RNU

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9.1¢ renascor resources limited

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Swanny204

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19/11/22

21:22

Post #: 64874429
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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

And RNU has secured the site for the Battery Anode Manufacturing from SA Water for 40 years lease

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

2 Great analysis

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Last 9.1¢		Change -0.007(7.14%)		Mkt cap ! $231.3M

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RNU (ASX) Chart

General Discussions, page-15978

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Vulcan appoints investment bank and M&A veteran to board

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Utah authorities sign off on Anson's lithium extraction plans at Green River

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

General Discussions, page-15978

Top Stories

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Vulcan appoints investment bank and M&A veteran to board

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Utah authorities sign off on Anson's lithium extraction plans at Green River

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News