Member Info for Wiseinvestor23

Computer905

Your should catch up on all of your research

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

Great interview for anyone who hasn't listened

Tier 1 offtake news can land anyway now the bulk sampling is complete and being tested by multiple OEMs as a final stage to confirm offtake agreements.

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

The MSP accreditation shouldn't be understated and is huge hand when it comes to funding after DFS completion in Q1 - not long

Mike mentioned at the end 3 - 4 value adding strategic initiatives in the near term

The strategic investor news can also be announced anyway.

And regardless of what LSE says, the SP is currently creeping back up - IMO between now and the next 6 months is the new rich period that truly matters for BRES - any of the 14 countries from the MSP can be our fund Orom cross

A big thing for me here also is Mike being an outstanding CEO I can actually trust

Https://x.com/biggibuk/status/1851223430336528630?s=46

Not selling anything under 10p here

All buys again - hmm

https://www.linkedin.com/posts/blencowe-resources_bres-activity-7224370255798689792-egwI?utm_source=share&utm_medium=member_android

Next trance of US government funding shortly - crasy the Sps still down here at this stage- news soon

My buy showing as at sell - can believe I can buy at 4.49 at this stage

Intimate Christmas and 2025 will be breses time - outstanding CEO and all the supported needed - true value will come and it's multiples off where we are today

Although you seem to be playing close attention tops...

Maybe your aware of the 3.5 mil US grant that can land at any time

Or what statergic project status could be bring before the end of the year.

All the currently speaking to shortlist of interested JV partners

Really cheap down here and all that can change quickly on a few different prices of news befote Christmas. Dyor - the asset as is could sell for multiples of the mcap, and from here the upside far outweighs any short term downside.

Https://x.com/_focusIR_/status/1829830554801287297?t=GEnbCI_bHA7CbbF30NxeWg&s=19

GreenRoc has applied for the Amitsoq Graphite Project to be designated a Strategic Project under the EU CRMA.

Two separate applications have been submitted, one concerning the extraction of flake graphite concentrate from the planned Amitsoq Graphite Mine and the other concerning the production of AAM using Amitsoq graphite concentrate as feedstock. The applications were submitted in the first round of the application process, which ended on 22 August 2024. The Company understands that applications will be evaluated in the coming months with the announcement of those projects to have been granted Strategic Project status expected in December 2024.

The European Union's Critical Raw Materials Act ("CRMA") is designed to ensure the EU's access to a secure, sustainable, and diversified supply of critical raw materials ("CRMs") that are essential for the green and digital transitions, as well as for defence and space applications. One key component of this legislation is the identification and support of "Strategic Projects" related to the extraction, processing, and recycling of CRMs.

Strategic Projects under the CRMA are initiatives that are identified as critical to the EU's objectives of securing a stable supply of CRMs. These projects can be located both within the EU and in an Overseas Country and Territory ("OCT"), provided they contribute significantly to the EU's supply chain resilience. Greenland is an OCT associated with the European Union (EU).

This is of most intrest to me as it was quoted jn tbe last interview that they expect strategic status willbe given to them - as well as the "shortlist of interested potential JV partners"

Results of the AAM Plant PFS were published in May and July 2024 and showed:

- Pre-Tax Net Present Value at 8% discount rate (NPV8) of US$942M with Internal Rate of Return (IRR) of 35.4%.

- After-tax NPV8 of US$621M with IRR of 26.5%.

- Total gross revenue of US$6.5Bn over the 22-year period, with total gross profit totalling US$3.1Bn.

- Years of operation set at 22 to match that planned for the Amitsoq graphite mine.

- 4-year payback period on capital from start of production.

- Initial capital cost (Capex) of US$340M inclusive of a 25% contingency.

- Average operating cost (Opex) of US$1,872 per tonne of CSPG.

