Member Info for Wiseinvestor23

+ 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

Darryn McClelland, Chief Executive Officer of Asiamet, commented:

 

"Completion of the power study represents the final technical building block for BKM Stage 1. Importantly, it reflects the benefit of early lender engagement ensuring that our study aligns with the expectations of our financing partners and positioning us to move quickly into financing.

 

What we are delivering in BKM Stage 1 is a de-risked, construction-ready project targeting approximately 10ktpa of copper cathode - a strategically positioned, scalable supply source of copper into Asia'srapidly growing copper demand centres. Stage 1 unlocks a platform for broader development across the KSK licence area, where we see significant longer-term value potential.

 

With this major milestone complete, our immediate focus shifts to publication of the Optimised Feasibility Study and the transition to project financing. The Company also continues to receive inbound interest from groups looking to engage once the final OFS is published

https://www.linkedin.com/posts/rajeshcms_headline-copper-is-the-next-gold-billionaire-activity-7319004534515630080-x9FF?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Dyor, large copper asset on the doorstep of completing the OFS, leaving only funding. Copper price trend will be up throughout the remainder of the year

Highlights:

· 73%[1] increase of post-tax Net Present Value ("NPV10%") to US$1.97 billion and 56% internal rate of return ("IRR").

· Average annual free cash flow from start-up to closure is estimated to be US$342 million.

· The Project is estimated to generate a total of US$9 billion in gross revenues, US$4.9 billion in net operating profit and US$4.6 billion in free cash flow over its 15-year mine life.

· Revised processing plant design to produce 67.5% Iron ("Fe") DR-grade iron ore concentrate at an average[2] rate of 5.5 million metric tonnes per annum ("Mtpa").

· Free on Board ("FOB") C1 Cash Costs US$33.7 per dry metric ton ("DMT") at the port of Santana. Cost and Freight ("CFR") C1 Cash Costs US$61.9/DMT in China.

· Pre-production capital of US$377 million, and the payback period is reduced to 3 years due to higher free cash flows.

 

Cadence CEO Kiran Morzaria commented: "This significant update to the Amapá Prefeasibility Study, which includes the DR-grade concentrate flow sheet, reinforces our firm belief that the project can add substantial value to Cadence. The increased net present value of $1.97 billion and improved post-tax internal rate of return reflect significant advancements in the project's robust economics.

 

The Amapá Project represents a well-developed and largely de-risked opportunity, featuring established mineral reserves, advanced environmental permitting, and complete control of integrated rail and port infrastructure. This ownership and control of the infrastructure contribute to the project's low-cost base and will enable the pursuit of regional expansion opportunities, with substantial resources located within 30 kilometres of the existing rail line. In addition to the DR-grade flow sheet, the project will use 100% renewable energy sources. We anticipate this will help us achieve one of the lowest carbon footprints in the region while still delivering a robust and highly profitable project.

The most recent Regulatory News Service (RNS) announcement from European Metals Holdings regarding the Just Transition Fund (JTF) is the "Quarterly Activities/Appendix 5B Cash Flow Report" dated 30 January 2025. In this report, the company stated that the initial JTF grant application for the Cinovec Project had been reduced from CZK 1.12 billion to CZK 0.8 billion (approximately €31 million). This adjustment reflects a more focused funding request for early-stage works, including the mine portal area, exploration adit, and access road, which can proceed under existing exploration licenses without requiring an Environmental Impact Assessment. The Regional Standing Conference recommended this sub-project for JTF support, with final approval pending from the Czech Ministry of Environment.

This can land at anytime - nows a smart time to be buying approaching q2 end/Q3

12:39PM 24/04/2025

What would you say the chances are of either application being successful for strategic project status. Thank you 

GreenRoc Strategic Materials

LSE:GROC

01:53PM 24/04/2025

Thanks for your question - and of cause a hard one to answer: When we, back in August 2024 worked through the application template and carefully read the guidelines and requirements, I can say that we ticked all the boxes. In my opinion our Amitsoq vertically integrated project is the most technically feasible graphite project  in Europe today, so I base my expectations on that. The announcement should be imminent from what is being communicated. 

best regards

Stefan

https://greenrocplc.com/activity-updates/whats-on-for-greenrocs-amitsoq-project-in-2025

2 open applications - still only a circa 8mil mcap after the recent rise. We ticked all boxes, the most technically feasible graphite project in Europe,

Imminent - a potentially company making week ahead. Good luck all