Member Info for bonker99

If it doesn't hit 45p this year then I'm reading it completely wrong.

But I'm not.

New All-Time-Highs in a transformational news rich period would suggest there's plenty more to come.

Topped-up today myself.

She set a new ATH weekly close on Friday and a new ATH print today so the escape/breakout velocity remains to be seen but she's extremely unlikely to go below 9s ever again at this stage. A very plain reading of the chart dictates upper teens - could be there next week no problem - see how she goes.

Quite - I referred to it potentially becoming the Escondida of the Graphite World recently and if it did then perhaps I'm lowballing the potential £2-3 target.

🤡🤡🤡🤡🤡🤡🤡

60p I think mate.

At 96% giving you your money back in a year I'm not sweating the funding - I'm eyeing the likely T/O offer price from a mid/major tier player.

Better break out the NPV abacus again for our recycling plants with Neodymium streaking into 7 digits CNY.

Surely someone is going to offer for us??

https://x.com/bonker99/status/2026230511148957924?s=20

I quite agree - hence:

"£2-3?

I wouldn't rule it out at some point."

Again, we're at a tiny fraction of the known deposit with Trump and co doing all they can to pump the price of everything that comes out of the ground so it's possible, arguably even likely, that given enough time that all of the numbers require some froth to be added because that's the new reality - absolutely no different to MKA and Rare Earths, the market price of the saleable asset/commodity leverages the mcap sky high.

Will it happen?

Who knows but you can see how it may and even if it doesn't this is a belting buy at £50m.

Lift-off :)

Looks like the pros want in and I can't blame em - they know I'm right ;)

Great chance of doubling your money in Q2 for recent buyers here.

Missed your entry again mate - boohoo :)

Extrapolate from 1/50th of the deposit then apply economies of scale - it ain't rocket science or rampy to suggest it could go to 4-5x of the current lowball 45p target.

My god, what a jump that is after the past year - now > +100% pa.

Timely news and,yes, the buying was based on the crazy value on offer here,. It's clearly worth 45p+ based on the recent $1b/96% IRR DFS which is based on drilling of just 2% of the deposit so it kinda defies your imagination just how big this could be down the road.

£2-3?

I wouldn't rule it out at some point.

Nice close - could get gappy tomorrow.

I wouldn't be worrying about finance chaps with a 96% IRR ...............

Yes - escape velocity is usually pretty rapid.

https://x.com/bonker99/status/2025869799125881147?s=20

This is the only tweet I needed to see to make me top-up re the US.

https://x.com/BlencoweRes/status/2023296281934721105?s=20

It's a rising tide for the very forseeable IMO, just like Rare Earths - probably until the US have their debt:GDP ratio < 100%.

The DFS NPV dictates a typical buyout here of c£250m but there's so much more to it over and above the DFS of course.

Re Graphite - don't overlook BRES too which is worth £250m IMO.