RNU
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7.14% 9.1¢ renascor resources limited

Ann: Trading Halt, page-244

  1. spid81
    16,360 Posts.
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    22/04/22
    17:04
    Post #: 60975484
    Hi SkjutDen,

    Care to explain how there is a supply deficit?

    MRC which is the only European Graphite miner, hasn't increased its production?
    they don't need any additional CAPEX to expand capacity by 60%, they only need to work additional shifts (hours)

    Or why SYR which has 350k tpa capacity is only running at 1/3 of its capacity?

    I know of 2 other graphite mines that are expected to start production later in the year. Plus we have numerous other graphite mines that are restarting production.




    RNU Price at posting: 31.0¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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