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

@Auge77 & deswegen 🗣️ https://www.reuters.com/business/autos-transportation/exclusive-global-carmakers-now-target-515-billion-evs-batteries-2021-11-10/

Rnu verfügt über eine starke Bilanz und ist gut aufgestellt, um einen wertvollen Beitrag zu einer Batterieversorgungskette zu leisten, die gerade einmal begonnen hat.

Hier fliegt bald der Deckel 😜

https://www.n-tv.de/wirtschaft/Chinas-Produzenten-heben-Preise-stark-an-article22920209.html Tick, tock, tick, tock... POSCO🌎💣💹

https://www.akbc.com.au/akbc-member-only-event/fki-60th-anniversary-of-korea-australia-diplomatic-ties-we-need-to-diversify-future-cooperation-areas/

Ambassador Kang, Korean Ambassador to Australia said “Korea and Australia need to diversify cooperation areas between two countries such as low emissions technology, vaccines, critical minerals and defence, there is so much potential”. The two countries agreed that they should establish a Korea-Australia supply chain and promote global supply for critical minerals, which are the basis of the world’s energy transition. Mr Kaehee Oh, Head of Group, POSCO emphasised during his presentation that POSCO and Australia can be the best partners as Australia has critical minerals for secondary battery such as lithium, nickel, and graphite while POSCO is strong in technology and production of cathode materials.

"....In addition, the South Korean steelmaker is securing graphite for battery anodes. Earlier this year, POSCO inked a nonbinding off-take agreement for graphite from Renascor Resources Ltd.'s South Australian Siviour project and acquired equity in Tanzania-focused Australian graphite company Black Rock Mining Ltd. with the intention of negotiating an off-take and prepayment agreement for flake graphite. "For the stable growth of POSCO's natural graphite cathode business, securing supply of the graphite Australia has would be most critical," Oh said."

Hier wird im letzten Abschnit Renascor erwähnt: https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/posco-eyes-more-australian-raw-materials-for-ev-anodes-cathodes-67338178

Eben bei HC gefunden: Based on that story, maybe a deal with POSCO is imminent. I presume our MD, David Christensen was invited to the Australia-Korea Business Council and the Korea-Australia Business Council meeting last week. Especially since there is no other Australian raw material graphite supplier with a project as advanced enough to offer them ‘stable growth’. Let alone has an agreement with them. You need a different set of interpersonal skills to negotiate finance, clarify positions and close contracts in an international setting where decisive long term decisions will be made, sometimes literally on the spot (before you put them in a legally-binding form). Therefore, having met and worked with a lot of MD’s in my time, I believe our greatest asset now is DC. He seems to be the right person to take us forward into production. Not all MD’s are comfortable in the position of having to carry a project from discovery into the production phase. However, he possess the necessary diplomacy skills required to manage international relations, listen to and handle the affairs at hand while other MD’s maybe found wanting. From an investors’ perspective, the right kind of MD at the right phase is as good as if not more crucial than having a great project in the first place. DC is clearly in his element having past experience at Heathgate Resources where he was the MD responsible for operations at Beverley uranium mine and developing the Four Mile uranium mine - still regarded as Australia’s last uranium mine. Exciting development if that story is anything to go by!

@Di Danke

Danke Di2

Es läuft bisher alles nach Plan. Graphit rückt vermehrt in den Fokus, wir haben staatliche Unterstützung und das Interesse von den weltbesten Produzenten... Einfach entspannt abwarten. So ein Projekt wird nicht über Nacht realisiert...das braucht leider seine Zeit.

Die Meinung ist das das hier ein longinvest ist genauso wie alle anderen ähnlichen Aktien.. Egr, Lke usw. entspannt doch mal und genießt die nächsten Jahre .

4 Monate ??? Bis dahin kann der Kurs ganz schön fallen , wenn keine anderen News kommen. @Di Wie ist deine Meinung ?

Heute Nacht wurde bei HC über die ausstehenden Binding offtakes gesprochen. DC hatte wohl erwähnt, dass er 100% aller benötigten staatlichen Genehmigungen erhalten möchte um dann in die finalen Verhandlungen mit den MOU Partnern zu gehen... Das PEPR wurde mit min. 4 Monaten Bearbeitungszeit angekündigt....was "frühestens" Januar bedeuten würde