Member Info for Carribean2029

Real world timelines slip. It’s most likely out of RV control in terms of mobilisation, so close to Christmas and right in the middle of Australias summer.

“This is textbook geophysics for a porphyry system.“

🧨💥

First 7 trades….all at the exact same time….presumably orders placed over the new year? Good to see a blue start!

True Fact Michael….just holding out for the kids and grandkids villas now😬🐍🐍

Can’t forget Michael…..how rude of me!

Happy New Year Michael. Wishing you the best 2026 possible! This could be the big year….all that averaging down at 1p…..🚀🧨

Hoping to get a property sale completed before RNS’s start flying in….still holding, as ever, so never going to be disappointed if I miss the next leg up. Buying minor top ups when I can, however.

Been nice watching this hold the line throughout a quiet period. Demonstrates the strength of the underlying business case.

Have a great New Year BCB and all holders.

😆🤣🤣

Merry Christmas all.

Agree. One of the best, if not the best, board on LSE. An under the radar gem…..the comparison to the company speaks for itself.

Roll on a transformation for 2026. 🐍

Baa ha ha!🤣 thesaurus!

Lovely and thoughtful post

Merry Christmas to you and all

And especially you Michael!!👍

Ohhhh! Round figures are an absolute must for me…. I think I’d struggle to sleep with 3 estranged shares! 🙈

Hey Scaff,

From a high value low volume perspective, cerium just ain’t like Terbium, but from a very very high volume low value angle, it begins to make huge sense.

Cerium is used so widely in so many industries due to its affinity to form oxides readily, it begins to make sense that volume offtakes will aid our model, not just from a profitability perspective, but logistically too. Moving what is seen as a slurry offsite through a sale is also more environmentally sound than pumping back into the ground. It all aids permitting and remediating land. Again, like you, not a massive mining expert, but some would say I might have a foot in the planet knowledge 🤷….but I’m still learning like us all.

Separation of cerium and its resale is an absolute bonus. Sure, it’s much lower value, but its uses are widespread across many industries and will add an additional layer of value, although marginal on the profitability, but the ESG benefits will fortify our story.

COBR is positioned to have an ethical and sustainable approach to mining in Australia and will set new standards, imo of course.

Due to its environmental credentials, the Boland Project is emerging as the most ethical source of dysprosium and terbium to support electrification."

This is a great differentiator at COBR and is a critical component of a unique strategic story in relation to environmental sustainability. Big plus!

Great that the story is getting out there

Cobra is now able to announce that additional test work by the Australian Nuclear and Scientific Technology Organisation ("ANSTO") has shown that 100% 💯 of the (low value and relatively abundant) cerium content can be removed from the PLS at ambient temperature and pressure with minimal loss of the high-value magnet and heavy REEs (principally dysprosium and terbium).

Nice work! Uptick on costs making this highly competitive and resilient in all market conditions. Stability of costs is going to make this incredibly attractive and valuable to LTH’s and institutional investors🥳

Agree Richy

10p is merely the early milestone, but I have a suspicion that when it gets to 10p, it’ll have so much momentum, it’ll sail through. As SWS points out, the multiple projects all at different points in their lifecycle, makes this one of the most interesting and exciting companies on main market.

10p is a mere milestone - I’d not be upset with that, but I have a higher personal target, just because.

Not sure I understand the ‘if’ in terms of 10p…..in my own opinion, it’s only a matter of pieces coming together and building the jigsaw of the 🐍. Patience has served me well (and many others) and I’ll continue to enjoy this already (on paper and unrealised) fruitful journey.

Definitely agree with all you say.

I remember when Craig Moulton was heading this up, and with his departure, there was a moment of uncertainty. However, it was quickly evident that Rupert’s arrival was a stroke of genius (and luck again possibly); his technical, stoic approach underpins and complements the COBR ethos.

Slowly slowly cathchy monkey….

I rarely get excited about a share and I’m doing my best to keep a lid on it with COBR…..not always successful in that. I don’t tip friends or family, although my folks bought a few some years ago and they are happily in the money, but still holding strong too.

Thanks again for all your input👍

It’s almost as if David Clarke has been working on this his whole career🤔🤔….and this has been his plan all along🤔😜. Might explain why we are main market. These guys set out to deliver a solid process driven strategy from day 1. Even back when we were proving up the gold.

Incredible, yet still unknown, potential for the snake in the coming year or so. The rate of acceleration will catch the market napping when it comes.

I have my target exit. We are still only on the first bend of an 800m race…..so long way to go….2029 could be my year🤪

Geez Michael! Been waiting for that!🤪😁