Member Info for Wiseinvestor23

Https://www.linkedin.com/posts/focusir_groc-groc-mining-ugcPost-7321094300379865088-HxZo?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Https://greenrocplc.com/activity-updates/whats-on-for-greenrocs-amitsoq-project-in-2025#question-section

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

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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://www.linkedin.com/posts/greenroc-mining-plc_whats-on-for-greenrocs-amitsoq-project-activity-7321064111780319232-urgW?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

• GreenRoc announced significant improvements to its previously published PFS for the establishment of a downstream AAM plant, indicating a pre-tax Net Present Value (NPV8) of US$942 million with an IRR of 35.4%, total gross revenue of US$6.5 billion over a 22-year period, with a four-year payback period

Still only a 6mil mcap. Great new video released today, alot of talk on offtake agreements

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

Sorry genuine accident- correct post

Https://www.linkedin.com/posts/stefan-bernstein-51514a1a_evs-vs-gas-vehicles-what-are-cars-made-activity-7320155410542280705-i7j-?utm_source=share&utm_medium=member_ios&rcm=ACoAADdFi9oBNuz8vQH6KL-UhXwivqk5oAl2sIw

Undervalued approching DFS while funding is advanced

Morning

This week and next are potentially the most transformative period in the companies history.

The selected strategic projects under the CMRA are basically the EU giving themselves critical raw mineral self sufficiency as long as they bring all them online. To be selected is to be given political priority, be fast tracked, supported with funding both for large non dilutive grants and also connections to the major banks like European investment bank ect - also high level partnerships.

It was intresting to see greenroc last week with such a lineup - and also all of Stefans Linkedin posts about date release are not taken from the public space so hes being kept updated.

The quality and size of the asset makes them legitimate front runner, two separateapplications - let's see what the next 2 weeks bring, i expect the Loi with the ES exim to be extended given trumps current intrest in Greenland for its mineral and strategic location.Good luck all, specially long term holders

https://www.linkedin.com/posts/stefan-bernstein-51514a1a_strategic-projects-in-eu-partner-countries-activity-7315637852875243520-cHBI?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/euromines_euromines-rawmaterials-strategicautonomy-activity-7317449083105792001-1Qgf?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/stefan-bernstein-51514a1a_commission-selects-47-strategic-projects-activity-7310270164858527745-c9-j?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

For anyone not aware - projects given strategic project status are essentially derisked to projection - given non diluting funding, geopolitical support and major partnerships. If granted strategic project status Groc can have a 100mil+ in the 2028, undervalued currently on asset basic alone - but Strategic project status who he a catalyst for a huge rerate from the current priced to fair valuation

https://www.linkedin.com/posts/stefan-bernstein-51514a1a_strategic-projects-in-eu-partner-countries-activity-7315637852875243520-cHBI?utm_source=share&utm_medium=member_ios&rcm=ACoAADdFi9oBNuz8vQH6KL-UhXwivqk5oAl2sIw

Also for anyone that didnt watch this

https://www.linkedin.com/posts/euromines_euromines-geopolitics-rawmaterials-activity-7314912340217393152-aYNy?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Https://www.linkedin.com/posts/stefan-bernstein-51514a1a_strategic-projects-in-eu-partner-countries-activity-7315637852875243520-cHBI?utm_source=share&utm_medium=member_ios&rcm=ACoAADdFi9oBNuz8vQH6KL-UhXwivqk5oAl2sIw

Next week or the week afterwards..sub 4mil mcap, if strategic project status is granted on either application - a 12.5mil mcap would still be undervalued.

GreenRoc Strategic Materials' Amitsoq Graphite Project in southern Greenland is distinguished by its exceptionally high-grade flake graphite deposit. The project boasts a combined measured, indicated, and inferred JORC resource of 23.05 million tonnes at an average grade of 20.41% graphitic carbon, totaling approximately 4.71 million tonnes of contained graphite. This grade significantly surpasses the global average of 8.45% for graphite resources, positioning Amitsoq among the highest-grade graphite deposits worldwide.

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GreenRoc Strategic Materials has submitted two applications for "Strategic Project" status under the European Union's Critical Raw Materials Act (CRMA)

Dyor

https://www.linkedin.com/posts/dansk-center-for-energilagring_inspiring-talks-and-workshop-across-daces-activity-7316091032440389632-WFgk?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

Https://www.linkedin.com/posts/stefan-bernstein-51514a1a_strategic-projects-in-eu-partner-countries-activity-7315637852875243520-cHBI?utm_source=share&utm_medium=member_ios&rcm=ACoAADdFi9oBNuz8vQH6KL-UhXwivqk5oAl2sIw

Next week or the week afterwards. 3.5mil mcap - 2 open applications for Strategic Project Status

Here’s a ranking of the top non-EU European countries with the most attractive graphite deposits based on grade, size, and strategic importance:

