Member Info for PaulFG

I don't know why people think there are delays to funding - it takes time and it's done when it's done.

MR has always said that if P1 only, then it was unlikely to be DFC as it's not material enough for them - so this should come as no surprise.

@JamYesterday exactly.

Points taken, but I think that the JORC modeled in the DFS will influence the funding, being exCorporate Finance myself that's what I'd look at, the other newly defined JORCs will have more of a 'ah, that's interesting' response but for financing I'm looking at the independently-modeled and verified DFS. Because it's on that basis that BRES is sitting in front of me looking for funds.

I mean it's a nice little RNS but in the the current market and given BRES interested parties' interest, it won't /shouldn't move the SP one way or t'other.

I don't think a revised JORC will have much impact on the SP neither. We all know what we're waiting for.

The whole research note is done on what I would consider an extremely conservative approach - which I appreciate - but for those that don't read the full report (estimate to be 95%) the headline might not offer the enticement needed to attract buyers, in the short term.

We don't need Tweets - we need a decent RNS

"Our broker Hannam & Partners has initiated research on Cobra, including a detailed valuation model with considerable upside to the current share price."

This makes interesting reading:

https://www.mining.com/trump-sons-invested-in-us-group-developing-1-1b-tungsten-project-in-kazakhstan-ft/

Sums up the potential very neatly:

"In simple terms, the company is spending approximately $6 to produce something worth approximately $100, a margin that, if validated at full scale, would make Boland one of the most cost-competitive rare earth operations outside of China."

Yup @Ramptastico I agree. I think this is a case of bury in the bottom drawer and forget about it - whilst keeping an eye on RNSs, the geopolitical situation etc. But it's not worth tinkering around with the holding if you're happy with what you've got.

It's definitely a case of here it's best to do nothing, that's where maximum gains will be made.

That's mad you had to break it into such small chunks!

Considering everything else in my Natural Resources has been so volatile this has been remarkably steady.

Strong holders here.

I listened to the Sprott Audio on REEs last night - interesting observations. We're definitely under the radar here but I think this year, if all goes well, is going to change all that - hope so anyway given the unhealthy length I've got in COBR.

Https://gscplc.com/announcements/7510803

Probably nothing new in this, but a good summary. I'm keeping an eye, but waiting for AIM listing.

https://www.youtube.com/watch?v=ExFfMNR06sI

Very impressive results here and really given this is all from surface you can imagine the scenario that once everything is set up this could be a producing mine from day one - pretty incredible. That's gotta appeal to both potential financiers and acquirers...

Great to see these results but the potential here for me is indicated by Sam's comment:

" Importantly, the surface mineralisation is strongly weathered and leached, reinforcing our belief that higher-grade sulphide mineralisation may be preserved at depth."

I am surprised we haven't had the remaining Beehive results, they were pretty confident of having them by the end of Q1.

Yup I piled my 2027 SIPP in here April 7th- - following the smart-insider-money.

https://investors.cobraplc.com/link/P2AZ3r

§ MHRC0013: 62m at 1.0% Cu, 0.08 g/t Au from 62m, including:

§ 30m at 1.56% Cu, 0.14 g/t Au from 66m, including:

§ 16m at 1.92% Cu, 0.23 g/t Au from 74m

§ MHRC0011: 22m at 0.80% Cu from 20m, including:

§ 6m at 1.56% Cu from 22m

§ MHRC0009: 22m at 0.48% Cu, 0.17 g/t Au from 30m, including:

§ 10m at 0.81% Cu, 0.37 g/t Au from 30m

§ MHRC0010: 6m at 0.77% Cu from 24m, including:

§ 2m at 1.56% Cu from 26m and

§ 4m at 0.073% Mo from 94m

Not bad news for Cobr given what Rupert has said about our 'natural' sulphuric acid.

https://www.linkedin.com/safety/go/?url=https%3A%2F%2Ftheoregongroup%2Ecom%2Fcommodities%2Fcopper%2Fchina-moves-to-halt-sulphuric-acid-exports-as-war-driven-supply-shock-deepens%2F&urlhash=5Pg0&mt=CV2SMTUkv4ytamaM0xAdni0NI87i5s_n_OO_Xj-7SsmDmHTBdZbu0fDDWyDoU_IVOjXrnSUttpLrX_VsQiXH9EfHXBxP2wbCuEkdCoXdKjCGM52bR7i07U1D&isSdui=true