Member Info for PaulFG

@SS Yup I'm not disagreeing.

Encouraging to be receiving hard evidence now on Tempiute.

Good points SS - I think it just feels like a blow that we're no longer 'actively' involved in the Gold market which was why many of us invested in the first place.

But we're now a passive participant and in a potentially greater resource looking as BDG's other assets .

I can't but agree - there weren't probably too many options available to COBR to realise value on this - but the way it's structured I'm not sure the benefits will really be realised for many years until development or until the Barton SP performs better and we've lost a potentially great asset - albeit we were doing nothing with it and it hadn't been advanced for years.

OK we've pinned our hopes 'n dreams to the mast and they are all REE related...

Likewise I'm not concerned the the management of this company, never have been. MY last top-up was when it dipped to 71p, took a significant chunk then. If we get anywhere near that again I'll top-up again

Great RNS signposting possibly spectacular assays in the coming months, not to mention:

Infill drilling campaign completed, which unlocks the next US$0.75M DFC tranche of grant funding

. The DFS is expected to play a pivotal role in unlocking value through strategic offtake partnerships and securing project-level funding - such as with DFC - and other parties already engaged in early-stage discussions that could see full-scale development financing aligned to the Definitive Feasibility Study's completion.

Great plug here for GMET and Tungsten

https://youtu.be/zUfuNQuyu-A?si=fxBDaUmtOP-B2zAs

@RR, I suppose if you're coming new to COBR, perhaps after seeing potentially great 'imminent' drill results, then this is a very good summary in an RNS format for these potential investors.

But they say results are 'imminent'

I guess it depends on your definition of the word.

Anyway, it's an 'okay-but-whatever' from me.

Sorry @michael

@METAL yup I read that and thought: what was the point?

@Reserved glad you said it because I'm in total agreement. As usual this guy does not inspire me any time he's interviewed. I honestly thought by this time I'd be seriously looking to buy back in but i think I'm burying this thought for good now.

There are just better & safer mineral sand plays out there, including EEE & SVML, if that's the commodity you wanna make an investment in. Personally, when SVML dropped to 30p I started loading up.

What has concerned me here us despite all the talk about this project being easy, not complicated etc etc we're at the end of June and not only have they not delivered the drill results they haven't even completed the program.

But for those that remain invested I genuinely hope you at least get your money back and better still make some profit. Gut feeling is a/the local player will but this out for not very much money.

We get a mention in Midas, Mail on Sunday today.

We're definitely being highlighted in mainstream investor media with the recent interview on CNBC and today we're mentioned in Midas, Mail on Sunday.

Anyone seen this, 2 days ago

https://youtu.be/4_UIhssUEW0?si=yuLej1tFPeZthQLU

Finally got around to y'day's webinar.

I think the point that concerned me, and it could be good or bad, was that HAA definitely showed signs of serious stress much more so than previous interviews where he almost had an air of relaxed arrogant ennui. He's clearly under a lot of pressure from all sides, contractors, government, shareholders, even residents that want to get on with the relocation. I actually looked at the man at one point and thought Jesus I hope this guy ain't going to have a stroke!

WRT whether I have more or less confidence in the project, in all honesty it didn't sway me one way or the other - though my gut was he sounds like he's done everything he can and things either align or they don't now. His point, as DVH mentioned earlier in the thread, on if we don't get a decent market revaluation then sell for 50% and move on, seems to reinforce the impression that the guy has reached the end of the line.

Of course it could just be he's exhausted after a reasonably hectic few months .

Well let's see what the webinar brings...

Trouble is people have been saying the same thing for months 'n months - so close, nearly there, and yet we are forever nearly there as time lines get pushed and pushed. Tomorrow is always tomorrow and never comes - as someone else pointed out if the certificates expire then there's another delay and it goes on and on and then another raise.

When do we recognise this is ruddy insanity?

I'm at the stage where honestly there is zero credibility left with KEFI management. I think it might be time to start a phased sales program to reduce risk here.

I was building a position sub 0.03p, don't expect to make a fortune, just because of long term perception of BZT but expecting a rerate here nonetheless.