Member Info for DRealJohnJohno

Https://www.mining.com/featured-article/ranked-worlds-top-10-graphite-projects/

Paul we have been in it they long, I’m just waiting for the divedends mate see you In 5 years when it’s hopefully 200p

When we expecting interim results?

So am I right in thinking we will have a decision this week on the appeal? 20th October he says https://m.soundcloud.com/zak-mir-32494497/greg-martyr-ceo-capital-metals

Yes still in CMET around 45% down currently but I written it off to be honest. That’s why I am not in BRES yet… my approach to risk has changed and now I understand how hard it is to get from DFS to actual mining which is why I am in TGR currently as they have proven them can get to production.

The thing I like about BRES is the risk reward factor… massive resource and seem have wider stakeholder support. If it stays this low it’s definitely worth a calculated gamble. Graphite will come back eventually and BRES & TGR both in perfect position to build.

Good luck

Paul great to see you doing good. CMET board gone crazy…hopefully some brighter days going up as I thought the stock was dead. Been monitoring BRES too, impressed with recent DfS grant and not in yet but looking to get in if it’s stays below 5p.

I am in #TGR which has took a beating but also has strong fundamentals. Graphite play but I think BRES also got very bright future.

When do we expect these? In advance of AGM?

Also current production targets?

These results are not there accounts today.....

I think people are missing the point. We are now in August 2023 and these are backwards looking. The team have had 3 months to resolve payments and chase payements.

This is a growing company that is massively expanding of course they have cash flow issues. Would people rather they slow production and grow slowly or cease the opportunity and smash production/sales/grow....

What happens if the company goes private for PI’s?

Https://twitter.com/big_lithium/status/1665070857293639681

Https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02668632-6A1151205?access_token=83ff96335c2d45a094df02a206a39ff4

Just approved license renewal for titanium sands which shows they’re operating… are they now clearing the back log and CMET renewal about to land.

Who’s knows…

Https://www.londonstockexchange.com/news-article/CMET/offtake-mou-signed/15947093

Massive news out of nowhere. Can someone with more knowledge explain to me how this works? Have they invested or MOU to fund then take product?

Out of nowhere must be confident and got funding to take GSMB to court..

Actually please with CMET here, only so much patience you can have. Sue them…

Taking the **** Paul isn’t it. Surely the Sri Lanka’s want investment or they’re just totally incompetent.

My question is surely Frayne isn’t drawing a wage her given the current status, unless he’s getting agreement for offtake/funding.

Funders are going to want some cast iron guarantees though where investment or debt.

http://www.aimchaos.files.wordpress.com/2023/04/tirupati-graphite-valuation-analysis-05.04.2023-5.pdf

I have seen some predictions on 2023/24 of around 10-12m Ebitda based on 30k production.

I know we have had weather issues but also 6-7 weeks of 25k production. Any views on what we expect and what a great set of results look like for 22/23 released in few months (around Sep)?

Soon hopefully……

Clarified this and as I thought this is incorrect. But BRES still looks great buy.

BRES looks like their ultimate goal is 100-147tpa by 2031. TGR is targeting double that to hit 8% of forecast global demand between 300-400tpa by 2030.

(Confirmed not my me as not hugely informed on this subject). Anyway best of luck

I will certainly take a look at BRES and just had a little take of some shares, looks a monster if that comparison is correct. I see graphite in massive demand.

The RNS you posted was just in relation to one of there sites as TGR currently have capacity of 30tpa.

I understand TGR was Targeting 84,000 TPA Flake Graphite production facilities in operating Madagascar projects by 2024 (suspect now 2025). In to reach 8% global Flake Graphite demand by 2030 estimated as 400,000 TPA capacity.

I probably getting mixed up with plant capacity and production output. Thanks for clarification will test it though

End capacity https://blencoweresourcesplc.com/wp-content/uploads/2022/10/Blencowe-Presentation-Oct-2022.pdf reference