Price, volume & events
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- Last 2026-11-06
- A$0.05
- 1D
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- 1M
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- Fair value
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- Mkt cap
- A$127.3M
- EV
- A$33M
- Cash
- A$94.4M
- Debt
- A$0
3 newer ASX announcements not yet reflected in this valuation
- Quarterly Activities/Appendix 5B Cash Flow ReportLatest Four Activities Reports
- Investor Presentation - IMARC ConferenceLatest Operating Presentation
- Annual Report to shareholdersLatest Annual Report
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Sign in or enter a guest codeAnnouncements
Latest 12 of 11All sources ▸- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Application for quotation of securities - RNUCorporate Action
- Investor Presentation - RIU Explorers ConferencePresentation
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Quarterly Activities/Appendix 5B Cash Flow ReportOperations
- Annual Report to shareholdersResults
- Siviour Accommodation Site SecuredTransaction
- Half Yearly Report and AccountsResults
- Siviour Mineral Resource Increases by 25%Resource Update
- Updated Mineral Ore Reserve Estimate for SiviourReserve Update
Event calendar · next 12 months
1 events| Timing | Event | Category | Confidence | Materiality | Investor relevance |
|---|---|---|---|---|---|
| Later in calendar 2026, subject to final graphite export approvals | Larger PSG demonstration operating runs and customer qualification samples | Construction Or Commissioning | Company Guided | High | Tests sustained HF-free process performance and produces larger samples; delays defer offtake and financing proof. |
Executive roster
As of 2026-09-26Background checks ▸FY25 annual roster reconciled with December 2025 half-year directors report and July/September 2026 Managing Director sign-off. No other named senior management in reviewed issuer files.
| Executive | Title | Normalized role | Appointed | Sources |
|---|---|---|---|---|
| David Christensen | Managing Director | Executive Director · Chief Executive | — | Annual Report to shareholders · Half-Year Financial Report to 31 December 2025 · Exploration Update |
| Jon Colquhoun | Company Secretary | Company Secretary | — | Annual Report to shareholders · Half-Year Financial Report to 31 December 2025 |
devCoverage status: Complete As Disclosed
Portfolio detail
Assets
Core asset
Siviour integrated Battery Anode Material Project
Australia
DFS Unfunded Developer100% ownedGraphite
Mine PEPR approved; commercial PSG facility provisionally authorised subject to detailed design; demonstration plant processing; conditional A$185m loan is undrawn.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Published study economicsIssuer or study metrics
NPVA$1.5B10% discount
IRR26%Published return
Initial capexA$609.1MPublished capital estimate
Operating cost2,620AUD/t PSG gross, first 10 years
Operating cost459USD/t PSG purification only
Historical integrated 2023 two-stage study. Initial A$214.5m mine and A$394.6m PSG capex; full modeled NPV includes later expansion. Not a current equity value.
2026-dollar purification-only operating estimate. Excludes spheronisation, logistics and finance.
Resources & reserves5
| Type | Category | Quantity | Grade | Contained minerals | Date |
|---|---|---|---|---|---|
| Mineral Resource | measured | 16.9M t ore | 8.6% TGC | Graphite | 2023-09-14 |
| Mineral Resource | indicated | 56.2M t ore | 6.7% TGC | Graphite | 2023-09-14 |
| Mineral Resource | inferred | 50.5M t ore | 6.5% TGC | Graphite | 2023-09-14 |
| Ore Reserve | proven | 16.8M t ore | 8.2% TGC | Graphite | 2023-08-24 |
| Ore Reserve | probable | 45M t ore | 6.6% TGC | Graphite | 2023-08-24 |
Tenements1
Milestones2
- Integrated demonstration processing began
Achieved · High materiality
- Commercial investment decision
Pending · High materiality
Permits & approvals2
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Program for Environment Protection and Rehabilitation | South Australia | Granted | — | Yes |
| Bolivar commercial PSG provisional development authorisation | South Australia | Pending | — | Yes |
Economic studies2
| Study | Stage | Status | Date | Summary |
|---|---|---|---|---|
| 2023 Siviour Battery Anode Material Study | DFS | Reaffirmed | 2023-08-08 | Issuer reaffirmed technical assumptions, but the forecast 2023–26 construction schedule has elapsed and financing/offtake are unbound. |
| 2026 purification cost study | Operating Plan | Current | 2026-07-09 | US$459/t is for purification only at an assumed 50ktpa design, not total PSG cost or production guidance. |
Material
Marree, including Flat Hill copper prospects
Australia
Early Explorer100% ownedCopperUranium
Three exploration licences owned; Vintage tenements shown separately. Historic intersections and VTEM conductors are not a JORC resource; Native Title access is pending.
