RNU renascor resources limited

Ann: Siviour Battery Anode Material Study Results, page-186

  1. 172 Posts.
    lightbulb Created with Sketch. 29
    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.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
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
Last trade - 16.10pm 20/06/2025 (20 minute delay) ?
RNU (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.