Past year: ▼ 35%(5.30c – 8.90c AUD)
Each one in plain English, with the numbers worked through for a shareholder.
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.
31 July 2025quarterly activities report● Neutral
June quarter report recaps the Bolivar provisional approval, the accommodation site option, the bulk sample results and the completed grid upgrade, plus Marree and Bulloo Creek exploration progress. Cash was about A$105m, down from about A$107m in March. No loan or offtake news.
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.
13 May 2025other● Neutral
Notice that the 9 May webinar recording is available online. Administrative only, with no new information.
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.
30 Apr 2025quarterly activities report● Neutral
March quarter report recaps the ECI results (plant capital up 4.7%), water treatment tests and completed grid upgrade. Long lead PSG demonstration equipment ordered, and three copper-cobalt-gold targets identified at Bulloo Creek. Cash was about A$107m. No loan or offtake news.
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.
31 Jan 2025quarterly activities report● Neutral
December quarter report: ECI process extended, with completion expected this quarter. Major Project Status was extended and cash was about A$108m. Bulk sample concentrate beat study targets, and Tumby Bay rare earth soil anomaly defined. No loan or offtake news.
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.
31 Oct 2024quarterly activities report● Neutral
September quarter report recaps the ECI process design criteria, 730t bulk sample, Barngarla ILUA registration, 99.99% purification trials and $5m grant. Cash was about A$109m at 30 September 2024, from A$110m. No new funding or offtake news.
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.
