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

In den meisten Fällen fällt der Kurs auf den Ausgabepreis...könnte eine Chance sein...die nächsten Announcements dürften den Kurs wieder nach oben pushen

Guten Morgen zusammen, da geht die KE bei so umgerechnet 0,17€ über den Tisch.

Aus HC What a great day for Renascor. After securing the $185m loan from the Federal Government, we now have a $50m Placement to bring in Institutional Investors and a further $10m offered to existing holders. This now sets up Renascor to be Fully Funded for Stage 1 and in a position to make a FID in Q3 and commence construction in Q4. We should find out the details of the Placement tomorrow morning by the indicative schedule. Important to note the use of the funds from this placement: - Purchase / Down Payment on long lead items for the plant (No point waiting another 3 months until Government Money Comes through, able to purchase today) - FEED Study - Further Drilling to Move Inferred resources to indicated / measured, as well as resource expansion (I'll touch on this further below) - Expanded Pilot Program i.e. more samples to additional partners (Expansion Comes to Mind i.e. Stage 2 & Stage 3) Following the Government Loan and completion of the Placement + SPP Renascor is now fully funded for Stage 1 of the Project. With a total fully diluted holding of 2.23B shares on issued. The other important aspect I wish to touch on is drilling for further resources + upgrading existing inferred to indicated or measured. Currently our Resources sit at 87.4Mt and our modelled reserves are utilising 51.5Mt, with the majority of the remainder being inferred (You cannot use inferred resources in a financial model). What would it take to increase our Reserves to utilise the majority of the existing resources ? I touched on this earlier this year, the answer is a small In-Fill Drilling Campaign on the existing resource to upgrade Inferred resources into the Indicated or Measured category. I've highlighted on the bottom picture below (In Purple Dots to indicate roughly where I would drill) and I wouldn't even drill that deep, I already know where the orebody is, i already know what is to the North, East, South and West, I know the graphite is there, I simply need to make the drill hole spacing shorter to upgrade the JORC category from inferred into indicated i.e. fill in the gaps. When I hear Dave speak about Stage 2 Expansion and Possibly a future Stage 3, this is exactly what he means. Plugging a few extra In-Fill holes, increasing the Ore Reserves and potentially expanding for new resources (Step Out Drilling). What is the significance ? I believe the DFS that will be coming out later this Quarter will be for Stage 1 and Stage 2 Only. Given that we have a total of 55.3Mt within the Measured and Indicated Categories. I have no doubt in my mind that the company will model a shorter mine life i.e. 20-25 years at a much higher Throughput than what was previously modelled i.e. in excess of 2Mt per annum throughput. Once Drilling is complete, we can remodel the mine at a later stage next year to cover Stage 3 that increases the mine life beyond the 20-25 years that will be covered in the soon to be released DFS. All considered this is a great day for RNU. Being Fully Funded and in a position to commence construction later this year. Insto's aren't tipping in 50m because it is going to go down in value, they see massive potential. We are no longer a Junior Explorer. We are now Fully Funded and off to Construction

Wir haben 15mio$ auf dem Konto 185m$ erhalten wir als Kredit + 50m$ =235m$ für den Bau von Stage1 Vielleicht wird die Kapazität von geplanten 30t deutlich erhöht was sich wieder in höheren Kosten für den Bau der Anlage widerspiegelt?

Listed batteries play Renascor Resources was expected to launch a $50 million placement on Thursday morning, which would be followed by a $10 million share purchase plan. Offer 27c$

ui, da muss ich noch ein paar Kröten zusammenkratzn🤗

https://hotcopper.com.au/threads/ann-trading-halt.6702897/page-129

KE ist angesagt☝

Credit Suisse Graphit Marktanalyse https://hotcopper.com.au/threads/general-discussions.6016015/page-9091?post_id=60887722

https://newsroom.posco.com/en/growth-vision-of-posco-group-and-growth-strategy-of-seven-major-core-businesses/

https://hotcopper.com.au/threads/general-discussions.6016015/page-8989?direction=previous

Heute geht's z.B. wieder hoch

Der komplette Sektor ging in diese Richtung. Krieg, Zinsen, steigende Kosten, Rohstoff Verknappung...da gibt's aktuell viele Einflüsse Das auf und ab gehört dazu. Fundamental gibt es keine Gründe/Änderungen.. Einfach ignorieren und aussitzen

Irgendwer eine Erklärung, warum Renascor in den letzten Tagen rund 20% runter ist?

Wenn die Lager wieder gefüllt werden wird das positive Auswirkungen auf unser Renascor Business haben --> Nachfrage & Preise ziehen weiter an! Durch die 185mio Förderung ist Renascor nicht mehr gezwungen die nächst besten MOUs anzunehmen um dadurch bessere Chancen auf eine Finanzierungzu erhalten. D.h. wir können völlig frei aufspielen und die Verhandlungen mit breitem Kreuz angehen. Bei extrem steigenden Preisen bietet sich z.B. Auktionsverfahren an bei dem der Rohstoff an den Meistbietenden verkauft wird. DC klingt in seinen Präsentationen ziemlich zuversichtlich was die Nachfrage angeht. Denke da wird es in den nächsten Monaten noch ein paar Überraschungen geben $$$$ und die bisherigen Werte von Stage1 pulverisiert

China hat im letzten Jahr durchschnittlich 39mio t Graphit gebunkert. Aktuell sind die Lager auf 0.00t