A lot of retail seems to be watching the daily chart without paying attention to the broader setup here. Renascor is one of the only advanced-stage graphite developers globally with a vertically integrated plan fully based in Australia. The Siviour project on the Eyre Peninsula is world class in scale and the downstream processing at Bolivar gives it a complete anode supply chain inside a Tier 1 jurisdiction.
The government has already backed it with a $185 million loan facility through Export Finance Australia. You don’t get that level of support unless the project is technically and economically sound. This isn't conceptual either. The DFS confirmed strong numbers including a sub-two-year payback and robust margins even at conservative pricing.
Graphite has now become a strategic asset. With China tightening controls and the US and EU scrambling for secure supply, demand for non-Chinese, ESG-compliant material is rising fast. Renascor fits the criteria perfectly. It has scale, downstream capability, and sovereign trust. This is one of the few genuine critical mineral plays where execution is all that’s left.
If they land a binding offtake or reach FID on Bolivar, it won’t stay at these levels. The groundwork is done. It’s just a matter of delivery.
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