Member Info for AimMaf

Overall, in the microcap/AIM junior mining space, clearing a chunk of discounted convertible funding (especially one that could have led to more pressured selling or dilution if left outstanding) tends to be seen as housekeeping that strengthens the position — particularly alongside other positives like recent visible gold reports at Sunbeam. No major red flags or negative spin appeared in the announcements or immediate reactions.

Great rns, mms caught short again. watch this fly now.

Can see a very strong afternoon and Friday on the cards here

If you can trade these swings then well done. I have been quite successful of the last 3 sessions. the volatility is due to the small market cap but also the quality of the assets. Current market cap is very very cheap and a very simple hold from these levels. I fully expect a x10 to x20 return over the next 12 months here as news flow continues.

Loving the action on BRES today – we're knocking on the door of all-time highs here, and from a pure chart perspective, the sky really does feel like the limit if we punch through. Sitting at around 9.55p right now (closed at 9.00p on Friday, up 1.7% with decent volume over 4.6m shares traded), and the ATH is just a whisker away at 9.80p. We've already tagged 9.6p today and now there is zero overhead resistance!

Chart-wise, it's a beauty: we've got this massive basing pattern from the 2.5p lows in mid-2025, then a proper breakout in the second half of the year with volume confirming. The 50-day MA is curling up nicely above the 200-day, classic golden cross setup from a few months back that's held strong. RSI is in the 60s, not overbought yet, MACD histogram expanding positively, and we're consolidating just under resistance with higher lows – textbook bull flag or whatever you want to call it. If funding news or those final drill assays drop (resource upgrade still pending), or even just more macro love for graphite with the China duties biting, we could see a volume surge and easy break to 10p+ quick smart.

No sellers piling in anymore either – warrants seem fully dried up after that Jan wave, no big exercises dumping stock lately, and the MMs look thin on inventory judging by how the bid holds firm on quiet days without much offer depth.

Honestly, with the fundamentals aligning (Orom-Cross de-risked, offtakes building, LTIP vesting on P1 funding), this chart screams multi-bagger potential from here if the momentum carries. Been adding on dips myself – feels like we're on the cusp of the next big leg. roll on 20p

Yeah mate, spot on – the warrant stuff feels like it's finally winding down, and that's a massive tailwind for the next leg up on BRES. We've seen a ton of exercises rolling through late last year into early Jan (like those 625k at 6p and 1m at 6.5p in the first week of Jan, bringing in decent cash), but looking at the recent RNS flow and the chat vibes, the heavy selling from warrant holders cashing out seems to have eased off big time. No big dumps being printed, and the overhang that was capping us feels lighter.

warrants are not flooding the market anymore with converted shares to flip for quick profit, basically, the pressure's off.

On top of that, the market makers (MMs) look very low on stock. Volume's been decent on up days without the price getting smashed, and there's chatter that the MMs have been caught short or at least not stacked with shares to meet buy demand easily. When bids firm up and there's no endless offer stack, it means they're scrambling to source stock – classic setup for a squeeze higher if buyers pile in. We've seen the price nudge 9.4p today which screams tight stock and MMs not wanting to sell them short more.

Combine that with the fundamentals still stacking: fresh Iyan drill hits coming through, resource upgrade whispers, funding talks heating up post-DFS, US China graphite duties locked in, and management's LTIP tied to P1 funding – if warrant overhang's gone and MMs are skinny, any positive news or just steady buying could ignite the next proper push. 12p+ once this supply clears fully, and it doesn't feel far-fetched now.

Holding tight here – feels like the boring consolidation is over and we're set for the move.

I just wanted to follow up – honestly, I'm pretty fired up about where this one's heading in the short term, the next few months into mid-2026. It's sitting around 9.3p right now give or take and nudging 9.5p this morning. Market cap still tiny at ~£50m, but the pieces are lining up way too nicely for it to stay this cheap much longer.

