Member Info for Wiseinvestor23

Https://youtu.be/9VhKVtYSX2U?si=OIyegyQv-xsEBNdm

For mentioned of the UK offtaker at circa 7minutes on the 20th of May

"We have become involved with some funding opportunities through into the UK, and hopefully were be announcing a UK offtaker in the near future which gives us the ability to get UK government support, and that's going to be very very critical I think in terms of where we go with stage 1"

https://youtu.be/lH9ZYrBql-0?si=tmcH7nYqnx_OV0VH another mentioned on the 30th of may  "that we hope to announce soon"

For anyone unaware - also anticipating another trance of DFC Us gov money anyday now

Https://youtu.be/9VhKVtYSX2U?si=OIyegyQv-xsEBNdm

For mentioned of the UK offtaker at circa 7minutes on the 20th of may

"We have become involved with some funding opportunities through into the UK, and hopefully were be announcing a UK offtaker in the near future which gives us the ability to get UK government support, and that's going to be very very critical I think in terms of where we go with stage 1"

https://youtu.be/lH9ZYrBql-0?si=tmcH7nYqnx_OV0VH Another on the 30th of may "that we hope to announce soon"

Would expect DFC money any now also - first assays have been in the labs for circa 8 weeks, shouldn't be far off

https://x.com/blencoweres/status/1940291526527177177?s=46&t=ug9qDLMNERuMFhW_Se-MBw

13mil mcap...would expect the previous 492mil npv to very conservatively double on DFS leading into full project funding - undervalued investment opportunity that i believe short medium and long term does very from here imo - dyor, timing

Take a look at the drill core photo in this weeks RNS - still so much mineralisation at 112meters. Mike mentioned in the interview with Ian, hitting the mineralisation much deeper can "extrapolate the numbers considerably". First assays cant be far off, 230 holes drilled is massive with only a few deeper holes left.

The DFS will include the increased tonnage -the increase to 200,000tpa, the SPG uplift, and targeting a reduced AISC and higher avarage selling price, any increase in grade from 6% is also a huge +. Already massively undervalued approching a huge DFS. Looking forward to more US government money soon, like mike said its not for no reason - to UK finance and offtake news - and the safeloop news recently was a huge, 99.98% purity after a long testing process, bres are the Exclusive supplier and they can a 100,000 tpa offtake by themselves - the reason why bres are now also talking to European Investment bank.

The DFS is expected to play a pivotal role in unlocking value through strategic offtake partnerships and securing project-level funding - such as with DFC - and other parties already engaged in early-stage discussions that could see full-scale development financing aligned to the Definitive Feasibility Study's completion.

Soon to have a 1bn+ NPV - alot of asset and upside from the current 12mil mcap, we could be double this right now and would still undervalued. More Us gov money due anyday, looking forward to UK offtake and finance partner news and to hearing about the finance discussions with the European Investment Bank in an RNS

Hey all, I keep trying to calculated what the figures will be in the DFS - considering the pfs had a 24.5mt resource, 482mil NPV, 49% IRR at a $1307 AISC, 6% avarage grade and 100,0001ts production off of 6700meters of drilling. The DFS will include double the drilling ( the core videos look "exceptional", with Ian last week saying there been extensive ore intervals from surface to the bottom of the holes, including the deeper drilling to 100 - 120meters - PFS drilling was all to 30meters ) from the picture in the RNS, the surface area of new drilling is slightly more than all previous, with Beehive 2-3kms away - will include the SPG uplift, increase of production to 200,000tpa - a reduced AISC and increased avarage sales price - also possible increase of grade.

