Member Info for Ramptastico

Very high volume yesterday, hopefully has cleared some pesky sellers out. You’d have to be mad to be selling here but there we go.

Yes we should at least have gotten some beehive news. Interesting times!

Let's hope for a fresh wave of ISA money coming into BRES from tomorrow to be tucked away for the long term. I know what's first on my buy list...

They’re really not after that much cash. Capex is so low - what’s $40m to a decent size partner? Peanuts

I asked AI how this effects graphite prices:

Petroleum coke sits at the very start of the synthetic‑graphite cost chain, so movements in its price ripple through every downstream product—from anode material to graphite electrodes. The relationship is tight enough that even short‑term price spikes can reshape margins across the entire graphite industry.

How petroleum coke feeds into graphite production

Synthetic graphite is produced by heating petroleum coke (and sometimes needle coke) to extremely high temperatures. This means the cost of coke directly determines the baseline cost of synthetic graphite. When petroleum coke prices rise, the cost of producing graphite rises almost immediately because producers must pay more for their primary carbon feedstock.

Why recent price spikes matter

Recent reports show petroleum coke prices rising sharply due to tight supply and refinery constraints. One update describes major Chinese producers raising low‑sulfur petroleum coke prices by 1,000 RMB per ton, with low‑sulfur coke reaching 5,260–5,800 RMB per ton, and even surpassing needle coke prices for the first time. This inversion is unusual because needle coke is normally the premium input for high‑performance graphite.

Such rapid increases create immediate cost pressure for graphite producers, especially those making graphite electrodes, which were already operating at thin or negative margins. As a result, several manufacturers raised graphite electrode prices to offset the surge

Effect of this war is Petroleum coke prices are rising sharply due to Middle East disruptions, which may push up synthetic graphite costs....

....also just thinking out loud - if Alkeemia are able to sign with this IGL, does that indicate greater confidence in BRES being able to supply them?

Would Mike be able to let confidential parties know that P1 funding is in active discussion and v likely to come off?

i.e. give Alkeemia the ability to ink this deal?

Can only be a positive development imo

Worth noting too that the processing hub "Initial production is targeted at approximately 10,000 tonnes per year, commencing in late 2027, with potential for future expansion."

BRES have already RNS'd an initial 1,000 tonnes/ year with expectation of larger volumes to come. So if we are sole supplier (probs unlikely but still) could be 10x what was previously announced.

Graphite news from today - Alkeemia and International Graphite Limited are establishing an advanced graphite processing hub in Europe with 10k tonnes/year capacity: https://www.sharecafe.com.au/2026/03/26/international-graphite-and-alkeemia-to-build-graphite-processing-hub-in-europe/?utm_source=copilot.com

Don’t worry there will be a flood of new ISA money coming in soon as well as payday, myself included. Just hope the price stays down here until then!

"For natural graphite as well, the company is establishing a system to secure raw ore from regions such as Africa and process intermediate materials through the Saemangeum spherical graphite factory.

Posco Future M is considered an alternative to the ‘non-Chinese supply chain’ in the global anode material market. According to industry sources, Chinese companies hold over 90% of the anode material market. This is because the mining and processing of graphite, the main raw material for anode materials, are mostly conducted in China. Although Posco Future M’s market share is still small, it has become a key option for global automakers that need to comply with global trade regulations such as the U.S. Inflation Reduction Act (IRA) and the EU Critical Raw Materials Act (CRMA). This is because the company is a partner capable of supplying products that reduce dependence on China while maintaining both quality and cost competitiveness."

(from 6 days ago) See here for a major deal going through in the graphite space, both synthetic and natural graphite anode starting to get traction: https://www.chosun.com/english/industry-en/2026/03/16/B56RDHIHUBAGVINYM7KIC2X5M4/

BTR tweet is of huge interest imo

Btw it pulled back 33% after the DFS news high. Small caps are very volatile - we're currently about 28% off recent high i.e. very normal volatility for this stock (it literally just did that after the DFS before making a new high 25% higher than prior ATH...)

Yes I'm actually hoping it stays here or lower until the end of the month so I can top up come pay day! I doubt it with our impending news sadly but fingers crossed

More warrants going through today, not as many as last few days. Hopefully we will be clear soon!

11.3 just paid, ticking up into close and I'm hoping for a nice strong finish!

That's so true (AI summary of potentials)

Batteries (largest growth) Tesla, LGES, Panasonic, Stellantis, GM Driven by EV expansion; synthetic graphite rising.

Steelmaking (largest volume) Nucor, SDI, Cleveland-Cliffs, U.S. Steel Heavy users of graphite electrodes.

EDM / Precision Manufacturing Boeing, Lockheed, GE, automotive tooling Supplied by GrafTech, Mersen, SGL.

Brakes & Friction Materials Brembo, Akebono, Bosch, Federal-Mogul Uses natural graphite blends.

Refractories & Powdered Metals ATI, Carpenter, foundries Stable industrial demand.

Warrants must literally be the only thing holding it back atm - I don't think retail shareholders have enough stock to sell to meet the block buyer demand haha

Hopefully nice very high volume day today with our block buyer returning and more of those warrants getting taken out!