RENASCOR RESOURCES WKN: A1C9A9 ISIN: AU000000RNU8 Kürzel: RNU Forum: Aktien Thema: Hauptdiskussion

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Renascor recently became aware of an application seeking patent protection over certain previously known and published procedures for purifying graphite25. In Renascor’s view, the pending patent application is overly broad and relates to processing procedures that are not novel or inventive to merit patent protection. Renascor (as well as at least one other industry participant) has now opposed the pending patent application to protect and preserve its flexibility to use these processing procedures (or similar), should it wish to do so. Irrespective of the outcome of the pending patent application, Renascor does not anticipate the Siviour Project will be adversely impacted. Renascor’s purification process will allow it to purify Siviour graphite to battery-grade using a caustic roast, HF-free procedure. Renascor’s purification process has achieved battery-grade PSG, exceeding lithium-ion battery anode purity specifications, through caustic roasting and HF-free leaching processes that are outside the scope of the pending patent application. Renascor expects that the adoption of these processes (and/or other well-documented HF-free processes) would not adversely impact its ability to produce high quality and low-cost battery-grade PSG. As part of the optimised BAM Study, the final operating parameters of the purification processes will be determined. This ASX announcement has been approved by Renascor’s Board of Directors and authorised for release by Renascor’s Managing Director David Christensen.

Regulatory – Further Commentary In September 2021, Renascor lodged a Program for Environment Protection and Rehabilitation (PEPR) for the proposed Siviour Graphite Mine22. Renascor’s PEPR seeks approval for a processing capacity of up to 1.65 million tonnes per annum, which would permit Renascor to produce up to 150,000 tonnes of Graphite Concentrates per year23. The PEPR, which must be approved by the South Australian Department for Energy and Mining (DEM) before mining operations may commence, is the second step in the Government’s two-stage assessment and approval process and follows the grant of the Siviour Mineral Lease in 201924. DEM has now completed its initial review of the PEPR, and Renascor is in active discussions with DEM regarding final approval. Renascor’s Downstream Purification Circuit and Patent Opposition Renascor has developed an eco-friendly purification process to purify Siviour Graphite Concentrates to battery-grade without the use of hydrofluoric acid (HF), which is generally used in Chinese PSG operations. Instead, Renascor will use less environmentally harmful reagents to purify Siviour graphite for use in lithium-ion battery anodes. Renascor’s purification process is based on previously existing and well documented mineral processing procedures in the public domain that use a caustic roast and an HF-free leaching process. Renascor believes these mineral processing procedures are not subject to patent protection. Renascor has adapted these procedures for the purpose of purifying its Siviour graphite to meet battery anode requirements. Renascor’s caustic roast and HF-free leaching purification process permits the use of several alternative procedures that apply varying reagent regimes, retention times and other processing parameters to achieve the requirements of potential battery anode customers

Rising Graphite Prices The graphite market continues to experience upward price pressure, with Fastmarkets reporting Purified Spherical Prices of US$3,500 to US$3,800 per tonne, a 40% increase over the last six months20 (see Figure 1 on page 2 of this Announcement), and -194 mesh Graphite Concentrates (a common feedstock for PSG) increasing by 48% to US$830 per tonne. Offtake Negotiation of binding PSG offtake agreements for Renascor’s existing offtakers is progressing. Following deliveries of large-scale PSG samples produced from Renascor’s recent pilot production campaign21, Renascor is in active discussion on PSG price and other material contract terms. Renascor continues to have discussions with other leading battery anode material customers concerning potential PSG offtake. Renascor has provided PSG samples to support customer qualification and commenced offtake discussions with these parties concerning potential offtake from the initial or subsequent stages of production.

Project Development – Further Commentary Work is progressing on an updated, optimised Battery Anode Materials Study11 (BAM Study), assessing the viability of Renascor’s planned vertically integrated mine and advanced manufacturing operation in South Australia, with GR Engineering Services (ASX: GNG) acting as study manager and engineering designer, with Wave International continuing to work with Renascor under the integrated owner’s team. The optimised BAM Study is assessing an increase to the previously planned Purified Spherical Graphite (PSG) production capacity of 28,000tpa, as well as additional staged expansions to both the planned Graphite Concentrate and PSG operations in order to meet projected demand. The optimised BAM Study includes an update to the Siviour Graphite Concentrate Definitive Feasibility Study completed in November 2019 (the Siviour DFS)12 and incorporates improvements to the Graphite Concentrate flotation circuit from subsequent mineral process test work, including: • Locked cycle flotation tests that achieved graphite recovery of up to 94.5%13, as compared to 91.0% in the Siviour DFS14, and • Pilot trials conducted at an independent commercial graphite facility that achieved graphite purities of up to 97.5% total carbon with graphite recovery of 93.2%15. This compares favourably to the Siviour DFS, which adopted average purities of approximately 94% total graphitic carbon16. The optimised BAM Study also includes an update to Renascor’s previous downstream studies (including the Spherical Prefeasibility Study completed in February 201917 and the 2020 BAM Study) and incorporates subsequent improvements made to both the downstream milling and purification circuits. These improvements include: • Commercial-scale downstream milling trials that achieved spherical graphite yields from in excess of 65% (versus the 50% yield adopted in the previous BAM Study) 18, and • Locked cycle purification trials undertaken by leading German independent battery mineral consultancy group Dorfner ANZAPLAN that confirmed that the ability to meet or exceed lithium￾ion battery anode purity specifications, with results of up to 99.99% C, with no impurities detected above acceptable anode customer specifications

