RENASCOR RESOURCES WKN: A1C9A9 ISIN: AU000000RNU8 Kürzel: RU8 Forum: Aktien Thema: Hauptdiskussion

Aufgrund des Projektfortschritts hat RNU die Postion des First Movers...das bedeutet, dass RNU zuerst einen Vertrag mit den Lieferanten aushandeln muss und alle folgenden Projekte sich daran orientieren können. Nouveau Monde befindet sich wahrscheinlich noch am ehesten in einer vergleichbaren Situation. Deren CEO hat bereits angekündigt, dass es eine Abkopplung vom standard Graphit (ohne hohe ESG Komponente) geben wird. Der Markt muss das erstmal realisieren...wenn der erste Stein fällt könnte es danach schneller gehen

Ich würde die aktuelle Stimmungslage eher negativ deuten (zumindest wenn man die HC Kommentare überfliegt)

Ja stimmt....

Das AGM wird doch auch live gestreamed - habe mir fast überlegt, wach zu bleiben ;)

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/north-american-graphite-market-to-disconnect-from-chinese-prices-76963809

New global supply chains are coming together to secure the future. Hanwa’s family of businesses are now looking comprehensive with a web of complementary businesses. With Hanwa and Japanese automaker Honda joined at the hip, plus, the POSCO Group and Honda joining forces in the electric vehicle (EV) business making, it'll be interesting to see who does become our first strategic partner if they are all connected in some way. Additionally, Hanwa has added MM Metal Recycling to the family which is part of the Mitsubishi Materials Corporation. An absolute market leader when it comes to processing e-scrap into reusable materials. With 150 years of experience, based on processing 160,000 tonnes of e-scrap per year (based in the Netherlands). Therefore, Renascor’s MOU with Mitsubishi Chemicals adds another element of intrigue. Now all the multinationals can invest with confidence.There is no other advanced PEPR-approved project that fits all the green-ESG thematic criteria than Renascor. AGM this week. Could be a very interesting week! AIMO, DYOR, GLTA(patient)H https://hotcopper.com.au/threads/general-discussions.6016015/page-26898?direction=previous

;)

Durchhalten lohnt sich https://twitter.com/JamesEagle17/status/1725463659072074054?t=7lNh1RDT0wCgqkewX98tTA&s=19

Morgen ist das AGM...hoffen wir mal dass einerseits HC Kollegen daran teilnimmt und ein detailliertes Feedback weiterleitet

Allg. Kein guter Tag am ASX

https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/north-american-graphite-market-to-disconnect-from-chinese-prices-76963809

Die Ausis hatten heute keine Lust auf unsere Aktie.

Sehr gute Einschätzung. 👍

Benchmark ergreift also die Initiative und bildet einen ersten Index der ausschließlich ESG Konforme Lieferanten beinhaltet. Zu Beginn zwar erstmal beim Lithium. Ich kann mir aber gut Vorstellen dass Graphit aufgrund der Bedeutung ebenfalls in den Fokus rücken wird, sobald eine entsprechende Anzahl an Anbietern diese Kriterien erfüllt. 2025/26 sollte das soweit sein

in todays Rock Stock video “Benchmarks Price Premium” Simon Moores said that Chinas Graphite Export Licence announcement said it reminded him of the 2011 situation where China blocked Rare Earth supplies to Japan and this created Chaos.It’s the start of the Lynas story when Japan loans to Lynas started their progression to a Rare Earth giant that they are today. Simon said Graphite hasn’t had its moment in the Sun in the 10 years the global battery arms race has been going on.”But this is its moment.To hear graphite being discussed in detail outside of the industry is an interesting moment” Does this mean that graphite prices may now be rising?This is not easy to tell because of several factors,including the relative opaqueness of the market,the fact that most transactions are intra-chinese(and thus not impacted by the export licence) and the time delay in reporting. In MINING,COM Nov 17 2023 it said……..”Western lithium and graphite miners have started charging the EV supply chain higher prices for their material meeting demand for environmentally friendly and consistent supply that is not linked to China.In presentations and interviews at last weeks Benchmark Critical Minerals Conference in LA,industry executives,consultants and investors touted the premium pricing model as a way to help product development of non Chinese supply,a goal of Washington,Brussels and other Western Governments”

HC Kommentar zur zukünftigen Graphit Preisentwicklung