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4.35%

7.2¢ renascor resources limited

DFS, Resource upgrade and ML, page-2

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Rudiger

44 Posts.

7

18/03/19

12:23

Post #: 37796441
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Originally posted by Dion88 ↑

With the resource upgrade, mining licence approval and DFS we cant be sitting at these prices for much longer (a measly $20m MC).

The DFS will see a larger resource incorporated into it, leading into a raised NPV.

The current CAPEX, NPV (All AUD) and payback periods.

Immediate large scale start up (concentrate only);

CAPEX; $132m

NPV-10; $666m

Payback; 1.8 years

Staged approach (concentrate only);

CAPEX; $160m

NPV-10; $542m

Payback; Stage 1- 3.1 years/ stage 2- 1.5 years

Immediate large scale start up (concentrate and spherical);

CAPEX; $221.5m

NPV-10; $889m

Payback; 4 years

These numbers are all great, especially when compared to other battery metals like cobalt and vanadium, which have a CAPEX much higher than RNU. Lets see what the DFS can come out with and hopefully we'll see a nice little bump onto the NPV.

Will graphite hasn't seen the hype which CO and V have experienced, when the realisation that this project is going ahead RNU will see an inrush of investors and traders leading to a substantial rise in the share price.

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Absolutely. Price would have already risen substantially if not for the persistent brakes that are being applied. Action early on today appears testament to that.

RNU Price at posting: 1.7¢ Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

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(20min delay)
Last 7.2¢		Change 0.003(4.35%)		Mkt cap ! $223.6M

Open	High	Low	Value	Volume
7.0¢	7.6¢	6.9¢	$561.8K	7.777M

Buyers (Bids)

No.	Vol.	Price($)
3	331813	7.1¢

Sellers (Offers)

Price($)	Vol.	No.
7.2¢	70445	1

View Market Depth

No.	Vol.	Price($)
1	126315	0.096
3	163394	0.095
1	10000	0.094
1	50000	0.093
2	150000	0.092

Price($)	Vol.	No.
0.099	90000	1
0.100	1024293	2
0.105	1077076	22
0.110	1141932	15
0.115	997986	13

Last trade - 16.10pm 18/11/2024 (20 minute delay)

RNU (ASX) Chart