RNU renascor resources limited

General Discussions, page-34288

  1. 10,214 Posts.
    lightbulb Created with Sketch. 3090
    The natural graphite market is what it is. Stone cold motherless dead. And with new tech coming re making artificial graphite and then silicon anodes aren't too far off either.
    I doubt we see more than 2 more mines come on over the next 5 years, and there are like 20 parked projects waiting. Personally I think the only course worth navigating now is to not have all your eggs in one graphite basket.
    Go into copper, Pare back graphite to small mine plan (like the first DFS) and match it with a mixed bag of products like expandable graphite and PSG and others to garner critical mineral fund support, with small but expandable processing. Can always ramp up later if needed.
 
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