General Discussions, page-14545

Probably a good opportunity to repost the Top20 Reasons to invest in RNU for anyone new to the company

Top20 Compelling Reasons for investing in Renascor Resources (RNU)

1. World's 2nd largest Proven Graphite Reserve (Largest Outside of Africa)


2. JV with Rio Tinto at Marree Project - Binding Farm-In Agreement for Copper Project with a Tier 1 Giant in Rio Tinto


3. Shallow High Grade Gold Project at Carnding (Soyuz)


4. Four offtake MoUs for 60,000tpa of Purified Spherical Graphite (More than Double what was modelled in the 2020 BAM Study) with Companies from South Korea, China & Japan

5. Working with Sicona to jointly develop a next-generation lithium-ion battery anode material which combines silicon with graphite to significantly improve anode capacity and cell energy density
6. Siviours Unique (Flat and Horizontal) Geology results in Renascor potentially one of the lowest flake producers in the world




7. Renascor is 1 of 29 Companies granted Major Project Status from the Federal Government



8. Financing - $185m Loan from Export Finance Australia as part of the $2 Billion Critical Minerals Fund
9. Financing - In-Principle further finance from the Clean Energy Finance Corporation "CEFC" if RNU chooses to significantly expand Siviour
10. South Australian Govt support - "New Mine Status" state royalty reduced from 3.5% to 2% until 2026
11. Renascor Resources identified as a “Selected Australian critical minerals project” in the Australian Government’s Resources Technology and Critical Minerals Processing National Manufacturing Priority Road Map


12. Renascor is on track to become the world’s first integrated, in-country mine and Purified Spherical Graphite operation outside of China
13. Optimised Battery Anode Study (DFS) to model a significant increase in PSG Production, incorporate 30% higher PSG Yields, improved locked cycle flotation yields & higher graphite purities since the previous studies were completed in 2019 & 2020
14. Located in a Tier 1 Mining Friendly Jurisdiction in Australia (South Australia is a Top 10 Mining Destination Globally as per Fraser Institute 2021 Rankings) unlike the majority of our peers located in higher risk, less mining friendly jurisdictions in Continents such as Africa

15. RNU is a member of the European Battery Alliance (EBA) and the European Raw Materials Alliance (ERMA)
16. Renascor has been added to the MSCI Global Index and the ASX All Ordinaries (Top 300 Companies)
17. Renascor's Flake Basket Mix was seen as a potential weakness 4-5 years ago given the large percentage of Small + Fines. Given the transition to focusing on PSG for Lithium Ion Batteries, this is now a major plus

18. Following the recent $65m Placement and in anticipation for the $185m Federal Government Loan, Renascor is essentially Fully Funded to execute Stage 1 at Siviour
19. The Company now has the capital and resources to embark on a Step-Out drilling campaign (Currently underway) Intention to both increase overall resources, but also to upgrade the current Inferred Resources to Indicated or Measured

20. Graphite Pricing is getting ready to go on a parabolic Run with the EV revolution continuing the gather steam. Graphite according to Benchmark Minerals + Credit Suisse is going to be the #1 most important mineral to the EV revolution and also the most likely mineral to be in deficit by 2030 (Anticipated Shortfall of 2Mt by 2030).


I

I look forward to market sentiment turning positive in the near future, which should align with a steady flow of News for RNU as we march towards FID + Construction