We are now trading above NPV meaning the market is pricing in the transition to EBIT/DA (meaning market is certainly betting RNU is going to mining). Not surprised given lithium batteries are more than just lithium, so the market took its time to wake up to this fact. Holding the faith does reward. My valuation is in this post as many moons ago - Post #: 55990978
Battery types going forward: I suspect the market has also finally realised are going to be mainly NCM or NCA which means graphite in the anode. There will be roles for battery types where graphite is not required but these types of batteries are not the predominant batteries going forward is the fundamental point, and IMO the market has also woken up to this fact as well - Post #: 56985829
Since these embedded posts obviously NPV has also improved given the recent Ann around increased recoveries.
All IMO
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Last
8.1¢ |
Change
-0.001(1.22%) |
Mkt cap ! $205.8M | |||
| Open | High | Low | Value | Volume |
| 8.2¢ | 8.8¢ | 8.0¢ | $1.340M | 16.20M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 110320 | 8.1¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 8.3¢ | 100000 | 1 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| RNU (ASX) Chart |