Investor Presentaiton
Battery Anode Material Study Results¹
Low graphite concentrate feedstock costs drives Renascor's low
PSG production costs, high margins and strong cash generation.
Item
Average annual LOM production of Graphite Concentrate
Average annual LOM production of PSG
Life of mine/project
Start-up capital cost of mine and concentrator
Start-up capital cost of battery anode material operation
Total start-up capital
NPV (after tax) of integrated operation
10
Cost of Feedstock per tonne PSG production
Value
105,000t
28,000t
40 years
US$79m
US$63m
US$142m
US$499m
US$775/t
Cost of Feedstock Conversion to PSG per tonne PSG production
US$1,214/t
Total Cost Project Operating cost per tonne PSG production
US$1,989/t
Operating cost (with by-product credit)
US$1,398/t
Projected PSG sales price
US$4,312/t
Net revenue of integrated operation
US$6,686m
EBITDA of integrated operation
Project cashflow of integrated operation
1. ASX release 1 July 2020 "Renascor Announces Battery Anode Manufacturing Operation"
Renascor Resources Ltd | ASX: RNU
US$4,387m
US$2,878m
Renascor has commenced work to
investigate a substantial increase in Stage
1 production capacity beyond the
currently planned 28,000tpa of PSG.
Renascor has also brought forward
feasibility work for the Stage 2
expansion.
renascor.com.au
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