Member Info for moneymetal

Just added to this, I hope we have seen the bottom.

I hope you are right and agree with the other comments. Rupert needs to show a successful field test and resource estimate to sustain long life operation. While the REE market is depressed and not likely to see the prices we saw before, the savy players will take note of an asset in the lowest cost quartile that has the lowest environmental impact and this is where I see Cobra excelling. They could be a take out target very quickly.

Still holding at a loss but hoping one day soon that this will be a +10 bagger and maybe more.

Good work Rupert and keep going!

The less magnesium the better for DLE. The levels stated here could be very high unless there is a known process to remove such high quantities.

Chinese standard GB/T 23853-2022 for lithium carbonate will require

Australia passes hydrogen, critical minerals bill amid industry setbacks

https://www.australianmining.com.au/australia-passes-landmark-tax-incentive-for-resources-sector/

The Australian Senate has passed the Critical Minerals Production Tax Incentive (CMPTI), marking a strong commitment to the nation’s critical minerals sector.

The legislation, part of the Future Made in Australia (Production Tax Credit and Other Measures) Bill 2024, aims to stimulate billions of dollars in investment by allowing eligible entities to claim 10 per cent of expenditure for the processing and refining of Australia’s 31 critical minerals.

The term for the incentive is between 2027–28 and 2039–40, for up to 10 years per project.

“The CMPTI is a powerful strategic lever that provides the foundation for the Future Made in Australia ambitions of the country,” Association of Mining and Exploration Companies (AMEC) chief executive officer Warren Pearce said.

“It’s also the largest ever commitment from the Federal Government to critical minerals.”

The tax incentive, developed over a year of industry consultation, will provide a 10 per cent rebate on eligible processing and refining costs for designated critical minerals.

“This will stimulate billions in new investment in critical minerals processing,” Pearce said.

NdPr Rare Earth Oxide (China) US$60,018/t vs US$58,157/t

Not long this figure was below €50k/t so bodes well and look forward to further positive news from Cobra.

Figures are from SP Angel

All moving in the right direction. A strategic project announcement with a commitment for significant financial support from the government would be nice and might bump the share price.

Well done Rupert and team. A very positive RNS and great results.

I'm sure the shareholders will be rewarded some day. REE prices are slowly improving and one day a buyer will come knocking for a low impact first cost quartile project in a supportive jurisdiction..

I will be holding for the long term.

NdPr Rare Earth Oxide (China) US$56,675/t vs US$56,197/t

This has steadily increased by over 10% in the short term. With a bit more upside and positive news from Cobra we might see good interest again in the REE space.

Https://investors.zinnwaldlithium.com/activity-updates/introducing-zinnwald-lithium-building-europes-lithium-future?utm_medium=social&utm_source=linkedin&utm_campaign=mid-218794

CEO Anton Du Plessis takes us on a deep dive into Zinnwald Lithium (AIM: ZNWD) and its hard rock lithium project in eastern Germany—an emerging cornerstone for Europe’s energy transition. With the third-largest lithium resource in Europe and plans to produce battery-grade lithium, Zinnwald is positioning itself as a key player in the future of sustainable energy.

🎥 Watch now and explore Zinnwald’s story on the interactive investor hub. Share your questions with Anton directly: https://lnkd.in/evAf8edH

Positive RNS and look forward to the next one with important info - the assay for the mixed rare earth carbonate product.

"..the Company is approaching another important milestone, with a maiden mixed rare earth carbonate being precipitated from liquor produced through our bench scale ISR tests before Christmas from which results are imminent. This will be the first rare earth product produced through controlled ISR, signifying a significant step forward in the advancement of securing critical rare earth metals through low-cost and environmentally considerate methods. This is a vital advancement to progress discussions with prospective future offtakers."

Nice to see some life in the market, thought AIM was dead. A few more bumps up before retirement would be good.