Project location
Approximate location
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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Tenements4
Milestones2
- VTEM priority targets defined
Achieved · Medium materiality
- Access-dependent drill testing
Pending · Medium materiality
Permits & approvals1
| Permit | Jurisdiction | Status | Expiry | Critical path |
|---|---|---|---|---|
| Native Title Mining Agreement for drilling | South Australia | Pending | — | Yes |
Other
Wooltana and Porter Hill exploration
Australia
Early Explorer0% ownedCopperUranium
Vintage retains beneficial title. Renascor may earn 51%, then opt to 90%; no interest earned at 30 June 2026.
Tenements2
Other
Tumby Bay and Arno Bay rare earth exploration
Australia
Early Explorer100% ownedRare EarthsCopper
Rare earth sample mineralogy and TEMPEST survey interpretation; no resource or study.
Project location
Approximate location
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© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Tenements1
Other
Olary and Bulloo Creek exploration
Australia
Early Explorer100% ownedCopperGold
Copper/gold target evaluation adjacent to White Dam; no resource or economic study.
Project location
Approximate location
Loading imagery…
© OpenStreetMap contributors. Basemap imagery © Esri (Maxar, Earthstar Geographics). Dated overlays contain modified Copernicus Sentinel data. Visible surface changes do not establish production or completion.
Tenements1
Other
Hiltaba retained royalty interest
Australia
Divested0% ownedGold
Renascor sold EL5856 but retained a 1% net smelter return royalty; no production or reserve basis to capitalize.
Funding, performance and ownership
Financials & Capital
Liquidity
Financial position
A$94.351m cash funds current studies and demonstration work, but falls short of historical initial A$214.5m upstream capex before contingencies. Funding commitments and equity terms remain unbound.
Capital structure
Ownership and dilution
- Ordinary shares
- 2.5B
- Fully diluted
- 2.6B
30 June 2025: 2,543,154,360 ordinary. 31 December 2025: 2,544,065,428 after 911,068 rights conversion. 30 March 2026 quotation: 2,546,237,633 after another 2,172,205 rights. Fully diluted maximum adds 32,070,569 unquoted rights on a conservative 1:1 basis; actual settlement depends on vesting and some historical conversion terms.
Security classes2
| Class | Type | Quantity | Strike | Expiry |
|---|---|---|---|---|
| RNU ordinary fully paid | Ordinary Share | 2.5B | — | — |
| Unquoted performance rights, conversion terms vary | Performance Right | 32.1M | A$0 | — |
KPI history
Operating metrics
Operating metric source table1
| Metric | Project | Period | Period type | Value | Status |
|---|---|---|---|---|---|
| Recovery | Siviour | 2025 bulk-sample campaign | Point In Time | 96.5 % graphite recovery | Reported |
Company guidance1
| Metric | Project | Period | Low | High | Status |
|---|---|---|---|---|---|
| Larger Demonstration Operating Runs | siviour | later calendar 2026 | — | — milestone | Current |
Capital history
Capital events
| Date | Event | Amount | Shares | Price | Status | Terms |
|---|---|---|---|---|---|---|
| 2026-03-30Ann. 2026-03-31 | Raising | A$0 | 2.2M | — | Completed | — |
Contracts and ownership
Material economic arrangements These are deals that can affect sales, costs, funding or ownership. An arrangement marked “Included in valuation” may already be built into a project estimate or the bridge to shareholder value. A separate amount is shown only when one can be estimated; do not add it again.
