Member Info for PaulFG

Great to have JT on the podcast with his more direct succinct style.

OF had been hinting in tweets a while back, which I mentioned on here, about what a main US listing would mean for the company so not very surprised to hear that semi-confirmed now.

Disappointed they didn't take the opportunity to firm up deadline data around the PFS yet again. This leads me to think it'll be delayed and probably not delivered this year, would very much welcome being wrong on that.

Yes that's what originally attracted me here the rutile not the graphite

@mono what was Charles' reply to the Rio situation?

Interesting find. I had a look at Rio's Titanium business it seems to be mostly Titanium Dioxide and Ilmenite with a bit of rutile.

I think Rutile may have the edge on the other two, definitely on ilmenite.

But yeah that sentiment could be weighing on the share price.

Mad to see so many trades buying 1 share!

Okay now I get the tick-up.

Good news on progress to the DFS completion - love this methodical approach by SVML mgt.

- Initial results indicate highly favourable subsurface conditions that correlate well with the expected regional geology.

- Consistent stratigraphy and suitable subsurface conditions to enable more standardised foundation designs and construction approaches across infrastructure areas, potentially reducing engineering complexity and construction costs.

- Significantly, ferricrete identified within the transported horizon has been assessed as potentially reusable as engineered fill material.

Interesting another raise at 60p, doesn't look, on first reading there are any warrants alongside shares (good). Looks like UCAM will up their holding to just under 29%. Also looks like it's going towards an ' advanced PFS' hopefully OF will give more information on this.

Good news - given the award was granted specifically to aid the delivery of the PFS perhaps we'll hear more about that and where we are.

"The award will enable Golden Metal Resources to deliver a pre-feasibility study for a tungsten mining site, Pilot Mountain, located southeast of Hawthorne, Nevada."

Yeah. It's not that I wanna sell any, but I can't top up neither.

Article below may explain a little - given the huge flight of funds from the Canadian resource sector:

https://theoregongroup.com/investment-news/canadas-capital-flight-hits-12-b-in-may-now-62-billion-over-4-months/

Fidelity still haven't sorted out the name change, my holding is frozen cannot trade the stock at all. Ridiculous!

Reads like a great program, hopefully the results are good.

Very upbeat accompanying video in a deadpan manner as only Rupert can deliver, lol.

The way REE are generating attention, combined with the progress COBR is making I think it won't be too long before a major rerate here.

Like you guys I've considered all those risks which is why retaining the Gold option always provided me with a comfort blanket backup plan.

The fact that COBR have relinquished 100% ownership of Wudina, because let's be honest they still have exposure to it and more through their deal with Barton, to me demonstrates a very high confidence level within COBR of the probably success of Boland.

Culpepper I wouldn't obsess too much over short term SP - it can get pushed around on thin volume. Opportunity to buy more of it comes into your top-up range. That's how I look at it.

There's also an element of opportunity cost here - there's still limited money in the sector, although I do think new monies are starting to trickle in, and there are a lot of high-profile exciting news-driven stocks elsewhere, so short term money could be chasing that.

Don't know if this has been mentioned, there's a lot of noise in these pages, but there's an interesting note in the research notes here that makes for some very positive reading as a summary of activity: https://www.lse.co.uk/research/KEFI/code-word-imminent-fqztjrkyd2le9n1.html

Take on board everything said about CP, my concern is this nagging feeling now that Mike has done all the hard work this guy will want to be seen in more and more interviews - where Mike has been a major positive for all of us, Cameron is likely to have the opposite effect at a time when we want to attract wider market interest.

Summer doldrums

Haven't had a chance to watch yet - why is there an uneasy feeling from the interview - is it a matter of style or something actually concrete?

From the RNS: "Project finance continues to come together at the subsidiary level in preparation for all the parties to sign detailed definitive documentation, targeted for end-August 2025."