)
Renascor Resources Limited (RNU) investor relations material
Renascor Resources Limited AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Chairman welcomed shareholders, introduced the board and executive team, and outlined meeting procedures and agenda.
Managing Director David Christensen presented at the AGM on 25 November 2025, outlining the company's progress and strategic direction.
Confirmed quorum, proper constitution of the meeting, and tabled minutes of the previous AGM.
Notice of meeting and agenda items were confirmed, with no additional items received.
Financial performance review
Financial report, directors' report, and auditor's report for the year ending June 30, 2025, were presented and made available to shareholders.
Strong cash position of A$102 million as of 30 September 2025, with no debt reported.
Market capitalization at A$193.3 million with a share price of A$0.076 as of 21 November 2025.
Siviour BAM Project shows robust financials: A$1.5B NPV (10% after tax), 26% IRR, and A$363 million average annual EBITDA.
Auditor was present for questions, but no discussion or questions were raised.
Strategic initiatives and plans
Company focused on developing a vertically integrated graphite and battery anode materials project, including upstream mining and downstream purification.
Siviour graphite project is development-ready, with all major regulatory approvals and a completed Definitive Feasibility Study.
Construction of a PSG demonstration facility is underway, supported by a AUD 5 million/A$5 million government grant and a AUD 185 million/A$185 million conditional loan from the Australian government.
Early contractor involvement process completed to de-risk engineering and accelerate construction.
Expansion into new exploration assets, including copper, cobalt, gold, uranium, rare earth elements, and new opportunities at Blue Creek and R&RE projects.
Non-binding offtake agreements in place with major international partners, with efforts to finalize binding agreements.
Focus on vertical integration to produce Purified Spherical Graphite (PSG) for the lithium-ion battery sector.
Next Renascor Resources Limited earnings date
Next Renascor Resources Limited earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage