Blencowe Resources Plc · LSE:BRES
Blencowe Resources — Investor Presentation (September 2025)
23 slides from Blencowe Resources's investor presentation, September 2025
Slide 1: Orom-Cross Graphite Project
OROM-CROSS GRAPHITE PROJECT A Unique Battery Metals Project within A Global Energy Transition September 2025 LSE:BRES blencoweresourcesplc.com
Slide 2: World Class Orom-Cross Graphite Project: The Journey So Far
WORLD CLASS OROM-CROSS GRAPHITE PROJECT The Journey So Far 2020 2021 2022 2023 2024 2025 2026 Revised JORC Resource Definitive-Feasibility Value Inflection Point Acquired Maiden JORC Pre-Feasibility & Reserves plus Study underway, Completed new 6,750m Orom-Cross Resource Study Metallurgical testing
Slide 3: What Makes Orom-Cross a Standout Project
WHAT MAKES OROM-CROSS A STANDOUT PROJECT “ 100% Owned Tier-One Project with 2-3 billion tonnes estimated resource Initial JORC Resource 24.5Mt based on just 2% of license area drilled to date. Third Blencowe drill programme completed 2Q 2025 targeting substantial increase to this Resource. 21-Year M
Slide 4: Key Differentiation
KEY DIFFERENTIATION “ 6 Key Fundamentals: Low Operating Costs Unique Factors that set Orom-Cross apart – critical to deliver margins required for Unique Relationships: Core Strategy: Orom-Cross Project commercial success Development Finance Corp Uplifting value of end-products by selling more than j
Slide 5: Unique Relationships
UNIQUE RELATIONSHIPS 5
Slide 6: DFC: Project Funding Partner
DFC : PROJECT FUNDING PARTNER DFC has Funded US$5.0M as a Orom-Cross Project Implementation SPG Plant Technical Assistance Grant Debt Funding Partner Debt Funding Partner UNITED STATES GOVT SUPPORT via DEVELOPMENT FINANCE CORPORATION (DFC) Orom-Cross is the first pre-production graphite project Blen
Slide 7: Minerals Security Partnership: Full Accreditation
MINERALS SECURITY PARTNERSHIP: FULL ACCREDITATION “ Another Tier One relationship adding value OROM-CROSS FUNDING SOLUTION to Orom-Cross Minerals Security Partnership Alliance of 14 countries and EU to catalyse public and private investment to support critical minerals supply: Possible MSP Funding (
Slide 8: Strategy
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Slide 9: Addressing Fundamental Issues
ADDRESSING FUNDAMENTAL ISSUES “ Blencowe is Addressing the Biggest Challenge for Commercial Success in Graphite Mining Graphite producers selling Concentrate Only will receive lower prices for sale of bulk quantities of small flake concentrate into Asian markets, which will likely reduce their overa
Slide 10: Value-Adding Strategy
VALUE-ADDING STRATEGY “ Delivers Higher Prices/Revenues and Lowers Operating costs Micronisation Downstream Beneficiation Further grinding post-concentrate to Downstream processing in Uganda deliver 5 niche micronised products: upgrading 96% concentrate to battery- (45 / 25 /15 / 10 / 5 microns) rea
Slide 11: Production Strategy
PRODUCTION STRATEGY “ Move to First Production by End-2026 and Ramp Up thereafter based on Delivery, Experience and Success 2026 2027 2028 2030 2032 Orom-Cross Downstream Beneficiation Orom-Cross Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 Production 10,000t Production 50,000t Build SPG Facility nearby
Slide 12: Uganda Production Strategy Across 2 Sites
UGANDA PRODUCTION STRATEGY ACROSS 2 SITES Orom-Cross Location of Downstream SPG Processing Plant critical for: SPG Proximity to source material (100% of small flake Facility concentrate delivered from nearby Orom-Cross) Low hydropower energy tariffs – location immediately adjacent to existing power
Slide 13: Sustainability
SUSTAINABILITY 13
Slide 14: European Union - Project SAFELOOP
EUROPEAN UNION - PROJECT SAFELOOP LONG-TERM, HIGH-VALUE ANNUITY INCOME STREAM FOR BLENCOWE “ Tier-One Project Team delivering Standardised EV Batteries & Buses under EU Project leadership OROM-CROSS PROJECT AETC (US Graphite Specialist) SAFELOOP ADVANTAGES: Delivers Anodes for batteries 1. Exclusive
Slide 15: Sustainability
SUSTAINABILITY “ Isimba is a 183 MW Ugandan Hydroelectric Orom-Cross set to become an ESG leader Power Station commissioned in 2019, providing green energy to the national grid Delivering Green SOCIAL Graphite ENVIROMENTAL Community Agreement All energy requirements signed, returning value locally f
Slide 16: Net-Zero Mine Site Target
NET-ZERO MINE SITE TARGET “ Orom-Cross set to become a Blueprint for Sustainable Mining Practices Delivering Green Graphite As part of commitment to delivering a ‘greener’ solution Orom-Cross is actively developing relationships and partnerships for the introduction of: Exploring solutions for 2023
Slide 17: Corporate Overview
CORPORATE OVERVIEW LSE:BRES Issued Shares 343m Share Price Warrants 89m (5.8p VWAP) 5 Options 26m (6.0p exercise price) 4.5 4.6 Performance Shares 11m 4 Fully Diluted 468m 3.5 Market Cap £16m (at 4.75p) 3 (Fully diluted) £22m (at 4.75p) 2.5 Additional Funds Incoming 2 Outstanding DFC Grant Funding $
Slide 18: Board of Directors and Senior Management
BOARD OF DIRECTORS AND SENIOR MANAGEMENT BOARD Cameron Pearce Alex Passmore Sam Quinn CHAIRMAN NON-EXEC DIRECTOR NON-EXEC DIRECTOR Corporate executive with 20 years’ experience Senior mining executive and geologist with UK lawyer with 15 years’ LSE capital markets developing junior resource companie
Slide 19: Appendix
APPENDIX. 19
Slide 20: Revised JORC Standard Mineral Resource
REVISED JORC STANDARD MINERAL RESOURCE “ Updated: April 2022 – with ~2% of Orom-Cross Project drilled to date Mineral Resources Metallurgy Area Mt % Total Carbon Upgraded Concentrate Recoveries Deposit (% LOI) (%) Inferred 10.6 5.78 Northern Syncline 98.1% 80.9% Lower grade Indicated 10.4 5.85 North
Slide 21: Making the Case for Graphite
MAKING THE CASE FOR GRAPHITE Graphite forecast to dominate battery A Key Battery Metal with a Bright Future, mineral demand to 2050 currently flying under the Radar Graphite 5% Market trends at a glance: 6% Lead The world graphite market is expected to grow to US$21.6 billion by 2027 with graphite d
Slide 22: Pre-Feasibility Study (2022): Project Economics
PRE-FEASIBILITY STUDY (2022): PROJECT ECONOMICS US$482M 49% 14 Years Net Present Value8 Initial Stage Life of Mine IRR8 (post-tax) (from ~2% of deposit (post-tax) drilled to date) 101,000tpa US$100M US$62M Average Production of 97% Average EBITDA pa LOM Initial Capital Required Concentrate over Life
Slide 23: Contact
+44(0)1624 681 250 info@blencoweresourcesplc.com 167-169 Great Portland Street, Fifth Floor London, W1W 5PF
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