General Discussions, page-19091

First 19091 Last

Share
Profile

Follow
wottagunn

2,728 Posts.

636

16/01/23

15:27

Post #: 65715836
Share

Originally posted by RM8: ↑

Pick this to pieces as much as you like. Speaking of value, and the KISS principle.

I like to have a rough estimation of value in my head at all times. When I say rough I mean rough. All I'm looking for is a gap in my estimate and what I'm seeing in the market.

For RNU it's purely based on everything I know about the company and the battery metals market in general. I start with management, for me they are overriding factor. Obviously you can't make too many comparisons between Lithium, Nickel and Graphite etc apart from what chemistries are being used and are expected to continue to be used. Also the quantities and ratios required. Tons of info on this, so it's just a matter of trawling through it and taking note of what you consider reputable stuff.

Then step back and consider the big picture after you filter out the noise. I find I'm not left with much, but what I have is very clear, especially with RNU. For years I've kept going back to square one to see what I'm missing but I have never found anything of any magnitude.

There's also some other posters calculations which are great to look at but I've been caught out before by what looked like very detailed and encouraging analysis, so I like to form my own conservative opinion first.

So like I said, it's rough but at least I'm not investing blind.
IMO I reckon RNU is worth $2B now. So about .55 to run before we start looking fully valued.

I believe we have some catching up to do. When the market will allow it, I don't know.
One thing I can see is that there don't seem to be many analysts looking into RNU, and the ones that speak about graphite seen to miss RNU.
There is still a significant awakening to come IMO.

Expand

I agree with you completely. It's why im here and following closely.

RNU Price at posting: 26.0¢ Sentiment: Buy Disclosure: Held
6 Upvote

0 Great analysis

Reply

Top Stories

Bitcoin investors need to know the risks

AS1

Asara Resources sells off Burkina Faso assets to pivot into Guinea – for US$13M less than last time it tried

Week 28 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

RCE

Recce scores US$2M deal from US Department of Defense for burn wound infections gel

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

There are more pages in this discussion • 11,536 more messages in this thread...

First 19091 Last

Add RNU (ASX) to my watchlist

(20min delay)
Last 9.8¢		Change 0.000(0.00%)		Mkt cap ! $254.1M

Open	High	Low	Value	Volume
10.0¢	10.5¢	9.8¢	$121.9K	1.219M

Buyers (Bids)

No.	Vol.	Price($)
8	379051	9.8¢

Sellers (Offers)

Price($)	Vol.	No.
9.9¢	4454	5

View Market Depth

No.	Vol.	Price($)
8	379051	0.098
5	150104	0.097
2	236984	0.096
3	120000	0.095
2	150000	0.094

Price($)	Vol.	No.
0.099	4395	4
0.100	147152	9
0.105	978927	19
0.110	749184	15
0.115	982617	16

Last trade - 12.16pm 15/07/2024 (20 minute delay)

RNU (ASX) Chart

General Discussions, page-19091

Bitcoin investors need to know the risks

Asara Resources sells off Burkina Faso assets to pivot into Guinea – for US$13M less than last time it tried

Week 28 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Recce scores US$2M deal from US Department of Defense for burn wound infections gel

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

General Discussions, page-19091

Top Stories

Bitcoin investors need to know the risks

Asara Resources sells off Burkina Faso assets to pivot into Guinea – for US$13M less than last time it tried

Week 28 Wrap: ASX hits all time high; CBA shares' two realities; US inflation hits 3% ahead of China plenum

Recce scores US$2M deal from US Department of Defense for burn wound infections gel

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News