Member Info for cf456

Https://x.com/BlencoweRes/status/1986435237413368083

Https://thatstocksguy.substack.com/p/blencowe-resources-is-almost-there

Https://x.com/that_stocks_guy

"Typically as companies move through DFS...you're talking about 15% even up to 20% in terms of market cap against that NPV number. So whatever we end up with an NPV, you go and look at 20% of that and that's where we might see ourselves sitting as a market cap."

https://www.youtube.com/watch?v=pKCDIlBptsM&t=1624s

Is this mining junior a potential take-over target?

https://smallcappix.com/blogdetail?id=112

"We believe the company’s asset position is very attractive"

"Corcel is about to carry out a new 2D seismic survey, followed by a planned farm out process for a multi-hundred million bbl exploration well in Q4 2026 – a very significant catalyst for the stock."

"We have a valuation of 1.22p based on our NAV, and have a positive outlook for the shares."

Yes, one for £113k and the other for £33k - very sizeable indeed.

And following on from a £25k buy and a £32k buy on the 7th.

Some accumulation going on by the looks of it. Interesting...

Https://www.youtube.com/watch?v=5LbeKd8Xtws

A good idea to focus on the longer term prospects (instead of the short term price action) when price drifts imo.

The recent Zeus initiation note highlights the investment case with a positive outlook and valuation of 1.22p, huge upside from the current 0.375p. The note mentions a busy news flow schedule ahead with plenty of potential share price catalysts.

It's also worth remembering that two institutions have recently been heavy backers and that directors have been buying in decent size in recent fund raisings. And also that the institutions and directors were happy to recently exercise warrants and buy £250k worth of shares at 0.5p, a significant premium to the current price.

Here's hoping.

Some much larger than usual buying today, that's for sure.

"I remain very positive about Corcel and had expected this exercising of warrants as in my previous note, at a 40% premium rarely can investors been more confident and the inclusion of Charlestown Energy Partners is supreme belief in the company.

With the recently announced seismic starting soon and be processed in 1Q 2026 with results after that I think that Corcel will drill KON-16 in 2Q 2026. I added the company to the Bucket List in June and with a TP of 2p I stay a big fan."

https://www.malcysblog.com/2025/09/oil-price-genel-gkp-buccaneer-and-finally

35 million at 0.45p just popped up.

Impressive volume today.

Yes, huge potential upside if all goes to plan.

The buyer of 13,500,000 shares today at 0.42 is clearly optimistic as well. Nice to see a £56.7k buy.

"insiders and large shareholders exercise warrants at a premium to share price

✅ 50m warrants exercised at ~40% premium

✅ kon-16 2d seismic contract awarded (326 km)

✅ auctus re-iterates target price of 1.50 p per share

read the full note here: ********************znhwe94v"

https://x.com/corcelplc/status/1971182592742523321

RNS - warrant exercise at 0.5p - a significant premium to current SP...

Scott Gilbert Corcel CEO commented: "We are very pleased to see investor confidence in the Company being reflected in the exercise of the Warrants at a significant premium to the current share price. We continue to make important progress across our assets and our business development efforts are generating value-enhancing opportunities."

https://www.investegate.co.uk/announcement/rns/corcel--crcl/warrant-exercise-and-extension/9128953

"For investors willing to bet that management knows what they're doing – and the evidence strongly suggests they do – Blencowe represents a compelling asymmetric risk opportunity.

The downside appears limited given the asset quality and government backing, while the upside scenarios suggest potential returns of as much as 5-10x current levels depending on transaction structure and buyer competition."

It's a 53 page note, so must be pretty detailed. First coverage by Zeus as well, mostly just Auctus Advisors before this.

Still quiet just now but perhaps the Zeus note will attract a few investors especially given the scale of the potential upside they are highlighting.

Initiation: Massive drilling upside potential

Zeus note just out with a total risked NAV of 1.22p and 7.6p fully unrisked "demonstrating the very substantial upside potential on KON-16 exploration success"

"We expect stock market attention to continue to build in Corcel as the KON-16 activities take shape, and we have a positive outlook on the shares."

Very positive write-up.

A move to 2p would certainly be a nice multibagger. The current market cap is very small so plenty of scope for expansion as the story unfolds.

Good to see the directors and instis loading up in recent months. Follow the money.

Yes, just noticed that. Excellent.