RNU renascor resources limited

Your patience is admirable.It's prudent to have a sensitivity...

  1. 1,382 Posts.
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    Your patience is admirable.

    It's prudent to have a sensitivity analysis if you have an honest project to present to the market, especially in Australia. These factors are a reality for all projects but some don't have one. I wonder why? Also, so is price, and Siviour's incentive price which I'm sure you've seen before (yellow line in the graph below) is superior to most.

    Did you know that the small flake size at Siviour is not considered a problem by anyone except our resident troll. Siviour's mineralogy allows for efficient processing and the preservation of larger flake sizes. In fact, Siviour's ability to produce consistent flake size distribution is a key factor in its global competitiveness. The Definitive Feasibility Study (DFS) also confirms the project's ability to achieve attractive profit margins even with a variety of flake sizes. While some graphite producers may focus on larger flake sizes for specific applications, Siviour's consistency in flake size, including small flakes, allows it to meet a wide range of market needs. So, it's actually a key advantage!

    The low grade of the Siviour graphite stockpile isn't an issue either. As the project's overall plan optimises for higher grades early in the mine's life and can still achieve profitability. It's a key strength of its economics that other's can't do because they are fundamentally challenged by their location and geology.

    Ignore the fool.

    All IMO, DYOR, GLTA(patient)H

    https://hotcopper.com.au/data/attachments/7018/7018647-19b3bc2d8a866ab2345db5d65a841481.jpg
    Last edited by Mallyrock: 22/05/25
 
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