Slide 1: ASX Release: Presentation to the Australian Graphite Conference
ASX: RNU ASX RELEASE For personal use only April 27, 2017 Renascor Resources Ltd ABN 90 135 531 341 Presentation to the Australian HEAD OFFICE 36 North Terrace Graphite Conference Conference Kent Town, SA 5067 Australia CONTACT Attached please find a copy of the presentation to be delivered to T: +6
Slide 2: 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? David Christensen Presented to the Australian Graphite Conference 27 April 2017
Slide 3: 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 4: Highlights
Highlights For personal use only Siviour has the potential to become a Tier 1 graphite mine Location South Australian location offers stable political environment and access to established infrastructure Large-scale, long-life Among ten largest reported graphite deposits in the world Low cost mining
Slide 5: Why graphite in Australia?
Why graphite in Australia? For personal use only Graphite market needs secure supply China dominates current supply Significant emerging production from Africa Renascor aims to provide secure supply from Australia Source: Company data, Macquarie Research, November 2015 Renascor Resources 4
Slide 6: South Australia
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 5
Slide 7: South Australia
Siviour – South Australia For personal use only Optimal location for development and production Favourable jurisdiction South Australia Supportive government Freehold land Port, Road, Rail, Power Established ports Highway - 10km Railhead - 16km Power - on main grid Established workforce Whyalla (23,
Slide 8: 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 9: The Siviour graphite deposit
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 8
Slide 10: Large scale graphite deposit
Siviour – large scale graphite deposit For personal use only Siviour is the largest graphite deposit in Australia . . . Renascor Resources 9
Slide 11: Large scale graphite deposit
Siviour – large scale graphite deposit For personal use only . . . and among the largest reported graphite deposits in the world Renascor Resources 10
Slide 12: Targeting low mining cost
Siviour – targeting low mining cost For personal use only Siviour is shallow and near flat-lying Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 11
Slide 13: Targeting low mining cost
Siviour – targeting low mining cost For personal use only Other deposits in the region are more vertical Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 12
Slide 14: Targeting low mining cost
Siviour – targeting low mining cost For personal use only Other deposits in the region are more vertical Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 13
Slide 15: Targeting low mining cost
Siviour – targeting low mining cost For personal use only Other deposits in the region are more vertical Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 14
Slide 16: Targeting low mining cost
Siviour – targeting low mining cost For personal use only Siviour offers lower-strip ratio, lower-cost mining Siviour prospect: Geological cross-section for north-south Section 631800E, showing graphite-mineralised zones Renascor Resources 15
Slide 17: Metallurgy
Siviour – metallurgy For personal use only Initial metallurgical testing has established Siviour as unique in the region . . . 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 F
Slide 18: Metallurgy
Siviour – metallurgy For personal use only . . . offering potential to produce concentrates competitive with largest graphite resources in the world Renascor Resources 17
Slide 19: Downstream processing potential
Siviour – downstream processing potential For personal use only Siviour is well-position 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 modern
Slide 20: 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 (31 Mar 17) $1.7M Share price (21 Apr 17) $0.022 12 month range $0.015-$0.060 Market cap $11M Top 20 (21 Apr 17) 47% Board shareholding (21 Apr 17) 26% Board of D
Slide 21: Re-rating potential
Re-rating potential For personal use only Renascor currently trades at a discount to its peers Renascor Resources 20
Slide 22: Forward plan and news flow
Forward plan and news flow For personal use only Renascor Resources 21
Slide 23: Conclusions
Conclusions For personal use only Siviour has potential to become a Tier 1 graphite mine Diversity of supply from Australia Large-scale, long-life Targeting low mining cost High quality graphite concentrates Renascor Resources 22
Slide 24: Thank you
For personal use only Thank you Renascor Resources 23