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

Sag mal Di2 du bist auch überall drinnen! Oder? 😀😉

Ja, die Untersuchungen sind bereits abgeschlossen. Im letzten Announcement wird kurz darauf eingegangen...kann nicht mehr lange dauern.

Entscheidung der PEPR müsste jederzeit eintrudeln, oder?

Warum ?

Weiß nicht ob das mir gefällt

Oh… wir sind im Trend

https://www.fastmarkets.com/insights/natural-flake-graphite-market-still-affected-by-supply-chain-issues

3 Monatschart auf Wallstreet online anschauen. Alles In Ordnung

Danke Di2

Thema erledigt🤟🚀😝

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.