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cougs

1,094 Posts.

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19/11/22

20:36

Post #: 64874126
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Originally posted by bombersmadd: ↑

Sure thing Duytruong Although I should really upgrade it to a Top40 as there are a few missing pieces not included

Top20 Compelling Reasons for investing in Renascor Resources (RNU)
1.World's 2nd largest Proven Graphite Reserve (Largest Outside of Africa)

2. JV withRio Tintoat 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. Workingwith 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 500 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

Can't wait for DC to drop the Big Ticket News Items in the Near Future:

Expand

This company is like a coiled spring that is ready to explode at any moment. The setup is extraordinary. I understand tomorrow isn't promised, but there are just too many compelling reasons that make it hard to not get too excited about what is ahead of us. Hopefully we burst into the Billion MC Club this side of Christmas!

RNU Price at posting: 29.0¢ Sentiment: Buy Disclosure: Held
17 Upvote

1 Great analysis

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General Discussions, page-15975

BCI reaches close of funding facility for salt-first part of Mardie project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Buxton projects new graphite province discovery at WA Narryer play

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

General Discussions, page-15975

Top Stories

BCI reaches close of funding facility for salt-first part of Mardie project

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

White Cliff jumps 24% on 'bonanza grade' copper rock chips at Rae project, Canada

Neurotech knocked back by FDA as agency declares target condition not rare enough for special status

Solstice Minerals to ramp up drilling campaign at Yarri Gold Project

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Buxton projects new graphite province discovery at WA Narryer play

Cokal upgrades infrastructure for BBM ramp-up in Indonesia

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News