RNU 1.03% 9.6¢ renascor resources limited

Ann: Siviour Mineral Resource Increases by 25%, page-83

  1. 1,235 Posts.
    lightbulb Created with Sketch. 2749
    Your persistence on this moot point is especially telling.

    It highlights why you may have invested in the wrong company. Here’s why:

    Battery companies pay more attention to 'compaction density' rather than tap density. In a nutshell, tapping is for powder companies which is the industrial market, ie, the one that underpinned the fundamentally flawed Kwinana proposition and now Africa. On the other hand, RNU is clear about who they are selling to – the much larger and growing anode battery sector – namely because their business proposition doesn't need to be propped up by any industrial derivatives. Here’s some light reading (see source on Compaction density v Tap density).

    Understanding that distinction is most likely why RNU is ahead of the game and in ‘direct’ discussions with EV manufacturers and many anode makers and your wannabe is not as advanced.

    Anyhow, the graphite sector has room for everyone and IMO will be huge for us all.

    AIMO, DYOR GLTA(patient)H

    Last edited by Mallyrock: 16/09/23
 
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