George Frangeskides, Chairman at ALBA, explains why the Pilbara Lithium option ‘was too good to miss’. Watch the video here.
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it's not just that all the comparisons rach brings up have 10x the market cap, it's that in the end cobra will be the superior ree deposit by far if things go right
it's not all about grade, otherwise go tell kazatomprom their uranium grades are ****e, i bet they'll be impressed and stop mining even though they are the biggest producer and with higher margin than other majors too...all due to isr.
show me 1 other resource in a tier 1 jurisdiction that allows for isr mining in ree and has scale! that still needs derisking for cobra too, but it sure looks good.
i'm more than okay if cobra evolves into the kazatomprom of ree, with modest grades, but isr and hence huge margins and easy to get all the permits in place as super low environmental impact. i'd take that. and that's the chance here. no guarantee, ofc not, but no other ree explorer so far has that same chance, no other that i've seen has conditions suitable to isr.
RBW 50% down on it's sp high last year reacted to RachT's referenced mega RNS by surging 3% this morning. RBW already has a mcap almost 10 times of COBR without the gold and IOCG resource so go figure which of the two has the growth potential.
Hey - don't shoot the messenger, just putting it out there. DYOR of course.
Looks like poor Rachel has sunk her money in the wrong miner. Still time to get on board with Cobra though Rach
Another deposit you reference in a high-risk jurisdiction, without citing anything but grade (how expensive is extraction, how feasible is it, e.g. is it prime farmland the clays are located at if it's IAC style? How stable are these clays when operating heavy machinery on it? That's 2 concerns that are not part of ISR-mineable resource). Also you again focus on NdPr. These are completely different projects and you're comparing apples and oranges - Cobra is low-cost, high-HREO concentration, ISR mining, in a Tier 1 jurisdiction, with management and related persons holding 40% of shares outstanding and a history of very economical budgeting. Compare it to other REE explorers with these same metrics. Hint: you won't find any others (+ your posts about any other REE company with completely different metrics does seem to be agenda driven given that it makes up most of your total 18 posts on LSE)
Another co. reporting concentrations and recovery rates that are far superior to COBR's. To re-cap COBR stated they had around 241ppm NdPr - RBW are today reporting that their latest survey shows they are sitting on between 1,116ppm and 1954ppm for NdPr at Uberaba, Brazil. Their stated recovery rate is also far superior to COBR's at between 31% and 65%. Certainly some very stiff competition for COBR.
Rainbow Rare Earths is pleased to announce the results of the mineralogy and hydrometallurgical test work recently carried out on phosphogypsum material from The Mosaic Company's ("Mosaic") Uberaba site in Brazil that is the subject of a memorandum of understanding ("MOU") between Rainbow and Mosaic.
As announced on 7 September 2023, Rainbow had assayed gypsum samples from different areas of the Mosaic stack, which were sent to SGS Laboratories in Lakefield, Canada for testing. The assays found to have the highest grade were those taken from the most recently deposited phosphogypsum material, which is the by-product of ongoing phosphoric acid production by Mosaic at the Uberaba site. This material demonstrated a grade of between 4,520 to 7,912ppm total rare earth oxides ("TREO"), with neodymium and praseodymium (together "NdPr") being 24.7% of the rare earths basket. The TREO grade thus being ca. 80% higher (based on current phosphogypsum material from the phosphoric acid plant at Uberaba) and the NdPr grade being ca. 50% higher than those at Phalaborwa. The Uberaba phosphogypsum stack has similar characteristics to Phalaborwa given that both stacks are based upon a hard rock carbonatite phosphate deposit. As such, the Uberaba material is amenable to direct acid leaching, which the testwork demonstrated can recover between 31% to 65% of the TREO.
Mineralogical evaluation of the leach residue carried out at SGS Laboratories in Lakefield, Canada, has revealed that 50% to 71% of the rare earth oxides are contained in monazite.
Due to mineralogy, a complementary route is being studied via hydrometallurgical and monazite concentration test work at Mosaic's lab in Brazil that will allow for increasing overall TREO recovery.
The phosphoric acid plant at Uberaba receives its phosphate rock feed from long life phosphate mines which offers the opportunity to recover rare earths from the current arisings of phosphogypsum from the phosphoric acid plant. The stack still represents a significant rare earths resource that can be addressed at a later date should the current arisings become the focus of the initial study.
Oh I am just expecting the final results RNS for year end of 2023...technically should be out some point in the next two weeks. xD
But agree that a lot has been going on recently!
Well, we only just had pretty encouraging drill results and also stage 1 of the reanalysis results within the past 2 months, and know that more reanalysis samples are on the way and the ISR study. It's not that quiet really.
In other news, I managed to meet David Clarke on the weekend, very nice and enthusiastic guy, knowledgeable too ofc. It's great to have a company like Cobra, where management are not only heavily invested, but also very responsive (and I think anyone who ever reached out to Cobra via email will agree). That's worth a lot, compared to a wide range of miners on LSE, Cobra's management is a poster child for integrity, not only in investor engagement, but also in being invested themselves, and using funds economically and having an eye on keeping dilution to a minimum, it makes it easy as a long-term investment really imo. And no idea about you, but personally I'm very excited about the results so far this year and the news flow that we expect based on previous rns and presentations
Its quite the quiet month so far.
2025? haha
Where are you getting this from
233 historical samples from boland reults due late January mmmmmm
Might be a quiet Monday xD here's to Tomorrow!
Fingers crossed for tomorrow then 😁
Seems like Cobra only do RNS on a Monday or Tuesday morning!
Yeah, hopefully a decent RNS comes soon. But hey waited this many years so what's a few more weeks xD
It just feels like we need a little kick from a solid RNS, and we are going up!
Raise the flag- we’re on the LSE leaderboard!
I’ll take a steady 10% weekly rise in the SP until the next boland update…
Let’s hope the next rns keeps us over 1.5 this time
So is the next set of results due at the end of the month or beginning of May? Need to keep this going hot before interests starts to fizzle xD
Https://twitter.com/Cobra_Resources/status/1777976672161046758
Episode 10: Rare Earths & Gold Explorer - Cobra Resources (LSE: COBR)
GeoInvest Insights
https://www.youtube.com/watch?v=izrWXoNeCKk
The blue
Oh looks like we are kicking a bit.
Looks like the pr department has woken up
https://twitter.com/Cobra_Resources/status/1777252277004243450?t=qRE8m53DiRmoLJUaOnDGYg&s=19
233 samples from13 drillholes at boland in lab
No, these aren't the results I am talking about. This is the ISR pilot study drilling analysis. I'm talking about the 220 sample re-analysis results which I believe are still outstanding.