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

Offtake for Over Two-Thirds of Siviour’s Stage 1 Production of Purified Spherical Graphite Has Rapidly Achieved First Stage Product Qualification Renascor achieves first stage product qualification under its offtake MOU with Zeto, confirming Siviour’s strong market acceptance and enabling progression to binding agreements. Highlights • In January 2021, Renascor signed a non-binding Memorandum of Understanding (MOU) with anode company Jiangxi Zhengtuo New Energy Technology Co. Ltd. (Zeto) for the purchase of up to 10,000tpa of Purified Spherical Graphite (PSG) over a ten year term. • Renascor is pleased to report that it has now achieved first stage product qualification of Siviour PSG with Zeto, with the results enabling the two parties to progress engagement towards binding PSG offtake. • A total of 20,000tpa of Siviour PSG has now achieved first stage qualification with two world-class offtakers, following initial qualification by Minguang New Material in January 20211. • Zeto is a top ten anode producer globally, with current anode production capacity of 30,000tpa and an additional 20,000tpa under construction and planned to be in operation by 2022. Zeto is major supplier of natural flake graphite anodes and is active in developing anode technologies, including silicon-carbon anode material. • Zeto supplies anodes to some of the world’s largest battery makers, such as Hong Kong listed BYD Co. Ltd, the world’s second largest manufacturer and retailer of electric vehicles, with a current market capitalisation of around US$100 billion. • Renascor is extremely pleased with its progress in relation to Stage 1 PSG offtake and is concurrently discussing additional potential PSG offtake agreements and undertaking PSG qualification and validation with other anode and battery companies, with a view to securing binding commitments for its planned 28,000tpa Stage 1 PSG operation.

👌

First Stage Offtake Qualification of 2/3 of PSG Production

Marktkapitalisierung -> 53mio$ Post Tax NPV -> 449mioUS$ Zwei Offtake Agreements (binding & non-binding Kurs am ASX 0.035c$ Die heute veröffentlichte Investoren Präsentation zeigt deutlich auf, welches Potenzial in Renascor steckt

https://stockhead.com.au/news/januarys-top-50-stocks-asx-lithium-players-strike-the-right-note-with-investors/

Der vorherige Link hilft die Gold Werte besser einzuordnen

https://undervaluedequity.com/drilling-results-how-can-you-determine-if-a-mining-companys-drill-results-are-of-low-medium-or-high-grade/

Announcement vom 01.02 Drilling to Commence on Shallow Gold Targets at Soyuz Prospect Highlights • A reverse circulation drill program of up to 2,000m will commence this week on shallow primary gold targets at Renascor’s Soyuz prospect in South Australia’s Central Gawler Craton. • Previous drilling at Soyuz (see Figure 1 and Renascor ASX announcement dated 4 August 2020) has intersected shallow gold, with results including: o 7m @ 5.14g/t Au from 26m to end of hole, including 2m @ 16.42 g/t Au from 30m; 1 and o 6m @ 4.94g/t Au from 14m. 2 • The drill program will include testing for high-grade extensions at shallow depth and along-strike from the previous high-grade intersections at Soyuz. • Drilling will also target potential sulphide-bearing mineralisation approximately 500m along strike of previous Soyuz drilling, where a recent induced polarisation (IP) survey and soil sampling program have identified coincident chargeability and geochemical anomalies at the southern boundary of the north-south orientated Soyuz magnetic high. • Renascor has received all necessary approvals and a drill rig has been mobilised to site. The drill program is expected to be completed within approximately two weeks.

Hier starten in Kürze die Bohrungen

Neben Graphit hat Renascor noch das interessante Soyuz Gold Project

Heute waren es 260mio gehandelte Aktien! Da ist ordentlich Bewegung drin.

Schöner Sprung👍

Schlusskurs 0.042cAUD // (+50%)

langsam fängt es an Spaß zu machen 😎

Das nächste Announcement ist da ;) Renascor Enters into Further Offtake MOU with Leading Battery Anode Manufacturer Non-binding Memorandum of Understanding to supply Purified Spherical Graphite Highlights • Renascor enters into non-binding Memorandum of Understanding (MOU) with one of China’s leading battery anode companies, Jiangxi Zhengtuo New Energy Technology Co. Ltd. (Zeto). • The MOU follows the recent achievement of First Stage Product Qualification with our first offtake partner Minguang New Material1 . • The MOU with Zeto covers the purchase of up to 10,000tpa of Purified Spherical Graphite (PSG) over a 10-year term, which represents approximately one-third of the projected initial PSG production capacity of Renascor’s planned Battery Anode Material operation in South Australia. • Zeto is a top ten anode producer globally, with current anode production capacity of 30,000tpa2 and an additional 20,000tpa under construction and planned to be in operation by 20223 . Zeto is major supplier of natural flake graphite anodes and is active in developing anode technologies, including silicon-carbon anode material4 . • Zeto supplies anodes to some of the world’s largest battery makers, such as Hong Kong listed BYD Co. Ltd, the world’s second largest manufacturer and retailer of electric vehicles5 , with a current market capitalisation of around US$100 billion6 . • China continues to be the dominant market for PSG. Chinese anode production capacity represents around 85% of global capacity and over 90% of capacity currently under construction 7 . • Under the terms of the MOU, Zeto and Renascor have agreed to work together to undertake additional product validation tests prior to concluding a formal binding agreement. • Renascor is concurrently discussing additional potential PSG offtake agreements and undertaking PSG validation with other anode and battery companies, with a view to securing binding commitments for its planned 28,000tpa PSG operation.

Orderbuch schaut aktuell nicht nach einem Einbruch aus! Da wollen einige rein!