Blencowe Resources has reached a pivotal moment in its journey to becoming the next major producer of graphite worldwide with the delivery of its project DFS demonstraing outstanding economics including an NPV of nearly $1.1Bn, an IRR10 of 96% and low Capital Cost of $160M.  With a phased production plan, attention now turns to phase 1 financing with multiple parties at the table.

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.