Investor Presentaiton
Strong Comparative Advantage in PSG Production
Vertical Integration underpins low-cost PSG production.
Graphite Concentrate feedstock a significant cost
input to the PSG manufacturing process.
Renascor's PSG operation benefits from obtaining
Siviour Graphite Concentrate feedstock at the cost
of production rather than buying the feedstock at
market price.
The difference in feedstock price has an
exaggerated impact on PSG operating costs
because only half of the Graphite Concentrates
used as feedstock are spheronised to PSG during
the milling process (i.e., PSG production can be at
a 50% yield).
Renascor's market data suggests an average
operating costs of US$2,000/t PSG for existing
PSG market (100% China).
Renascor's gross operating cost of US$1,989/t PSG
is favourable by comparison.
US $/t PSG
3,500
3,000
2,500
2,000
1,500
1,000
500
Siviour PSG cost saving of
US$406/t at current market
prices for graphite concentrate
US$406/t
0
Feedstock valued at
Renascor cost
Feedstock valued at
current market
Other PSG Operating Costs
Siviour PSG cost
saving of US$1,154/t
over life of operation
US$1,154/t
Feedstock valued at
life of mine market
Graphite Concentrate Feedstock Cost
Renascor Resources Ltd | ASX: RNU
Source: Benchmark Mineral Intelligence
renascor.com.au
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