RNU renascor resources limited

Ann: Drilling Extends Siviour Graphite Deposit, page-22

  1. 10,234 Posts.
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    If you believe that I've got a bridge to sell you.
    Benchmark IMHO make their money from small mining companies who pay them to paint a rosy picture of demand for their potential projects. They are thus in no way an independent analyst. Those BM assumptions may hold true if the world doesn't move off the current li-ion battery chemistry at any time in the next two decades. Which is patently nonsense given it is already happening now.

    That said the world probably needs another dozen Siviours and another dozen small projects, and that is plenty for RNU to be successful in a tier one location especially.

 
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