Renascor Resources / AUS zukünftig größter Graphit Player (Seite 334)
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ISIN: AU000000RNU8 · WKN: A1C9A9 · Symbol: RU8
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Antwort auf Beitrag Nr.: 66.944.555 von Di_2 am 11.02.21 08:46:27https://hotcopper.com.au/threads/ann-first-stage-offtake-qua…
Renascor can only really be compared to the likes of Nouveau Monde. As both plan to downstream next to their resource which is located in safe and secure mining jurisdiction. This fortunate and ‘extremely’ unique benefit makes them both highly attractive propositions for risk-adverse offtakers and financially supportive stakeholders. Hence, Nouveau Monde has already received a lot of government support. Likewise, Renascor is primed for EFA support. And why not when you can provide royalties to the state you are operating in.
Previously I stated that Renascor is about 3 to 6 months behind them. However, what Nouveau Monde doesn’t have is two MOUs with Anode makers. That could be because their project has a higher operating cost and is not in the region where 100% of the anode producers are, North-East Asia. Furthermore, if you think Nouveau Monde market cap of 612m is good. Consider this. Canada is severely affected by covid.
What I think everyone is not getting is the fact that the Anode producers is the end market game. So, don't be bamboozled by the significance of the middle men (Urbix or Thysennkrupp or Telsa for that matter) as they still need to find or establish the anode market to sell in. All that takes considerable amount of time to build and gain the expertise. On the other hand, Renascor is the only graphite (Battery Anode Material - BAM) player in the world that has a contract directly with the actual end users. IMO, everyone else appears to be frantically fighting to position themselves in this growing sector, by hoodwinking Mum & Dad investors with their complicated logistics or long-winded explanations about having meaningful connections. Quite simply if they don’t have a contract with an anode producer then they don't have a project!
Renascor's Siviour BAM project is a simple and complete project that will produce robust margins for years to come! It is and has never been comprised by bs. Making it the envy of the sector.
Renascor can only really be compared to the likes of Nouveau Monde. As both plan to downstream next to their resource which is located in safe and secure mining jurisdiction. This fortunate and ‘extremely’ unique benefit makes them both highly attractive propositions for risk-adverse offtakers and financially supportive stakeholders. Hence, Nouveau Monde has already received a lot of government support. Likewise, Renascor is primed for EFA support. And why not when you can provide royalties to the state you are operating in.
Previously I stated that Renascor is about 3 to 6 months behind them. However, what Nouveau Monde doesn’t have is two MOUs with Anode makers. That could be because their project has a higher operating cost and is not in the region where 100% of the anode producers are, North-East Asia. Furthermore, if you think Nouveau Monde market cap of 612m is good. Consider this. Canada is severely affected by covid.
What I think everyone is not getting is the fact that the Anode producers is the end market game. So, don't be bamboozled by the significance of the middle men (Urbix or Thysennkrupp or Telsa for that matter) as they still need to find or establish the anode market to sell in. All that takes considerable amount of time to build and gain the expertise. On the other hand, Renascor is the only graphite (Battery Anode Material - BAM) player in the world that has a contract directly with the actual end users. IMO, everyone else appears to be frantically fighting to position themselves in this growing sector, by hoodwinking Mum & Dad investors with their complicated logistics or long-winded explanations about having meaningful connections. Quite simply if they don’t have a contract with an anode producer then they don't have a project!
Renascor's Siviour BAM project is a simple and complete project that will produce robust margins for years to come! It is and has never been comprised by bs. Making it the envy of the sector.
Offtake for Over Two-Thirds of Siviour’s Stage 1 Production of Purified Spherical Graphite Has Rapidly Achieved First Stage Product Qualification
Heute wurden 263mio Aktien gehandelt...in der Spitze lag der Kurs bei 5,1AUD$!"Renascor erreicht die erste Stufe der Produktqualifizierung im Rahmen des Abnahmevertrags
mit Zeto, was die hohe Marktakzeptanz von Siviour bestätigt und den Übergang zu verbindlichen Vereinbarungen ermöglicht"
Wenn man sich einmal vor Augen hält, an welchem Projektstatus Renascor angekommen ist und diesen Status mit vergleichbaren Unternehmen (und deren Marktkapitalisierung) vergleicht🙈🥂
🌞
Facts!
aktuelle Marktkapitalisierung: 53Mio$post Tax NPV 449 US$
zwei Offtake Agreements 2/3 des Graphits sind damit bereits vergeben
Zeit bis zur Produktion ~ 2 1/2 Jahre (siehe Project Timline im vorherigen Post)
--> aktueller Kurs am ASX 0.035c$
Renascor Investor Presentation 02/2021
https://hotcopper.com.au/threads/ann-investor-presentation-f…Anbei die Key Charts des Graphit Projkts:
Trading Spotlight
Sviour DFS Video Presentation
Die Veröffentlichung der Siviour DFS ist noch gar nicht so lange her. In diesem Video interpretiert der Managing Director die Ergebnisse.!
Dieser Beitrag wurde von CloudMOD moderiert. Grund: Löschung auf Wunsch des Users
Einordnung der bisherigen Goldfunde @Soyuz
Um die bisherigen Gold-Funde im Gebiet Soyuz besser einordnen zu können, habe ich nach Seiten gesucht die die Funde interpretieren bzw. mit deren Hilfe man den Wert besser einordnen kann. How Can You Determine if a Mining Company’s Drill Results are of Low, Medium or High Grade
https://undervaluedequity.com/drilling-results-how-can-you-d…
Soyuz Gold Projekt Announcment vom 1.2
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Renascor Resources / AUS zukünftig größter Graphit Player