FY25 annual accounts and post-annual presentation/quarterly reconciled. No live commodity or FX hedges disclosed; non-binding offtakes do not imply contracted revenue.
No beneficial interest earned as at 30 June 2026; director Geoffrey McConachy has a 25% beneficial interest in Vintage tenements.
Earn In · Active- Counterparties
- Vintage Exploration and Mining Pty Ltd
- Applies to
- Wooltana and Porter Hill exploration · Copper · Uranium
- Economic direction
- Mixed
- Period
- From 2025-07-08; no end date stated
- Key terms
- Initial interest: 51 %
Upsize interest: 90 %
How it affects our valuation
No valuation treatment is available for this arrangement.
Retained 1% NSR on sold tenement, with no disclosed production or royalty receipts.
Royalty · Active- Counterparties
- Hiltaba Gold Pty Ltd
- Applies to
- Hiltaba retained royalty interest · Gold
- Economic direction
- Benefit
- Period
- Dates not stated
- Key terms
- Net smelter return royalty: 1 % NSR
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding offtake commitment. Pricing structures still under discussion; no contracted volume, price or start date.
Offtake · Announced- Counterparties
- POSCO International
- Applies to
- Siviour integrated Battery Anode Material Project · Graphite
- Economic direction
- Benefit
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding strategic cooperation/offtake; no disclosed binding price, volume or start date.
Offtake · Announced- Counterparties
- Mitsubishi Chemical
- Applies to
- Siviour integrated Battery Anode Material Project · Graphite
- Economic direction
- Benefit
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Non-binding offtake commitment; no disclosed binding price, volume or start date.
Offtake · Announced- Counterparties
- Hanwa Co. Ltd
- Applies to
- Siviour integrated Battery Anode Material Project · Graphite
- Economic direction
- Benefit
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Registered Indigenous Land Use Agreement supports upstream access; issued share consideration is already in ordinary capital.
Other · Active- Counterparties
- Barngarla Determination Aboriginal Corporation
- Applies to
- Siviour integrated Battery Anode Material Project · Graphite
- Economic direction
- Mixed
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
Option to lease Bolivar site for planned commercial PSG production; rent and exercise consideration not disclosed.
Other · Active- Counterparties
- SA Water
- Applies to
- Siviour integrated Battery Anode Material Project · Graphite
- Economic direction
- Benefit
- Period
- Dates not stated
How it affects our valuation
No valuation treatment is available for this arrangement.
A$5m co-funding grant under International Partnerships in Critical Minerals Program; receipts to date included in reported cash.
Strategic Partnership · Active- Counterparties
- Australian Government
- Applies to
- Siviour integrated Battery Anode Material Project · Graphite
- Economic direction
- Benefit
- Period
- From 2024-07-11; no end date stated
- Key terms
- Awarded grant: 5,000,000 AUD
How it affects our valuation
No valuation treatment is available for this arrangement.
Intrinsic value
Valuation
Valuation
Bear, base and bull values, investment cases, project valuations and the equity bridge are available to subscribers.
Sign in or enter a guest codeResource-price transmission
Sensitivity lab
Sensitivity lab
How our fair value responds to commodity prices and other drivers is available to subscribers.
Sign in or enter a guest codePeople, delivery and responsibility
Management background checks
Expanded primary-source review using Renascor’s FY2026 annual report and targeted exact-name open-web searches. Christensen’s attributable executive-performance assessment and the PSG commissioning milestone are clearer; individual adverse-record verification and chronology remain incomplete.
Decision-relevant facts
Material summary
David Christensen
Managing Director
Company SuccessIssuer Reported · Medium materiality
Prior uranium operations and Four Mile development experience
Renascor describes Christensen as having overseen Heathgate and Quasar Australian operations, including the Beverley uranium mine, and expansion into projects including the discovery and development of the Four Mile deposit. The issuer profile does not quantify his individual contribution or provide dated tenure.
