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

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Die ausbleibenden Gold News vom Soyuz Projekt nerven langsam ;) Wenigstens haben sie schonmal im direkten Umfeld etwas brauchbares gefunden! https://themarketherald.com.au/marmota-asxmeu-discovers-two-gold-anomalies-near-aurora-tank-2021-04-06/?__hstc=51568950.3e53bfd726b7b3177eb9503fa8fbc0c2.1555649896591.1617737450888.1617743268233.2068&__hssc=51568950.5.1617743268233&__hsfp=2234140097

Nachgeladen...Dank der edle Spender 😎

Nice... Dankeschön 👌😊

...6. A simple example to point 5 - Australian spodumene producers are moving to converting spodumene to hydroxide using own ore in Australia. You don't see an Australian hydroxide plant seeking to source spodumene from 3rd parties (especially non Australian 3rd parties source) to do that because spodumene only sellers are selling to the chemical converters (hydroxide producers) in China where in effect there is also your gigafactories located there. In other words, the evidence I see in the EV industry space is unless you are vertically intergrated and therefore can access your own mine ore to convert to a higher valued product for subsequent sale it is difficult to get a supply source into Australia to do downstream conversions (here for EGR been producing spherical graphite). 7. Yes RNU has risks, we know and my posts show that, but so does EGR IMO. EGR has offtakes we know, but I suspect they will have get out clauses as well, as to date it remains unclear where the graphite is coming from and how good is that quality (noting everyone is chasing quality). 8. As we know, RNU is also looking at some byproduct credits been fines - Post #: 52090160 The interesting thing too me is the EGR studies also appear to have byproduct credits, so they too are assuming IMO that not all the graphite input is battery grade material as well - really comes from page 3 of 14 - Post #: 38181403 - where the table on that page shows bi-product pricing for fines produced by EGR at about US$675 per tonne (noting the later study in 2020 does change some of the pricing assumptions). 9. Both stocks are risky. RNU needs binding offtakes and then funding, whilst EGR still needs to secure funding and demonstrate the reliability of graphite feedstock supply quality wise - i.e. where is the source of that supply and by that I mean is it coming from one mine or several mines (i.e. which is a quality issue as well). Given graphite needs in EVs I see both projects and many many many more projects been needed in this space, so half the time I am not sure the argument because at this end of the market everything is a risk Could we just all agree that a lot of graphite is going to be needed in the market and therefore good projects will get up. Africa Now as to another point, I know a few RNU posters are annoyed with EGR posters and therefore are also having a go at EGR's Tanzania project and then saying outright Africa is corrupt everywhere by the looks of it. For one I am also invested in an African lithium play as well and those making comments around sovereign risk and Africa - which is in the discount rate of projects btw - better get a gauge of where the other inputs to NCM batteries come from, because a lot of that is sourced in Africa and other jurisdictions not been USA, Australia and Canada - Post #: 45972949. Without that supply, and copper is off the same note as well given you need 3 times more copper in an EV than ICE vehicle, there would be no EV revolution. Furthermore Australia/Europe/USA companies don't mind selling things (resources) to corrupt China either, or buy their produce. So, I always find these debates around Africa fascinating because posters somehow think selling resources to a corrupt regime with a poor human rights record is ok, but mining resources in Africa is not . Point in case - look at all the whining of the Australian government when China has imposed tariffs on Australian goods. But also to take African nations out of poverty need economic development. Good deposits will be developed wherever they are, and for the record I haven't looked at EGR's African deposit so my comments are general in nature, so my comment is general in nature. Yes there are risks ion Africa, hence why sovereign risk is in the discount rate, but it is around one's risk appetite as well and secondly free carry strategies is something I do recommend when you can

