Member Info for nc10g09

Don't see anyway we see this price action with them being sells - far more likely large positions being taken ahead of anticipated funding news this quarter

Personally been here since 2022, wanted exposure to graphite and BRES was by far and away the most promising small cap i could find. Rewarding seeing it all coming together so nicely, lots of road to travel as well

It's what some numpty was trying to say in here a few weeks ago

Due for that 5p raise any day now....

Haha clever did you manage to get your fill? I know you were patient for a fair few years

Main market not AIM, agree with everything else!

Its been 9 days since they RNS'd a potential new revenue stream and since the new year we've had 3 excellent drill results, 99.99% testing and new offtake with Alkeemia in the EU plus the huge news this week from the US on price competitiveness for non Chinese graphite. Tough crowd.....

Ducks lining up superbly here, highest potential small cap miner in the UK market IMO

'arguably maintains this burn level' keep digging chief, you'll still be wrong

Your insistence on a 450k month cash burn for this year is enough to show you lack a complete clue about the company. Boring and repetitive

You haven't settled anything.

1. Everyone knows there will be an equity component alongside debt. AFC have already given an LOI stating they are interested in both. You seem to be totally disregarding the DFS economics which show extremely attractive FCF and IRR, BRES is in an extremely strong negotiating position for the equity portion.

2. See above, plus BRES has historically raised at SP or with minor discounts. 5p talk right now is complete rubbish.

3. Again its obvious there will be some dilution to get into production.

4. 2025 was completing the DFS. Dreamland to think outgoings will be anywhere near that this year.

Not much logic or thought went into your post, you can tell from the writing style its just AI text. You should, as you recommend, do some of your own research

So under scenario 2 (aka the likely scenario although doubtful it's Alkeemia personally) we are left with 114p, what a disaster that would be

Equality if youd done any research beyond AI slop youd know that drilling is done so no more capital required there and the company wil target strategic investment at project level - you seem a bit clueless on how projects like this will make it into production, of course some dilution/equity will be needed alongside debt funding

What are your concerns? I dont want to hear boring chat about warrants, which have contributed to us sitting on 4-5m as funding talks progress. What missteps have the company taken recently? I dont see many/any

This seems a real stretch, do you really believe this would scupper a project with the size, scope and potential of Orom Cross, especially when the government are desperate for this as a flagstone mining project in country? Risks are always there, heightened usually for African mining projects, but I don't see this as something at all that would 'send our investments to zero'

Superbly run company, no reason to doubt transformational funding news won't arrive this quarter

The whole market went nuts, nothing BRES specific

Tornado if you look at the CEOs history he proves up assets and then sells them. That's where I see this going - at most P1 production to show a small scale, low risk operation which should be straightforward to setup and manage (with some additions to current team). But either a sale after that or before remains by far the most likely option, I dont see anyway BRES in its current guise gets involved with downstream processing. On HZM, wasn't it a CAPEX blowout on top of already big numbers that ruined them? At 40/50m for BRES P1 I don't see the same level of risk but admittedly am not on top of what the full situation was there

HZM CAPEX was astronomical as far as I remember - nothing is ever certain but given the high level of government interest already in place and growing strategic importance of graphite, at least 40m for phase 1 should be a formality

BRES will produce uncoated SPG