Member Info for Spank.theMonkey

Tellodome and Cakeman are noticeable by their absence this morning....absence of green boxes reserved for dunces and / or losers......I do hope nobody paid any heed to them and lost out as a consequence.

Not AIM.....just saying.

Mike goes straight to Washington after Resourcing Tomorrow (per Vox interview)....I think he's going to be busy heading into the New Year.

https://www.**********.com/articles/blencowe-delivers-big-resource-update-and-even-bigger-dfs-8284bfe

Https://blencoweresourcesplc.com/wp-content/uploads/2025/12/Blencowe-Presentation-Nov-2025.pdf

Together with its corporate advisor WaterBorne Capital, the Company is advancing a financing solution for P1 Production with active engagement underway with:

· Development finance institutions (DFIs)

· Strategic industry partners

· Institutional investors

· Government and quasi-government funding bodies

Several promising structures are under evaluation. Blencowe's target is to secure P1 financing by end-1Q 2026, enabling ordering, shipping and construction through 2026, and first production targeted for 1H 2027.

Importantly, the Company expects P1 financing to be primarily funded through non-Blencowe plc equity structures.

Merry Christmas guys and girls

I think there's a strong base of core holders that won't be selling now, all the trades seem to be around 50k or less?....hopefully there will be some larger buys coming through later.

Was about to ask if brave or stupid to trade this with a supposed transformational DFS days away.

"You have got to wonder how so many investors have missed this....." - it beats me wolfi, I would have thought news of the $5 million US International DFC Technical Assistance Grant back in 2023 would have generated more interest from the market and investors but....

If DFS isn't released later today or tomorrow then I wouldn't want to be out of this over the weekend......could be a Friday FOMO.

I'm glad the JORC Upgrade and DFS release have been separated out, great move I think.

Key Results and Significance of the Upgrade

47% uplift in Ore Reserves - major de-risking milestone for DFS.

33% increase in Indicated Resources - improves early-life mine confidence and enhances project bankability.

Strong geological continuity across both primary deposits, reaffirming Orom-Cross as a rare, large-scale, low-strip, shallow graphite system.

High-quality metallurgical consistency fully aligned with prior test work, supporting both concentrate quality and downstream USPG processing.

DFS Imminent

https://www.londonstockexchange.com/news-article/BRES/jorc-resource-upgrade/17346618

I've reported it a few times.

I was curious as to the high post count, now I see why, another one added to the filter list to keep Tellodome company.

I don't think so, I've not had any green boxes appear for a while. I wonder how his mythical graphite plays are doing.

Another article today, China being greedy - https://africa.businessinsider.com/local/markets/china-deepens-green-minerals-partnerships-as-africa-becomes-its-strategic-powerhouse/9lzs5wl

"China’s Mineral Race and Its Expanding Footprint in Africa

China’s accelerated push into Africa’s green-mineral sector is deepening the global race with the United States for control of resources vital to electric vehicles, renewable energy, and advanced defence systems".

African Development Bank (Policy Brief) - looks like they're keen to see processing capabilities established in Africa (see page 8) - https://www.afdb.org/en/documents/dozen-critical-minerals-africas-inclusive-growth-and-development

"Graphite presents time-sensitive opportunities as battery-grade demand accelerates.......The continent’s competitive advantage lies in natural graphite’s lower emissions profile compared to synthetic alternatives..........However, Africa’s limited purification and spheroidization capacity means lost opportunities for industrialisation, skills development, and supply chain integration. The window for establishing processing capabilities before global supply chains consolidate elsewhere is narrowing".

I've no idea who wrote that tweet yesterday and used the word 'transformational' to describe the disclosures we can expect, but if it was our CEO then I would hope the chances of this going wonky are pretty slim.

They don't call you Big_kahuna for nothing.