Individual involvement documented · The issuer biography directly describes his oversight responsibilities, but does not independently corroborate personal causation or precise tenure.
Directors and management · David Christensen biography
Company SuccessIssuer Reported · Medium materiality
PSG demonstration facility constructed and commissioning commenced
Renascor’s FY2026 annual report states that it completed construction of its purified spherical graphite demonstration facility and commenced commissioning during FY2026. The Board awarded Christensen a FY2026 STI at 60% of maximum, citing on-budget completion/commissioning commencement, portfolio expansion and financial discipline; it also recorded that binding offtake and a final investment decision remained outstanding. The company-reported link shows the Board’s assessed performance and his executive role, not sole individual causation.
Role overlaps event; causation unproven · As managing director he led the team and the Board explicitly recognized his performance; the report does not establish sole causation.
Renascor Resources Limited Annual Report 2026 · Chairman’s letter and Directors’ Report, pp. 4–6; Remuneration Report, FY2026 STI discussion, pp. 30–32
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened sources.
- The grouped adverse-topic search was preliminary; person-specific regulator, court, safety, environmental, insolvency, fraud and governance checks remain incomplete.
Jon Colquhoun
Company Secretary
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened sources.
- The grouped adverse-topic search was preliminary; person-specific regulator, court, safety, environmental, insolvency, fraud and governance checks remain incomplete.
Simon Ballestrin
General Manager – Project Development
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened source.
- Person-specific adverse-topic checks in regulator, court, safety and environmental records remain incomplete.
Kathleen McHugh
Finance Manager
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened source.
- Person-specific adverse-topic checks in regulator, court, safety and environmental records remain incomplete.
Lin Zhou
Principal Metallurgist
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened source.
- Person-specific adverse-topic checks in regulator, court, safety and environmental records remain incomplete.
Peter Jones
Senior Project Advisor
No supported material findings selected. See this executive’s report and evidence gaps.
Evidence gaps · 2
- Full dated employment chronology, independently verified education and concurrent board interests were not established from the opened source.
- Person-specific adverse-topic checks in regulator, court, safety and environmental records remain incomplete.
Company ownership
Investors & shareholders
Top registered shareholders
Register at 2026-09-23
| # | Investor / registered holder | % issued shares | Shares held |
|---|---|---|---|
| 1 | 2.36% | 59,990,195 | |
| 2 | 2.04% | 51,829,528 | |
| 3 | 1.74% | 44,282,842 | |
| 4 | 1.43% | 36,500,000 | |
| 5 | 1.30% | 33,131,714 | |
| 6 | 1.28% | 32,500,000 | |
| 7 | 1.19% | 30,204,743 | |
| 8 | 1.12% | 28,540,221 | |
| 9 | 1.12% | 28,464,210 | |
| 10 | 0.96% | 24,460,518 | |
| 11 | 0.92% | 23,489,297 | |
| 12 | 0.84% | 21,295,041 | |
| 13 | 0.70% | 17,875,000 | |
| 14 | 0.63% | 16,010,993 | |
| 15 | 0.60% | 15,334,033 | |
| 16 | 0.50% | 12,731,358 | |
| 17 | 0.50% | 12,616,749 | |
| 18 | 0.48% | 12,317,197 | |
| 19 | 0.42% | 10,700,000 | |
| 20 | 0.42% | 10,655,583 |
Sources & review notesEvidence checked through 2026-10-09
Coverage and limitations
- The register is the top 20 only. Total issued shares are not stated alongside the table and are left null. The issuer reports no substantial holders as of 23 September 2026.
