The Siviour Graphite Deposit is the largest reported graphite reserve outside Africa, with plans to build a state-of-the-art processing facility to manufacture purified spherical graphite through an eco-friendly purification process. Renascor has secured a $185 million loan facility from Export Finance Australia for fast-tracked construction of a vertically-integrated battery anode material manufacturing facility.
Cyborg Score Rationale
The Siviour deposit contains 16.8Mt @ 8.2% for 1.4Mt contained graphite, one of the largest outside Africa, capable of delivering 140,000 tonnes per annum for 40 years. Feasibility studies show a competitive US$1,782 per tonne gross operating cost with post-tax NPV of $1.5bn and IRR of 26%. Government financing and critical minerals classification provide strong growth catalysts.
Top Insights
Only Australian graphite producer approaching production with one of world's largest reserves outside Africa
Secured $185M government loan (EFA) supporting rapid development of integrated BAM facility
Completed BAM feasibility study showing strong economics: 26% IRR, $1.5bn NPV over first 10 years
Strategic partnerships with Mitsubishi Chemical on purification technology; proprietary HF-free processing technology