Lesenswerter Kommentar zum Vergleich Renascor vs Ecograf 1. EGR is relying on graphite supply from a third party to feed its spherical plant. 2. Yes EGR has used a lower spherical price than RNU, but I also posted even at that lower EGR price RNU will still make money but it does depend on RNU's quality, I certainly agree so there is a risk around quality here as the feasibility outcomes itself rely on quality, as graphite flake quality ultimately determines viability: Post #: 52089839 and Post #: 52090177. With MOUs and a DFS and financial study, tgeh market in this current revaluation must be thinking yes RNU can make it to market and yes it does have a large resource and yes its seems it is high grading in its development plan as I previously posted on this thread. 3. However, and this is the point spherical prices are expected to rise IMO, and we can agree on that so point is by how much. Given lithium in lithium ion batteries (NCM 8:1:1 batteries) is about 0.9kg lithium per kWh and graphite is 1kg graphite per kWh, it is obvious too me if people are expecting significant increases in lithium prices the same is what you would expect for natural flake graphite prices given the anticipated growth in both lithium and graphite supply to meet that need. Spodumene prices are coming of their lows of less than US$400 in the last 6 months of last year, and expected to settle longer term at around US$600 per tonne to US$700 per tonne in the growth phase (long term average here meaning) so will be interesting what the graphite price here is (long term average meaning not todays). Spodumene prices have turned in the last three months is a point, so would be expecting spherical and natural flake price to start turning as well.. 4. But this is the key, RNU will be benefit from rising spherical prices and I think probably moreso than EGR - why, because it will use its own graphite deposit, assuming that deposit is good, and I think the deposit is ok as I posted (but still a risk), also noting you can still conduct further exploration activities on those tenements to further find resources but the latter is a separate point . If spherical prices rise EGR will face rising costs as well given the relationship between spherical prices and graphite prices. EGR is not truly vertically intergrated is my point given it is seeking 3rd party supply sources for its plant. 5. But this is also the crust of this post around risk - your battery capacity is in China, then likely Europe and then USA. Now, if I was not selling spherical graphite using my deposit in Australia, knowing the end markets are not in Australia, where would I locate a spherical plant if I was required to source graphite flake, especially if that graphite flake is not sourced in Australia, for that plant. For me it is a risk to have a spherical plant in WA relying on 3rd party graphite feedstock (unknown where this will be sourced from, but someone please correct me if you have a definitive answer, but if sourced in Oz well much much much less of a problem than if sourced outside Australia, so this point is all about sourcing non Oz graphite flake feedstock) and then producing spherical graphite and selling to one of those battery operations in those countries. I would have thought that if someone was selling graphite only, that they would be selling to spherical producers in those countries as against selling to WA (unless the graphite flake is Australia sourced) . RNU is selling spherical graphite - the benefit of been vertically intergrated from an Australian mine, and that is how vertical intergration works.

https://www.moneymorning.com.au/20210401/renascor-resources-share-price-up-on-major-capacity-upgrade-asx-rnu.html

Naja so ganz mit Eco und FYI kann man sie nicht vergleichen. Nur eco und RNU haben ähnliche Geschäftsfelder wobei Ecograf sogar mehrer Standbeine hat, aber dennoch sehe ich auch immer mehr Potential in RNU und werde Aktie weiter aufbauen,

Ich finde die Aktie ist noch günstig zu haben im Vergleich zu FYI und eco. Hier könnte noch was gehen

Ja top News!

Danke DI2

Major Capacity Upgrade Planned for the Siviour Battery Anode Material Manufacturing Operation Renascor to accelerate feasibility work for an enlarged Stage 1 operation and Stage 2 expansion Highlights: • As a response to increasing inbound enquiriesfrom major anode manufacturers, Renascor Resources (ASX: RNU) (“Renascor”) has commenced work to investigate a substantial increase in Renascor’s Stage 1 production capacity beyond the currently planned 28,000tpa of Purified Spherical Graphite (“PSG”). • Renascor has also determined to bring forward feasibility work for the Stage 2 expansion of Renascor’s planned Battery Anode Material operation in South Australia. • With Renascor’s Siviour Graphite Deposit being the world’s second largest Proven Reserve of Graphite and the largest Graphite Reserve outside of Africa1 , Renascor will pursue an increase in production capacity (across both Stages 1 and 2) that leverages this asset and maximises value for shareholders. • Renascor continues to progress PSG product validation and offtake agreement terms with existing offtake MOU customers Minguang New Material, Zeto and Japanese group Hanwa, with a view to completing binding offtake agreements for its PSG production. • Renascor is concurrently progressing additional potential PSG offtake agreements and undertaking PSG validation with other anode and battery companies, with a view to securing additional offtake commitments that may allow for the expanded Stage 1 production capacity and further expansion of the project with additional Stage 2 PSG production capacity. Renascor Resources Limited (ASX: RNU) (“Renascor”) has successfully executed three 10-year Offtake MOUs that, once binding, could cover all of the Stage 1 production capacity of Renascor’s planned Battery Anode Material operation in South Australia

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