Member Info for Spank.theMonkey

Full interview is up - https://thatstocksguy.substack.com/p/1c63ae19-e16d-4c74-baa0-823fe126d67e?postPreview=paid&updated=2025-11-04T12%3A05%3A57.053Z&audience=everyone&free_preview=false&freemail=true

I've just 'followed' Charles Archer on X but how do I listen in to the interview? - will a link just be posted to his account?

Tight spread (as the actress said to the bishop).

Computer909 - JUB Capital are no longer listed in significant shareholders on the website, just RAB Capital 4.9% now, must have been a mistake and been corrected.

Is this where we break free of the 6s for good?.....if not then it should be.

Another article on the Orion Critical Mineral Consortium which makes mention of Orom Cross - https://energycapitalpower.com/dfc-strategy-strengthens-u-s-access-to-africas-critical-minerals/

"Naheed said non dilutive funding from now on"......Naheed has said many things over the years......3 or 4 years ago she said SP should be 10p fair value (crazy)....she also said (after cancelling the director share purchase plan) that she would purchase shares as and when (hasn't bought a bean since then), how you can believe anything that woman says Lordsidcup is beyond me, gullible beyond belief.

Weird? - they're not listed in last years presentation either - https://blencoweresourcesplc.com/wp-content/uploads/2024/12/Blencowe-Presentation-Dec-2024-v1.pdf............or the prospectus (page 64) - https://blencoweresourcesplc.com/wp-content/uploads/2024/11/Blencowe-Resources-November-2024-Prospectus.pdf

They don't appear in the list of significant shareholders in the latest corporate presentation - https://blencoweresourcesplc.com/wp-content/uploads/2025/09/Blencowe-Presentation-Sept-2025.pdf

Sounds like Charles Archer may be interviewing MR this week? ( https://thatstocksguy.substack.com/p/small-cap-mining-november-review )......

"Blencowe I covered recently, and I plan to interview the company this week. During October, BRES completed its Stage 7 drilling programme, delivering strong results from both the Camp Lode and Northern Syncline deposits. Camp Lode has confirmed high-grade, near-surface mineralisation with intersections including 27.49m at 8.18% TGC, while the Northern Syncline demonstrates solid continuity across broad zones. These infill drilling results are feeding directly into an imminent JORC update, expected shortly, which will underpin the Definitive Feasibility Study scheduled for completion by the end of 2025. The project now encompasses four active graphite deposits — Northern Syncline, Camp Lode, Lyan, and Beehive — each demonstrating exceptional scale, grade, and continuity. International testing continues to validate the quality of Orom-Cross graphite across multiple applications. Apollo Energy Systems achieved approximately 12% enhanced performance in lead-acid battery cells using purified by-products from the SPG process, opening access to a market consuming over 50,000 tonnes annually across the US, Europe and Australia. Earlier testing by American Energy Technologies under the EU-funded SAFELOOP programme achieved 99.98 purity and produced EV anode materials containing over 68% natural graphite — one of the highest natural graphite loadings ever recorded — with exceptional performance consistency. The list of Tier 1 partners and backers is long. Deliver that DFS - and then get this thing sold".

Not replying to you Scaffman so don't concern yourself about that, just thinking out loud. Perhaps the government of a non mining country in Africa have a huge incentive to make said country a mining one, by all accounts they're pretty keen to see Orom Cross up and running (Mike's already on record praising them).......and not sure NASA would bother spending time having anything but exceptional quality graphite tested for use in the propellant of rockets (not to mention the EU's SAFELOOP project selecting OC as the exclusive supplier of natural flake graphite) but WTF do I know.

Scaffman, if it were not for the CEO being involved then I wouldn't feel quite the same about BRES, I admit that, however, he is involved (so it's academic) and he's progressed the project to an advanced de-risked stage without huge dilution.....and involved or not, Orom Cross has premium quality graphite (as proven by extensive testing and interest from NASA etc) and absolutely masses of it, near surface.....and by all accounts it should be cost effective to extract....so it's still a compelling proposition IMO......we'll know how compelling by year end latest.

I think MR said their "Internal" target for DFS is November, I guess the formal / RNS'd target is by year end (Q4)......under promise over deliver perhaps? (after previous delays?).....either way progress is good and in Mike we trust.

The recording on today's tweet was from the X Spaces with smallcappixuk on 9th October and the results he spoke of are the Camp Lode ones released on 21st October......if it's all the same with you I'll keep an open mind on the post DFS SP.

I suspect they mean imminently this time.

SGS Labs are finalising the last set of infill results for Northern Syncline. Due imminently. These will enable the upgraded JORC Resource focused on Reserves for the DFS. “We're nearly there. Once that’s complete, we’ll be able to finish the upgraded JORC Resource.”

https://x.com/BlencoweRes/status/1982773116591042860

I don't know anything about Ecograf or its BOD, I trust Mike Ralston, that's one of the main reasons I invested, I do know he said once that he considers Uganda as one of the top jurisdictions to do business in (mainly due to 'sovereign risk' being much less troublesome than some other African countries), he also mentioned Botswana, Namibia, Zambia, Kenya, and Ghana for similar reasons. He didn't mention Tanzania, although I understand that is one of the safer African countries in terms of tourism etc.

Also a good fit with Orom Cross given the green credentials and benefits to the locals in the region (hydro power, community agreements, job opportunities etc) - https://www.orionrp.com/culture

Orion Resource Partners, a metals-focused investment firm, announced Thursday, October 23, the formation of a new consortium, Orion Critical Minerals (Orion CMC). The entity was launched with $1.8 billion in initial capital, in collaboration with the U.S. DFC and the Emirati sovereign wealth fund ADQ. Its mission is to help the United States and its allies secure their supply of critical minerals. Orion CMC intends to bring together major global mining investors and operators to create a "multi-billion dollar platform for critical minerals investments." Stakeholders aim to inject up to $5 billion into the consortium's capital, with funds earmarked for developing the exploitation of critical minerals, particularly in emerging markets like Africa, where Washington's interest is growing - https://www.ecofinagency.com/news-industry/2410-49816-u-s-led-consortium-launches-1-8b-drive-to-loosen-china-s-grip-on-critical-minerals

DFS needed by MR in 5 weeks....

https://minesandmoney.com/london/index

https://minesandmoney.com/london/speakers/mike-ralston