RNU 4.35% 7.2¢ renascor resources limited

General Discussions, page-27574

  1. TPK
    1,082 Posts.
    lightbulb Created with Sketch. 392
    Yep, your right.
    I should have said concentrate.
    But the Asian Metal site refers to Flake Graphite +195.
    So seriously, whats the difference?
    Also the Renascor BAM says -195 and the Chinese say +195 ???
    Must admit I'm confused.

    From the August 8, Renascor BAM as follows:
    "The development plan adopted in the BAM Study, which provides for the accelerated start-up of the
    Graphite Concentrate operation, is intended to offer Renascor a potential early-mover advantage by
    entering the market at the time of growing undersupply, which Renascor expects will lead to increased
    prices. At current Graphite Concentrate prices of US$640 per tonne for -195 mesh13, Renascor expects
    to realise a favourable margin and to be highly leveraged toward potential Graphite Concentrate price
    increases as a result of the sustained forecasted under-supply."

    Since the August 8 BAM, Flake Graphite +195 has steadily increased in price.
    Anybody have the latest US$ per tonne price?
    Maybe RNU head office should be emailed about it?
    Hint hint anybody
    I'm up a ladder at the moment.

    Screen shot taken 2 January 2024

    https://hotcopper.com.au/data/attachments/5858/5858685-1fee630add2fa11909b604bd617b433b.jpg

    Screen shot taken 10 October 2023

    https://hotcopper.com.au/data/attachments/5858/5858736-7ad7f4a46228ee4da2fc17a80f22d6b9.jpg


 
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