I think Zinnwald will get good political support in Saxony. It is a proud mining region and Scholz visited it recently.

https://www.bundesregierung.de/breg-en/news/press-statement-chancellor-mining-authority-2306486

In future, lithium is to be mined in Saxony on a large scale and in an eco-friendly manner. “This will create jobs and prosperity, making it a priority,” the Federal Chancellor wrote on X following his visit. On his visit to the Mining Authority, the Federal Chancellor learned more about the planned project in which Zinnwald Lithium GmbH seeks to realise one of Europe’s greatest lithium mining endeavours near Altenberg. The project is to be realised by 2030, and the company aims to extract the amount of lithium needed for around 600,000 car batteries every year. The project is supported by the Federal Government and the Free State of Saxony.

The performance of this has been disappointing. You would think given the ever increasing demand for energy that this would be a good investment and I read an article in the FT last year that suggested this was a good bet...How wrong they were.

Citi’s analysts attended a major lithium forum held in China over the Christmas break, and their takeaways are decidedly bullish

The broker suggests Chinese battery manufacturers are forecasting massive increases in production in 2025, in most cases ahead of previous estimates

Risks remain, but Citi believes the battery price cycle has likely troughed, and this could have positive implications for lithium minerals prices and lithium stocks

Link below

https://www.msn.com/en-au/money/news/lithium-cycle-has-troughed-as-chinese-battery-makers-set-to-ramp-up-production-citi/ar-AA1x8X4W?ocid=BingNewsSerp

Https://mining.com.au/could-2025-be-the-year-of-lithium-and-nickel/

Lithium finding ‘a bit of rhythm’

Meanwhile, lithium and nickel have had a rocky 2024, but with supply being stripped out of the market at a rapid rate, these commodities could be in for a better 2025.

“I think that lithium may be starting to find a bit of rhythm. The reason is that we feel that the supply-demand imbalance is starting to move the right way,” Dagan explains.

Over the past year, the market has seen several lithium and nickel operations halt production.

BHP (ASX:BHP) mothballed its Nickel West operations, while US lithium giant Albemarle (NYSE:ALB) dropped expansion plans for its Kemerton lithium hydroxide conversion site in Western Australia and laid off 40% of the operation’s workforce.

“We think the lithium market could have a strong rebound coming off what’s been a very, very tough 12 months,” Dagan says.

We can always dream...

With a major M&A close to finalisation and a multi-billion-dollar project expansion in the works, Rio is making 2025 its year of lithium.

https://www.australianmining.com.au/what-lithium-plans-does-rio-have-in-store-for-2025/

This could be a gem if all goes right. Some significant value in situ and big disconnect with the market cap.

Teck-Hughes Gold Tailings Project

6,531,300 tonnes of material at 0.66g/tonne Au for 138,460 ounces contained Au*.

Sylvanite Gold Mine Tailings Project

4.14 million tonnes grading 0.015 oz/ton Au (0.47g/t Au) containing 67,051 ounces of gold

(2008: 149 holes, Samples average grade of 0.541g/t Au)

Assuming 49% recovery for Teck-Hughes:

67,000 Oz x $2,400/oz = $160,800,000 recoverable gold

Sylvanite

say 30,000 Oz x $2,400/oz = $72,000,000 recoverable gold

Fulcrum has an option in place to acquire a 100% interest in the Teck-Hughes gold tailings project

Current Market Cap = £4.62m

Https://cleantechnica.com/2024/12/17/stellantis-catls-new-jv-will-invest-up-to-e4b-to-build-large-scale-lfp-battery-plant-in-spain/

Adding to CATL’s existing presence in Europe, which includes two European battery plants already in operation in Germany and Hungary, this new facility in Spain will strengthen the company’s ability to bring its state-of-the-art battery manufacturing technology to bear in growing and advancing electric mobility in both Europe and the global market

Pleased with the results. We just need a few more buyers to take notice and drive this up to a fair value. Maybe 2025 will be the year of the Cobra. Maybe some Trump tariffs will cause REEs to be in the news.

Merry Christmas to all the holders here.

I hope so, we need a break on this one. Maybe Trumps tariffs will cause the Chinese to block REEs in January. That would be massive for a company like Cobra although not good for the western economies.

Cobra is a compelling story but the market is indifferent..