Top 40 Compelling Reasons to Invest in Renascor Resources (RNU)
Jurisdiction
1. Located in a Tier 1 MiningFriendly Jurisdiction in Australia (South Australia is a Top 10 MiningDestination Globally as per Fraser Institute 2021 Rankings)
2. Located in Sunny Australia where Mining Operation can largely operate 365 days a year, unlike some GraphiteProjects in China / Canada / Europe that close during Winter
3. RNU is a member of the EuropeanBattery Alliance (EBA) and the European Raw Materials Alliance (ERMA)
4. Australian is a key Battery Minerals player in the Inflation Reduction Act, given Australia's Free Trade Agreement with the United States
5. A True Tier 1 Mining Friendly Jurisdictionin Australia, with World Class Existing Infrastructure in place to support operations bothat the Mine and BAM Facility i.e. Roads, Power, Water, Labour etc
Resource
6. World's 2nd largest ProvenGraphite Reserve (Largest Outside of Africa)
7. Australia's Largest Graphite Resource and Graphite Reserve
8. Siviours Unique (Flat andHorizontal) Geology results in Renascor potentially one of the lowest Costflake producers outside of China
9. Renascor's Flake Basket Mix contains a large percentage of Fines + Small + Medium flake that is the preferred feedstock for battery anode material
10. Siviour Deposit is a World Class Deposit that Renascor has Only Began to Scratch the Surface of
11. Significant Exploration Upside atSiviour and for regional potential in the Eyre Peninsula given Renascor's largeTenure Portfolio
Government Support
12. Attended High Level Meetings inSouth Korea with the South Australian Premier and Senior Management from POSCO
13. Renascor is 1 of 29 Companiesgranted Major Project Status from the Federal Government
14. Financing - $185m Loan from Export Finance Australia as part of the $2Billion Critical Minerals Fund
15. In-Principle further finance from the Clean Energy Finance Corporation"CEFC"
16. SouthAustralian Govt support - "New Mine Status" state royalty reducedfrom 3.5% to 2% until 2026
17. RenascorResources identified as a “Selected Australian critical minerals project” inthe Australian Government’s Resources Technology and Critical MineralsProcessing National Manufacturing Priority Road Map
18. Potentially fully funded for Stage 1 given the current bank balance of A$71m, a $185m Federal Government Loanfrom Export Finance Australia, and in-principle support received from the Clean Energy Finance Corporation
19. Secured the lease to a Large 20ha site near Port Adelaide to house the DownStream Battery Anode Material Facility direct from SA Water
Project Fundamentals
20. Four offtake MoUs for 60,000tpaof Purified Spherical Graphite (More than Double what was modelled in the 2020BAM Study) with Companies from South Korea, China & Japan (Including POSCO)
21. 1 of only 3 Graphite Projectswith a completed DFS in Australia
22. Renascor is on track to becomethe world’s first integrated, in-country mine and Purified Spherical Graphiteoperation outside of China
23. Optimised Battery Anode Study (DFS) to model a significant increase in PSGProduction, incorporate 30% higher PSG Yields, improved locked cycle flotationyields & higher graphite purities since the previous studies were completedin 2019 & 2020
24. Renascor has been added to the MSCIGlobal Index and the ASX All Ordinaries (Top 500 Companies)
25. BAM Site assessing use of RenewableEnergy / BioGas / Recycled Water to have 1 of, if not the lowest CO2 footprintsout of any PSG Facility Globally
26. Renascors Graphite Tested at 2018 showed that +367mAH/g was achieved from 94% Siviour PSG + Mixed with 6% Binder
2020 Anode Testwork showed that +644mAH/g was achieved from Siviour PSG + Mixed with a Binder and Dosed with Silicon, with minimal capacity loss through the cycle test
27. Proven eco-friendly, HF-freepurification process endorsed by leading global anode companies
28. Optimised by Dorfner Anzaplan inGermany – The Worlds Leading Metallurgical / Engineering Company
Purified Spherical Graphite has beentested and Proven at Bulk Scale at +99.95% (up to 99.99% TGC) in both Germany& Asia
29. Significant Cash in the Bank todaywith A$71m at the End of the Q3 Quarter
30. Large Majority of PSG Basket willbe produced at 15um, with a smaller portion at the higher valued 10um (As shownin Testwork)
31. Entering Discussions and productQualification with a number of key players in the Emerging North American /European Markets
Graphite Market
32. Graphite Pricing is getting readyto 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 #1most important mineral to the EV revolution and also the most likely mineral tobe in deficit by 2030 (Anticipated Shortfall of 2Mt by 2030)
33. Graphite is the #1 Material byweight in a lithium ion battery today (regardless of chemical composition)
34. Natural Graphite Demandparticularly for Fines / Small / Medium Flake expected to rapidly increase overcoming
35. Purified Spherical Graphite Demandincreasing over coming decade, deficit starting 2023
Management Team
36. An A+ Grade Management Team – Ihave heard this a lot in my time in mining, yet from my experience with Dave heis a Top Shelf operator, knows the project inside and out, is invested in thecompany, always happy to answer Shareholder questions, one of the genuine goodguys. There is 2 things I always look for in a Jnr Mining Coy: 1 is theResource and 2 is the Management. Renascor is blessed with both
Future Growth
37. Shallow High Grade Gold Projectat Carnding (Soyuz)
38. Working with Sicona to jointly develop anext-generation lithium-ion battery anode material which combines silicon withgraphite to significantly improve anode capacity and cell energy density
39. JV with Rio Tinto atMarree Project - Binding Farm-In Agreement for Copper Project with a Tier 1Giant in Rio Tinto
40. Long term Plan to Establish further downstreamprocessing expertise (and partnerships, as appropriate) to support developmentof fully integrated anode production