RNU 0.00% 1.0¢ renascor resources limited

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  1. 177 Posts.
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    Given all of Siviour’s advantages, it seems to me to be in poll position to provide new graphite supply post CV-19. Technically everything seems lined up for an imminent ‘offtake agreement’ for the following reasons:

    1: Siviour is offering a ‘complete’ in-country operation: Mine, produce concentrates and PSG from one safe and secure jurisdiction - South Australia.

    2: Siviour’s economics seems robust and world-class. Best outside of China.

    3: The supply chain market and fast emerging anode players must manage its risks. Diversifying away from China is paramount.

    4: Interest for potential offtake agreements for the current markets and emerging markets is growing fast.

    5: European support and funding arrangements. Backing of South Australian state government.

    6: Preparations for a post CV-19 world must occur sooner rather than later – acceleration occurs incrementally. The current holding pattern is not sustainable.

    7: Definite Feasibility Study completed last November. Details show that it has a sound business plan with a clear strategy to production.
 
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