Member Info for 321tigger

Https://www.cruxinvestor.com/posts/cobra-resources-pushes-forward-on-copper-discovery-rare-earth-resource-in-south-australia

1.5 Million trade at full ask of 5.20 just printed from end of day yesterday

Hi Tran firstly welcome and personally think you have joined at a very exciting time. In terms of your question it’s simply that intra day high is Share price marked at mid point of Bid and Ask so yes 4.9p paid but mid has been at 4.7

Sorry if posted already but I just saw this Crux article from 7 April - useful for anyone as an overview of current position of the Cobra…

https://www.cruxinvestor.com/posts/cobra-resources-betting-big-on-rare-earths-copper

Great to see some strong buying again and with such solid fundamentals for 2 potential Tier 1 assets in safe jurisdiction for both REE and Copper with much newsflow expected I am totally on board - not least an imminent update on the Boland drilling with the MRE scheduled for June. Even more firmly sitting on my hands and ‘buckled up’ as RV suggested.

Just a small amount of digging on our new Chairman and it certainly provides some very comforting insight. As much as I take AI with a pinch of salt the following summary from Gemini did make me smile (as always please dyor and take this for what it is):-

“ Andrew Michelmore’s appointment as Chairman marks a massive leap in corporate pedigree for Cobra Resources, as he brings experience leading global mining giants with valuations ranging from $1 billion to over $10 billion. Over his storied career, he defended WMC Resources during its $9.2 billion acquisition by BHP, managed the multi-billion dollar merger of Zinifex and Oxiana into OZ Minerals, and transformed MMG into a top-tier international copper producer through the landmark $5.8 billion Las Bambas acquisition. By recruiting a leader who has consistently helmed massive London and ASX-listed entities like EN+ and MMG, Cobra is signaling its intent to evolve from a micro-cap explorer into a major institutional player in the rare earths and copper markets.”

Welcome Jezzoo, and personally I think you have stumbled across one of the most undervalued stocks out there at the moment. More discussion on the Telegram group COBRHelp if you wish to join that whilst we wait on news on both Manna Hill and drilling for MRE at Boland which are both showing massive potential. Welcome aboard!

Whilst things are quiet if you hadn’t seen that this week Ministers from US EU Aus etc are meeting to discuss critical minerals and rare earths, inc potential min pricing - will be interesting to see any outcomes.

https://www.theguardian.com/business/2026/feb/01/us-uk-eu-australia-critical-minerals-rare-earths-g7-minimum-price

HNY to all and loving the anticipation of some juicy RNS’s to kick off the year. Will there be some news this week on the analysis of the Blue Rose IP survey and drilling kick off? Not worried if not straight away as I know RV will be diligently working through the priorities. Here’s to a prosperous and healthy 2026.

Yes the IP survey itself was due to take 12 days to complete 2 December - not sure how long we should expect for interpretation/analysis but we definitely should be expecting news on that very soon and plan for drilling….

I am too Trombone - trying to contain my excitement - it should be soon as well based on info they already provided on the schedule. Keen to see how it stacks up alongside their current interpretations as still early stages and Skarn that’s defined already for Blue Rose holds significant value but further indication of Porphyry discovery would definitely be transformational….

You beat me to that SWS - fantastic results from a sustainability perspective AND the profitability is greater than I could have expected $33 per kg PROFIT (with little further upside). As you say massively competitive even against China and this has to set Boland apart from almost all other REE projects globally right now…..

Welcome aboard cheltenhamflyer - yes the spread is not helpful but fear not the fundamentals are all there and even a marginal improvement in liquidity should help this position and with all the newsflow and recent interviews/info, with a little research by the wider market this will fly.

Conflicted today wanting the cricketing Boland to do badly but instinctively always expecting positive news on Boland!!

Ironically even a small sell would have probably lifted us!?

Yes ‘drill baby, drill…!’ Looking strong and all the fundamentals are there.

So today’s RNS sees a large increase in the $ value/Kg MREC and earlier in the week there was validation of ISR. Website also now updated. Cobra hitting all the key milestones.

Moneymetal, I have been feeling the same and certainly expected more of a response but I have reasoned that those already on board with the story and aware of Cobra already had the same conviction as me with the in field works - but still it is validation that ISR works here which is massive. I firmly believe Cobra will continue to deliver and as the message gets more traction then we will start to see this move again. I personally think on PR front right now perhaps this has only really reached those already invested or as you say others who don’t perhaps take the time nor have inclination to read everything available that gives this significant milestone context. More news flow expected soon and I would hope this will start to get the wider appreciation and attention I believe the Cobra story should be getting.

Such a weak effort and non-informed view from the Sunday Roast team on the hour mark of this chat - they had done zero research for this on COBR. Shame and will drop them a line giving them my thoughts.

https://m.youtube.com/watch?v=xQwaimzr1pU

Flat lining…calm before the storm. Looking forward to results soon of infield testing and hopefully news on plans for Blue Rose too.