- Average annual processing of 80,000t of graphite concentrate at 95% graphitic carbon (C(g)) with production of 39,700t of active anode material in the form of coated spherical purified graphite (CSPG).

https://x.com/_focusIR_/status/1829830554801287297?t=aYvXussonvNy6K_10DgcCQ&s=19

Https://x.com/_focusIR_/status/1830198730923905453?t=AoN3Q8Cq2l-oaUWS3Bzpeg&s=19

Strategic projects to be announced in December - groc expected to be selected - a 10mil mcap would will be tiny if they do. US funding is still potentially more than the mcap alone

Highlights

· A change in Greenlandic law, with effect of January 1, 2024, allows for a faster application process for an exploitation permit. GreenRoc expects to be in a position to apply for an exploitation permit for licence MEL 2013-06 at Amitsoq before the end of 2024.

· In April 2024, GreenRoc's application for an enlargement of the licence MEL 2022-03 was approved by the Government of Greenland. With that, the Company now holds all of the prospective ground in South Greenland with known graphite mineralisation - several of which hold exceptionally high grades similar to those of Amitsoq.

· GreenRoc is experiencing increased international interest for its Amitsoq graphite mine and graphite active anode material ("AAM") plant project ("AAM Plant"). As an example, GreenRoc was invited to present at the Mineral Security Partnership ("MSP") meeting on graphite held in Toronto in March 2024, as one out of only three established global graphite companies and the only graphite company from the northern hemisphere. The MSP is a collaboration of 13 countries plus the EU and is designed to catalyse public and private investment in responsible critical minerals supply chains globally.

· Another example is the receipt in April 2024 of a Letter of Interest from US EXIM Bank inviting GreenRoc to apply for financing of up to US$ 3.5M towards the Company's work programme.

· Amitsoq uncoated purified spherical graphite was analysed for its electrochemical performance in a test battery cell at a specialised battery research facility in Europe. The Amitsoq graphite anode performed well against all studied parameters, was very stable and had no signs of damage or loss of capacity after several cycles of both short and intensive charging.

· In January 2024, GreenRoc representatives visited key Chinese manufacturers of graphite anode material processing equipment as part of the Pre-Feasibility Study ("PFS") in respect of the Company's planned AAM Plant. The PFS has been supported by a £250,000 grant from the UK's Automotive Transformation Fund.

· Results of the AAM Plant PFS were published in May and July 2024 and showed:

- Pre-Tax Net Present Value at 8% discount rate (NPV8) of US$942M with Internal Rate of Return (IRR) of 35.4%.

- After-tax NPV8 of US$621M with IRR of 26.5%.

- Total gross revenue of US$6.5Bn over the 22-year period, with total gross profit totalling US$3.1Bn.

- Years of operation set at 22 to match that planned for the Amitsoq graphite mine.

- 4-year payback period on capital from start of production.

- Initial capital cost (Capex) of US$340M inclusive of a 25% contingency.

- Average operating cost (Opex) of US$1,872 per tonne of CSPG.

- Average annual processing of 80,000t of graphite concentrate at 95% graphitic carbon (C(g)) with production of 39,700t of active anode material in the form of coated spherical purified graphite (CSPG).

Potentially grant money from the US more than the mcap

Possible strategic status from the CRMA

Multibagger waiting to happen - one of the highest grade graphite deposits in the world - significantly undervalued on asset base alone

Just becuse it is now pages back, here is the original article from yesterday......

" Besides, I would like to request adopting appropriate measures to extract our own gas and coal resources."

ENSURING UNINTERRUPTED ENERGY SUPPLY: There is no alternative to ensuring uninterrupted power and gas supply to keep production and services running in all industries. The economy of the country will remain active if all-important fuel imports are ensured. I would like to make an appeal to give preference to renewable energy and solar power generation over coal, gas and fuel oil based power plants. Besides, I would like to request adopting appropriate measures to extract our own gas and coal resources.

https://thefinancialexpress.com.bd/views/in-need-of-a-biz-friendly-environment

Stanley Sale is Tuesday the 3rd - fully funding the 5 well drilling campaign in Q4 - 0.1+ for me on first spud - 0.2+ and success at any of the 5

Were still a fraction of Hex and he1s mcaps and now about to starting the new helium stage of the company

Dyor

Not long found this in the hive group, interesting

With so much focus on #Helium stocks at the moment with the likes of #GEX & #HEX, it’s worth noting the world class Helium grades being targeted by #MSMN this year at the Vecta Helium Project in Las Animas🇺🇸 via 5 fully funded low cost drills

Any Helium discovery over 0.5% is considered a commercially viable prospect, whereas will be targeting grades of 7-11%.

