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I agree with you Chaingnam definitely BRES top pick for 2026, along with EEE of course. BRES is at the stage EEE was this time last year in that the share price and market cap beggars belief for the world class asset, high purity, ease of extraction at surface, US DFC Grants and endless other positives

Probably Telledome under a different handle. Like Telledome the naivety of the content barely warrants a response (no pun intended!)

Thanks BK, BRES coverage starts at 21m

Spot on once again MasterRSI 👍

Sorry guys correct link below:

https://discoveryalert.com.au/titanium-mineralization-styles-australia-2025/

From the ADVFN board:

discoveryalert.com.au/titanium-mineralization-styles-australia-2025/

I don’t see any issues from a binding offtake perspective this transition will surely come, in fact I think the biggest challenge BRES could potentially have is who to exclude from production phase 1 as the demand certainly seems to be there and should increase since the DFS published 96% IRR. This of course will be further enhanced by the downstream SPG to 99.95%. This is a somewhat unique position to be in and also bodes extremely well for the current financing discussions

Bad news for competition, this discovery is unique:

DFS highlights:

- *Net Present Value (NPV)*: US$1.087 billion, with a 96% Internal Rate of Return (IRR)

- *Initial Life of Mine*: 15 years, with potential for significant extensions

- *Capital Cost*: US$160 million, placing it in the lowest percentile for graphite projects worldwide

- *Average Annual EBITDA*: US$230 million

- *Free Cash Flow*: US$2.03 billion over the initial 15 years

- *All-in Sustaining Costs*: US$485 per tonne over the Life of Mine (LOM)

The project boasts several advantages, including:

- *Shallow Mineralisation*: Supports low-cost mining

- *High-Grade Ore*: With an average grade of 6% Total Graphite Content (TGC)

- *Large-Scale Potential*: With an estimated 3 billion tonnes of graphite

- *Downstream Beneficiation*: Plans for an in-country SPG (Spheronised Purified Graphite) facility to produce high-value products

Not to mention numerous offtake MoU’s

As someone just alluded to some of the big investors may have got wind of this fundraise and have been keeping their powder dry until completion. Hopefully now we will see the significant SP re-rate towards (post outstanding JORC/DFS) fair value

Virtually no warrants

5toamillion gone from super ramper to super FUDster in just a week! Wonder why that could be, dangerous time to be trading this

Thanks Stargate and MasterRSI for your diligent contribution both got it spot-on that the 37.5 confirmation level was broken. Also great post from ML certainly validates our project (as if we needed it!) especially from a potential financing perspective

Thanks Stargate the technical analysis contributions of you and masterRSI are greatly appreciated

Like most good news releases this award seems to have really got our resident narcissist rattled, I wonder why that might be?

I think most of us have been around long enough to know what Duster’s game is, best to either filter or ignore

99 - but synthetic graphite has a much wider range of uses than just batteries for example lubricants, friction materials and other high temperature applications

Synthetic graphite actually provides a great opportunity for BRES as unlike most natural graphite products BRES has equal purity to synthetic (99.95% vs 99% synthetic). Then factor in that synthetic costs roughly double the price there is clear potential for customers both Chinese and global to move away from synthetic into the BRES product. Many thanks for drawing this to our attention Pierre

I see so many parallels here with my other main investment EEE (invested in both for three years) which was also deemed too good to be true several months ago just prior to its 30 bagging. Eventually there is a penny drop moment for these irrational markets and the gulf between market cap and reality starts closing, seems like we’re really close to that now

Selling this morning is like leaving a really fantastic party after just 15 minutes, the DFS could drop any time today or tomorrow and could likely be transformational

LW entirely agree although I wasn’t referring to this week’s pullback I was referring to the share price being nowhere near representative of all the positive developments to date which will in my opinion soon change