Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Some key reasons why Blencowe sounds out from the pack !
https://spongeshare.com/2024/04/11/blencowe-receives-further-1m-grant-funding-with-off-take-discussions-advancing/
Id like to highlight to my fellow investors the various re rates in commodities we've had. The big one was lithium, which everyone is aware about. Four of my lithium stocks were taken out by those cheap, commercially ruthless, fake Communist, Chinese including Bacanora.
Over the last few months, gold 1600usd q4 last year to touching all time highs of nearly 2400, and now silver, last 60 days from 23 USD to nearly 28. All gold stocks relating, ADT1, a polymetalic stock with 30% silver up 30 % in 2 weeks.
Look at copper fromm 8000usd to 9300usd in 50 days, and all developers and producers rerating.
Unfortunately graphite isn't very well known but it's time will come, and more so for BRES. Its on its way to becoming a Graphite developer, then producer along with SPG. I'm recent testing our product got branded super premium/some of the best they've ever seen (lab in Chicago I think)
Finally, we got the endorsement of the Divided States of America.
I'm holding, I'm adding and hopefully weak hands keep selling, plus our 100k seller stays around. Loving the sub 4.5p top ups.
I slipped the regulator 100 rupees and he showed it to me - All good.
The question is, when will the re-rate occur? this year or next?
The Feb RNS mentions a prospectus coming out, anyone seen this?
Still under 5p, because for some reason we still have a seller looking to sell 100K plus chunks every day close to the bid !
Who? Don't Know
Why ? Certainly don't know !
And still under 5 pence!
Going to plan: easy hold from here for a huge re-rate.
-DFC royalty payments
-Graphite supply battle
-£2mil premium cash raise at 5p
-Completion of last bits of test work demonstrating world class deposit again
-Offtake announcement which ties BRES to a global company for graphite supply. These offtake deals tend to range between $5-25million.
-Completion of the DFS
-Announcement of production plan for 2025
Ducks are lining up.
All looking good here.
GLA
Should of also added SPG processing from $600 to $2500.
This will be a fricken cash cow in the years to come...
3rd tranche and offtake baby. Still of the opinion we'll have two - one Chinese and one Korean
Blencowe remains actively engaged with potential offtake partners worldwide, fostering relationships with tier-1 offtakers who are evaluating product samples constantly. Blencowe's CEO and COO will travel to China and South Korea over the next few weeks to further these discussions and to establish key offtake relationships.
More milestones achieved! ATB
Yes, will achieve 2-3x 100mil when producing. I mean around 100mil when the offtakes are done, DFS complete,DFC or offtakers move this to production.
Also to consider is that only like 2% of the resource area has been explored...
Massive upside and funds and partnerships in place and more coming to unlock it all. ;)
£100 MILLION? Thought twice that..
-DFC royalty payments
-Graphite supply battle
-£2mil premium cash raise at 5p
-Completion of last bits of test work demonstrating world class deposit again
-Offtake announcement which ties BRES to a global company for graphite supply. These offtake deals tend to range between $5-25million.
-Completion of the DFS
-Announcement of production plan for 2025
What a year in store.
Agree re the processing in China. It saved us a few years on timescales of building the pilot plant, optimizing it, and we would of been diluted to oblivion.
China is the main market by a long shot for graphite, hard to avoid it to some degree.
I'm of the view we will have offtake from China most likely and possibly another offtake outside of China (POSCO, Samsung?).
It was a great decision to process our graphite in China, otherwise we would have had to go with the original plan of building a pilot plant in Uganda with all the extra costs that would have come with it. The first sample was to prove the material could be upgraded to 95% (and then 99% concentrate), this time we will have enough material to send to potential offtakers who will want to do their own confirmation testing before agreeing any offtakes
Is it as simple as proximity / geographical location (time and cost)?
Agreed. So why are we sending a second bulk sample to China?
Just had a read and had no idea of the extent to which graphite is used and found in military hardware and aviation, surely with the restrictions imposed in China this is a no brainer?
I have been increasing my position - 1.2M shares now. I am super confident.
Love not war.....
https://www.mining.com/graphites-war-fighting-capabilities/