RNU 1.03% 9.8¢ renascor resources limited

RNU - Fundamental Value Question, page-13

  1. 9,116 Posts.
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    Here you go:

    1. On valuations - stage 1: Post #:55990978 Recall the previous study here was based on a 50% recovery rate, which METs later increased so read potential upside as well.

    2. On stage 2 - Post #:63709180

    3. On WACCs - Post #:63749800

    4. Current resources and where we are at in terms of Stage 2 - Post #:56369360

    5. Other relevant material including demand forecasts and number of graphite mines needed etc etc - Post #:62836216 and Post #:63707992

    The posts above are not investment advice and all written IMO IMO IMO Up to you whether to read or not, but they provide my perspective on your questions.

    Timeframe to market depends on your approvals been in place, binding offtakes been done and dusted and FID been done, as ultimately these are the key to securing funding and then allowing construction to commence. I guess the feasibility studies will give the stated timelines to production, but some of the old announcements had timelines btw. Anyway, time will tell, but with graphite demand rising and this been one of the few currently progressed resources outside China it will be developed so I wouldn't mind this PEPR for a start been done and dusted and signed off etc etc etc

    All IMO
    Last edited by Scarpa: 06/10/22
 
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