Member Info for PaulFG

Hi tend to agree, LW. I thought it was a very informative interview, I also drew comfort from his conservative approach to the valuation

Https://www.youtube.com/watch?v=6v4MwiEzY2c

...maybe Sprott is a continued forced seller because of redemptions.

I tend to agree. I think the whole Rio thing is placing a dampener on the share price. And there are so many other dynamic opportunities around short-term with more defined timelines.

Eventually, this will come good, very good, but we're waiting and RIO is putting us on hold. Regardless of what the management do in the interim there's only so much progress they can make because of the option they granted Rio.

Thanks @321carter

Net free cash up 120% over LOM - impressive

Resistance is never broken until the bid has settled above the level on the close.

No better sign than seeing insiders buying in the open market.

IT is good to feel the excitement in the RNS regardless

I think most of us had already state prior to today that we didn't expect this announcement to have much SP impact.

I do think this was a terrific announcement though and we shouldn't lose sight of that fact beside all the usual collection of doom 'n gloom stuff people inevitably dredge up.

Yes great informative Interview and looking forward to the revised DFS - should make very good reading.

Why is Ebola even being mentioned??? Utterly stupid.

@ShipwreckSheep I was there for the presentation upstairs but I had to hop as everyone moved downstairs - I did get to chat to RV and briefly to DV.

Oversupply is not as much an issue for COBR, as RV as expertly demonstrated, numerous times, that Boland (et al) is the only project outside of China that can compete economically with Chinese porducers.

I was also there. Very upbeat from both David & Rupert. David made a gesture to indicate the future movement of the share price, let's just say it was a steep swing to the upside.

I raised an eyebrow when they both indicated the plan, currently, to proceed to build a copper mine should the opportunity permit.

Either way it looks like we're in for a very newsworthy 2026. Am happy to continue to hold and up to the point where they expressed an appetite to build a mine I was considering doubling my holding. I now need to give that a little more consideration.

Sorry, should read WAR Dept Budget now $1.5tr

Essentially, US is throwing vast amounts of money trying to solve an issue we all saw coming years ago , but heightened by the massive depletion in its arsenal since there war on IRAN

Should read WAR Dept Budget now $1.5tr

Very interesting Macro View on US Military Industrial Complex and requirements going forward.

US production of munitions is a matter of national security ... rebuild the arsenal of freedom ... budget dept budget request is now $1.5tr ...

Rare Earths start getting a mention at about 9 mins.

https://www.youtube.com/watch?v=lnzqyTc0saY

Very interesting Macro View on US Military Industrial Complex and requirements going forward.

US production of munitions is a matter of national security ... rebuild the arsenal of freedom ... budget dept budget request is now $1.5tr ...

Tungsten starts getting mentioned about 10:30mins

https://www.youtube.com/watch?v=lnzqyTc0saY

Nothing we don't already know in Archer's update - but he neatly ties all the threads together in his conclusion.