Let's get this straight.
Now, if we assume a $805m loan @ 7% to cover the remaining CAPEX (CAPEX $1,119.1m - cash $129m - gov loan $185m = $805m); a NPV10yrs = $1.49b; 4.5 year CAPEX payback (non-interest); and, the 2,140.2m shares oustanding... then the Fair Market SP = $0.133 !
Put simply, RNU is overvalued.
If you are investing in this company you are anticipating a significant graphite price increase (no sure thing in 2025 when many new exploration companies have surely rallied to meet demand), an increase in production capacity and/or you are looking at a two decade plus timeline. F$%&K that !!!
If there's something you think I'm missing let me know. I am eager to learn why so many are soo surprised by today's SP drop.
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RNU
renascor resources limited
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3.23%
!
6.0¢

Ann: Siviour Battery Anode Material Study Results, page-186
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Last
6.0¢ |
Change
-0.002(3.23%) |
Mkt cap ! $152.5M |
Open | High | Low | Value | Volume |
6.2¢ | 6.2¢ | 6.0¢ | $95.26K | 1.575M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 296089 | 6.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
6.2¢ | 7791 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
5 | 126089 | 0.060 |
4 | 1052329 | 0.059 |
3 | 714155 | 0.058 |
3 | 567000 | 0.057 |
3 | 475000 | 0.056 |
Price($) | Vol. | No. |
---|---|---|
0.062 | 7791 | 1 |
0.063 | 540000 | 3 |
0.064 | 269661 | 5 |
0.065 | 248919 | 6 |
0.066 | 204000 | 2 |
Last trade - 16.10pm 20/06/2025 (20 minute delay) ? |
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RNU (ASX) Chart |