Past year: ▼ 35%(5.30c – 8.90c AUD)
Each one in plain English, with the numbers worked through for a shareholder.
23 July 2026regulatory community update▲ Good
The Adelaide PSG demonstration facility was officially opened, attended by the Resources Minister. It follows the June start of graphite processing and supports customer qualification talks. The A$185m EFA loan is still described as conditionally approved; no new commercial terms.
9 July 2026other▲ Good
Renascor's cost study estimates operating costs of about US$459/t (2026 dollars) for its HF-free graphite purification process, which it says supports competitiveness against HF-based methods. It builds on demonstration plant work; the plant is still commissioning and no offtake or loan news.
25 June 2026drilling result▲ Good
A review of historical drilling at Flat Hill (Marree) found copper over a 3km zone, including 134m at 0.57% Cu at Boorloo. These are past explorers' results, not Renascor drilling. Re-assays and a geophysical survey are planned once land access is agreed.
22 June 2026production update▲ GoodMajor
Graphite is now being processed with reagents through the demonstration plant's HF-free purification flowsheet, including the caustic bake circuit. This starts the operating phase expected this quarter. Larger runs and customer qualification samples follow next quarter.
29 Apr 2026production update● Neutral
The demonstration plant has moved into full-plant commissioning, on schedule and in line with budget, with graphite processing expected this quarter. Further graphite shipments await export approvals, which may affect timing of second-half production runs.
20 Mar 2026drilling result● Neutral
Bulloo Creek assays (13 holes, 2,340m) show cobalt, best 16m at 901ppm Co from 85m, with modest copper. This resolves the pending assays. A new Olary licence application was lodged, and Marree native title talks are progressing toward a mining agreement.
16 Mar 2026drilling progress report▲ Good
Construction of the Adelaide PSG demonstration plant is complete, with hydrotesting done and mains power connected. Full commissioning is expected to start later this month. This meets the end-March completion target set earlier; the plant was built with a $5m government grant.
10 Mar 2026other▼ Bad
S&P update to the March 2026 All Ordinaries rebalance changes two other companies' status. Renascor is still listed as removed, effective 23 March 2026. Index notice only, no company news.
6 Mar 2026half year report● Neutral
Half-year to December 2025 profit was $348,221 (down from $1,019,944). Cash was $97.2m versus $105.4m at June 2025. The demonstration plant has all major equipment installed and is on schedule; the Vintage Marree farm-in and Bulloo Creek drilling are also reported.
6 Mar 2026other▼ Bad
S&P Dow Jones Indices' March 2026 rebalance lists Renascor among removals from the All Ordinaries, effective 23 March 2026. It is an index change, not a company announcement; it follows its earlier removal from the ASX 300 in September 2024.
17 Feb 2026investor presentation● Neutral
Presentation for the 17 February 2026 RIU Explorers Conference by the Managing Director on the battery anode project. The visible excerpt is a cover note and disclaimers; no new figures are shown.
29 Jan 2026drilling progress report● Neutral
Demonstration plant piping is substantially complete and hydrotesting is well underway. Structural, mechanical and piping installation is expected next month and overall construction completion later this quarter. Described as on schedule.
23 Dec 2025drilling progress report▲ Good
Kiln and tanks are installed, completing all major equipment for the demonstration plant's purification circuit, and staged on-site commissioning has begun for utilities. Major construction is now expected next quarter. This delivers the commissioning start flagged for this quarter.
5 Dec 2025remuneration report● Neutral
After AGM approval, 4,602,746 performance rights were issued to the Managing Director and 8,199,939 to management. They convert to shares only if employment and share-price conditions over July 2025 to June 2028 are met.
25 Nov 2025drilling progress report▲ Good
Demonstration plant construction continues on schedule: motor control centre and conveyors installed, electrical contractor mobilised. The kiln is due in Adelaide on 1 December. On-site commissioning is still expected this quarter.
10 Nov 2025investor presentation● Neutral
Notice that the recording of the 7 November investor webinar is now on the company website. No new information.
7 Nov 2025drilling scheduled▲ Good
Final clearances received for up to 3,000m of drilling at Bulloo Creek, set to start this month and take about two weeks. This clears the heritage hurdle noted earlier. Tumby Bay re-assays show 51.6m at ~2,218ppm total rare earths, with about 33% magnetic rare earths.
7 Nov 2025investor presentation● Neutral
Slides for the 7 November investor webinar on the battery anode project. The excerpt repeats known points (reserve, approvals, ex-China demand); no new figures are visible.
31 Oct 2025investor presentation● Neutral
Notice of an investor webinar on 7 November 2025 where the Managing Director will update on the battery anode project. No new information.
22 Oct 2025drilling progress report▲ Good
Demonstration plant steelwork is complete and the filter presses and scrubber are installed. All major equipment except the kiln, now in transit, has arrived in Adelaide. On-site commissioning is still expected this quarter, pending equipment arrival.
30 Sept 2025annual report● Neutral
Appendix 4G and corporate governance statement for the year to 30 June 2025, pointing to the company website. Compliance filing with no new project or financial information.
30 Sept 2025annual report● Neutral
The 2025 annual report restates the year's progress: ECI cost estimates, grid upgrade, accommodation site, Bolivar provisional approval and demonstration plant construction. The chair says the pace of change has been tempered by geopolitics and Chinese trade practices that have driven down prices. No loan or offtake news is visible in the excerpt.
18 Sept 2025drilling progress report▲ Good
Construction of the PSG demonstration plant has started, with early concrete pours done and the filter press and scrubber arrived in Adelaide. The kiln passed off-site commissioning. On-site commissioning is still expected next quarter, pending remaining overseas equipment.
25 Aug 2025drilling progress report▲ Good
At the A$5m grant-backed PSG demonstration plant in Adelaide, site preparation is done, the main installation contract is awarded and overseas equipment passed factory testing. Construction is due to start next month, with commissioning next quarter, pending equipment arrival.
31 July 2025admin correction● Neutral
Re-release of the 25 July bulk sample announcement, with JORC Tables 1 and 2 added to support the reported grade and recovery. The results themselves are unchanged.
25 July 2025drilling result▲ GoodMajor
Processing of the roughly 730 tonne Siviour bulk sample in China is finished, giving concentrate at 96.8% carbon and 96.5% recovery, above the 95.0% and 95.5% in the feasibility study. It completes the earlier first run (97.1% C, 96.0% recovery) and feeds the PSG demonstration plant.
10 July 2025asset acquisition disposition▲ Good
Renascor signed an option, exercisable within three years, to buy a site near Cleve for the Siviour accommodation facility, about 30km by road from the mine. It completes the final land requirement for the project. Price and counterparty were not disclosed; a development application is planned this quarter.
8 July 2025farm in farm out agreement▲ Good
Renascor signed a farm-in with Vintage Exploration and Mining to earn up to 90% of two Marree tenements including the Mulgaria uranium and copper anomaly (2km by 1km). Drilling at Bulloo Creek awaits heritage clearance. Small exploration step beside the graphite project.
19 June 2025director officer appointment● Neutral
Joint Company Secretary Pierre van der Merwe resigned with immediate effect. Jon Colquhoun stays as CFO and sole Company Secretary. Administrative change.
13 June 2025regulatory community update▲ GoodMajor
South Australia's Planning Minister granted provisional development authorisation for the Bolivar facility, up to 100,000tpa of PSG, resolving the pending approval. It is conditional on final detailed design approval. This is the main planning approval for the downstream plant.
