RNU renascor resources limited

3.23%

6.0¢

General Discussions, page-34389

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windrider323

729 Posts.

869

19/03/25

08:40

Post #: 78321082
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Originally posted by Names little: ↑

Hi Mally, I believe your analysis of the yellow line is flawed as you are assuming all companies have the one same graphite price.

Without knowing each companies basket price you don't know which may be the next to be incentivise.

The other and perhaps more important issue is the incentive to lend funds price. Those with lower margins due to things such as smaller flake sizes may be more vulnerable to a fall in graphite prices, again refer to BKT pricing where they state they have healthy margin at current graphite prices. I don't see RNU making the same claim, in fact they have advised they need a price and market window of opportunity.

But they are all just DFS numbers, it will be good to see some make it to production to see how they actually compare to DFS numbers , hopefully some last longer than WKT so that we get to see some established actual numbers.

Expand

Umm….expect funds to flow to Australia 10x Africa. Hence its Tier 1 status.

The incentive price is a metric used unilaterally for commodity comparison. And you well know this.

Even when presented with indisputable evidence you choose to bury your head in the toilet. Lmao.

WHY are you here?

RNU Price at posting: 4.4¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 6.0¢		Change -0.002(3.23%)		Mkt cap ! $152.5M

Open	High	Low	Value	Volume
6.2¢	6.2¢	6.0¢	$95.26K	1.575M

Buyers (Bids)

No.	Vol.	Price($)
6	296089	6.0¢

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Price($)	Vol.	No.
6.2¢	7791	1

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No.	Vol.	Price($)
5	126089	0.060
4	1052329	0.059
3	714155	0.058
3	567000	0.057
3	475000	0.056

Price($)	Vol.	No.
0.062	7791	1
0.063	540000	3
0.064	269661	5
0.065	248919	6
0.066	204000	2

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

RNU (ASX) Chart

General Discussions, page-34389

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