Top Graphite Deposits in Non-EU Europe

1. Greenland – Amitsoq Graphite Project (GreenRoc Strategic Materials)

Grade: 20-28% TGC (one of the highest globally)

Size: Growing resource, significant expansion potential

Use Case: EV battery-grade graphite

Why It’s Attractive: Extremely high-grade, growing reserves, strategic geopolitical interest

2. Ukraine – Zavalievsky Graphite (Zavalievsky Group / Volt Resources)

Grade: ~6-8% TGC

Size: One of Europe’s largest graphite mines, operational

Use Case: Battery anodes, lubricants, industrial applications

Why It’s Attractive: Established producer, strategic location for European markets

3. Norway – Skaland Graphite (Mineral Commodities Limited)

Grade: 20-25% TGC

Size: Largest natural flake graphite producer in Europe

Use Case: High-purity battery applications

Why It’s Attractive: Only active European graphite mine outside of Russia, consistent production

4. Turkey – Oysu Graphite Project (Various explorers, developing stage)

Grade: 10-20% TGC (est.)

Size: Large but underexplored potential

Use Case: EV batteries, industrial applications

Why It’s Attractive: Turkey’s mining-friendly policies and proximity to Europe

5. Serbia – Jadar Project (Rio Tinto, lithium-graphite hybrid project)

Grade: Lithium-boron-graphite combination

Size: One of the largest lithium-graphite deposits in Europe

Use Case: EV batteries (lithium-graphite integration)

Why It’s Attractive: Strategic for EV supply chains, but faces environmental opposition

Other Notable Deposits in Non-EU Europe:

6. Switzerland – Ticino Graphite Project (Small but high-grade deposit, niche market potential)

7. Albania – Bulqiza Graphite Project (High-purity graphite potential, underexplored)

8. Bosnia & Herzegovina – Central Bosnia Graphite Project (Exploration-stage, promising grades)

9. Russia – Several deposits, but geopolitical risks make them unattractive

10. Kazakhstan – Kara-Oba Graphite Deposit (Large-scale potential, but more focus on uranium and rare earths)

Conclusion:

If you're looking at grade and strategic importance, Greenland’s Amitsoq and Norway’s Skaland lead the way. If you want established production, Ukraine’s Zavalievsky and Norway’s Skaland are key. Turkey and Serbia have strong development potential but face potiencial challenges.

Here’s a ranking of the top non-EU European countries with the most attractive graphite deposits based on grade, size, and strategic importance:

Top Graphite Deposits in Non-EU Europe

1. Greenland – Amitsoq Graphite Project (GreenRoc Strategic Materials)

Grade: 20-28% TGC (one of the highest globally)

Size: Growing resource, significant expansion potential

Use Case: EV battery-grade graphite

Why It’s Attractive: Extremely high-grade, growing reserves, strategic geopolitical interest

2. Ukraine – Zavalievsky Graphite (Zavalievsky Group / Volt Resources)

Grade: ~6-8% TGC

Size: One of Europe’s largest graphite mines, operational

Use Case: Battery anodes, lubricants, industrial applications

Why It’s Attractive: Established producer, strategic location for European markets

3. Norway – Skaland Graphite (Mineral Commodities Limited)

Grade: 20-25% TGC

Size: Largest natural flake graphite producer in Europe

Use Case: High-purity battery applications

Why It’s Attractive: Only active European graphite mine outside of Russia, consistent production

4. Turkey – Oysu Graphite Project (Various explorers, developing stage)

Grade: 10-20% TGC (est.)

Size: Large but underexplored potential

Use Case: EV batteries, industrial applications

Why It’s Attractive: Turkey’s mining-friendly policies and proximity to Europe

5. Serbia – Jadar Project (Rio Tinto, lithium-graphite hybrid project)

Grade: Lithium-boron-graphite combination

Size: One of the largest lithium-graphite deposits in Europe

Use Case: EV batteries (lithium-graphite integration)

Why It’s Attractive: Strategic for EV supply chains, but faces environmental opposition

Other Notable Deposits in Non-EU Europe:

6. Switzerland – Ticino Graphite Project (Small but high-grade deposit, niche market potential)

7. Albania – Bulqiza Graphite Project (High-purity graphite potential, underexplored)

8. Bosnia & Herzegovina – Central Bosnia Graphite Project (Exploration-stage, promising grades)

9. Russia – Several deposits, but geopolitical risks make them unattractive

10. Kazakhstan – Kara-Oba Graphite Deposit (Large-scale potential, but more focus on uranium and rare earths)

Conclusion:

If you're looking at grade and strategic importance, Greenland’s Amitsoq and Norway’s Skaland lead the way. If you want established production, Ukraine’s Zavalievsky and Norway’s Skaland are key. Turkey and Serbia have strong development potential but face challenges.

https://www.linkedin.com/posts/euromines_euromines-geopolitics-rawmaterials-activity-7315281176443703296-5GIx?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

https://www.linkedin.com/posts/stefan-bernstein-51514a1a_commission-selects-47-strategic-projects-activity-7310270164858527745-c9-j?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnM

Https://www.linkedin.com/posts/stefan-bernstein-51514a1a_commission-selects-47-strategic-projects-activity-7310270164858527745-c9-j?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

GreenRoc Strategic Materials' Amitsoq Graphite Project in southern Greenland is distinguished by its exceptionally high-grade flake graphite deposit. The project boasts a combined measured, indicated, and inferred JORC resource of 23.05 million tonnes at an average grade of 20.41% graphitic carbon, totaling approximately 4.71 million tonnes of contained graphite. This grade significantly surpasses the global average of 8.45% for graphite resources, positioning Amitsoq among the highest-grade graphite deposits worldwide.

