Renascor Resources Ltd · ASX:RNU
Renascor Resources — Investor Presentation (November 2024)
31 slides from Renascor Resources's investor presentation, Nov 1, 2024
Slide 1: Renascor Investor Webinar Presentation
1 November 2024 Renascor Investor Webinar Presentation Renascor Resources Limited (ASX: RNU) (“Renascor”) is pleased to provide a copy of the For personal use only presentation to be delivered by Renascor’s Managing Director David Christensen during today’s webinar, to commence at 11:00am ACDT/ 11:3
Slide 2: Investor Webinar
Investor Webinar For personal use only November 2024
Slide 3: Cautionary Statement and Disclaimer
Cautionary Statement and Disclaimer Renascor Resources Limited ABN 90 135 531 341 Forward-looking Statements For personal use only This Presentation may include statements that could be deemed "forward-looking" statements. Although Renascor Resources Limited (the "Company") believes the expectations
Slide 4: Renascor's Battery Anode Material Project
Renascor’s Battery Anode Material Project Australian Graphite for the EV Sector For personal use only Investor Webinar David Christensen, 1 November 2024 Managing Director
Slide 5: The Battery Anode Material Project
The Battery Anode Material Project 100% Australian Made Graphite For personal use only Scale Tier 1 OPEX Economics Development Ready Secure & Sustainable • World’s 2nd • Favourable geology • Post-tax NPV10 • All major regulatory • Tier 1 jurisdiction with low largest Proven and in-country vertical o
Slide 6: Impact of Lithium-Ion Battery Growth on the Graphite Market
Impact ofGraphite Lithium-IonMarket and Impact Battery Growth of on the Graphite Market Lithium-Ion Battery Growth For personal use only
Slide 7: EV and Lithium-ion Battery Growth Continues
EV and Lithium-ion Battery Growth Continues Year on year growth has been consistent but uneven For personal use only Quarterly Battery Demand Steady growth in EV adoption rate continues to drive annual increases Source: Rho Motion (all uses) in the size of the EV market and in capacity expansions in
Slide 8: EV / Lithium-ion Battery Demand is Driving the Graphite Market
EV / Lithium-ion Battery Demand is Driving the Graphite Market Graphite is transitioning into a battery mineral, with the market experiencing uneven growth For personal use only Natural Graphite Demand (Actuals & Forecast) Graphite is the fundamental raw material in anodes, with 96%* of graphite dem
Slide 9: Graphite and Battery Mineral Prices
Graphite and Battery Mineral Prices Battery mineral prices are down across the board, graphite included For personal use only Battery Minerals Prices 2023 to Present Battery mineral prices declined in 2023, but have been more consistent in 2024. Natural graphite prices experienced a sharp decline in
Slide 10: Natural vs Synthetic Anode Material
Natural vs Synthetic Anode Material Chinese investment in synthetic capacity has contributed to recent low natural graphite prices, For personal use only but low-priced synthetic anode from China is not sustainable nor replicable outside of China China has supported over investment in synthetic Anod
Slide 11: Government Policy Can Drive ex-China Growth
Government Policy Can Drive ex-China Growth Government policy support to develop ex-China battery supply chains is growing, with graphite providing increasing supply risk as Chinese market dominance grows. For personal use only China’s market dominance No graphite from FEOC (inc. China) from 2027 Se
Slide 12: The Battery Anode Material Project
The Battery Anode Material Project For personal use only
Slide 13: Secure Graphite Supply From Australia
Secure Graphite Supply From Australia Renascor’s Battery Anode Material project combines an upstream graphite mine and For personal use only processing operation with a downstream manufacturing facility to produce Purified Spherical Graphite for the lithium-ion battery anode sector Conceptual illust
Slide 14: The Siviour Graphite Deposit is Amongst the World's Largest
The Siviour Graphite Deposit is Amongst the World’s Largest Siviour is the second largest Proven Reserve of graphite globally and the For personal use only world’s largest reported graphite Reserve outside of Africa. Global Graphite Proven Reserves1 Mineral Resource Estimate (September 2023)2 Catego
Slide 15: Siviour Has a Unique Near-Surface, Flat-lying Orientation
Siviour Has a Unique Near-Surface, Flat-lying Orientation The deposit is flat, shallow and large, resulting in low-cost mining and consequently For personal use only low-cost production of Graphite Concentrate. Cross-section of Siviour Deposit (shown in red) compared to other Australian graphite dep
Slide 16: Siviour is Amongst the World's Lowest Cost of Production Sources
