Member Info for Wiseinvestor23

https://www.gazettelive.co.uk/news/teesside-news/work-europe-first-lithium-plant-25230917?int_source=amp_continue_reading&int_medium=amp&int_campaign=continue_reading_button

https://www.thenorthernecho.co.uk/news/23083559.new-lithium-plant-make-49bn/

We get to invest in Europes first lithium refinery, while there worth sub 13 million and we know £216mil full funding is arriving in Q1

On of the best investments opportunities to present themselfs in years - £10 is exactly 1/3rd of the funding amount - a 72mil mcap

Our management options granted in August 2022 ensure that Directors are completely aligned with shareholders.

Two-thirds vest after construction finance and commissioning deliverables and are only exercisable at a share price in excess of £5 per share for 10 consecutive days

Alkemy confirms that 100,000 options have been issued to consultants with a strike price of £1.50 per share. 40,000 of these options will vest only when the share prce trades at £5 per share or higher for 10 consecutive days and the remaining 60,000 shares will vest only when the share price trades at £10 per shares or higher for 10 consecutive days.

We are also advancing discussions with financiers for the funding of its LSM and LHM processing facilities and has received significant inbound interest including from private equity, structured bond providers and institutions.



As we intend to primarily finance and operate the LSM and LHM facilities via our operating subsidiary TVL, it is anticipated that there will be no significant dilution to Alkemy's shareholders as part of the proposed financing process.

£10 will be a 72mil mcap - it’s my target once the £216million is received

The board own circa 50% of shares and with options at £5 and £10 are incentivised not to dilute themselfs but get the SP up

Sub 13mil mcap currently

https://youtu.be/MR6GYC3lYhA

Funding questions answered in the last 7 minutes

ALK have specifically stated they do not want to deal with the government for the reasons britishvolt is experiencing - I agree it means more for ALK to process.

Europe has 0 lithium production and ALK will be supplying 15% of the required demand

Sub 13mil mcap - £216mil full funding in Q1 derisking them to 160mil EBITDA per annum at the end of 2024, building up to 600mil EBITDA per annum

Still very early on this journey - some profit taking today and will fall back to sub 13mil after briefly breaking 14mil mcap - £216mil mcap - one of the best investments iv seen in years, short medium and long term

We are also advancing discussions with financiers for the funding of its LSM and LHM processing facilities and has received significant inbound interest including from private equity, structured bond providers and institutions.



As we intend to primarily finance and operate the LSM and LHM facilities via our operating subsidiary TVL, it is anticipated that there will be no significant dilution to Alkemy's shareholders as part of the proposed financing process.

The board own circa 50% of shares and have options at £5 and £10 - £10 is a 71mil mcap - achievable after £216mil funding

£3 is sub 20mil mcap

And a 21.6mil mcap is only 1/10th of the funding amount - £216 due in a Q1

Completely derisking Europe's first lithium refinery to hundreds of millions of profit per annum

I get to invest when only valued at 13mil mcap? One of the best opportunities iv seen in years

https://www.gazettelive.co.uk/news/teesside-news/work-europe-first-lithium-plant-25230917?int_source=amp_continue_reading&int_medium=amp&int_campaign=continue_reading_button#amp-readmore-target

https://www.thenorthernecho.co.uk/news/23083559.new-lithium-plant-make-49bn/

“The LHM facility will process feedstock imported from various sources to produce 96,000 tonnes of a premium, low-carbon lithium hydroxide annually, representing around 15% of Europe’s projected demand.

The project is the first of its kind in the UK, the biggest in Europe and will when completed be a key supplier to UK and European giga factories, electrical vehicle and battery storage industries."

With regard to feedstock and partnerships, in July the company signed a partnership agreement with Traxys, a leading global physical trader and merchant in metals and natural resources, to source and supply lithium feedstock for its processing facilities.

This month, the Alkemy and TVL team hosted two separate site visits to showcase the impressive 'plug and play' facilities at the Wilton International Chemicals Park located in Teesside UK.



Guests included the company's leading supply partner and global trading house Traxys, as well as a number of interested institutional investors and key local government members who each showed strong support for the project.



Issue of Options



Alkemy confirms that 100,000 options have been issued to consultants with a strike price of £1.50 per share. 40,000 of these options will vest only when the share prce trades at £5 per share or higher for 10 consecutive days and the remaining 60,000 shares will vest only when the share price trades at £10 per shares or higher for 10 consecutive days.

13mil mcap

£216mil funding in Q1

Dersiking the path to generating 160mil EBITDA per annum at the end of 2024 - and to build up to 600mil per Annum.

13mil mcap? £216mil funding Q1 - $3.9bn NPV

We are also advancing discussions with financiers for the funding of its LSM and LHM processing facilities and has received significant inbound interest including from private equity, structured bond providers and institutions.



As we intend to primarily finance and operate the LSM and LHM facilities via our operating subsidiary TVL, it is anticipated that there will be no significant dilution to Alkemy's shareholders as part of the proposed financing process.

Hi all

So this one's blowing my mind a little bit

So your telling me, I get to invest in Europe's first lithium refinery

When it's worth 13million

And that between now and the end of Q1 23, within 5 months - there gonna recieve £216million - 16.6x the current mcap?

Derisking them to High Hundreds of Millions of Profit Per Annum?

What's the 13mil mcap gonna be when they recieve £216million

What's the mcap gonna be in 24 months when Europe's first lithium plant will be producing 15% of Europe's projected demand? High hundreds of millions of profit in 24 months?

