Member Info for 321tigger

Scaffman - I think easiest way to find channel and group is search ‘COBRHelp’ on Telegram and join both.

Yes thank you SWS, I hadn’t appreciated breakdown from the Company House filing and very grateful for your analysis. Well…imho this puts Cobra in a fantastic position for all ‘Manna’ of works for a full programme to push on with both an exciting REE story and exploration at Manna Hill. Bring it on…

Encouraging with Directors exercising warrants. I am trying to work out the financials though and unless I missing something to me it seems they haven’t shared the full picture - the note in the half year results stated “ Post period, the company applied for a block listing for 47,698,117 Ordinary Shares enabling the exercise of outstanding but currently unexercised warrants. At the time of reporting, a total of 22,290,196 of the warrants has been exercised, raising a total of £558,426.76 for the Company.”

Now they have stated this is “fully utilised” but haven’t said how many of those remaining warrants were exercised giving the company x additional cash. And because ‘fully utilised’ they are applying for further 7.46m shares associated with warrants now exercised, partially by Directors. Am I missing something? It doesn’t state all warrants were exercised and difficult to know full picture. Anyone else got any thoughts or can put me straight!?

Interesting article (link below) on latest agreements made by Ucore (who you will note have a 900%+ increase in SP YTD) and are now at centre of attention for processing. They have struck major agreements over the last week which in my eyes shows how a joined up and collaborative approach is being adopted by all involved in the sector. Cobra coiled and ready to strike. Looking forward to next few RNS.

https://investornews.com/critical-minerals-rare-earths/armed-with-capital-and-technology-ucore-rare-metals-emerges-as-the-wests-command-center-in-the-rare-earth-race/

Had another look in to CSIRO, who were on site during Cobras last drilling, and the article from earlier this month on following link makes interesting reading - although just seen BCB’s messages re latest buying and was equally interested in that - keep that going BCB!!

https://research.csiro.au/critical-minerals-hub/from-potential-to-production-how-australias-rare-earth-research-is-powering-forward/

Had a quick look at the company undertaking the in-field works and they certainly look experienced and focused on ISR - here’s their link if anyone interested:-

https://www.rendement.au/

Article on copper prices - a good time to get out there drilling Blue Rose:-

https://www.ft.com/content/a174f908-5157-43ca-ac80-bd3678b87ce3?accessToken=zwAGQk6pKhZwkdOhdPkIUVdDytOsgL02eLh84w.MEUCIQDAeI49AuwjCSu4_HZ3yIZNKZMBZ6rFjyXBxp1qsK88EAIgPP6a-oBy3cG8AGtV6_NU_DWTlqghzQr9g3Vbl7XttfY&sharetype=gift&token=b8cce1f2-b074-46e7-985b-3578566ef60d

On a flat line of a day, which is no bad thing right now, just sharing an article of which there are increasing number - ‘beginning of the beginning’ it says and ‘distinguishing the gems from the duds’….imho Cobra I strongly believe is real gem:-

https://www.tovima.com/wsj/americas-hottest-new-investment-rare-earth-companies/amp/

I can get buy and sell, dummy quotes on HL - they will take up to 500k for 3.875 and 250k at 3.92. Buy seems to be at 3.97 at the moment

😉

Or maybe a London listed junior with a very sustainable REE focus and supply, together with tier 1 Copper prospects, might consider also processing in the uk with funding from UK and Aus governments in a joint agreement on a win win win basis……

This could liven things up as well. Bring on the news flow….

https://discoveryalert.com.au/news/australias-rare-earth-fund-us-partnership-2025/

Sharing an interesting article, ironically issued a few days before these latest China restrictions, with some theoretical implications of how this could all play out.

https://www.rff.org/publications/issue-briefs/the-strategic-game-of-rare-earths-why-china-may-only-be-in-favor-of-temporary-export-restrictions/

Fair enough SWS and can’t say I disagree with anything you said there. I do certainly think having the Barton deal and Manna Prospect on website is important. Here’s to getting some juicy updates over the next couple of weeks where they can really get the Vigo guys to earn their keep and start shouting from the rooftops about what we have.

SWS agree with your comments on the website and general investor social media comms and so I contacted Cobra; Rupert responded almost immediately and said website is in process of being updated and he will look at comms with IR team. You definitely can’t knock RV’s responsiveness.

Not sure if already posted but sharing as just picked up on it myself:-

https://www.cruxinvestor.com/posts/strategic-mineral-sovereignty-ending-import-dependence-on-chinese-controlled-lithium-rare-earth-processing-challenge

Agreed strong buying today as there has been consistently over last few weeks it seems - not insignificant buys going through in regular chunks.

Certainly an unexpected update this morning but interesting and exciting - worth listening to Rupert’s summary video of the RNS(those are a really nice touch imo) it definitely sounds an interesting prospect. Hope it does not detract from the progress of Boland and would hope it will just complement our anticipated bountiful news flow to come over coming weeks and months. We should soon have those re-analysis results for Narlaby/Yaninee Paleochannels and perhaps further Metallurgy progress/permeability testing and/or update on further programme of extensional drilling.

For those watching the trades today I will own up to the 2x 12.02 trades (£20k ones) as a Bed and ISA transaction - finally got around to doing a little financial admin and making sure to shelter those gains from the tax man! GLA

Https://themarketbull.com.au/2025/07/25/cobra-resources-flying-on-the-back-of-uk-market-revival/amp/