RNU renascor resources limited

General Discussions, page-25799

  1. 734 Posts.
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    Looking at the projected shortfall in graphite supply for the next 20+ years no wonder they are building these synthetic plants.

    ATM there appears no possible way for mining to keep up with graphite demand. (or even come close). It's a huge vote of confidence in the industry.

    This, imo, puts RNU in an enviable position as we know we can produce cheaper than the synthetic manufacturers, particularly in western countries with western costs.

    I say this significantly increases our expected sales pricing to match the euro costs, which will be substantially higher than Chinese onshore production costs once plant, raw material, energy, labour and environmental costs are accounted.

    Go RNU....
 
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