RNU renascor resources limited

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fuhc46

982 Posts.

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03/07/24

19:42

Post #: 74594570
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Originally posted by carbonpower: ↑

I agree with you comments on liquidity.

I also hold BKT & WKT. In my view Posco is also interested in shorter term supply ex-China. These Tanzanian projects are fundable because they are both high margin. Low cost & high basket price. For example, WKT announced yesterday that their contracted FOB cost is $420/t & are already making spot sales to Asia. Being much higher grade & in country 6.2c/Kwh power certainly helps. BKT are nearly finished putting their debt funded package together without any government support. WKT got commercial high yield debt to complete their build. WKT is producing & selling now and BKT will be in 2-3 years. While smaller than RNU they will ride the rise in graphite price.

My concern is that DC won't pull the FID trigger untill the price recovery is in full swing. How much of the cycle will we miss? Lets not forget all commodies are subject to cyclical pricing. I think in scale Sivior is highly valuable but in the long term. Thats why I hedged my portfolio of the graphite thematic with some short term bets as well.

Expand

Originally posted by Swanny204: ↑

just looked at the last RNU presentation on the 6/6/24 on the website and it appears to me that our cost is around $420/t as well.

Expand

wkt free on board (FOB) is 420/t, rnu cost is 420/t. They're selling at what it cost RNU to make it. RNU wouldn't make any money selling at that price. Do you guys have any thoughts on what price might trigger FID?

Last edited by fuhc46: 03/07/24

RNU Price at posting: 8.8¢ Sentiment: Hold Disclosure: Held
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0 Great analysis

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(20min delay)
Last 5.6¢		Change 0.000(0.00%)		Mkt cap ! $142.4M

Open	High	Low	Value	Volume
5.5¢	5.9¢	5.4¢	$170.2K	2.999M

Buyers (Bids)

No.	Vol.	Price($)
2	155196	5.6¢

Sellers (Offers)

Price($)	Vol.	No.
5.8¢	313507	2

View Market Depth

No.	Vol.	Price($)
2	155196	0.056
3	84181	0.055
3	102500	0.054
2	50000	0.053
7	687999	0.052

Price($)	Vol.	No.
0.058	313507	2
0.059	331046	3
0.060	147500	4
0.061	207411	2
0.062	98604	2

Last trade - 16.10pm 27/06/2025 (20 minute delay)

RNU (ASX) Chart

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