RNU renascor resources limited

3.23%

6.0¢

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borisboy

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29/04/21

08:39

Post #: 52799444
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Originally posted by Danharks ↑

this is not a $1 stock at all. Maybe after 2026 if things continue on track well, but not in the next 3 years, no chance. That’s a 1.7bil MC company (Or higher with option conversions and further cap raising).. based on a project with a 700mil NPV... even with the side projects they’re too immature to substantively add to enterprise value until they are further explored, confirmed, scoping study’s/PFS/DFS/enviro/funding etc... that can be easily 3+ Years before works commence on any non graphite projects.. we’re over 12 months(closer to 2 years) on from DFS and MC is at 20% of NPV.. so the non graphite opportunities have very little relevance to current EV.

if you disagree then find me a company that’s trading at double their commercial project’s NPV prior to production... they don’t exist. Without De-risking and project economics/feasibility studies completed resources are worth barely cents on the dollar in the ground, So I firmly stand by saying $1 is a dream..

more realistically I think once binding offtakes are finalised, fair value SP is closer to .15c, once financing confirmed, 20-25, until production is confirmed where SP could be around the 30-40c range.. (by mid-late 23)
that said, if the DFS expansion study feasibly increases scale of the project by a significant margin, and additional offtake/financing can be secured then this can markedly impact EV and fair value SP estimates.

I do believe that RNU is trading a little below EV given the substabtial de-risking, favourable project economics and progression towards commercialisation.. I think fair value SP is closer to .11-.12c.. however a good point was raised... trade analysis and market sentiment can severely impact SP in the medium term, purely by virtue of have had a long slow pull back, it can continue trend past fair value befire bouncing back.
in the .08-.10 range is accumulation territory for me.

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and what is all that Graphite worth?

you know the second biggest deposit in the Planet Earth.

Its worth $Billions - Plural

If its worth $1.5 Billion the shares would be $1

But just the Graphite is worth $3 Billion just by itself at least.

So just the Graphite makes RNU worth $2 a share.

But then there is all the Gold and all the other stuff.

So now they have the Capital to buy picks and shovels and wheelbarrows and start digging this crap up.

So its worth more than a dollar I think.

So buckle up boys and girls this will be a wild ride.

RNU Price at posting: 8.4¢ 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¢

Sellers (Offers)

Price($)	Vol.	No.
6.2¢	7791	1

View Market Depth

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-59

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