RNU 4.55% 10.5¢ renascor resources limited

General Discussions, page-23610

  1. 699 Posts.
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    Your honour,
    My learned friend may be bored until BAM, but all the clues on why RNU will weather any short term pricing softness better than any peers or pretenders are in three pages of the company preso's:

    - Currently 100% of PSG is processed in China.
    RNU are looking to also sell into Korea, Japan, the US & EU, which will support higher pricing through IRA incentives, Battery Pass etc

    https://hotcopper.com.au/data/attachments/5407/5407952-9c992f687f094e70a5044d50cf33b323.jpg

    - Graphite Concentrate DFS confirms lowest quartile OPEX, underpinning globally competitive PSG production

    https://hotcopper.com.au/data/attachments/5407/5407961-0b33f474af8971641cd25d19b4238bf9.jpg

    - RNU are planning on cutting out the middleman

    https://hotcopper.com.au/data/attachments/5407/5407964-2568598f6e002250a200425413cd866c.jpg

    In short, the complainant's claims are spurious and devoid of logic.
    The defence moves to free up your honour's time to address more pressing cases, by resting.
 
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