A partnership with BP

They have a MOU with a 8bn annul turnover group to provide all the feedstock for when production starts

A $3.9bn NPV

Options at £5 and £10

Are we gonna have a 39mil mcap after we recieve £216million? 3x our money

Are we gonna have a 65mil mcap after recieveing £216million - derisking us to High hundreds of millions of profit per year? 5x our money, would a 65mil mcap still be cheap?

What's the mcap gonna be in 24 months when we start producing?

Is it too right to be wrong? Or too good to be true? Tell me, because to me it looks like from here and funding I’m gonna 3-5x my money minimum - but I keep thinking, a company given £216 million, completely derisking them to produce hundreds of millions of profit per annum - to supply 15% of the lithium for Europe, could it be worth 130million funded? A 5 month 10 bagger? What’s the Mcap gonna be when production starts in 24months?

Prize*

Building nicely towards the real price - funding within Q4

Mcap still 60x less than the NPV

6mil mcap

15% owned by major sandfire resources

JV with 17bn First Quantum minerals were they are the operator on our 40km copper target

Still just over the IPO price - 10x+ potential from here

https://www.theafricareport.com/252413/first-quantum-bets-on-zambia-to-address-global-copper-nickel-shortage/

https://stockhead.com.au/resources/caught-short-miners-say-graphite-is-poised-to-be-lithium-2-0/

https://www.asianmetal.com/Graphite/

Graphite prices already higher than this used for the PFS and will be continuing to rise as we move towards production.

8mil mcap - tier 1 graphite deposit to receive full funding within 9 weeks

https://twitter.com/blencoweres/status/1584444928083755009?s=46&t=IUBvQbR17972oDqTxn-CYA

Crazy to think 9p would still only be a 15mil mcap - for a fully funded tier 1 asset derisked to becoming a 100mil EBITDA generator per annum

12p+ 20mil mcap target for me

https://twitter.com/blencoweres/status/1584444928083755009?s=46&t=IUBvQbR17972oDqTxn-CYA

Blencowe Resources ("Blencowe" or the "Company") (BRES:LON), is pleased to note the publication of a new research note by First Equity Limited on the Company's Orom-Cross graphite project, located in Uganda.

In the note, First Equity Limited, using the new PFS numbers, have updated their risked valuation model, based upon a revised NPV8 of $482m for Orom-Cross and by applying a 30% development/resource, 50% finance and 25% country risk factors to derive an estimated £105.4m (prev. £43m) value.

A £105.4m risked graphite project value equates to a price per share of 59p, which is more than double their previous 27p target and represents an uplift of around 18 times from the current share price.

Funding sometime within the next 9 weeks

These are tremendous results for our Project and once again highlight the disconnect between the value of Orom-Cross and our current public market valuation. With a current market cap of circa £4M, excluding our nickel project and existing cash, we are trading at approximately 1% of our NPV and at 5% of our expected average annual EBITDA figure. With the PFS now finalised we would expect interest to grow and the inherent value in the Company to be recognised."

Only company I hold with broker target 16x higher than the current price

Based on less than 2% of the 2-3billion tonnes

DYOR - I recommend listening to the most recent Q and A

BRES

"The Orom-Cross NPV (Net Present Value) of US$482M is excellent, especially in relation to this lower capex, and proves that this is a standout graphite project. The 14-year long mine life can be extended at any time with additional drilling at Orom-Cross, whilst the concentrate is of high quality with specific element content that is unique and which will elevate market demand for all of the end-products we sell.

These are tremendous results for our Project and once again highlight the disconnect between the value of Orom-Cross and our current public market valuation. With a current market cap of circa £4M, excluding our nickel project and existing cash, we are trading at approximately 1% of our NPV and at 5% of our expected average annual EBITDA figure. With the PFS now finalised we would expect interest to grow and the inherent value in the Company to be recognised."

59p broker target
A well advanced "junior" that has already proved a tier 1 deposit and will recieve non dilutive funding within the next 9 weeks
6mil mcap?

#BRES "Our anticipation would be to complete project level funding by the end of this year at the latest & go from there in terms of delivering the DFS.

The partner that we choose to fund the DFS would be a partner that we believe is capable of funding the capital requirement "

I like the word “choose” mentioned in the q and a at the end of the interview that there’s more than one interested party at the table and that something concrete will be announced in the short term. Funding within the next 9 weeks

Blencowe Resources ("Blencowe" or the "Company") is pleased to provide an update on its ongoing Pre-Feasibility Study at its priority Orom-Cross graphite project. Orom-Cross is a substantial graphite deposit with an estimated 2-3 billion tonnes, of which the first 20 years life of mine has already been drilled out. However the deposit is so vast that this represents less than 1% of the estimated graphite within the tenements. Furthermore, the graphite is shallow and Blencowe will be mining to just 25 meters which means low cost mining from a free dig open cut operation.

Pre-Feasibility Study (PFS) Highlights



o Net Present Value (post-tax) of US$482M, a 52% increase on previously reported Preliminary Economic Assessment (PEA)

o IRR (post-tax) of 49%

o 14-year mine life, which can be increased by additional drilling

o US$499/t operating cost (FOB Mombasa port), underlining one of the lowest cost graphite projects worldwide

o US$1,307/t weighted average sales price for basket of end-products

o Initial Capital requirement reduced by 23% from PEA 2021 to US$62M

o US$1.398 billion EBITDA delivered over life of mine, average US$100M EBITDA p.a.

o US$1.073 billion cumulative Net Cash delivered from project over life of mine

o 36,000tpa end-products as 96-97% LOI concentrates in year 1, ramping up in stages thereafter to 147,000tpa

o ~50% of end-product in higher value +100 to +50 mesh fractions

o Blencowe to apply for Free Trade Zone License (FTZL) in 2H 2022, which in turn will bring considerable advantages, including a 10-year corporate tax exemption

6mil mcap?