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Normally I don't get overexcited by rockchip samples - but these add to the significance of the Monolith (don't you love that word) and following the investors tours last week (coincidence?) more warrants exercised:

Highlights:

· 48 rock channel samples collected at Monolith with assay grades up to 271g/t Ag, 2.05% Cu

· Samples average 35.4g/t Ag and 0.31% Cu despite evidence of surface leaching

· Results define a zone of mineralisation greater than 50 metres ("m") wide

· Mineralisation open to the south and southeast where exploration is continuing

· Second diamond drill rig arrives on site to advance Mostaza Phase III drill programme

· Company holds the option to earn 100% of the Cerro Negro prospect

· The Especularita Project is located at low elevation with excellent access to mining infrastructure and services

Video: https://investors.cobraplc.com/announcements/7207650

I think Rupert is happy:

Rupert Verco, Managing Director of Cobra, commented:

"Christmas has come early with these results; they have confirmed our belief that the permeability of our first

bench scale study was impacted by a small quantity of saprolite being incorporated in the sample. As a result, the

study took 150 days to achieve 68% recoveries. We have achieved similar recoveries in just 17 days and at a lower

molarity. This means reduced costs and increased production capacity.

From a recovery standpoint, we now have complete confidence in the ionic recoverability of Boland ore and it's

now up to the team to demonstrate the ISR process in the field. Should we replicate these permeabilities in field

testing, the commercial, environmental and strategic benefits of the Boland discovery will be undisputable.

We are looking forward to completing the acquisition of tenements EL6742, 6774 and 6780 so resource focused

drilling can continue to demonstrate the significant scale of the opportunity that aims to deliver low-cost and

sustainable critical minerals over a multi-generational mine life.

Updated Chinese export restrictions highlight the need for cost effective, reliably sourced heavy rare earths

enabling emerging supply chain resilience. Cobra is advancing a strategy to address market needs for a

sustainably sourced, refined heavy rare earth carbonate and the results of this study highlight the Boland Project's

ability to meet this demand."

Https://investors.cobraplc.com/announcements/7207650

Highlights

· Rapid recoveries enabled by high permeabilities - a highly favourable orebody characteristic for ISR

· In just 17 days, the study achieved the following favourable results using 0.3 molar, (NH4)2SO4 AMSUL targeting

pH3:

· 68% Terbium (Tb)

· 63% Dysprosium (Dy)

· 62% Samarium (Sm)

· 57% Neodymium (Nd)

· 51% Praseodymium (Pr)

All achieved at very low acid consumption of just 3.88 kg/t

· Recoveries are from a 55kg bulk composite sample taken from intervals of mineralisation from three sonic core holes

yielding a head grade of 1,194ppm TREO (252ppm Nd+Pr and 33pm Dy +Tb)

· Owing to the high permeability of samples, the test was executed at pressure of 2 bar where the average permeability

rate was 2.1m/day

· Post test completion, the pressure was increased to 5 bar, to reflect the Boland aquifer, where a permeability rate of

8.72 m/day was achieved

· Preparations are underway to perform in-field permeability tests that aim to emulate the permeability rates achieved in

this study - regulatory EPEPR approval received; a discharge permit is expected shortly that will enable the

commencement of field testing

Yes it's good to see that the chunky trades don't diminish the higher we go - implies some serious accumulation by serious players.

Yeah even though I topped up last week - given this hasn't moved yet and clearly we're about to have a decent resource upgrade (fingers-crossed) I topped up again this morning.

Not sure if this was posted but more clarification from Andrew Scott of who the institutional investors were that Sam was conducting onsite visits with recently:

https://x.com/AndrewScottTV/status/1977567253408489906

Great to see active institutional interest at this stage.

I'd say a lot of people listened/relistened to last week's interview, combining that with what's going on with China etc and came up with strategies for this week.

Great to see us above 7p.

Onwards...

1:30:30

@ID not sure the exact time, but towards the end of the SVML interview.

Https://youtu.be/-gcogLuJwk8?si=4tNBMi5rSbzI8qjK

In the latest Sunday Roast Sapan let's slip that resource upgrade in DAYS.

Macro events aligning with company progress. If his catches market sentiment, recognising excellent economics, one of largest best quality graphite global deposits, tested and approved by some of the most quality organisations globally ( to hopefully include NASA soon), in an excellent jurisdiction then honestly we've no idea how high this might go.

Thanks for reposting link. Agreed very strong presentation, as always from Eldur.

Looking forward to the Nov 14th update

Great weekly close.

I would have preferred it a smidgeon higher on the bid, over 6.5p, but still sets up nicely for next week and hopefully some drill results.

Isn't it the best feeling when a share gets noticed on a Friday afternoon? Really sets you up for the weekend, when you know everyone will researching it.

A couple of good drill results, combined with continued copper & silver prices rise will see this do very well I think.

> great management

> great location & jurisdiction

> great commodities

> and a ruddy great entry price right here!

The market is going to be hit with so many headlines around silver and copper price rises. People will feel they may have missed the gold-boat, won't want to miss out again.

Took a look again here this morning with the 'we're in Q4 now' hat on.

And even if the DFS slips into early 2026 we're on a very short countdown and the SP is not reflecting that anticipation. I know there's the whole RIO question but honestly do we really think another player isn't going to step in?

So I had to pick up another chunk - thought we'd be in the 40s by now at least.

Https://x.com/greatscopper/status/1976522893166281119

Sam showing some directors & investors around the Andacollo copper mine - great optics.

...and ofc ya' know I had to pick up another few chunks whilst it's still under 3p.

There is clearly an 'issue' with the financing - perhaps not unexpected given the number of parties requiring simultaneous alignment.

'End of September', then 'within a week' deadlines all missed - it was there and then it wasn't. HAA rumoured to no longer be in the UK and the RNS we've rec'd was about warrants.

I CANNOT imagine HAA sitting on a 'Financing Done' RNS - I'd imagine he'd even have the Nomad burning the midnight oil to get that one out.

SO It hasn't gone according to plan.

The Question now is is this issue insurmountable or not?

@Big, I don't know how many times I said that...lol