Siviour is Amongst the World’s Lowest Cost of Production Sources Renascor’s upstream mining operation has amongst the lowest projected For personal use only operating costs in the world Flake Graphite Cost Curve: 2030 (sizeGraphite adjusted CostC3 cost Curve Renascor Resources Ltd | ASX: RNU Benchma
Slide 17: Production of Purified Spherical Graphite
Production of Purified Spherical Graphite Purified Spherical Graphite to be produced from For personal use only Renascor’s Siviour Graphite Deposit. Downstream facility will convert graphite into PSG using Renascor’s eco-friendly purification process, before being exported to lithium-ion battery ano
Slide 18: Competitive Early Contractor Involvement
Competitive Early Contractor Involvement Renascor is progressing early contractor involvement (ECI) to deliver an EPC The ECI process is For personal use only contract for upstream mineral processing plant and non-process infrastructure designed to derisk ECI project works are optimising and maturin
Slide 19: Electricity Grid Connection and Site Activities
Electricity Grid Connection and Site Activities Following purchase of land hosting the Siviour Graphite Deposit1, Early procurement For personal use only Renascor has accelerated site-related work programs activities, including upgrading the • Upgrade to SA Power substation and overhead power networ
Slide 20: ESG: Environment, Social and Governance
ESG: Environment, Social and Governance Work programs continue to reflect Renascor’s commitment to Renascor is committed For personal use only applying sustainability principles to every aspect of our business to working with the Primary upstream mining approvals, including Mineral South Australian
Slide 21: Financing: A$185 Million Conditional Loan Facility
Financing: A$185 Million Conditional Loan Facility The support from Strong funding position through Australian Government conditional For personal use only loan facility and strong cash balance ($109 million) the Australian Government is a The Australian Government has conditionally testament to the
Slide 22: PSG Demonstration Facility
PSG Demonstration Facility Australian critical minerals grant to co-fund Purified Spherical The demonstration For personal use only Graphite demonstration facility plant in intended to $5 million grant under the Australian further demonstrate Government’s International Partnerships in Critical Miner
Slide 23: Renascor's Strategy
Renascor’s Strategy We aim to become a global leader in the supply of sustainable, For personal use only 100% Australian-made battery anode material Stage 3 Stage 2 Stage 1 Full Renascor Potential • Expand Graphite Concentrate and Purified Spherical Graphite PSG Operation production Mining Operation
Slide 24: Renascor Resources: Multiple Near-Term Value Drivers
Renascor Resources: Multiple Near-Term Value Drivers For personal use only Complete Finalise Secure Upstream Regulatory PSG Upstream ECI Binding Financing / Final Approval for Demonstration & Finalise Offtake(s) strategic Investment PSG Site Plant EPC contract partnering Decision arrangements Renasc
Slide 25: 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 26: Appendices
For personal use only Appendices
Slide 27: Renascor Corporate Overview
Renascor Corporate Overview For personal use only Share Price Chart (ASX code: RNU) 0.14 70 Shares on issue 2,541M Volume Adj Close Share price (28 Oct. 2024) A$0.072/sh 0.12 60 Market Cap (at A$0.072/sh) A$183M 0.10 50 Cash (30 September 2024) A$109M Debt (30 September 2024) Nil Share Price (A$/sha
Slide 28: Battery Anode Material Study Results
Battery Anode Material Study Results Low graphite concentrate feedstock costs drives Renascor’s low The study results For personal use only PSG production costs, high margins and strong cash generation. confirm Renascor’s BAM Project as a Snapshot of the Siviour BAM Project low-cost, high value supp
Slide 29: Strong Environment, Social and Governance (ESG) credentials
Strong Environment, Social and Governance (ESG) credentials Independent life Renascor’s purification process is For personal use only eco-friendly. cycle assessment • Renascor has developed a purification Co2e / Tonne* (Scope 1, 2 & 3) confirms process that avoids the use of Hydrofluoric (“HF”) acid
Slide 30: Peer Comparison Data
Peer Comparison Data For personal use only Project Name Code Company Country Report name Date Link Bunyu VRC Volt Resources Ltd Tanzania Pre-Feasibility Study Completed 15 December 2016 https://announcements.asx.com.au/asxpdf/201 61215/pdf/43drlhpvdwbhxp.pdf Epanko EGR Ecograf Ltd Tanzania Updated E
Slide 31: Renascor Resources Limited
Renascor Resources Limited Level 5, 149 Flinders Street For personal use only Adelaide, South Australia 5000 Phone: + 61 8 8363 6989 Email: info@renascor.com.au Website: www.renascor.com.au ASX Code: RNU Proud members of: Renascor Resources Ltd | ASX: RNU 30
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