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6.10%

8.7¢ renascor resources limited

I may have overlooked this but isn’t the NPV $499M USD or $692M...

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Revali

447 Posts.

179

18/01/22

08:37

Post #: 58934520
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Originally posted by Scarpa: ↑

We are now trading above NPV meaning the market is pricing in the transition to EBIT/DA (meaning market is certainly betting RNU is going to mining). Not surprised given lithium batteries are more than just lithium, so the market took its time to wake up to this fact. Holding the faith does reward. My valuation is in this post as many moons ago - Post #:55990978

Battery types going forward: I suspect the market has also finally realised are going to be mainly NCM or NCA which means graphite in the anode. There will be roles for battery types where graphite is not required but these types of batteries are not the predominant batteries going forward is the fundamental point, and IMO the market has also woken up to this fact as well - Post #:56985829

Since these embedded posts obviously NPV has also improved given the recent Ann around increased recoveries.

All IMO

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I may have overlooked this but isn’t the NPV $499M USD or $692M AUD so hasn’t been passed yet?

RNU Price at posting: 28.5¢ Sentiment: Buy Disclosure: Held
7 Upvote

2 Great analysis

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(20min delay)
Last 8.7¢		Change 0.005(6.10%)		Mkt cap ! $218.5M

Open	High	Low	Value	Volume
8.2¢	8.7¢	8.1¢	$413.3K	4.978M

Buyers (Bids)

No.	Vol.	Price($)
15	675049	8.5¢

Sellers (Offers)

Price($)	Vol.	No.
8.7¢	181780	15

View Market Depth

No.	Vol.	Price($)
15	675049	0.085
2	49460	0.084
5	141566	0.083
9	714230	0.082
10	782237	0.081

Price($)	Vol.	No.
0.087	181391	14
0.088	100000	1
0.089	439991	7
0.090	406378	8
0.091	55552	2

Last trade - 13.50pm 27/09/2024 (20 minute delay)

RNU (ASX) Chart