Bow Oakley

I jointly run our family fencing business in Swinton, love training down the gym, holidaying with the wife and a fairly newbie investor in stocks and shares.

[Big D @Theunsophistic2]

#BLOE a genuine 10 bag plus opportunity

https://t.co/4koR3aDz7m

Backtest and placing done, entering a news rich company changing period

Carbon Capture: already credited as Europes largest and an asset of “significance” by Georgia, it’s been piloted with success

Next steps: FID, JV formalisation with Indorama & a new secret partner

2-6 weeks

Sanning framework: secured a downstream Chinese major with deep pockets to fund and explore oil/gas assets, cheque already written for $75m with other BLOE assets put infront of them

Next steps: formalise JV and workstreams for project 3

H2 2026

Project 3: known resource that can deliver 83,000 boepd more than most mid/large cap oil companies on lse. Funding package agreed via Sanning framework ($75m 49%/51% split no cost to BLOE)

Next steps: JV formalisation, boots on the ground/Block already have their own rigs and crew

1-5 months

Gabon: a proven asset via Shell that produces 3000+ bopd per well, 3 well programme 9000 bopd+, $70m to get into production 1 year payback. Presented to Sanning and Aspect (Blocks USA major partner on project 4) 75% ownership. Cash generation to fund the 3 discovery assets in Gabon

Next steps: volumetric data revision, JV mou

1-3 months

Other items:

Project 1 finance/JV to ramp up to 2000 bopd on an already producing asset. Could be wrapped up with ccsu

H2 2026

Project 4 seismic from USA JV Aspect, $95m workstreams

1-4 weeks

Project 2 500m barrel JV mou

1-3 months

£12m cap £6m+ cash with cash generating assets

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES US$1.254Bn NPV. US$4.47Bn net free cash.

As Western markets seek secure non-China #Graphite supply, Blencowe continues to strengthen economics of Orom-Cross while advancing funding, offtakes and high-value downstream pathways.

📰 Article by @smallcappixuk

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

View from @VOXmarkets

"The 35.7p target price set by Oak is a long way from the current 8p price, and shows just how much upside there is to #BRES."

https://t.co/y2zx3kMWYF

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES strengthens its capital markets platform with the appointment of Cavendish as Joint Broker.

🔹Institutional engagement
🔹Sector-specialist research coverage
🔹Company remains funded to progress current work programmes

RNS: https://t.co/VSExj6ABRN

[Sovereign Metals @sovereignmetals]

$SVM #SVML #RareEarths
Monazite containing critical heavy rare earths confirmed across multiple Kasiya pits — including Year 1 DFS production.
▪️ DyTb + Yttrium ratios ~7x higher than the world’s 5 largest REE producers
▪️ Recoverable from the existing DFS non-conductor tailings stream
▪️ Potential 3rd revenue stream alongside rutile & graphite

https://t.co/D6xaMax33d

[FireRing Strategic Minerals @FireRing_SM]

Thanks to @MiningOnline for highlighting our news today re our increased investment in Limeco.

This comes at a pivotal time for the operation as it continues to build production, expand its customer base, and strengthen underlying project economics.

Read the article here - https://t.co/jBzvXbZSgX

#FRG #CriticalMinerals #Quicklime

[Rome_Resources @Rome_Resources]

#RMR launching airborne geophysics across Bisie North

🔹600km+ survey planned
🔹Targeting additional tin anomalies
🔹Supporting next drilling phase at Kalayi & Mont Agoma

Survey to help define broader scale potential across the licence package.

RNS: https://t.co/OlrR2QsCei

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

Orom-Cross material now validated in live US rocket testing, highlighting potential entry into high-margin aerospace & defence applications.

Multiple end-markets = stronger pricing power and strategic value.

