Member Info for English_Parisien

Some background reading on the topic for those interested, on ISR but more related to uranium than anything else

https://world-nuclear.org/information-library/nuclear-fuel-cycle/mining-of-uranium/in-situ-leach-mining-of-uranium

https://www-pub.iaea.org/MTCD/publications/PDF/P1741_web.pdf

https://geoinfo.nmt.edu/staff/mclemore/teaching/uranium/documents/CH007.pdf

But specific to REE’s:

“ due to their geochemical characteristics, REE are very dispersed and not usually found concentrated as rare earth minerals in economically exploitable ore deposits. Hence, it is unusual to find them in quantities significant enough to form economic ore deposits.”

Have a good weekend

- EP

https://www.sciencedirect.com/science/article/pii/S1674987119300258

I found him a bit more coy in today’s video compared to previous announcements. Whether that be the greater scope and technical elements covered in the RNS, or otherwise. Or perhaps just being careful of his words so as not to give any commercially misleading statements.

Onwards and upwards though.

- EP

Google Finance showing a 1.7M share buy this morning at 10:07, which is about £20k! Imagine having that in your ISA and this flies to 10/20/100p :)

- EP

The positive news flow continues! Well done team.

How long do we think the drilling programme and the definition of “a resource of significance” (to quote Rupert at the end of the video) is likely to take?

Would love to grab another few hundred K of shares before the SP lifts off for good.

Have a good day all!

- EP

Https://www.investi.com.au/api/announcements/cai/05b6aec0-dc3.pdf

Possibly finished by year end, if I have read it correctly?

- EP

Https://www.reuters.com/business/healthcare-pharmaceuticals/mercks-colorectal-cancer-therapy-fails-late-stage-trial-2024-09-25/

Further opportunity for gains to be made by SMMT if their drug proves effective in colon-rectal also, as per intended clinical trials.

GLA - EP

I personally like the fact that this is still under the radar to allow for the longer term holders to further load up at these prices before they are no more and then enjoy the show as the SP goes to upward multiples of where we are now. Although quite what that multiple might end up being in the next 12/24/36 months, I’ve not a clue?

All in good time of course.

But given the continued use of superlatives the Board keep dishing out in their RNS’s at the moment, I am of the opinion that whilst the test results are not confirmed and such like, they are doing what they can to convey their sincere excitement at the magnitude and potential of what they believe they have here. And if we existing shareholders can make the most of that now, the greater the spoils to come.

All just my humble ramblings though :)

Have a good day all, back to the grindstone.

- EP

I particularly enjoyed the end:

“ As the Company works through its forward development plan, the Board considers that the true value of the Boland discovery will be demonstrated through project economics where we believe ISR will place the project within the lowest cost quartile of the production curve for Rare Earth projects globally. In doing so the Company will deliver a strategic asset of considerable value to stakeholders. I would like to take this opportunity to thank our shareholders and wider stakeholders once again for their support during the period. Though the market is slow to reflect it, you have an interest in something very special here. Cobra looks forward to keeping shareholders informed on exploration and development activity as we focus on advancing the commercialisation pathway of the Boland Project.”

GLA - EP

Https://www.capricor.com/investors/news-events/press-releases/detail/291/capricor-therapeutics-announces-intent-to-file-biologics

CAPR, a biotechnology company developing transformative cell and exosome-based therapeutics for the treatment of rare diseases, announced today, following recent meetings with the U.S. Food and Drug Administration (FDA), its intent to file a Biologics License Application (BLA) based on existing cardiac and natural history data for deramiocel to treat all patients diagnosed with Duchenne muscular dystrophy (DMD) cardiomyopathy.

Nice to see the kids finally getting some help, should all go well!

- EP

I’ve no interest nor time for the charts.

Rather, just that there appeared to be a little positive sentiment :) … I’m waiting on the long game with the ISA now.

Have a good week

- EP

My post aged poorly, very quickly :/

Https://x.com/banana3stocks/status/1838206131984097724?s=46&t=Ngwmi3S2D4OQPNM4iJ10Tg

Seems to be some renewed positivity for the state of play and where the stock might go next.

Hope all are well!

- EP

Hahaha … I only meant that the bid price had gone up :-P

your “giddy with excitement” made me chuckle

Agreed, certainly another 18-24 months at least before I think we see some real opportunity for “proper” gains … though couldn’t quantify what that might be being honest.

- EP

Yep and adding when one can at these levels.

If it wants to stay at this level until the new tax year for ISA purposes and then release a multitude of positive RNS’s, I would not object … but alas I don’t expect that to happen haha and wouldn’t wish it on the other shareholders patiently waiting for growth here :)

Market seems to like the news, at least for now

GLA - EP

Watch this space I suppose.

Whilst the operations aspect is all very positive and a “transformative year”, it leaves me with a sense of “so what? And what’s next? And what is going to drive up the SP somewhat?”

- EP

My two interesting takeaways

1. ‘…ultimately supporting a pathway (subject to continued exploration success) to a massive, multi-generational resource development opportunity’ - there is a lot of potential positivity and optimism is that sentence, albeit with the caveat of “continued exploration success”. Whether it’s COBR’s prose or otherwise, I rarely see such potential being indicated in an RNS, which for me personally is an exciting indication of what we might have here.

2. · ‘Cobra is also considering strategies to advance its uranium assets whilst the focus is maintained on REEs at Boland. This includes exploring partnerships for uranium rights’ - is this something that has been openly discussed previously? It is not something I remember having read about but I am no COBR expert. This could be an opportunity for non-dilutive efforts in terms of SP but equally in terms of not becoming less effective in terms of their progress, particularly when you look at the number of simultaneous fronts between gold, REE’s and uranium. Equally, partnering with an established uranium partner could bring the benefit of their knowledge and experience, whilst COBR focus on optimising the process for REE extraction, which feels just now like their number one focus ahead of gold and uranium, as was inferred in their second video from the website of late.

Keen to know other people’s thoughts.

Have a good start to your respective weeks

- EP

Hi both,

Appears I called this (for once) but didn’t then follow my own advice. I was indisposed Monday and by the time I got back to catching up later in the week, the SP had dropped sharply sub-30.

I do hope that it won’t dramatically fall through the recent raise threshold price, otherwise I will be a little irked at not being able to sell the shares left to run and buy back more without any further investment … but such is life.

ATB - EP

Woke up in a daze to look at my phone for an RNS about a £5/share takeover of SAR. Alas, it was 3:30 in the morning.

Feels like the excitement of some news, coupled with the recent posting, has infected my sleep.

Thanks to the LTH’s and continued (for the most part) positive and informative posts. 12 years of holding … is there an end in sight that will be a success for all? Time will tell.

GLA - EP

My personal opinion … unless some other form of material news produces itself this week, I think the upward trajectory will soon come to a halt. Not without a potential vertical upward squeeze first to see how much more SP the market can get out of this … but a healthy retrace is in my opinion shortly to be expected.

And with the biggest support being the recent raise, this may be the position at which it eventually settles in the next couple of weeks or so.

I may well be completely off the mark. But today has the makings of another green day, so there is that!

GL - EP

PRESS RELEASE, as expected:

https://tools.euroland.com/tools/PressReleases/GetPressRelease/?ID=5755767&lang=en-GB&companycode=services

Analysis:

https://www.stocktitan.net/news/SMMT/promising-anti-tumor-activity-and-safety-of-ivonescimab-in-xjl9kix96yuk.html