For instance in Las Animas the Model Dome & Cynthia True wells have seen proven grades of 8% & 8.8% & with MSMN’s Treasure Hill Drill site close by Blue Star Helium’s 8.8% Voyager discovery, MSMN could be sitting on a Helium Jackpot

So, based on Blue Star Helium’s 13.4 BCF Helium across their ~200k acreage, with the helium priced at $500 per MCF, they have around $6.7bn of in situ value. The Vecta Helium Project has approx 25% of that acreage, so potentially $1.7bn, of which MSMN own a 20% stake which is approx $335m or £260m. At £8m MCAP, that’s an upside of over 2800% (These are of course hypothetical estimates based on Blue Star’s published Data)

Let’s not forget that this is only one of 3 fully funded Helium projects MSMN have. EP145 (#GRV Greenvale JV 25% free carry) & EP155 (#GEX JV 25% free carry through seismic or 10% through drilling) in the Amadeus Basin, Australia🇦🇺 also have in situ Helium values to MSMN of approx $10.7bn.

With the 5 well drilling plan for Q4 this year still TBA, any news on this could result in a significant rerate from the current MCAP of £8m.

Dyor - $1mil Stanley payment on the Tuesday 3rd of September is the final funding for the 5 well drilling campaign over Q4

Undervalued leading into first payment for Stanley on September the 3rd

https://youtu.be/YHG1wDpi_rQ?si=dtFcMlOFVnjVxKCG

Then 5 funded Wells before Christmas - worth watching the above in depth interview.

So much hype around He1 - MSMN before the drilling campaign starts offers far greater reward from down here while entering a new stage for the company

The consideration for Nadsoilco LLC is US$1,000,000, to be paid in cash upon completion on 3 September 2024.

5 trading days

Most recent interview still saying 5 Wells to be drilled before Christmas

The $1mil first payment is due on the 3rd- just rewatched the last proactive video stating 5 Wells before Christmas - cheap down here while approaching the new rich period

Morning

New DFS date expected this week/next (it's been being finalised for 5 weeks now at a site thats currently operational and owned by CEZ - permitting won't be an issue on an operating site and we know the DFSbwas already majority complete - the new date shoulnt be too far - the PFS had a circa 2bn NPV and the DFS will be for nearly double the production amount )

Updates on the just transition Funds Grant can come anytime now - they have a £43million mcap today and can recieve the full €49million over June/July - the €1.6bn for the country and €350mil just for the 11 strategic projects, however much they recieve will be substantial relative to the current mcap. The Just Transition fund is a real 40bn fund for EU countries.

And they can get news on the Gigafactory anytime now - €7.9bn is huge and from my research Telsa, stallantis and hyundai are all yet to announce there new european Gigafactory locations - the new site is big enough for a Gigafactory and the bid was placed nearly 90 days ago

The CMRA started on May the 23rd - there the Largest lithium deposit in Europe and half the banks price today - I think its when not if it get back above that - all of the above only get closer and June/July are the months for news - an actual sleeping giant and just hardly anyone seems properly informed and aware - the grant and Gigafactory are both catalysts for a rerate

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Information like this from 2 weeks ago shows we're happening and supports the JTF grant - but many wouldn't be aware if not keeping up to date.

https://www.linkedin.com/posts/pavel-cyrani-0010247_prun%C3%A9%C5%99ov-activity-7196921823995826176-SyFP?utm_source=share&utm_medium=member_android

To see that from 2 weeks and think 2 of the Mayor's above were the new site RNS

Jan Losenický, Mayor of Kadaň, added: "We welcome the plan of ČEZ and Geomet to build a lithium plant in Prunéřov. People from our town who currently work in coal-fired power plants or mines, but which will be gradually downsized and closed, could find employment in the processing plant. The investor has promised to invest in the training and retraining of current employees so that they can be employed in the new sophisticated plant. We are glad that ČEZ will not leave the region with the end of coal but will remain one of the largest investors and employers in the region, also thanks to the lithium park project.

