Member Info for Goodbody

Nice to see Brandon capital hill as a major shareholder. Even their CEO holds.

Given their expertise is in equity/debt raising for public companies they must see the potential for existing shareholders. They also specialise in Offtake linked financing so this is well up their street.
https://www.brandonhillcapital.com/wp-content/uploads/2021/03/BH-March-2021.pdf

GLA

Great presentation by Mike.
Huge opportunity
https://m.youtube.com/watch?v=qSqE4PKxITg&feature=emb_logo

The fact that they will debt fund the majority of the project is a big plus. They have moved their position from all equity, to 80% equity to 35% equity as the PEA has been released. So there must be some confidence in the conversations that are having and debt is seen as a feasible source of capital.
Big thumbs up to me.

This will fly once people wake up.

Even Mike has said that the share price would do some crazy things over night if the people they are currently talking too became strategic partners/ investors
46:30…….
https://m.youtube.com/watch?v=GVZ_o8oANjw

There is no way that the SP currently reflex the potential here in my view.

GLA

Earnings estimates are simply amazing $40m pa. yes the MCap is ridiculous now the PEA has been completed. Given a 4year payback on capital I think they would have many options to consider.
All very exciting and I’m sure more news will flow soon now the potential is known. Strategic investors / EV manufactures will have to be quick.
This won’t stay like this for very long.

Great results. High quality project, world class.
Expect some very serious off take and strategic partner discussions will be happening in the background.

It would be good if they could let us know who they are talking too regarding off take / strategic partnerships. Share price would see some action then I think.

Nice interview with Benchmark Mineral Intelligence. Confirms the quality of the material Blencowe hold.

https://m.youtube.com/watch?v=Z7EWy52sUbk

I think the PEA will surprise to the upside and any news on off take / strategic partners could be a game changer for the market value.
They are some way from needing significant funding for the plant and they will generate a lot of interest in the mean time. Many ways this can play out but one thing is now certain, they have high quality material and that’s a big deal to an industry where demand is certain to outstrip supply in a few years time.

I think the most important part of the RNS was missed.

“ for us to progress strategic discussions already initiated with a range of parties such as potential offtake agreements and strategic partnerships.”

Already initiated

Big things brewing!

Starting to get its legs on.

Would say 12p to start....21p Will not be far behind!

Once producing, £1 isn’t out of the question, Especially when you look at its peers MCaps and then consider the high quality and amount of the graphite Bres holds. It’s a monster.

GLA

And the pressure hasn’t even got going.

If some MMs have gone short to meet their obligations to all these huge buys over the past two months then they will be bricking it!

From my observations of the last year there hasn’t been any major selling that could cover all the big buys. Really sticky stock and I can’t see that there is any free float.

It will only take a little momentum and if they are short or have no free float; it will rocket.

An alternative thought....they could simply farm out this first section once indicated and measured Jorc figures are confirmed. Take the royalties from this and pump it into building plant on the next section. Remember that the 20Mt is less than 0.5% of the total area. Alternatively, prove up another section and Farm out again. let others do the heavy lifting.

Funding does not have to always come from dilution and this is a hot commodity. People invest a whole lot more capex into Exploration oil wells and risk coming up with dusters.

The capex is peanuts to big investment groups and the rewards are almost guaranteed. The Development opportunities are endless given the size of this 21year mining permit.
3bl tonnes of graphite...Love it

GLA

Yep, another great update.
Still waiting patiently.
MMs still holding it back to allow people in.
Some big buys went through last week. Can’t see there being much free float. They could even be short, so don’t want a rally.
Time will tell

GLA

I don’t think it’s that difficult to find off take partners who are looking for high grade graphite. Some deals to be made, it at least explored.

Other option, realise the potential Of the land and sell it to an EV / battery producer. The costs to build the plant is a tiny drop in the ocean for them. And they would get to secure their own Raw materials.

I wonder how many car manufactures are wishing they built their own computer chips right now! Graphite batteries will be in short supply soon I’m sure and the cost of high grade raw material is only going to go up.

Know any EV makers with a bit of cash!!!!!

SIPP not pip. When will they let people edit posts here!

Same, fully loaded with over 2mil shares!

Most in my PIP so I can wait even longer than MMs can lol

I still feel they are short of stock, fireworks if I’m right.

GLA

BRES Could be one of those opportunities people look back on and regret that they kept on the sidelines.

I’m in and staying that way

https://www.cnbc.com/2021/07/16/plans-for-huge-new-gigafactory-in-england-take-shape.html

The last one was actually a buy which was on the bid side of the mid price. MM trickery. My guess is that they have nothing to sell, very sticky stock and there hasn’t been enough selling over the past month that they have a free float. A huge amount of buying has been happening under the radar on this share. If your waiting for a lower entry point still, even after this great news...good luck with that.

They are much closer to getting a off take partner to fund the plant costs with these great results. Dilution does not always have to be a way forward and even if they raise cash, who’s to say it won’t be at a premium to the current SP.

Looking forward to some serious re-rating of this SP

GLA

Great progress and more news flow shortly.

Fantastic opportunity at a fantastic price

GLA

Spreadex adding again but doesn’t explain the full 5% stock that was bought as two trades. Expect further news.

GLA