The Graphite Messaging Problem, page-9

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ClemFandango

498 Posts.

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18/04/20

22:54

Post #: 44121904
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Originally posted by smezz: ↑

as bad as things are looking with COVID 19 now, I think if RNU are smart they could do very well if they maximise the opportunity that may come when things get back to normal. The Australian government is splashing cash everywhere now just to keep things alive, not for investment but surely investing in RNU will be a positive story.
Its very likely that the state government could support funding given the benefits this will bring to SA for jobs as well as royalties that will no doubt be paid to the government.

Globally countries will be looking to diversify and this project timing is perfect to lock in a binding contract or more that will then support funding and we will be off and running. Also good to see RNU thinking about Spherical graphite too.

I think the worst is yet to come economically, but fingers crossed RNU can minimise costs short term to get through this. Once COVID 19 is done I think RNU will look very different. DYOR

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I agree. DC was definitely strong on this front from talking with him. The only thing i worry about is China. Hopefully our east Asian discussions extend beyond their borders...as i have said and wholeheartedly believe, there is more to play out on that story. economic downturn is unfortunately a good precursor to military action.....and a 20 trillion lawsuit doesn't smell like an apple pie sitting on the window sill.....
we could benefit from this being a nationalized. company...securing supply chains etc. But this whole scenario is so far off script, no one knows how to play the market right now. Im too far down to sell now.....but i expect more downside in the short term unfortunately. I remain hopefull and wish all Australian people the best of luck, health, and security of their Democratic rights....we will need all im afraid.

RNU Price at posting: 0.6¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

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