RNU renascor resources limited
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Ann: Ministerial Approval for Battery Anode Material Facility, page-41

  1. Names little
    19,293 Posts.
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    16/06/25
    14:47
    Post #: 79450066
    It’s interesting that the project snapshot in the latest company presentation doesn’t mention the $770m odd capex just for the downstream part of the project, yet the NPV figure is for the whole project..Just shows the initial upstream capex. As an aside it doesn’t have the SPG selling price that was used either.

    Anyway, for those interested the capex info can be found in the DFS, refer below to save everyone looking it up.


    Project Snapshot from latest presentation


    https://hotcopper.com.au/data/attachments/7070/7070761-1f854a8cf0e63c77abbe62d5ea423660.jpg

    From DFS

    https://hotcopper.com.au/data/attachments/7070/7070764-430b30197342192771a08e5afe0f08d2.jpg

    RNU Price at posting: 6.5¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch. 1  Great analysis
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