Renascor Resources Ltd · ASX:RNU
Renascor Resources — Investor Presentation (June 2018)
22 slides from Renascor Resources's investor presentation, Jun 27, 2018
Slide 1: A Globally Significant Australian Graphite Project
For personal use only A Globally Significant AUSTRALIAN Graphite Project June 2018
Slide 2: 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 2
Slide 3: Investment Highlights
Investment Highlights For personal use only Renascor Resources Ltd | ASX: RNU renascor.com.au 3
Slide 4: Renascor Market Information
Renascor Market Information For personal use only Ordinary Shares* 959M Options on Issue (ex at 3c expire 31-Oct 2019) 115M Unlisted Options (ex at 5c expire 05-Dec 2019) 15M Share Price (25-Jun-2018) AUD 0.023 Market Capitalisation (undiluted)* AUD 22M Shareholders* 1,789 Cash (projected as at 30-J
Slide 5: Siviour Project Summary
Siviour Project Summary For personal use only Large Resource One of the world’s largest resources with a Current JORC Resource of 80.6 Mt @ 7.9% TGC for 6.4 Mt of contained Graphite. Siviour is open along strike with ample scope to expand. Low Opex Siviour's flat lying orientation underpins a low co
Slide 6: Resource Summary
Resource Summary For personal use only Siviour is one massive ore body, offering consistent supply of high-quality graphite. Contained Resource Mineralisation TGC graphite category (Mt) (Mt) Indicated 51.8 8.1% 4.2 Inferred 21.8 7.6% 2.2 Total 80.6 7.9% 6.4 The Siviour Minera Contained Reserve Ore (
Slide 7: Development Summary
Development Summary For personal use only Siviour can be developed sooner by a two-staged development. Stage 1 uses mains water and diesel power offering outstandingly low CAPEX. This stage allows Renascor to target initial off-take agreements while providing bulk samples of Siviour graphite. Import
Slide 8: 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 -
Slide 9: Metallurgy
Metallurgy For personal use only Siviour offers the potential to produce low-cost, globally competitive concentrates within mining friendly Australia. Renascor Resources Ltd | ASX: RNU renascor.com.au 9
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 exfoliat
Slide 12: Low Cost with Safe Supply
Low Cost with Safe Supply For personal use only Lowest quartile operating costs globally in mining friendly Australia. Renascor Resources Ltd | ASX: RNU renascor.com.au 12
Slide 13: 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
Slide 14: Siviour Timelines
Siviour Timelines For personal use only Project Feasibility Study (PFS) and Spherical Scoping Study complete. Definitive Feasibility Study (DFS) and Spherical PFS underway. Mine lease expected by Q1, 2019. Mine Construction planned for Q3 and Q4 , 2019. First mining planned for Q4, 2019, w
Slide 15: Project Portfolio
Project Portfolio For personal use only Renascor’s project portfolio includes pipeline of cobalt prospects in emerging South Australian cobalt districts. Farina Project Olary Project 54.9Mt @ 910 ppm Co Cobalt Blue (ASX:COB) Market capitalisation: $95M Renascor Resources Ltd | ASX: RNU renascor.com.
Slide 16: Farina Project
Farina Project For personal use only Drill-ready Zambian Copperbelt-style copper-cobalt targets. Renascor Resources Ltd | ASX: RNU renascor.com.au 16
Slide 17: Olary Project
Olary Project For personal use only Prospects include ore grade cobalt drill intersections proximate to Cobalt Blue’s (ASX: COB) Thackaringa Cobalt Project. Shorts Dam Buloo Creek Renascor Resources Ltd | ASX: RNU renascor.com.au 17
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. Renascor Resources Ltd | ASX: RNU renascor.com.au 18
Slide 19: Near-term Value Drivers
Near-term Value Drivers For personal use only Renascor is fully-funded to Decision to Mine. Strong upcoming news flow expected to include: • Offtake. With completion of PFS and dispatch of customer samples, potential for additional offtake developments in 2018. • Acquisition of 100%-ownership in Siv
Slide 20: Summary
Summary For personal use only Siviour is a Tier-1 graphite project One massive ore body offers consistent high-quality supply Fully-funded to Decision to Mine Globally competitive: Low OPEX and CAPEX Mining-friendly Australia Near-term value drivers 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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