Factoring all this in - we should conservatively end up with a 1bn+ NPV and very high IRR/profit margin. The current 10mil mcap will be circa 1% of that and would be incredibly undervalued - more US gov money coming is not for no reason but to be a funding partner - as well as the AFC, in funding discussions with the EIB was a huge new development and the UK offtake/finance news sounds like it will be announced soon. Iv held for over 3 years and now the DFC are back on track, we have a news rich period leading into DFS completion and funding. Expecting the next 750k trance of us gov money, and the UK offtake and finance news anyday now

https://www.linkedin.com/posts/critical-minerals-hub-plc_criticalminerals-criticalmineralshub-mineralsupplychain-activity-7335693309987708929-UCeC?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

+ new/old offtake agreements into binding

Uk funding

And Mike mentioned in funding discussions with the European Investment Bank

Https://www.linkedin.com/posts/east-star-resources_est-kazakhstan-copper-activity-7335568440600031233--j8Y?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Imminently....

Https://youtu.be/lH9ZYrBql-0?si=exI1EJTQ0dCNJkkR

I like that the first time mike spoke, it was to add "Extrapolates the numbers considerably" 😂

The big takeaways from the interview for me were;

The Drill cores are showing extensive intervals of ore all the way down to the bottom of the drill holes from surface - the deeper drill holes have been showing continuous ore all the way down 100 - 120meters. This would bring the best case scenario's for the DFS numbers if successful. First assays are in pending.

https://x.com/BlencoweRes/status/1922203465603813402?s=19

And all the details on current financing intrest; the DFC, like mike said, the $5million non dilutive grant to bres wasnt for nothing, but for then to become involved as a cornerstone debt provider for the overall funding, they have made a priorty and the next 750k trance expected shortly - the AFC, referenced the EOI RNS for project equity level funding, i personally would love it if it was the African finance corporation that took a % of orom cross in exchange for phase 1 funding rathen than western entity - the EIB European investment bank via Safeloop where tests have been going "exceptionally well" (potiencially a 100,000kpta offtake by itself, Bres the exclusive supplier ) Intrest from the EIB is huge and project horizon has a 100bn planned spend - and lastly the UK for offtake/government grant funding which sounds not far from being announced.

Phase 1s production amount is already majority covered to sell by the current offtake MOUs.

Project funding to be "wrapped up" as quickly as possible after the DFS is announced.

https://www.linkedin.com/posts/blencowe-resources_bres-activity-7333797745926795264-vszk?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Currently a circa 10mil mcap - Imo, BRES has a huge 2025 and beyond ahead from here and alot of unrealised upside Vs the current risk - as always Dyor - for me as a LTH nows things are getting exciting. Atb

Https://x.com/BlencoweRes/status/1927296385109430345?s=19

https://dailyexpress.co.ug/2025/05/25/billion-tonne-graphite-discovery-could-make-kitgum-ugandas-dubai/

Orom-Cross Valuation Summary

1. PFS Snapshot

- NPV (post-tax @ 8%): $482 million

- Resource used: 24.5 Mt (JORC 2022)

- Grade: 6.0% TGC

- AISC: $499/t, Production: 101,000 tpa

- LoM: 20 years, CapEx: $62M

- EBITDA: $1.398B, Free Cash: $1.1B

- Project CapEx (Phased, Full-Scale): Estimated $90-110 million

- Note: PFS based on shallow (~30m) drill holes, indicating significant upside with deeper intercepts.

2. DFS Outlook – Phase 7 & Deeper Drilling

- Drill area expanded 125–150%

- New zones: GT_918, Western Syncline

- New targeted drilling area: Beehive (further south, showing scalability)

- Resource base target: 50–60 Mt

- Deeper intercepts >30m show strong continuity

- Grade expected: 6.5% TGC, AISC:

Orom-Cross Valuation Summary

1. PFS Snapshot

- NPV (post-tax @ 8%): $482 million

- Resource used: 24.5 Mt (JORC 2022)

- Grade: 6.0% TGC

- AISC: $499/t, Production: 101,000 tpa

- LoM: 20 years, CapEx: $62M

- EBITDA: $1.398B, Free Cash: $1.1B

- Project CapEx (Phased, Full-Scale): Estimated $90-110 million

- Note: PFS based on shallow (~30m) drill holes, indicating significant upside with deeper intercepts.

