RNU renascor resources limited

Ann: Siviour Battery Anode Material Study Results, page-117

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    Not sure if they can pull off construction starting half way through Q4. They have less than 4 months to finalise offtakes and FID. More than happy to be proven wrong but with construction taking about 14 months according to the statement they have to move it up a notch or two. I would hope that management take a leaf out of Liontown's playbook and have already ordered the long lead time procurement items such as SAG mills etc.

    Having said that it's a relief to finally get the BAM study released. Now we wait for the FID. Once that is out of the way, only then will we see us truly up and running.
 
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