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

Die Volumen sind heute Nacht auf >150Mio angestiegen. Der Kurs ist dadurch um 50% von 2c auf 3c gestiegen.

"Strong Buy" https://www.barchart.com/stocks/quotes/RNU.AX/overview

"World class resource is there, studies done, plans completed, potential finance though that Dutch mob and the Aussie export thing. Ground work on a binding MOU. Growing market that has the potential to boom with the coming EV boom. My very quick calculations 28000 tonnes x $4000 profit equals about $100 million a year at current prices. Times that by about 10 we have a $1 billion dollar company. Sure we will need to pay off the loans and there will be tax but there may be price increases to compensate for that. Divide the Billion dollars by our MC and we are about 40 times this from memory so that’s about 60c. I personally am looking at 2025 for the battery minerals sector to be in full swing leading to big deficits of supply and top dollar. As we know anything can happen and those that have been patient and stocked up will do alright with 6c. Things looking good in my book, I’d be happy with 3c in the near term as it would put all long term holders in the green then build from there. We also have other projects. I personally see any upside from those as a sell off and cash grab to get our graphite mine working. Check the figures your selves as there is probably lots of holes".

Erneut +20% am ASX

Der Graphit Zug nimmt langsam fahr auf ;)

Renascor Achieves First Stage Product Qualification with Offtake Partner Minguang New Material Successful initial product qualification supports marketability of Siviour Purified Spherical Graphite for lithium-ion battery market Highlights • In September 2020, Renascor signed a non-binding Memorandum of Understanding (MOU) with anode company Shanxi Minguang New Material Technology Co. Ltd. (Minguang New Material) for the purchase of up to 10,000tpa of Purified Spherical Graphite (PSG) over a ten year term1. • Under the terms of the MOU, Minguang New Material and Renascor agreed to work together to undertake product validation tests prior to concluding a formal binding agreement. • Renascor is pleased to report that it has now achieved first stage product qualification of Siviour PSG with Minguang New Material, with the results enabling the two parties to enter into negotiations regarding binding PSG offtake. • Minguang New Material is a subsidiary of Fujian Metallurgical Holding Co. Ltd. (Fujian Metallurgical) a large Chinese state-owned enterprise with 142 subsidiaries (including 3 listed companies), more than 38,000 employees and total assets of approximately A$17 billion2. • Fujian Metallurgical’s holdings include a majority ownership interest in XTC New Energy Materials Co. Ltd., China’s largest battery cathode producer3, and Minguang New Material, which is developing a 40,000 tonnes per annum (tpa) battery anode manufacturing facility in China’s Shanxi Province. • China continues to be the dominant market for PSG. Chinese anode production capacity represents around 85% of global capacity, and over 90% of capacity currently under construction4. • Renascor is concurrently discussing additional potential PSG offtake agreements and undertaking PSG validation with other anode and battery companies, with a view to securing binding commitments for its planned 28,000tpa PSG operation.

Damit wurde das Risiko im besten Fall deutlich minimiert

Auszug aus dem jüngsten Annoucment (Quelle: https://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=02094965) • Renascor secures key Dutch Government-backed project finance milestone for Siviour Graphite Project • Letter of Interest received for export credit agency (ECA) cover from Atradius Dutch State Business (Atradius), the Government of the Netherlands official ECA, a government credit guarantee scheme • Up to approximately 60% of initial Siviour Graphite Project capital expenditure is expected to qualify for Dutch ECA cover • ECA cover typically supports favourable debt financing terms, including competitive margin and increased loan duration

Der Bekanntheitsgrad von RNU ist in Deutschland noch sehr bescheiden

Ich handel aus diesem Grund in AUS am ASX

Kurs 0,004 / ask 0,02 ...

Lohnt es hier jetzt noch einzusteigen? Mir kommt der ask derzeit ziemlich hoch vor

Jetzt ist endlich wieder Musik drin;)

DFS soll in Q2 kommen. Bin gespannt ob es danach zu einem re-rating kommt

Dito ;)

Zur Zeit fällt es schwer seinen Optimismus aufrecht zu halten:-))