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

Da denke ich,wie nach im Hintergedanken an Posco oder andere mögliche Abnehmer und bin gespannt was die Batterie conference in Spanien für neue Neuigkeiten bringt das sollte man auch ein Auge drauf werfen 😗

https://www.google.com/url?sa=t&source=web&rct=j&url=https://m.koreaherald.com/amp/view.php%3Fud%3D20220920000630&ved=2ahUKEwj5_9izu6P6AhXnhv0HHdjkDpIQyM8BKAB6BAgHEAI&usg=AOvVaw0Wjh-vHFDXB-E9aqliw29J

Mahlzeit mal was zum Thema in der aktuellen Batteriebranche

Abwarten ✌️

Dieses Problem gibt's nur im ECO Lager🤣

Die sollten erstmal ihre patentstreitigkeiten regeln , dann sieht man wo der Kurs hin geht

Durch erneuten Regierungssupport gewinnt das Projekt weiter an Glaubwürdigkeit!

Die Regierung stellt Renascor für 40 Jahre Land um die Produktionsanlage zu realisieren. Das Areal ist 20hektar groß und bietet ausreichend Platz um alle geplanten Erweiterungen abzubilden

https://www.facebook.com/groups/769781707377314/permalink/824851235203694/

https://www.linkedin.com/posts/renascor-resources-limited_september-fastmarketsbrm-barcelona-activity-6977417803704279041-As8a?utm_source=share&utm_medium=member_android

Ja nur die frage wenn endlich das Approval kommt :)

Und hier die Sichtweise eines Fondsmanager auf RNU I spent 25 years working in funds management which had me sitting through hundreds of road shows and company presentations. The single largest factor contributing to serious share price re-rating was the transition period between retail holding the majority of the register to where insto arrives and then further is mandated due to benchmark re-allocation, to take a substantial position in the register. If the SOI are not multiplying due to funding already organised (as will be the case with RNU) then insto cant simply participate in cap raises but will need to get their fill on market. This exact conversation has already been had with DC and my colleague and I when we asked if we could intro a few funds we had spoken with about RNU and he replied telling them they will need to buy on market. The issue till now is most funds and institutional money is controlled by their investment mandate where the trust deed of the fund stipulates the rules around what the portfolio managers can and can not invest in. Rules about market cap, liquidity, diversity of the register, revenue, EBITDA, geographic location/jurisdiction and most importantly.... government/regulatory approvals. So with the impending PEPR approval I believe we will start to see the door swung wide open for the first of the major insto funds to start their accumulation of RNU script as the final step in re-risking occurs...which I believe will result in substantial re-rating of the SP, which will quickly see us hit that $1B MC which in turn will see us enter the ASX200, further propelling the buying even higher. That's when many retail holders will be faced with a very difficult decision around how much wealth am I prepared to take off the table and how much am I prepared to let ride. This is also that maximum point of regret so many HC posters post about with other stocks when they recall getting out of various positions with what they thought was a massive profit only to watch it 10x from there. Remember people that what is different about RNU and many other juniors that have transitioned is that they need to raise a few hundred million for min construction whereas RNU already has a government commitment to fund a large majority of it. We also have an agreement with POSCO for equity funding and we will also shortly see the expiry of 163m oppies which is not a large cash contribution but will see a few million more cash come in (accounting for some that have already been converted.) All considered, this is likely the moment to decide if you are in for the RNU ride or not. An exciting time in the companies life IMO.

Anbei noch einmal die Kursprognose von HC Legende Scarpa. Ist schon etwas älter aber als Grundlage sehr interessant. Der darin angenommene NPV wird sicherlich nach oben korrigiert da sich die RNU recovery rate inzwischen verbessert hat. https://hotcopper.com.au/threads/general-discussions.6016015/page-1450?post_id=55990978

besser konnte ich meine old sonderdivi nicht umsetzen....gier:)))

Wenn man es positiv sieht, ist das aktuell die letzte Chance um noch einmal verhältnismäßig günstig nachzulegen. Wenn das PEPR kommt, werden einige Steine ins Rollen kommen die mit ziemlicher Wahrscheinlichkeit unser Risiko weiter minimieren und den Kurs nach oben treibt. - binding offtakes - weitere MOUs - final investment decision - Update BAM - ... - ...