Sources
- Annual Report to shareholders 2026
ASX announcement / Renascor Resources Limited · Published 2026-09-30 · Accessed 2026-10-09
Top-20 list and no-substantial-holders statement as at 23 September 2026.
pages 88–89, shareholder information and substantial holders, local copy downloads/RNU/2026/2026-09-30_Annual Report to shareholders_5162336bd423deb9.pdf
Disclosed activity
Insider transactions
Trading activity2 buys · 0 sells shownNet cash last 12 months no tradesShow chartHide chart
On-market buyPlacement / plan subscriptionSaleMarker size = cash valueGrant, exercise, expiry or transferBars: cash bought (up) and sold (down) per month
| Date | Person / account | Activity / security | Quantity | Cash consideration | Price | Holding after |
|---|---|---|---|---|---|---|
| 2025-12-01 | David ChristensenDavid Christensen <Christensen Family A/C>
Details & evidence for David Christensen on 2025-12-01As disclosed: 4,602,746 Performance Rights acquired; issued for nil consideration under the Renascor Resources Limited Performance Rights Plan.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | Grantperformance rights over ordinary shares | 4,602,746 | —Non Cash | — | 13,161,891 |
| 2025-05-08 | David ChristensenBradford Park Pty Ltd <Robert Jordan Fund A/C>
Details & evidence for David Christensen on 2025-05-08Indirect interest through Bradford Park Pty Ltd <Robert Jordan Fund A/C>; David Christensen is a director of Bradford Park Pty Ltd and a trustee/member of the Fund. As disclosed: 372,753 fully paid ordinary shares acquired for $25,123.70 ($0.0674 per share); on-market trade.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | Purchaseordinary fully paid shares | 372,753 | AUD 25,123.70 | AUD 0.0674Disclosed price | 8,426,149 |
| 2024-12-20 | David ChristensenDavid Christensen <Christensen Family A/C>
Details & evidence for David Christensen on 2024-12-20As disclosed: 5,817,453 Performance Rights acquired; issued for nil consideration under the Renascor Resources Limited Performance Rights Plan.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | Grantperformance rights over ordinary shares | 5,817,453 | —Non Cash | — | 8,559,145 |
| 2024-11-04 | Kathryn Anne PresserThe KPSR Super Fund A/C
Details & evidence for Kathryn Anne Presser on 2024-11-04Indirect interest through The KPSR Super Fund A/C; the notice states Kathryn Presser is a trustee and beneficiary of the fund. As disclosed: 250,000 fully paid ordinary shares acquired for $17,924 ($0.071696 per share); on-market trade.
Non-Executive Director · 2024-06-20 The KPSR Super Fund A/C · trustee and beneficiary of Change of Director's Interest Notice - KP ↗ Change of Director's Interest Notice - KP ↗ | Purchaseordinary fully paid shares | 250,000 | AUD 17,924.00 | AUD 0.071696Disclosed price | 250,000 |
| 2024-04-19 | David ChristensenDavid Christensen <Christensen Family A/C>
Details & evidence for David Christensen on 2024-04-19The related 1,209,368 ordinary-share acquisition is recorded separately under the same economic event ID. As disclosed: Number disposed: 150,000 Performance Rights; nature: vesting of Performance Rights pursuant to achievement of milestone under the Plan.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ | Vestingperformance rights over ordinary shares | 150,000 | —Non Cash | — | 2,741,692 |
| 2024-04-19 | David ChristensenDavid Christensen <Christensen Family A/C>
Details & evidence for David Christensen on 2024-04-19The related 150,000 performance-right disposal is recorded separately under the same economic event ID. As disclosed: 1,209,368 Ordinary Shares acquired; shares issued in relation to achievement of performance milestones; nature: vesting of Performance Rights pursuant to achievement of milestone under the Plan.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | Vestingordinary fully paid shares | 1,209,368 | —Non Cash | — | 24,460,518 |
| 2023-11-24 | David ChristensenDavid Christensen <Christensen Family A/C>
Details & evidence for David Christensen on 2023-11-24As disclosed: 2,141,692 Performance Rights acquired; issued for nil consideration under the Renascor Resources Limited Performance Rights Plan.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | Grantperformance rights over ordinary shares | 2,141,692 | —Non Cash | — | 2,891,692 |
| 2023-10-19 | David ChristensenDavid Christensen <Christensen Family A/C>
Details & evidence for David Christensen on 2023-10-19As disclosed: 750,000 Performance Rights acquired; issued for nil consideration under the Renascor Resources Limited Performance Rights Plan; issue of securities under the Plan.
