low start-up capital cost -- US$29 mill
Slide 3: Why graphite in Australia?
Why graphite in Australia? For personal use only Renascor offers secure supply from Australia Low sovereign risk jurisdiction Secure, established regulatory framework increasingly important in graphite supply chain Established infrastructure Lower capital and operating costs and increased certainty
Slide 4: Mineral Lease Granted
Mineral Lease Granted For personal use only Consistent with Mineral Lease Application (MLA) Terms and conditions consistent with MLA lodged in August 2018 Extensive environmental review Three-year period of preparation and review of all potential environmental, social, economic and technical aspects
Slide 5: Corporate Overview
Corporate Overview For personal use only Capital Structure Share Chart Shares on issue 1,153m 7.0 50.0 Performance rights 18m Volume Close Price 6.0 Listed options 114.76m 40.0 5.0 Volume (M) Unlisted options 15m 4.0 30.0 Share price (5 Apr 19) $0.018 Cents 3.0 20.0 Market Cap (at $0.018/sh)* $20.8m
Slide 6: 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 6
Slide 7: Siviour Resource
Siviour Resource For personal use only Siviour is one massive ore body, offering a consistent supply of high-quality graphite Renascor Resources Ltd | ASX: RNU renascor.com.au 7
Slide 8: Development Summary
Development Summary For personal use only Siviour can be developed in stages Access to established infrastructure in coastal South Australia permits low capital, fast-start potential Staged approach has low start-up CAPEX and allows Renascor to develop customer base Project financing potential will
Slide 9: 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 Particle Size Flake Annual Microns Percentage Category Mesh Production (µm) Jumbo >300 +48 6% 8,520t 180 to -4
Slide 10: 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 11: 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 12: 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 12
Slide 13: 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 13
Slide 14: 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 in Q1 2020 Possibility to further process in-country and value add to spherical grade and/
Slide 15: Advanced manufacturing
Advanced manufacturing For personal use only Spherical graphite PFS shows potential for valued-added production of spherical graphite Direct exposure to lithium-ion battery supply chain Leverages off of key comparative advantages of Siviour mine: low- cost and low-sovereign risk Renascor Resources L
Slide 16: Strategic Engineering Partnership with Royal IHC
Strategic Engineering Partnership with Royal IHC For personal use only Landmark agreement with international ECP contractor, Royal IHC to accelerate development of Siviour $1 million committed by Royal IHC to undertake early project works, including metallurgical test work and detailed engineering a
Slide 17: Siviour Timelines
Siviour Timelines For personal use only Definitive Feasibility Study (DFS) expected Q2 2019 Mine Construction (pending financing) planned as early as Q4 2019 First production as early as 2020 17 Renascor Resources Ltd | ASX: RNU renascor.com.au
Slide 18: 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 potential to continue to climb the value curve Market capitalisations as of 6 March 2019 Renascor Resources Ltd | ASX: RNU renascor.com.au 18
Slide 19: Near-term Value Drivers
Near-term Value Drivers For personal use only Strong upcoming news flow expected to include: Offtake. With completion of PFS and dispatch of customer samples, potential for additional offtake developments in 2019. Project improvements. Upcoming metallurgical and technological programs and reserve-de
Slide 20: 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 21: Forward Looking Statements
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 reasonable assumptions,
Slide 22: 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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