RNU renascor resources limited

Just to add to that further, the raise at 27c made us very...

  1. 307 Posts.
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    Just to add to that further, the raise at 27c made us very resilient to the macro changes that hit everyone (a very skilful and well executed decision). This most likely enabled DC and RNU to take the time to offer PSG as a saleable product earlier than they would have expected, had they taken a more linear approach to developing the pipeline (Mine first, then PSG etc etc).

    Instead, we see the concern for the Mine being a backdrop to the development of the Demo Plant. DC knows the Mine will come, he wants to time things just as perfectly as he timed the 27c CR. Having the full production pipeline in place with as little time in between.

    We might end up not even selling any Graphite out of the Mine at all, it might just all end up being feed stock for the PSG plant moving straight into the hands of a BOA partner like POSCO as a more lucrative final product in PSG.

    This is all speculation, but everything happens for a reason.
    Last edited by mattyman174: 24/02/25
 
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