RNU 1.22% 8.1¢ renascor resources limited

General Discussions, page-19606

  1. 7,715 Posts.
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    Graphite will be the lithium of 2023.

    Imv, the LCE price is crazy. But it has brought more LCE into the market. Over the course of 2023, LCE margins will reduce, stock prices will fall. An equilibrium will be reached where production is a win win.

    LCE investments will find their way to graphite because the returns will be far richer. When more graphite hits the market, an equilibrium will be reached. Investors will seek the next opportunity.

    The next opportunity will be uranium, imv. But I think that’s a late 2023, 2024 story when the nutters realise uranium is needed for base power.

    REE though, will be the long story.

    And watch for gas and oil. There will be markets for decades to come.
 
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