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GreenRoc Strategic Materials has submitted two applications for "Strategic Project" status under the European Union's Critical Raw Materials Act (CRMA):

1. Amitsoq Graphite Mine in South Greenland: GreenRoc has submitted the Project Description for the Amitsoq Graphite Mine to the Government of Greenland, aiming to secure an exploitation license. Once approved, the project will enter a public consultation phase, a crucial step toward obtaining the necessary permits for mining operations.

2. Active Anode Materials (AAM) Plant in Southern Norway: GreenRoc has signed a Letter of Interest with Otra Holding to reserve a 100,000m² area in Eyde Materials Park for its planned AAM production plant. This location offers advantages such as low energy costs and proximity to renewable energy sources.

If either get granted strategic project status, a 15mil mcap will still be cheap. Dyor

https://www.linkedin.com/posts/stefan-bernstein-51514a1a_at-last-an-opportunity-for-uk-investors-to-activity-7311774181862313984-8mi6?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

If they were to get strategic project status - it would be alot more than 100% rise imo - if Amitsoq gets strategic project status a 15mil mcap would still look small

Https://www.linkedin.com/posts/stefan-bernstein-51514a1a_commission-selects-47-strategic-projects-activity-7310270164858527745-c9-j?utm_source=share&utm_medium=member_android&rcm=ACoAADe2J_YBSBZUVuL6QadAXI43GtnMXw0_tnw

GreenRoc Strategic Materials has submitted two applications for "Strategic Project" status under the European Union's Critical Raw Materials Act (CRMA):

Amitsoq Graphite Mine in South Greenland: GreenRoc has submitted the Project Description for the Amitsoq Graphite Mine to the Government of Greenland, aiming to secure an exploitation license. Once approved, the project will enter a public consultation phase, a crucial step toward obtaining the necessary permits for mining operations.

Active Anode Materials (AAM) Plant in Southern Norway: GreenRoc has signed a Letter of Interest with Otra Holding to reserve a 100,000m² area in Eyde Materials Park for its planned AAM production plant.

Will be keeping an eye over the coming weeks after that LinkedIn post. Tiny mcap, great asset and two applications.

Https://youtu.be/vvAFYXS4Qsw?si=RUZ3Oqoc8vozharC

Ignore the noise and focus on the business- Nambia Jv sounds in the bag and not far at all - once announced the current mcap will look tiny. Dyor, atb. Good interview yesterday and exciting times ahead for the genuine investors

Https://youtu.be/vvAFYXS4Qsw

Nambia Farm out sounds in the bag and within weeks...Great interview

What today BS from someone watching intently

Syrah just had a forced majeure and BRES are the second graphite project the DFS are funding - smart investors know from yesterday things for even more interesting

Let alone the Mineral Security Partnership and the European consortium with the 100bn funding pool

The Sp is where it is because of the market - not because of BRES - the American government's investment into bres is currently more than half the mcap alone. A tier 1 asset, or critically needed minerals, with some of the lowest AISC world wide, at a time where the world desperately needs graphite sources outside of China - will never be left, BRES is substantially derisked for the substantial rewards. Happy to be investing in the company and asset while others gamble and chase short term rainbows. BRES time will come and for now we're undoubtedly undervalued

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.

6mil mcap....

Https://youtu.be/_Vy4sCaEiZw?si=XaivrL1cI7BIupLw

Still a long way to go

Https://youtu.be/lj3ciby5jgo?si=B_5vmjmDPgf4LtsR

Worth watching - "this could double jamicas annual GDP" they and the jamican government sound very serious while the Sp/mcap is still heavily price to fail. Any farmout and indeed a 30mil mcap would look cheap pre stud. Another presentation on Wednesday. Dyor

Https://smallcappix.com/blogdetail?id=40

https://x.com/BlencoweRes/status/1844988873174286466?t=dfty-_hyv0OkQm-wpuDJtg&s=35

https://www.youtube.com/watch?v=dFSMFspgPGI

Worth rewatching this recent interview - on the cusp on 3 - 4 strategic initiatives - tier 1 offtake agreements - statergic investor news overdue - one the DFS is completed in Q1 it's funding in the agenda and it can be any of the 14 countries of the MSP aswell as the DFS

Substantially dersiked at this point for the reward