Member Info for JamYesterday

Just listened to the interview. Pierce would make a good politician. He never answered one question directly. Sounded like any other Oz promoter. Not impressed with him.

The upward trajectory will be underway with the updated JORC first. The DFS will lead to a further quantum leap in valuation.

I must admit, Tello, that you've changed your tune since your very first posts on here back in March, when you wrote, "BRES is the greatest story in the graphite space, bar none".

Your earlier posts make compelling reading for any potential investor into Bres, given the symmetric risk/reward in offer in the likely event that they negotiate off-take deals for their land scaled up OC resource. In different posts, you referred to TESLA, to POSCO, to SAFELOOP and to the Singaporean beneficiation partner for mega deals that would secure BRES's future viability and outsized valuation re-rate.

Yes, BRES has gone quiet on the talks and imo for good reason. The first three names need cast iron certainty that OC has the kind of global scale and low cost to be associated and committed with. Reputational risk and all that. That's why the focus of BRES in recent weeks has been on the drilling program, the extent of the likely scale up in resource size and moving cores asap to S Africa for assaying. This is both the constriction and transformational development here that will lock in the re-rate we all want, including you as a shareholder.

I believe the market will start the re-rate on the upgraded JORC, whilst you seem to be fretting about delays to the DFS and production start up. But if the first assumption of mine is valid, I can wait patiently for a 2026 DFS and capex build out because the finance will come quickly just after or with the DFS. My assumption. DYOR as you clearly have been doing also.

I'm staying put. And I'm adding on weakness to make this one of my big the holdings. Re-rates before production can happen here in the UK market, witness my holding by a long way, Seascape , Sea.l, with the right management, scale of opportunity and initial tiny MC. ATB.

Tellodome, which alternative graphite entity are you close to, out of interest?

So, in the near term, Sea reckons that the added value per share from Temaris is twice that from Dewa, unrisked.

New news? Or fake news?

Is SAFELOOP a research in progress project, or a viable, commercial operation being set up that will definitely lead to some group being awarded a lead or sole supplier contract?

Somehow I don't think the DFC will allow any Chinese controlled entity to call the shots at Orom Cross.

Can someone please remind me when this 21 year period starts? Is it when the very first Kg of graphite ore is taken out of the ground under the pilot plant Stage 1, or when a mining investment decision is made, or some other criteria?

Seems to me that the only ones who have played a blinder here, and played PIs, are the three musketeers on the board.

Selling out warrants for cash at the top, receiving a fat salary cheque every year for doing what exactly, and then reinstating those LTIPs. Never mind the sp has slipped to new lows this last year.

Nice work if you can get it.

So, zebbo, are you going to sell out on the basis of this new information, or hold your nose and carry on regardless?

Anyway, I think we're all agreed on one thing. Bres is finally getting to a very interesting stage of its life cycle where there is an asymmetric risk/reward opportunity.

Just keep the faith in MR to deliver in a timely way.

Is SVML the share that has run from 22p to 48p and back now to 32p? Not exactly multi-bagging, is it. And still a £200mn MC? I'll stick with Bres, thank you.

There's almost a built-in few bags here on offer to a 12-month+ holder. The rest is for the dreamers, or very LTHs.

I agree with you, Jundee.

BRES will be acquired by a major in the industry before it ramps up to Stage 2 full production. The mineral resource numbers coming in shortly will underpin a large player 's interest and the cash will be found to buy them out. Getting past the DFS and initial pre -production funding will ensure a few bags on the sp, leaving the lions share for the big boys, as per usual.

Or, an engineered rally to help let someone big out?

Not me, mate.

I'm sticking with SEA and real assets.

Problem is, anyone who thinks the Chinese are standing still whilst the EU develops a new EV anode, are deluding themselves:

The Chinese manufacturing giant CATL, the biggest supplier of batteries for the world's electric cars, said on Monday that it had made technological advances that would allow it to produce batteries that are cheaper, lighter, faster to recharge and more resistant to cold, while providing greater driving range.21 Apr 2025 NY Times

https://www.nytimes.com/2025/04/21/business/catl-battery-china.html#:~:text=The%20Chinese%20manufacturing%20giant%20CATL,while%20providing%20greater%20driving%20range.

MR: "SAFELOOP's projected graphite requirements are substantial - enough to make it a potential cornerstone offtaker for Orom-Cross as both projects ramp up to commercial scale levels."

Just the small matter of funding construction, then, and we're away to full scale production by 2028, assuming that SAFELOOP does in fact develop a viable EV anode alternative to the current generation.

Bigbench, please don't come over here as you do elsewhere incessantly and give expected sp targets for the day's trading upside. Save will sink or swim based on a complex set of fundamentals, where being a LTH rather than a trader, will be rewarded handsomely.

It's no use debating with folk like Fulmar. They will be loyal to the cause of Arcm till the day it goes under, or rather just become confetti paper equivalent.