RNU

1.27%

8.0¢ renascor resources limited

3 yrs no offtake3 yrs and price now 1/3 of previous3yrs and...

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Tassy3

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17/06/24

17:29

Post #: 74355945
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Originally posted by mattyman174: ↑

And I hope that we manage to get to that point.

However, EVs are not the only consumers of Anodes either... Its tiring to have to continue to point out that these blanket statements of supposed dependence on EVs success means little for the success of our company.

If the EV Industry dies with a whimper before we get a chance to succeed (assuming that is our target market) and DC fails to adapt to that end by moving our products to more profitable outcomes, then I will take my money elsewhere.

But until I see credible evidence that indicates a long-term irreversible trend in that direction (and not just FUD around what appears to be a natural supply/demand cycle settling into a new Industry), my evaluation of the situation aligns with DC and his view of the landscape and where we should be focusing.

"The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage." Warren Buffett

RNU is going to supply Graphite to the world. At a time when China (the sole producer of Graphite effectively) has decided to bottleneck its own supply to everyone else. If consumers of Graphite cannot be satiated by China any longer, they must seek it elsewhere. What options do they have? The list is very very thin and RNU is at the top of that list by a long margin.

DC knows this, he has said it over and over and over again. He is waiting for the squeeze to be to much for consumers to handle any longer, at which point they will be begging for 100% Australian Owned and Produced Graphite.

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3 yrs no offtake
3 yrs and price now 1/3 of previous
3yrs and still waiting - nothing been mined yet
3 yrs and DC keeps talking
3 yrs still waiting ……….

hmmmm

RNU Price at posting: 8.7¢ Sentiment: Hold Disclosure: Held
20 Upvote

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Last 8.0¢		Change 0.001(1.27%)		Mkt cap ! $203.3M

Open	High	Low	Value	Volume
8.0¢	8.1¢	7.8¢	$140.9K	1.776M

Buyers (Bids)

No.	Vol.	Price($)
5	363660	7.9¢

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Price($)	Vol.	No.
8.0¢	316229	3

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No.	Vol.	Price($)
5	363660	0.079
10	791199	0.078
21	1144125	0.077
15	650882	0.076
22	863673	0.075

Price($)	Vol.	No.
0.080	316229	3
0.081	542968	5
0.082	1000000	1
0.083	200000	1
0.084	315932	6

Last trade - 16.10pm 11/10/2024 (20 minute delay)

RNU (ASX) Chart

3 yrs no offtake3 yrs and price now 1/3 of previous3yrs and...

Court process clears way for ARB to buy up 4 Wheel Parts business in the US

Octava Minerals joins the antimony train with high-grades on the radar at Yallagong, WA

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Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

Smallcap Artemis Res' jumps 23% on six digit gold grade rockchip find at Titan

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

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3 yrs no offtake3 yrs and price now 1/3 of previous3yrs and...

Top Stories

Court process clears way for ARB to buy up 4 Wheel Parts business in the US

Octava Minerals joins the antimony train with high-grades on the radar at Yallagong, WA

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

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NRW Holdings inks $109M deal with BHP for works at Jimblebar

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

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ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

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Featured News

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