RNU renascor resources limited
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Im not so sure. This has always been a near certainly since they...

  1. Baddarcy
    402 Posts.
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    06/06/25
    15:12
    Post #: 79348075
    Im not so sure. This has always been a near certainly since they signed those agreements with Syrah and BlackRock. POSCO needed to refine it into PSG somewhere.

    Also keep in mind the plant capacity is 37k, that's only 75% of our Stage 1 or 37% of stage 2. I.e. not enough to meet all their needs.

    They would be silly to put all their eggs in one basket, this is just them diversifying their supply of PSG, i.e. complementary not a replacement of RNU.
    Last edited by Baddarcy: 06/06/25
    RNU Price at posting: 6.1¢ Sentiment: Buy Disclosure: Held
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