Member Info for draft

Https://committees.parliament.uk/committee/127/public-accounts-committee/news/205741/electric-vehicles-govt-must-overcome-delays-for-charging-network-rollout-to-succeed/

I can see from the rnss the last time they bothered to announce a contract win rns was back in 2023! thats not good, thats means theres infrequent rnss here

I dont think theyd do that given they can just use the 30mil EDF facility

Https://www.reuters.com/business/autos-transportation/china-leads-increased-ev-purchases-eu-tariffs-start-hit-2025-03-12/

i doubt EDF will let podp go into china

Also they showed no prowess, they knew they would release a below market guidance in the rns yet they still bought shares lol

CEO and CFO have money to burn they can buy what they want

and most people in organisations at that level are DIMWITS.

Needs a contract rns now or will keep dropping now

Someones dumping in blocks

Im still hoping for some updates before they release that results rns

If some chinese EV maker turned up and did a LOI for the REE

Rupert Verco, Managing Director of Cobra, commented:

"The completion of Stage-1 drilling has continued to deliver mineralisation over an extensive footprint that remains significantly untested. This bodes well for defining a significant Mineral Resource Estimate later this year.

In the current geopolitical climate, a number of factors have the capacity to drive significant changes in the rare earth market and disrupt Chinese supply. Cobra is getting itself ready to capitalise on the market turn with an operation that can produce in the lowest cost quartile.

With the metallurgy programme already providing confidence in the cost and environmental profile of Boland via in situ recovery, Cobra may have one of the most desirable deposits outside of China."

This has run out of cash

it will use the EDF facility as they said in last rns

this company burns through cash!!!!!!!!!!!

I meant when GGP was first starting out was it similar in tenement size to this?

I never average down, this could still go to 1p tbh, im just in for a quick trade thats all

Region Indicative allocation

East Midlands £33,744,000

East of England £37,297,000

London £35,696,000

North East £22,426,000

North West £51,048,000

South East £53,538,000

South West £40,102,000

West Midlands £32,755,000

Yorkshire and The Humber £36,387,000

podpoint need to win some of these contracts, they havent won in Brighton, some other EV charging company won

Https://www.bbc.co.uk/news/articles/c1d4xk3klp7o

Podp need to get in bed with a council , they ve all been given huge budgets to instal chargepoints

Https://www.fleetnews.co.uk/news/planning-reform-to-accelerate-rollout-of-electric-vehicle-charge-points

Https://www.gov.uk/government/news/biggest-building-boom-in-a-generation-through-planning-reforms

Other measures included in the Bill:

Streamlining the process to install EV charging infrastructure to help meet our net-zero ambitions

How big is the resource size at Cobra compared to GGP when they were exploring?