13 May 2025other● Neutral
Notice that the 9 May webinar recording is available online. Administrative only, with no new information.
Announcements, explained
Each one in plain English, with the numbers worked through for a shareholder.
9 May 2025investor presentation● Neutral
Webinar slides repeat known points, including A$107m cash at 31 March 2025 and the A$185m conditional loan. No new information evident in the text provided.
2 May 2025other● Neutral
Notice of an investor webinar on 9 May 2025. Administrative only, with no new information.
24 Apr 2025regulatory community update▲ Good
SA Power Networks finished and commissioned the grid upgrade, including a new 33kV transformer at Cleve substation 25km from Siviour. It should cover most of phase one power needs. Also, the final Response Document for Bolivar has been lodged, awaiting the Planning Minister.
2 Apr 2025investor presentation● Neutral
Presentation at the Tribeca conference repeats known points: A$108m cash at 31 December 2024 and the A$185m conditional loan. No new information.
28 Mar 2025contract award● NeutralMajor
ECI submissions from the EPC contractors raise the processing plant capital estimate 4.7% (2.8% of the $214.5m stage one total) versus the 2023 study. They lift coarse flake share from 17% to 27%, grade to 95.3% and recovery to 96.7%. Preferred contractor not yet chosen.
13 Mar 2025half year report● Neutral
Half-year to 31 December 2024 shows a profit of $1.02m (2023: $0.96m) and cash of $108.2m, from $110.0m at 30 June 2024. The ECI process is described as nearing completion; the report adds no new project news.
27 Feb 2025other▲ Good
Tests show water treatment can recycle reagents and treat process water in Renascor's HF-free purification process, which made 99.99% carbon earlier. Detailed design contracts for the PSG demonstration plant are awarded; water treatment commissioning is expected Q3 2025, full commissioning Q4 2025.
20 Feb 2025other● Neutral
393,868 shares issued to the Barngarla native title body in August 2024 will leave voluntary escrow on 27 February 2025. Administrative only.
29 Jan 2025joint venture update▲ Good
PSG demonstration plant progresses: a 1,250m2 site is leased and the first concentrate run from the bulk sample gave 97.1% carbon at 96.0% recovery, beating study targets. The first $750,000 of grant was received. Commissioning is now expected Q3 2025, from Q2.
24 Dec 2024security holder rights change● Neutral
5,817,453 performance rights issued to the Managing Director, approved at the AGM, vesting on share price performance from 1 July 2024 to 30 June 2027. Further rights were issued to management.
20 Dec 2024regulatory community update▲ Good
Renascor lodged its draft Response Document for the Bolivar PSG facility (up to 100,000tpa), following the completed environmental impact statement. The State Planning Commission will now report to the Planning Minister. Approval is still pending.
26 Nov 2024other● Neutral
Chair's AGM address says pre-FID work is still in progress and funded from cash. It calls the current graphite price the industry's main challenge outside China, citing China's market dominance. No new project result or funding.
26 Nov 2024investor presentation● Neutral
AGM presentation by the Managing Director repeats the A$1.5bn NPV, A$185m conditional loan and A$109m cash. No new information.
12 Nov 2024admin correction● Neutral
Re-release of the webinar presentation with slides 20 and 29 amended, to clarify the A$185m conditional loan and add peer comparison detail. A clarification, with no new project or financial news.
1 Nov 2024other● Neutral
Notice that a recording of the 1 November investor webinar is available online. Administrative only, with no new information.
1 Nov 2024investor presentation● Neutral
Webinar slides by the Managing Director repeat known points: A$1.5bn NPV, 26% IRR, A$363m average annual EBITDA, A$185m conditional loan. No new information.
30 Oct 2024joint venture update▲ Good
Project update: ECI work has finalised the process design criteria for the Siviour processing plant, with the plant revised to recover more coarse flake. Grid connection, dewatering and road works continue, and the Bolivar environmental impact statement is complete. No cost or funding news.
25 Oct 2024other● Neutral
Renascor announced an investor webinar on 1 November 2024, where the Managing Director will update on the BAM project and take questions. Administrative notice with no new information.
30 Sept 2024annual report● Neutral
Appendix 4G and Corporate Governance Statement for the year to 30 June 2024, lodged alongside the annual report. Compliance paperwork with no new project or financial information.
30 Sept 2024annual report● Neutral
Annual report for the year to 30 June 2024 recaps the year's progress: ECI process, land purchase, power connection, native title agreement and EFA loan work. The chair notes graphite concentrate prices fell to US$485 per tonne by end-June 2024 from US$813 in January 2023.
23 Sept 2024other▲ Good
Renascor collected a 730-tonne bulk ore sample from Siviour for the PSG demonstration plant. It is being processed into concentrate at a commercial facility in China, scheduled for Q4 2024. Demonstration plant commissioning remains planned for Q2 2025.
6 Sept 2024other▼ Bad
S&P Dow Jones Indices will remove Renascor from the S&P/ASX 300 from 23 September 2024. It had been in the index since March 2023. This may reduce index-fund demand for the shares (inference).
27 Aug 2024regulatory community update▲ Good
The Barngarla native title agreement signed in April 2024 is now registered with the National Native Title Tribunal, making it enforceable. Renascor is issuing $35,000 of shares to the Barngarla native title body as the agreement required.
21 Aug 2024drilling result▲ GoodMajor
Equipment trials of the planned purification process produced battery-grade graphite up to 99.99% carbon, against the 99.95% industry standard. This supports the PSG process ahead of the grant-funded demonstration plant, still on schedule for commissioning in Q2 2025.
8 Aug 2024other● Neutral
Renascor lodged its updated Securities Trading Policy, adopted 6 August 2024, as required by the listing rules. Administrative only, with no new project or financial information.
18 July 2024investor presentation● Neutral
Managing Director's Noosa conference presentation repeats known highlights: A$1.5bn NPV, A$185m conditional loan, cash of $114m. Share price was A$0.094 on 17 July 2024 (market cap A$238.9m), down from A$0.105 in June. No new information.
11 July 2024material agreement▲ GoodMajor
Renascor won a $5m federal grant to co-fund up to 49.9% of a $10m demonstration plant for purified spherical graphite, supported by POSCO International and Hanwa. Equipment procurement is planned this quarter, with commissioning in Q2 2025.
24 June 2024contract award▲ GoodMajor
Renascor started a competitive Early Contractor Involvement process with GR Engineering and Primero to design and price the Siviour processing plant, aiming for an executable EPC contract. Completion is expected late Q4 2024. Offtake and equity talks continue in parallel.
20 June 2024director officer appointment▲ GoodMajor
Kathryn Presser AM, former CFO and Company Secretary of Beach Energy for twenty years, joined as independent non-executive director, filling a casual vacancy. She stands for re-election at the November 2024 AGM. This is the first board addition since the chair flagged renewal.