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Blencowe Resources has significantly strengthened the economics of its Orom-Cross Graphite Project, increasing project NPV to US$1.25 billion while maintaining the same capital expenditure requirements. Driven by growing demand for higher-value graphite products, new offtake agreements, and expanding downstream opportunities, the updated DFS highlights a project that is becoming increasingly strategic as Western markets seek secure, non-Chinese graphite supply chains.

https://smallcappix.com/blogdetail?id=149

While Rome Resources remains focused on advancing its flagship Bisie North tin project in the DRC, the company is also quietly building exposure to another highly prospective critical minerals district in Canada. With a field programme now underway in New Brunswick targeting tin, tungsten and indium, Rome is positioning itself to evaluate a potentially strategic North American exploration opportunity at a time when Western governments are increasingly prioritising critical mineral security.

https://smallcappix.com/blogdetail?id=150

Jamaica’s underexplored offshore basin is beginning to attract attention as a potential new Caribbean frontier, drawing comparisons with the early-stage opportunity once seen offshore Guyana.

https://smallcappix.com/blogdetail?id=151

Https://smallcappix.com/blogdetail?id=146

Https://youtu.be/mexB84f1Jsw?si=pkR8zXashEO_64hm

Https://smallcappix.com/blogdetail?id=145

Blencowe Resources has taken a step into high-value markets, with Orom-Cross graphite successfully tested in rocket propulsion systems in the United States. As real-world firing validates performance in extreme conditions, the project is now moving beyond traditional applications—opening the door to defence, aerospace, and specialty markets where premium pricing and strategic partnerships could significantly enhance long-term value

Https://youtu.be/11oFy1r4uU8?si=wgFUhb-EohyozWWA

Switch Metals is accelerating exploration at its Issia Project following a high-grade lithium discovery, with multiple new targets now identified across the licence. As a maiden drill campaign approaches and tantalum resource work advances in parallel, the company is moving quickly to unlock the broader scale potential of this emerging lithium-tantalum system in Côte d’Ivoire.

https://smallcappix.com/blogdetail?id=142

Onshore wind opportunity and Anemos Plans covered

https://youtu.be/SaJsu_wdrPY?si=miVBd3v7gPFQqXTc

Rome Resources is rapidly strengthening its position in one of the world’s most prospective tin regions. With increased ownership across key assets, fresh funding secured, and exploration momentum building, the company is positioning itself for significant growth. These latest moves not only enhance exposure to high-grade tin and copper potential but also reinforce Rome’s strategy of scaling efficiently while unlocking long-term value in the Bisie North district.

https://smallcappix.com/blogdetail?id=138

Blencowe Resources continues to build momentum at its Orom-Cross graphite project, with new Beehive drilling delivering thick, high-grade near-surface intercepts and clear evidence of scale. As multiple +30 metre hits reinforce continuity and expansion potential, Beehive is emerging as a significant resource growth driver—set to further expand Blencowe's overall JORC resource as the company looks to close out Phase 1 funding.

https://smallcappix.com/blogdetail?id=139

Https://smallcappix.com/blogdetail?id=137

Https://youtu.be/nZPL9xC6dng?si=YFjvpVj8yQRhVJB5

AIM listed Switch Metals is focused on the rare critical mineral known as Tantalum, with Lithium upside. Tantalum is critical to a number of industries, particularly aerospace and defence. Switch are operating in Côte d’Ivoire—an underexplored but increasingly attractive mining jurisdiction in West Africa and most importantly—an alternative supplier to that of Rwanda and the DRC where up to 70% of global supply originates from despite significant ESG and traceability risk.

https://smallcappix.com/blogdetail?id=134

Discussion

Oil Markets and Fallout

Opening up the N Sea - early end to EPL possible and move to OGPM

Orcadian's Portfolio - Ready for Development - Pilot the front-runner with free carry to first production

https://youtu.be/3SJTIbR4Jh4?si=gRrpMRq-mpMNqJSN

Astrid Intelligence has taken another major step in its decentralised AI strategy with the acquisition and integration of a validator on the Bittensor network, further strengthening its role as an infrastructure operator within the rapidly growing decentralised AI ecosystem.

https://smallcappix.com/blogdetail?id=131

Following delivery of its maiden resource estimate for its Orom Cross graphite project in Uganda, Blencowe has defined a 16.9Mt resource at its Iyan deposit lifting Blencowe's total current JORC resource to 43.0 Million Tonnes—an uplift of 66% with results at Beehive yet to come. Blencowe is proving that Orom-Cross is a large and scaleable graphite project as it progresses finance discussions

https://smallcappix.com/blogdetail?id=130

Results of recent geological interpretation work conducted at its Mont Agoma prospect within the Bisie North project has identified new, high-priority exploration zones for tin and copper, providing a clear framework for future exploration and drill targeting, whist drilling at Kalayi continues to return high-grade tin intersections

https://smallcappix.com/blogdetail?id=128

United commence MBES survey offshore Jamaica aiming to prove existence of offshore petroleum system

https://youtu.be/PDHGGdWz9pY?si=2jO-gf9h-GMKm03G

Further validation of Blencowe's Orom-Cross Graphite confirming concentrate is suitable for the manufacture of synthetic industrial diamonds

https://smallcappix.com/blogdetail?id=126

Blencowe is no longer just about battery graphite. The ability to feed a synthetic diamond supply chain could increase long-term demand for its product. Western markets are actively seeking alternative sources for critical minerals. Having technical validation outside of China should be a competitive and strategic advantage.

Blencowe is positioning itself as a key supplier of critical industrial materials for the clean-energy era. Today’s, and previous test work results shine a spotlight on the versatility and quality of the Orom-Cross graphite — and set the stage for potential new commercial opportunities well beyond the original battery-market focus.