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

Moin Moin

Hier ist garnichts scheiße. Das Ding hier ist ein Schnäppchen. Über die 0.10 lachst du in 2Monaten.

Geduld Sara94 kann nächste Woche schon wieder da stehen oder höher. Lg

Bin bei 0,10 eingestiegen und stunden später ist die sch.... aktie gesunken

Watlersen, ja guter Preis

Danke für die Info

Bin jetzt eingestiegen, unter 0.07 is das doch en Schnäppchen oder?😁

Nein, gibt aktuell nichts zu berichten. Die Kollegen die mit DC in Kontakt stehen berichten, dass er im Hintergrund alle Hände voll zu tun hat um die Anfragen bezüglich weiterer Offtake Agreements etc zu bearbeiten. Kann mir gut vorstellen dass das Soyuz Projekt erstmal keine Prio hat und deshalb nichts verkündet wird.

👍

Werde ich mal checken

Gibts News bei Renascor

So leise im Chat

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