Member Info for SophisticatedD

Https://open.substack.com/pub/thatstocksguy/p/blencowe-resources-is-almost-there?r=28f0br&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true

100k shares at 5.35 then 5.8 wanted

Https://www.bloomberg.com/news/articles/2025-09-16/us-in-talks-to-set-up-5-billion-fund-for-critical-mineral-deals

Going to wake up powerfully this beast

BRES own 100% of their asset, and skipped a 15% government ownage by having the license before the rule change.. so 15% free

They recently drilled 230 holes going 4x deeper and entered new zones.. these results will slowly start landing around now as drilling completed June. This proves up the asset further increasing the nav from its current £480m to around £1b we recon.

Worth noting they’ve only drilled 2% of the asset.

They’ve 6 offtakes already, buying the graphite at a premium to market prices due to purity, with more in talks.

One of the offtakes is with a uk company and opens the door to uk government funding, they’ve had $5m from the USA DFC that recently got increased to a pot of $5b, they’ve also have a funding mou with AFC African government bank.

Multiple interviews the ceo states he is open to selling this asset and will if a decent offer comes in.

Still nt to buy

I know that… that’s why I’m posing the question

Dfs within weeks 🤔

Theyre 50m cap and no dfs yet… the search goes on

Nt to buy currently

Could double and still be a pathetic 32m cap

5.3 nt heavy news flow period

Still nobody can find me a post dfs company with nav 500-1b sub 100m cap 🤷 on lse

BRES nearly looks ready to explode

Upcoming next 2 months…

-230 holes assays dripping in bit by bit

-New nav figure close to £1b

-further offtakes

-funding MOUs

-upgraded Jorc/Dfs finalised

-sale of assets (£150-£500m imo)

Or

-plant building

Or

-JV

Safest easiest money you’ll ever find

£15m cap vs peers £150m+

80m seller out

SELLER OUT

Nt

Nt

Herd haven’t arrived yet

75 straight to nt

7 straight to nt told you

Chart pointing to 2p

70 straight to nt

65 nt

Jackie chan owns all the float 😂

Nt again wow 50% tied up phenomenal

6 nt