Managing Director and Chief Executive Officer · Start not disclosed David Christensen <Christensen Family A/C> · trustee and beneficiary associated with Christensen Family A/C Bradford Park Pty Ltd <Robert Jordan Fund A/C> · director of trustee company and trustee/member of Robert Jordan Fund Change of Director's Interest Notice ↗ Change of Director's Interest Notice ↗ | Grantperformance rights over ordinary shares | 750,000 | —Non Cash | — | 750,000 |
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Narrative and provenance
Research & Sources
AI Analyst Report
The full analyst report, its figures and the broker-style PDF are available to subscribers and invited guests.
Sign in or enter a guest codeChronological evidenceSource-document inventory16 documents
Exploration UpdateOperations · MediumExtracted
VTEM defined high-priority Flat Hill copper targets at 150–300m depth. No new drilling, resource or access agreement.
- Document ID
- flat-hill-update-2026
- Published UTC
- 2026-09-24T23:30:00Z
- Projects
- marree · wooltana · tumby-bay · olary
- Commodities
- copper · uranium · rare_earths
RNU ASX daily close, 25 September 2026Market Data · HighExtracted
Local eligible market data provider close from miners.reference_price: A$0.057, volume 822,812, one ordinary share; prior close A$0.056.
- Document ID
- rnu-market-close-2026-09-25
- Published UTC
- 2026-09-25T06:00:00Z
- Projects
- —
- Commodities
- —
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · HighExtracted
June 2026 quarter: demonstration graphite processing, purification cost study, exploration and A$94.351m cash.
- Document ID
- june-quarter-2026
- Published UTC
- 2026-07-31T04:07:05Z
- Projects
- siviour · marree · wooltana · tumby-bay · olary
- Commodities
- graphite
Cost Study Supports Low-Cost PSG Purification ProcessStudy · HighExtracted
Purification-only study estimates US$459/t for a conceptual 50ktpa PSG design; excludes spheronisation, logistics and financing.
- Document ID
- purification-study-2026
- Published UTC
- 2026-07-08T23:57:00Z
- Projects
- siviour
- Commodities
- graphite
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted
March 2026 quarter: demonstration construction completed and cash A$95.047m.
- Document ID
- march-quarter-2026
- Published UTC
- 2026-04-30T04:37:33Z
- Projects
- siviour
- Commodities
- graphite
Application for quotation of securities - RNUCorporate Action · HighExtracted
Conversion of 2,172,205 performance rights and resulting issued capital.
- Document ID
- march-share-quotation-2026
- Published UTC
- 2026-03-31T03:30:16Z
- Projects
- siviour
- Commodities
- graphite
Half-Year Financial Report to 31 December 2025Results · HighExtracted
Interim accounts confirm share bridge, performance rights and unchanged Managing Director and Company Secretary.
- Document ID
- half-year-2026
- Published UTC
- 2026-03-06T07:28:00Z
- Projects
- siviour
- Commodities
- graphite
Investor Presentation - RIU Explorers ConferencePresentation · MediumExtracted
Issuer investor presentation on Siviour, graphite competition, development and non-binding offtakes.
- Document ID
- riu-presentation-2026
- Published UTC
- 2026-02-17T02:00:15Z
- Projects
- siviour · marree · wooltana · tumby-bay · olary
- Commodities
- graphite
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted
December 2025 quarter: commissioning progress and approximately A$97m cash.
- Document ID
- december-quarter-2025
- Published UTC
- 2026-01-30T04:27:06Z
- Projects
- siviour · marree · wooltana · tumby-bay · olary
- Commodities
- graphite
Quarterly Activities/Appendix 5B Cash Flow ReportOperations · MediumExtracted
September 2025 quarter: demonstration construction began and approximately A$102m cash.
