Blencowe Resources Plc · LSE:BRES
Blencowe Resources — Investor Presentation (April 2025)
19 slides from Blencowe Resources's investor presentation, April 2025
Slide 1: Orom-Cross Graphite Project: A Unique Battery Metals Project
LSE:BRES blencoweresourcesplc.com Orom-Cross Graphite Project A Unique Battery Metals Project within A Global Energy Transition April 2025 1
Slide 2: The Journey So Far
WORLD CLASS OROM-CROSS GRAPHITE PROJECT The Journey So Far 2020 2021 2022 2023 2024 2025 Revised JORC Definitive-Feasibility Complete new 6,750m Acquired Maiden JORC Resource & Reserves Pre-Feasibility Study underway, drill program & Orom-Cross Resource plus Metallurgical Study Definitive Feasibilit
Slide 3: 100% Ownership of a Standout, Tier-One Project
WORLD CLASS OROM-CROSS GRAPHITE PROJECT 100% Ownership of a Standout, Tier-One Project 21 Year Mining License Pre-Feasibility Study (2022) indicates Long-Life, All environmental and other permits in place Low Cost, High Margin project Strong Government and Community support Net Free Cash Flow $1Bn :
Slide 4: Key Differentiation
KEY DIFFERENTIATION Unique Factors that set Orom-Cross apart Business Unique Core Strategy: Orom-Cross Project Fundamentals: Relationships: ---------------------------------------------------------------------- ……………………………………………………………………………………. -------------------------------------------------------
Slide 5: Strategic Partner: Project Funding Solution
STRATEGIC PARTNER: Project Funding Solution UNITED STATES GOVT via DEVELOPMENT FINANCE CORPORATION (DFC) DFS Funding US$5.0M Blencowe has entered a partnership with DFC to provide overall funding solutions for Technical Assistance Grant Orom-Cross, including co-funding DFS now and full project fundi
Slide 6: MSP: Full Accreditation
MSP: FULL ACCREDITATION Another Unique, Tier One relationship adding value to Orom-Cross Development Finance Corporation Principal Debt funding for project implementation MINERALS SECURITY PARTNERSHIP Alliance of 14 countries and EU to catalyse public and private investment to support critical miner
Slide 7: Production Strategy
PRODUCTION STRATEGY Move to First Production 2026 and Ramp Up thereafter based on Delivery, Experience and Success 2026 2027 2028 2030 2032 Orom-Cross Project Orom-Cross SAFELOOP Phase 1 Phase 2 Phase 4 Phase 5 Phase 3 Production 50,000t Production concentrate Production 100,000t Production 200,000t
Slide 8: Uganda Production Strategy Across 2 Sites
UGANDA PRODUCTION STRATEGY ACROSS 2 SITES Orom-Cross plant producing 96% graphite concentrate Phase 1 170,000tpa plant delivers 10,000tpa concentrate with 1,000tpa micronised Phase 2 Orom-Cross 800,000tpa plant delivers 50,000tpa concentrate with 5,000tpa micronised SPG Facility producing 99.95% pur
Slide 9: Value-Adding Strategy
VALUE-ADDING STRATEGY 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 overall weighte
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) ready
Slide 11: Project Safeloop
PROJECT SAFELOOP – LONG-TERM 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 supplier of 100% natural fla
Slide 12: Sustainability
SUSTAINABILITY Orom-Cross set to become an ESG leader Isimba is a 183 MW Ugandan Hydroelectric Power Station commissioned in 2019, providing green energy to the national grid SOCIAL ENVIROMENTAL Delivering Green • Community Agreement • All energy requirements from hydro-power off Ugandan signed, ret
Slide 13: 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: ✓ Minesite Light Vehicle fleet
Slide 14: Corporate Overview
CORPORATE OVERVIEW Issued Shares 292m Additional Funds Incoming Outstanding DFC Grant $1.5m (£1.14m) Warrants 105.5m (7.1p VWAP) Options 26.1m (5.8p exercise price) Performance 10.7m Significant Shareholders RAB Capital 9.5% shares Board & Management 9.0% Fully Diluted 438.1m Jangada Mines 7.0% Mark
Slide 15: Appendix
APPENDIX BLENCOWE smeee RESOURCES
Slide 16: 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 Upgraded Concentrate Recoveries Area Mt % Total Carbon Deposit (% LOI) (%) Inferred 10.6 5.78 Northern Syncline 98.1% 80.9% Lower grade Indicated 10.4 5.85 Norther
Slide 17: Making the Case for Graphite
MAKING THE CASE FOR GRAPHITE A Key Battery Metal with a Bright Future, Graphite forecast to dominate battery currently flying under the Radar mineral demand to 2050 Market trends at a glance: 5% Graphite The world graphite market is expected to grow to US$21.6 billion by 6% Lead 2027 with graphite d
Slide 18: 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 19: Contact
+44(0)1624 681 250 info@blencoweresourcesplc.com 167-169 Great Portland Street, Fifth Floor London, W1W 5PF
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