Member Info for Mavern

The possibilities are endless Tim let’s not forget this announcement also in February:

“Blencowe Resources Plc (LSE: BRES) is pleased to announce the results of additional test work confirming that graphite concentrates from the Orom-Cross Project are suitable for the manufacture of synthetic industrial diamonds, further validating the quality, versatility and downstream optionality of the Company’s graphite feedstock”

Absolutely agree Merchant so many are making the mistake of comparing BRES with the general graphite supplier base overlooking it’s unique purity (99.99% - 4-nines) which will enable it to compete in high-end markets which synthetic graphite currently dominates

This is playing out exactly like EEE did last year prior to its ascendancy. First posts from new doubting Thomas’s who soon vanished into thin air. All small caps carry risk that’s why the rewards are so great. It’s a case of weighing up the risks versus the rewards which clearly here are exceptional. When you look at what BRES has in terms of size of asset, graphite purity, ease of extraction at surface, significant offtake interest and numerous funding NDA’s, then look at the £40 million market cap it’s clear for me and I think many investors that this is probably one of the best risk/reward plays on the market

A brief but nice mention for BRES about halfway down:

https://thatstocksguy.substack.com/p/small-caps-june-review

With the warrant overhang apparently now just about cleared hopefully the serious SP re-rate can now commence

He has, or did have, a buy order waiting in the mid 7’s, just goes to show that deramping for a slightly lower entry can be very costly

Another very bullish Charles Archer article just out:

https://thatstocksguy.substack.com/p/blencowe

Groundshift seems to pedal his wares across dozens and dozens of different companies, every post on each is a bearish question showing zero research, we saw the same on BRES as well just now, very bizzare behaviour

Groundshift seems to pedal his wares across dozens and dozens of different companies, every post on each is a bearish question showing zero research, we saw the same yesterday on EEE, very bizzare behaviour

Subtle, oh so subtle Tony! It’s extremely unlikely you’ll ever get a lower entry than this my friend, you may as well just go for it!

There’s a notable change in sentiment tone and positivity here and I fully expect the share price ascendancy to continue as we approach a number of short and midterm news catalysts

Interesting post about BHP formerlyeasyp and we shouldn’t overlook the fact that being fully cashed up puts us in a much stronger position with regard to any potential JV or even acquisition

Share price positive versus Friday’s closing price, this is extremely unusual after a capital raise and speaks volumes for the credibility of what we have here, although the dilution of £8M against a £237M market cap is minimal at just over 3%

Great from a product validation perspective!

Https://www.bbc.co.uk/news/articles/cwy2v509217o

Although these tariffs were not significant every little helps and should add leverage to funding discussions with the DFC …

False UT actually up 0.5p

Comp, you’re starting to sound like a broken record pal, as many have told you already the labs are busy and the DFC will move at their own pace, there’s little MR can do about that. My guess is they are going for P1 and P2 together from the outset hence it’s taking a little longer. One thing you can be sure of though is that BRES will be pressing on with their diligent proactive work that’s been demonstrated certainly since I first invested in 2022. Investing in small caps requires patience, I for one have no complaints whatsoever

It’s hard to imagine how the DFC will not want to figure in the funding solution especially given all the grant funding they’ve awarded since Sept 2023

“Even a simple no news yet but we are working through it would have been better than the recent silence”

…. Extract from yesterday’s RNS:

“Results will be reported progressively as batches are cleared and, subject to modelling, are intended to support a future Beehive JORC Mineral Resource update and provide further clarity on overall scale and development readiness as Blencowe continues to progress strategic and funding discussions in parallel”

Absolutely Comp, Soverign Metals £245M market cap and 23% IRR, BRES £40M market cap and 96% IRR. I know where I would sooner be invested!