Looks and sounds likes it's all happening doesn't it - but I think many are sleeping on how soon and the bashing here make it difficult for anyone to keep up with the Actual facts investment case into Cinovec - the CMRA started on May the 23rd - Tick tock till news, traders will trade momentum but I doubt anyone well informed is looking to sell at half the banks price appeoching the grant and other news. Atb, dyor

Https://x.com/LithiumIonBull/status/1786702505637773530?t=d3OSAEzXFx-J34eEw1FKTA&s=19

This week coming is the 3rd - 4th week since the most recent interview was recorded - Keith said during the new date for DFS complete will be announced a few weeks to a month after.

90 days in Wednesday since the 7.9bn Gigafactory bid was officially placed - we also know they was 5 bidders and 2 were advanced in November.

Czechia will host a EUR 7.9bn electric vehicle (EV) battery in Karvina, east Czechia, funded by a foreign investor, the Czech government announced on Thursday, 7 March.

“The gigafactory project is one of the strategic priorities of the government, and it is in our interest to have the entire chain from lithium mining through the gigafactory, i.e. battery production, to the final products in the Czech Republic,” said Fiala said at a press conference on Wednesday

https://centraleuropeantimes.com/2024/03/mystery-ev-firm-to-build-eur-8bn-plant-in-czechia/

Then the Just Transition fund - keith mentioned milestones for may, June and the Final in July.

https://youtu.be/oGm5QW2Dk_M?si=-mLDlqn8AcpBenxN

In this interview just over a month ago said we have been pre approved for a 49million grant.

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https://www.linkedin.com/posts/pavel-cyrani-0010247_prun%C3%A9%C5%99ov-ugcPost-7196921822452338688-4HOy?utm_source=share&utm_medium=member_android

2 of the above local Mayor's had paragraphs in our site RNS circa 5 weeks ago

https://www.linkedin.com/posts/cez_%C3%BAsteck%C3%BD-kraj-activity-7199420683360116736-Niqm?utm_source=share&utm_medium=member_android

Then these from the last 2 weeks the first from the new site - the only lithium projects they can be speaking about are Cinovec and the gigafactory.

Dyor - nothing above is priced in and it's just a countdown until we get updates on all of them - I expect the first this week

Https://www.linkedin.com/posts/pavel-cyrani-0010247_prun%C3%A9%C5%99ov-ugcPost-7196921822452338688-4HOy?utm_source=share&utm_medium=member_android

Currently having a 60%+ elsewhere after the BB that was full of bashers for weeks/months eating there words.

This recent post from CEZ is significant - as the only lithium project/s they can be speaking about are Cinovec and the Gigafactory

Traders can come an go but it makes no sense selling at half the banks price - while not many are aware how close the JTF fund, the the new date for the DFS completion should be this week or next - News on relation to the Gigafactory can land at anytime - 7.9billion euros is a Huge gigafactory

Jan Losenický, Mayor of Kadaň, added: "We welcome the plan of ČEZ and Geomet to build a lithium plant in Prunéřov. People from our town who currently work in coal-fired power plants or mines, but which will be gradually downsized and closed, could find employment in the processing plant. The investor has promised to invest in the training and retraining of current employees so that they can be employed in the new sophisticated plant. We are glad that ČEZ will not leave the region with the end of coal but will remain one of the largest investors and employers in the region, also thanks to the lithium park project.

The same major is in the post above. Hidden gem, those less researched will be buying after the grant and gigafactory news

https://www.linkedin.com/posts/david-tasker-03408485_following-the-confirmation-of-a-6-million-activity-7089937384460480512-_dqs?utm_source=share&utm_medium=member_android

If anyone else knows of any other opportunities where I can buy at half of a banks investment price let me know