- Document ID
- september-quarter-2025
- Published UTC
- 2025-10-31T01:24:29Z
- Projects
- siviour · marree · wooltana · tumby-bay · olary
- Commodities
- graphite
Annual Report to shareholdersResults · HighExtracted
FY25 audited accounts, governance, management, share capital, Vintage earn-in and Hiltaba royalty.
- Document ID
- annual-report-2025
- Published UTC
- 2025-09-30T07:54:50Z
- Projects
- siviour
- Commodities
- graphite
Siviour Accommodation Site SecuredTransaction · MediumExtracted
Option over proposed Cleve accommodation site for upstream construction and operations.
- Document ID
- accommodation-option-2025
- Published UTC
- 2025-07-10T00:50:32Z
- Projects
- siviour
- Commodities
- graphite
Half Yearly Report and AccountsResults · MediumExtracted
Half-year accounts and leadership baseline for December 2024.
- Document ID
- half-year-report-2024
- Published UTC
- 2025-03-12T22:36:50Z
- Projects
- siviour
- Commodities
- graphite
Siviour Mineral Resource Increases by 25%Resource Update · HighExtracted
JORC mineral resource update to 123.6Mt at 6.9% TGC.
- Document ID
- siviour-resource-2023
- Published UTC
- 2023-09-13T22:58:33Z
- Projects
- siviour
- Commodities
- graphite
Updated Mineral Ore Reserve Estimate for SiviourReserve Update · HighExtracted
JORC ore reserve update to 61.8Mt at 7.0% TGC.
- Document ID
- siviour-reserve-2023
- Published UTC
- 2023-08-23T23:29:06Z
- Projects
- siviour
- Commodities
- graphite
Siviour Battery Anode Material Study ResultsStudy · HighExtracted
2023 integrated BAM study, since overtaken by schedule and costs; historical post-tax NPV10 A$1.486bn and initial staged capex A$609.1m.
- Document ID
- bam-study-2023
- Published UTC
- 2023-08-08T00:18:00Z
- Projects
- siviour
- Commodities
- graphite
Evidence facts57
94351000 AUD
2026-06-301182000 AUD
2026-06-30-1730000 AUD
2026-06-30459 USD/t PSG
2026-07-09True None
2026-06-30185000000 AUD
2026-06-300 %
2026-06-30True None
2026-07-3195047000 AUD
2026-03-31True None
2026-03-312546237633 shares
2026-03-3032070569 rights
2026-03-302172205 shares
2026-03-3097000000 AUD
2025-12-31True None
2026-02-175000000 AUD
2026-02-17730 t ore
2025-07-3196.5 %
2025-07-3197000000 AUD
2025-12-31True None
2025-12-31102000000 AUD
2025-09-30True None
2025-09-302543154360 shares
2025-06-3023710011 rights
2025-06-301829388 AUD
2025-06-30True None
2025-06-301 % NSR
2025-06-30510000 AUD
2025-07-08680422 AUD
2025-06-30True None
2025-09-30True None
2025-06-30True None
2025-07-10True None
2024-12-31123600000 t ore
2023-09-146.9 % TGC
2023-09-1461800000 t ore
2023-08-247.0 % TGC
2023-08-241486000000 AUD
2023-08-08214500000 AUD
2023-08-08394600000 AUD
2023-08-0850000 tpa
2023-08-081782 USD/t
2023-08-084716 USD/t
2023-08-0826 %
2023-08-08Q2 2026 None
2023-08-082544065428 shares
2025-12-3134242774 rights
2025-12-31True None
2026-03-06459 USD/t PSG
2026-07-0950000 tpa
2026-07-09True None
2026-09-25150 m minimum
2026-09-25True None
2026-09-25True None
2026-09-250.057 AUD/share
2026-09-25822812 shares
2026-09-250.056 AUD/share
2026-09-24Conflicts requiring judgment1
- first commercial PSG production schedule
The 2023 construction and first-production dates elapsed without a commercial investment decision; 2026 evidence controls current stage. The historical study is retained only as an economic reference.