2. DFS Outlook – Phase 7 & Deeper Drilling

- Drill area expanded 125–150%

- New zones: GT_918, Western Syncline

- New targeted drilling area: Beehive (further south, showing scalability)

- Resource base target: 50–60 Mt

- Deeper intercepts >30m show strong continuity

- Grade expected: 6.5% TGC, AISC:

Https://youtu.be/WrG_8n80wAU?si=0kyYzAxf2y_XMx2Z

https://youtu.be/gbpLDyz6UGE?si=NGjWKLVAJWumBJIp

DFS in next coming months, with alot of news in between - Im curious to know who the new UK offtaker will be ( JLR or Nissan would be huge ) and to hear more details about futher financing partners intrest at the project level.

Bres has been a coiled spring for a long time - DFC money continuing to come in means no placings - another 750k to follow shortly - and project finance shortly after DFS completion.

Huge upside vs downside and risk from the current 11mil mcap short medium and long term from here - Tier 1 asset, funding partners in the DFC and AFC, offtakers and will be derisked to eventually become a tier 1 green graphite producer. Into the teens on DFS completion and more on the project funding that follows imho - first production 2026, 50,000 tpa from 2027 - doubles in 2028 and again in 2029 - at that point will be generating circa 200mil profit per annum at a conservative $500 AISC, the current graphite prices, using the lowest estimated sale prices for the SPG

Https://youtu.be/WrG_8n80wAU?si=0kyYzAxf2y_XMx2Z

https://youtu.be/gbpLDyz6UGE?si=NGjWKLVAJWumBJIp

DFS in next week months, with alot of news in between - I curious to know who the new UK offtaker will be, and more details about futher financing intrest at the project level.

Bres has been a coiled spring for a long time - DFC money continuing to come in means no placings - a project finance shortly after DFS completion. 11mil mcap - tier 1 asset, funding partners, offtakers and will be derisked to eventually become a tier 1 producer. Into the teens on DFS completion and more on funding imho

Bres - 10mil mcap

Tier 1 asset

2 tier 1 funding partners in the DFC and the AFC while speaking to others also

Tier 1 offtakers

Calling it bottom found and undervalued while we wait for the DFCs final non dilutive grant funding - yesterday's interview confirmed fully funded for all current operations and DFS completion - leaving only project funding. Phase 1 productions small plant is 6 month build with first production in 2026

From the current price bres is 24month 10bagger+ and more on phase 3 onwards based on the projected production. With the SPG facility allowing higher sale prices and a sub 500 AISC the IRR will be substantial.

Calm before the storm - undervalued derisked tier 1 asset, sub 10mil mcap

Https://eitrmsummit.com/2025/programme?tab=

Based on Stepans reply, id expect the announcement anytime between now and the 15th

As long as bres still receives the final 1

5mil DFC payment lime mike is saying they will - i think this range is the lowest bres ever sees, DFS due June july with funding to follow - majority of offtake already wrapped up, 2 financing partners and other intrested - undervalued on the asset and stage of development. From the current circa 9mil mcap, BREs has 12 - 24 10 bagger+ potiencial and I cant see any Major risks other than a possible final small placing if the DFS money is futher delayed.

Mike's recent graphite round table showed hes a CEO I believe it to get orom cross into production - phase 1 is in 2026

Still only a circa 8mil mcap

https://greenrocplc.com/activity-updates/greenroc-strategic-materials-remains-on-track-to-become-europes-1st-domestic-graphite-supplier

Https://x.com/UOGPLC/status/1916776205711294796?s=08

2.5mil mcap - 7bn barrels, possibly a 10bagger+ pre drill if they do get the JV - that it by far the most Bullish iv seen the company over the last 24 months.

It was 18.9

Any wiff of strategic investment or funding and this multibags. 2bn NPV and 6mil value is crasy for there third of it. Easy buy and hold from these levels from me - especially after not long raising cash