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

MasterMines ;))))

Ende Nov. ist Masterminds eingestiegen. Die sind bekannt für ein gutes China Netzwerk. Die Aufgabe von Masterminds ist es Endabnehmer an Land zu ziehen. • China-focused commodity marketing advisor Mastermines appointed by Renascor • Mastermines has extensive experience in China and other Asian countries in key end-user markets for graphite, including the battery and industrial sectors • The initial focus of the engagement will be the development of strategic relationships in China with potential offtake partners for Renascor’s Siviour Graphite Project Renascor Resources (ASX: RNU) is pleased to announce the appointment of China-specialist Mastermines to assist in the development of strategic commercial relationships with potential offtake partners in China and other Asian countries for Renascor’s Siviour Graphite Project. Renascor’s Siviour Graphite Deposit is the largest graphite deposit in Australia and one of the largest graphite deposits in world, with a JORC-compliant Mineral Resource of 80.6Mt @ 7.9% total graphitic carbon (TGC) for 6.4Mt of contained graphite, consisting of an Indicated Resource of 51.8Mt @ 8.1% TGC for 4.4Mt of contained graphite and an Inferred Resource of 21.8Mt @ 7.6% for 2.2Mt of contained graphite. Earlier this year, Renascor completed the Siviour Scoping Study, which has established the preliminary economic parameters of potential production from Siviour. See Renascor ASX announcement dated 23 May 2017. Renascor is currently progressing with a pre-feasibility study for Siviour, with results expected next quarter. As Renascor continues the advancement of Siviour’s development, Renascor is focused on attracting potential offtake and strategic partners. China represents among the largest end-users of graphite, with significant demand in both the traditional industrial sectors, as well as the growing new energy sector, where graphite is the principal raw material used in the anode component of lithium-ion batteries. The appointment of Mastermines is intended to further advance Siviour through the development of strategic relationships in China, as well as other Asian countries where graphite demand is strong. Commenting on the appointment of Mastermines, Renascor Managing Director David Christensen said: China is a key market for graphite, with growing demand for large quantities of the type of high-quality graphite we expect to produce from Siviour. As we near the completion of our Siviour Pre-Feasibility Study, we are delighted to have the assistance of the experienced team at Mastermines in accelerating the development of commercial relationships in China to assist in fast-tracking Siviour into production

Klingt alles sehr verlockend...wir sind (glücklicherweise) noch sehr früh dran... Schau mal in der FB Gruppe über die Suchfunktion nach Renascor...Hab da auch ein paar interessante Peer Group Vergleiche geposted

Der beste Post für mich !

https://hotcopper.com.au/threads/rnu-valuation-siviour-project.3883685/page-23?post_id=29609699#.WkZpDnMxnqA

Lese mich gerade auch ein auf HC. Wobei mich die Präsentation schon ziemlich überzeugt, weil sie zeigt wie gut das Verhältnis zwischen guter Ressource und Aktie unter dem Radar ist

@Titan...ich beobachte das Ganze noch. Die Präsentation bei HC sagt eigentlich alles aus. Sobald ein Abnehmer gefunden wird und das Ganze in Richtung Produktion läuft geht es ab...(bei Hotcopper sind einige bekannte Geologen investiert- u.a. Blastfurnace - das hat mich damals dazu bewegt den Wert genauer anzuschauen)

Hi!

Für mich könnte das noch einer der Top Stocks innerhalb der nächsten 12 Monate werden!

Jetzt geht's los!

https://hotcopper.com.au/threads/valuation-estimates.2867847/page-486?post_id=21599669#.WGW4nnSIXqA

Wenn das zutrifft, werden wir vielleicht vor Weihnachten nochmal nen Schub erleben

David ist Director bei RNU

Post von heute: Hi Thanks for the message and the questions. We already have released some results from bench scale test work that has demonstrated we can achieve high purity (99% TGC) and coarse flake (+300 micron), while maintaining strong recoveries. This work, however, was limited in scope and concentrated only on achieving marketable standards on coarse flake, purity and recovery. The next step, which is underway now, is to try and optimise these results. I suspect that this is what you (and perhaps the market) in most interested in. I don’t have a time table for this (yet). On the drilling, this latest round was primarily intended to obtain more metallurgical sample. We will release these results as soon as we have assays. I suspect this will occur within the next one or two weeks. The size of the resource may be impacted by the recent drilling (although we will have to take a decision on whether we want to pay for another resource calculation or wait until we do another round of drilling). I expect we will make an announcement to the market sometime in the near future. Our intention is to move in fast succession on a scoping study and feasibility study. The scoping study should be a good indicator of where we stack up. It will incorporate the results of the current metallurgical work and it will allow us to start quantifying what we expect may be some advantages on our overall cost structure. Our primary focus is on the graphite right now, although I think you are right that there is more value to be extracted from the portfolio. I hope this is helpful. Happy to talk anytime you want. Thanks again for the continued support, David

Wichtig sind die "metallurgical" (met) Ergebnisse. Wenn die erscheinen wird es für Investoren klarer, was es aus der Kiste zu holen gibt. Danach wird es auch sicherlich ein Re-rating geben

Titel wurde geändert. :-)