Following deliveries of large-scale PSG samples produced from Renascor’s recent pilot production campaign8 for product qualification, Renascor is in active discussion on PSG price and other material contract terms. Regulatory: • Following the lodgement in September 2021 of the Program for Environment Protection and Rehabilitation (PEPR) for the proposed Siviour Graphite Mine9 , Renascor is in active discussions with South Australia’s Department for Energy and Mining to seek approval for a processing capacity of up to 1.65 million tonnes per annum, which would permit Renascor to produce up to 150,000 tonnes of Graphite Concentrates per year10. Downstream Purification Circuit and Patent Opposition: • Renascor recently lodged an opposition to a pending patent application relating to the purification of graphite. Renascor considers the pending patent application to be overly broad and relating to processing procedures that are not novel or inventive to merit patent protection. • Irrespective of the outcome of the pending patent application, Renascor does not anticipate the Siviour Project will be adversely impacted, as Renascor’s purification process can exceed lithium￾ion battery anode purity specifications with processes that are outside the scope of the pending patent application. Commenting on recent project developments, Renascor Managing Director David Christensen stated: “I am very pleased with our progress since the start of the year. The Renascor team has done a tremendous job in advancing the Siviour Project across multiple workstreams, and the team continues to work tirelessly with the primary objective of bringing the Siviour Project to realisation as soon as possible. Our Project’s development looks well timed. We are seeing increasing evidence that the anode market will continue to see strong upward price pressure, reflecting what we have seen on the cathode side of the battery, with lithium, nickel and other battery metals all having experienced extraordinary price growth in the last 12 months.”

Advancing toward final investment decision for the world’s first integrated, in-country mine and Purified Spherical Graphite operation outside of China Renascor Resources Limited (ASX: RNU) (Renascor or the Company) is pleased to provide the following update for its 100%-owned Siviour Battery Anode Material Project (the Project) in South Australia. Project Development: • Work is progressing on an updated, optimised Battery Anode Materials Study1 (BAM Study), building on previous detailed feasibility work undertaken by Renascor for the planned vertically integrated mine and advanced manufacturing operation in South Australia. GR Engineering Services (ASX: GNG) is acting as study manager and engineering designer. • The optimised BAM Study will incorporate material improvements to the mineral processing parameters adopted in the earlier study, including increases in spherical graphite milling yields2 and improvements to both the Graphite Concentrate flotation3 and downstream purification4 circuits. As part of the optimised BAM Study, the final operating parameters will be determined. • The optimised BAM Study is assessing an increase in Purified Spherical Graphite (PSG) production capacity, as well as additional staged expansions of PSG operations in order to meet projected demand. Studies to date had considered an initial Stage 1 production capacity of 28,000tpa PSG. Financing: • In February 2022 the Australian Government, through Export Finance Australia (EFA), conditionally approved an A$185 million loan facility to support the development of the Project5 . • The Company and EFA are targeting to conclude formal loan facility and security documentation in mid-2022. Graphite Market and Offtake: • Purified Spherical Graphite (PSG), which is used in the production of anodes for lithium-ion batteries, is experiencing further substantial upward price improvement, with Fastmarkets reporting PSG prices of US$3,500 to US$3,800 per tonne, a 40% increase over the last six months6 , and -194 mesh (a common feedstock for PSG) increasing by 48% to US$830 per tonne over the same period. • Positive offtake discussions are continuing with parties7 from Korea, Japan and China, with indicative demand of in excess of 60,000tpa of PSG, far outstripping proposed Stage 1 production capacity.

Hi Philipp,   Thanks for your email and apologies for the delay responding.   You may have seen that we have provided an update to the market, including disclosure regarding the questions you raised on the patent.   As you will have seen, nothing has changed from our previous view, and this applies to both granted patents and pending patents. I hope this clarifies things.   If you have any further questions, please don’t hesitate to contact me.   Kind regards,   David

https://hotcopper.com.au/threads/rnu-objects-to-egrs-purification-patent-application.6660781/page-188?post_id=60449887

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Vielen vielen Dank Di2 😊

https://hotcopper.com.au/threads/rnu-objects-to-egrs-purification-patent-application.6660781/page-103?post_id=60442081

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