Blencowe is close to arriving at a major milestone namely its Orom-Cross graphite project DFS which could show a material uplift in its PFS NPV of $482M.  With post DFS Graphite projects typically valued anywhere between 15 and 35% of the project NPV, could Blencowe and Orom-Cross be a take-over target?

Blencowe Resources has just completed all major infrastructure deliverables for its Definitive Feasibility Study (DFS) at the Orom-Cross graphite project in Uganda. This development represents a significant step forward in de-risking the project and reinforces its potential as a low-cost, ESG-friendly graphite producer.

Blencowe has signed a non-binding offtake agreement with UK graphene processor Perpetuus Advanced Materials (PAM). The deal covers 19,000 tonnes of +97% fine flake graphite concentrate over an initial five-year term—significantly aligning with Phase 1 output plans and paving the way for ramp-up in later years.

Harena is London's latest stock market entrant offering early stage exposure to a hot commodity, namely Rare Earths, particularly the likes of critical magnet metals Neodymium (Nd), Praseodymium (Pr), Dysprosium (Dy) and Terbium (Tb). Here are 5 Reasons to watch it!

Blencowe Resources are entering a critical point in the valuation curve as they close out the last stages of the Orom-Cross DFS that will outline a 5 Phase approach to Blencowe becoming a major player in the critical minerals, graphite space.

With China tightening its grip on the Rare Earths Market (minerals required for the green transition and defence sectors), where can the west source these critical minerals outside of China? Well Harena listing on the UK stock market shortly could be part of the solution.