The Orom-Cross project's already past the DFS stage, which showed solid numbers – low capex for phase 1, decent margins, 15+ year life from just part of the licence with heaps more to come. They've been drilling the new Iyan and Beehive zones and keep hitting thick, high-grade stuff right from surface – multiple 30m+ intercepts at good grades. Those assays are still rolling in progressively, and everyone's waiting for the updated JORC resource that should beef things up big time. That alone could be a proper re-rate trigger.

On top of that, the recent testwork proving the graphite works brilliantly for synthetic industrial diamonds is huge – not just the usual battery/anode play, but higher-value stuff for defence/energy markets. Purification to 99.99% levels opens doors too. And with the US slapping those anti-dumping duties on Chinese graphite (final ITC call expected March), the West is desperate for non-China sources. Uganda's stable, and Blencowe's got early offtake with TaiDa plus more talks going. Funding discussions with strategics, institutions, DFIs are active – they're not starting from scratch.

Then you see management just granted themselves 30 million LTIP shares, half vesting straight on securing that P1 funding for Orom-Cross. That's them putting skin in the game hard – basically saying "we're close, and if we nail funding (or god forbid a takeover/change of control), we get paid big." In juniors, that kind of alignment often means something's brewing soon.

Price has already quadrupled from the lows, volume's picking up on news, and at this valuation versus de-risked peers and the macro tailwinds (EV boom + China risks), it just feels criminally undervalued. Near-term hits like more assays, resource upgrade, funding progress, maybe another offtake announcement – any one of those could spark a leg up, and if a couple land together? Easy 100%+ from here in next 20-30 sessions.

This is primed for breakout this week

The runway is clear for a leg up now, no more pesky warrant RNS every other day. 8p is the psyhcological barrier we need to break today / tomorrow and we should be good for 9-10p by the end of the month.

Funders will be queuing up to throw money at Blencowe - We will definitly see funding wrapped up in Q1 and as early as mid feb.

Panning out beautifully here and no more Warrant RNS updates dicking the shareprice

These assets are just incredible, has to break out today. It simply cannot remain below 10p for long

There is 68 million warrants left - coming down nicely.

This figure is calculated from the November 25, 2025 prospectus, which reported 77,283,611 outstanding warrants. Subsequent changes include:

Subtractions from exercises (post-prospectus, excluding today's):

December 8: 1,416,666 warrants exercised

December 9: 1,000,000 warrants exercised

Total subtracted before today: 2,416,666

Addition from new issuance:

December 11 (£3m fundraise): 2,571,428 new broker warrants issued (exercisable at 7p, 3-year term)

Today's exercise (December 16): 9,066,667 warrants exercised (5,750,000 at 6p + 3,316,667 at 4.5p)

Net calculation:

77,283,611

− 11,483,333 (total exercised across Dec 8, 9, and 16)

2,571,428 (new broker warrants)

= 68,371,706 outstanding warrants

The market really is not grasping this company. The potential, which is about to start being realised in 2026 is unbelievable.

This really is a GEM at these prices. How the market cap isn't an absolute BARE MINIMUM of £150 million is completely beyond me.

We also hit all time high today. so we know where its going - there was no massive sell off, just traders exiting and thats ok!

let the book sort it self out tomorrow morning and we will get consistent blue days. There is still bundles and bundles of PR and news due in Q1.

Tuck it away for a few months and you will be absolutely laughing.

So your saying a company with an NPV of over a billion, has a 30 million market cap & low capex to production, but has had a small placing so shareprice can't go north? What an absolute load of nonsense that is......

Let the weak out, let the warrants sort themselves out and this will blast through 15p in coming weeks

Might land intraday today hopefully - fingers crossed

Lets see if i'm right ;)

Still nothing priced regarding the news due in the next few weeks. I still stand by my 18-25p share price target on DFS

And then there will be a massive move up to 18-25p range as DFS gets closer.

Ignore the noise at the moment. its just a matter of time before this rockets - there is only 20 trading sessions until DFS remember as mentioned in the pod cast

Imminent assay results and jorc upgrade just round the corner. Take your positions now folks.

Only 23 trading sessions left until DFS after today. a nice run to 18-25p upon DFS is likely