WTF with RNU: Why the medium-term outlook for graphite looks positive

Published: Feb, 2 2024 | By: Stockhead TV | STOCKHEAD | WTF with RNU: Why the medium-term outlook for graphite looks positive

Renascor Resources(ASX:RNU) managing director David Christensen joins the Stockhead TV studio to investigate these questions and more.

“Over the past year we’ve seen Chinese net imports of graphite fall, and we’ve also seen a proliferation of inexpensive synthetic graphite in the Chinese market,” he says. Read More.

Click here to watch the full interview.

Renascor optimises coarse flake metrics at Siviour to get more high-value graphite to market as part of Phase I production

Published: Jan, 17 2024 | By: Special Report | STOCKHEAD | Renascor optimises coarse flake metrics at Siviour to get more high-value graphite to market as part of Phase I production

The Siviour graphite deposit in South Australia is touted as one of the largest outside Africa, with reserves of 16.8Mt @ 8.2% for 1.4Mt of contained graphite – enough to support production of 140,000tpa for the next four decades.

Last year, Renascor Resources (ASX:RNU) completed its BAM study that can deliver a globally competitive purified spherical graphite product – and now for Phase 1, the company says it will increase upstream coarse flake production so it can maximise initial revenues. Read More.

Renascor Resources land buy to accelerate push to graphite production

Published: Nov 16, 2023 | By: Special Report | STOCKHEAD | Renascor Resources land buy to accelerate push to graphite production

Renascor Resources’ (ASX:RNU) Battery Anode Material (BAM) study completed earlier this year found that the project can deliver a globally competitive gross operating cost for purified spherical graphite of US$1,782 per tonne over the first 10 years and US$1,846/t over LOM (life of mine).

This includes graphite concentrate operating costs of US$405/t over the first 10 years and US$472/t over LOM to deliver post-tax unleveraged NPV of $1.5bn, unleveraged IRR of 26%, and average annual EBITDA (earnings before interest, taxes, depreciation, and amortisation) of $363m. Read More.