In my latest X Spaces, I caught up with Blencowe Resources CEO Mike Ralston. Blencowe are out-pacing their peers in developing their tier1 scale Orom-cross graphite project in Uganda. What is Investor Meets Director ? It’s basically what it says, Myself as an investor chatting to Management of companies I am, or are interested in,Continue reading “Investor Meets Director: Blencowe Resources CEO, Mike Ralston”
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Investor Meets Director: ECR Minerals COO, Mike Whitlow
In my latest X Spaces, I caught up with ECR Minerals COO Mike Whitlow who explained that with a re-vitalised Management Team, the strategy going forwards to advance their gold projects in Australia. What is Investor Meets Director ? It’s basically what it says, Myself as an investor chatting to Management of companies I am,Continue reading “Investor Meets Director: ECR Minerals COO, Mike Whitlow”
Blencowe deliver key milestones as China declares war on critical minerals
As China moves to limit critical minerals exports including graphite, Blencowe announce the US DFC as DFS project funding partner alongside completion of key test work. In my last blog, I explained why I believe that Blencowe will succeed in its development of its 100% owned Orom-Cross graphite project in Uganda and make it toContinue reading “Blencowe deliver key milestones as China declares war on critical minerals”
Orcadian announce two year Pilot License Extension
Orcadian Energy have announced that the NTSA has granted a two year extension to the Pilot license (subject to conditions), a critical step in the process of completing the proposed farm-out of the license. If you are new to Orcadian Energy, once you’ve read this blog, have a look at my research note on theContinue reading “Orcadian announce two year Pilot License Extension”
$200M share of a North Sea O&G Project but who is this sub £10M Cap minnow?
Orcadian Energy have one of the largest development ready projects in the North Sea now with the prospect of a ‘free carried to first oil’ deal with Orcadian’s share worth $200M at todays oil price. So, who are Orcadian…? Orcadian are a relatively new entrant to the market having IPO’d at 40p back in 2021Continue reading “$200M share of a North Sea O&G Project but who is this sub £10M Cap minnow?”
Lets talk about ‘LETS’ baby
At £5m Market Cap, Lets Explore Group trades at c.40% discount to cash whilst it continues to offer its Home Based Entertainment VR offering and is homing in on a potential acquisition. Lets Explore Group is a technology business that offers a range of VR entertainment. The company as of its last results reported strongContinue reading “Lets talk about ‘LETS’ baby”
Why 90% of junior mining companies will likely fail and why Blencowe could succeed!
It’s a fact that not many junior mining companies will make it to the big time but in this blog I explain why I believe Blencowe could As junior resource investors we are presented with literally hundreds of potential investment opportunities whether they be oil and gas or junior mining companies. Picking potential winners isContinue reading “Why 90% of junior mining companies will likely fail and why Blencowe could succeed!”
Trade Idea: Fusion Antibodies – 40 bags back to highs and reasons why it just could do that!
Often market dynamics alone can see a share bounce back and return multiples but Fusion Antibodies (FAB) has a few more catalysts than that, as I explain in my latest blog ! Fusion Antibodies is a company I have covered before. Post my original research note which you can go back and read here theContinue reading “Trade Idea: Fusion Antibodies – 40 bags back to highs and reasons why it just could do that!”
Quantum Blockchain – the next Unicorn?
It’s not often that you come across a unicorn and I don’t use the word lightly but I think Quantum Blockchain Technologies (QBT) has the potential to be one I hadn’t heard about Quantum Blockchain until recently invited to participate in the fundraise. With hundreds of companies to filter through on the AIM, this isContinue reading “Quantum Blockchain – the next Unicorn?”
Blencowe make progress on securing funding for DFS with potential project funding option in the mix
Blencowe announced last week that its wholly owned Orom-Cross graphite project in Uganda has passed the key project screening test with the US’s Development Finance Corporation that should allow for a binding funding agreement for 50% of the DFS cost. Blencowe are rapidly progressing the development of their 100% owned Orom-Cross graphite project in UgandaContinue reading “Blencowe make progress on securing funding for DFS with potential project funding option in the mix”