📰Article by @smallcappixuk

[Sapan Ghai @SapanGhai]

$SVM #SVML #RAREEARTHS
This week USA Rare Earth agreed to acquire Serra Verde for $2.8B.
The prize, in USAR's own words: the only producer outside Asia supplying all four magnetic rare earths — Nd, Pr, Dy, Tb — at scale.
In January, @sovereignmetals announced recovery of a heavy rare earth monazite concentrate from Kasiya's rutile tailings stream.
Grades: 2.9% combined DyTb. 11.9% yttrium. Surpassing the world's largest rare earth producers.
A potential byproduct. From a rutile project.
🔗 https://t.co/mD7OzEwiG9

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Beehive = higher-grade layer emerging within Orom-Cross

🔹Higher grades (~9–10% TGC)
🔹Thick, continuous zones from surface
🔹Only a fraction drilled

As more results come in, this could meaningfully shift the size & quality of the next JORC update

[Sovereign Metals @sovereignmetals]

$SVM #SVML
The world's largest natural rutile deposit. A Japanese trading giant. And the most consequential critical minerals policy moment in a generation.
We have signed a rutile offtake MOU with Mitsui & Co — up to 70,000tpa to feed Japan's titanium industry.
Japan supplies 70%+ of US titanium sponge imports. Sovereign supplies Japan.
And for Malawi — a generational opportunity to build lasting national wealth.
🇯🇵🇺🇸🇲🇼 #CriticalMinerals #Titanium
https://t.co/6zRdRNlhCI

[Sasha_Sethi @WrightmanAIM]

Big one for $BRES: maiden Iyan JORC adds 16.9Mt @ 6.0% TGC
Total Orom-Cross now 43.0Mt (+66%). And now to come Beehive assays now coming through.
Next upgrade expected shortly 👀

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Maiden Iyan JORC Resource

🔹16.9 Mt @ 6.0% TGC (Inferred)
🔹Total JORC Mineral Resources increase 66% to 43.0 Mt

Iyan confirmed as a near-surface extension of Northern Syncline system, adding scale ahead of Beehive results and further JORC growth.

📰: https://t.co/bizpduLWp9

[Sovereign Metals @sovereignmetals]

$SVM #SVML #CriticalMinerals
The Pentagon just flagged #Yttrium as a priority critical mineral - citing China's export restrictions and "alarm bells throughout the aerospace industry."
Monazite isolated from Kasiya's #Rutile tailings has returned significant Yttrium content. Work is ongoing. 🇲🇼
https://t.co/mPgHRvTm0Q
(Refer to Appendix for sources:https://t.co/NMQ9l7Mj1j)

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES The Iyan deposit continues to show what you want to see in a scalable #Graphite project: consistency, thickness and mineralisation from surface.

Maiden JORC close. Beehive next.

Orom-Cross is evolving into a genuine multi-deposit resource.

[Switch Metals plc @SwitchMetals]

#SWT is pleased to announce that it has published an updated investor presentation

🔹Advancement toward the maiden #Tantalum MRE at Issia
🔹Pilot wash plant operational and ongoing resource development activities
🔹Confirmation of #Lithium potential

Read: https://t.co/SMPAQBsqpm

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Final Iyan assays confirm thick, near-surface #Graphite and complete the 87-hole programme.

Maiden Iyan JORC now close - set to increase Orom-Cross’s total resource, with further upside still to come from Beehive.

📰Read more: https://t.co/3IyGDD0Rai

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Final Iyan assays delivered

Strong near-surface intercepts again confirm thick, continuous graphite, with high-grade zones up to 18.9% TGC.

🔹Maiden Iyan JORC imminent
🔹Resource growth to strengthen funding & offtake discussions

RNS: https://t.co/3IyGDD0Rai

[Rome_Resources @Rome_Resources]

#RMR Kalayi deep drilling continues to deliver.
4 new holes completed (9 total), confirming high-grade tin at depth:

🔹11m @ 3.40% Sn
🔹incl 6m @ 5.14% Sn
🔹4m @ 7.5% Sn

Post-MRE programme progressing well, Mt Agoma targeting update to follow

RNS: https://t.co/U7ek4h9qpZ

[AL @bigguyad]

The gift that keeps on giving!

@BlencoweRes & high-value synthetic diamonds!

✅️ exceeds industry benchmarks
✅️ all diamonds premium grade
✅️ new high-margin markets
✅️ strengthens project value & funding

🔥 "...the most significant graphite deposit globally"🔥
#BRES