sorry I don't have access to excel today to add RNU's DFS data.
here is a link to thier DFS
https://renascor.com.au/siviour-dfs-results/
They seem overvalued for such a small NPV. I haven't properly looked into their Anode material presentation, maybe the perceived value is there.
They do have quite a low Capex to bring on 100ktpa production but the margins are quite low at about $400/600US/ton gross margin compared to some others. Although. That is 400-600 more than Syrah have historically made
Media Reports, page-1634
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