Member Info for PaulFG

Looks like Andrew Scott is sitting down with Sam for an extended Q& A session - deadline for questions Feb 27th send to: enquiries@gscplc.com

Anything below 3p is a buy for me at this stage - I picked up a few more chunks yesterday. Maybe could have waited but I was happy to position build at this level

Looks like an exciting year for all of us. Nice to read today 'Broad zones of visible oxide and primary copper mineralisation have been intersected within 10 of 18 holes', which doesn't mean of course that the other 8 are dusters (could be) but just mineralisation ain't that visible.

SO results through March, MRE definition for Boland through March, kicking off Head...I know the SP performed spectacularly last year, but that could easily be dwarfed in 2026.

Yes he provides great colour on the results pointing for the potential

Can't say with any certainty, hoping for H1 2026, wish for Q1! Shrug.

Once the US officially have hold of this it really won't matter what skittish UK retail do.

Patience.

I think there may be a misunderstanding around the tech Analysis here. The RSI going into overbought territory does not mean that there's going to be a sell-off. It only means that there's a greater probability of the SP meeting more resistance. But Shares can remain in overbought for long periods, can continue to climb or remain where they are (which actually corrects the RSI).

But SVML also have the largest rutile deposit in the world, that largely contributes to that valuation, and they've recently announced REE deiscovery.

MH, I don't disagree, but the market seems to like it.

Interesting RNS this morning from SVML for their Graphite - they've signed a non-binding MOU with TRAX to market their Graphite in the US for 40k mt

https://www.lse.co.uk/rns/SVML/project-vault-participant-traxys-signs-offtake-mou-bwri2vmftvpl8sr.html

That sort of RNS here I feel would slice us through the resistance and bring in a lot of new longs.

I don't try to price predict because you have to look at so many 'subjective' variables, including sentiment and geopolitical risks that prevail at any given time - BRES have quantified the value in the DFS in a perfect world. The world/market is never perfectly aligned, which affords us opportunity, case in point.

So I can only say IMO right now this represents a major undervaluation - we're waiting for market sentiment to catch up/surpass with valuation and the geopolitical situation. So we play probabilities - and the probability here, if the world continues as is, is that there should be a significant rerate (mulitple). I cannot say what is should be/ might be / will be, I can only look at what it is and try to balance that with other variables at any given moment - and that's not aligned even within a decent margin for error.

BTW this is what we all do, subconsciously and that informs our strategy.

...as everyone has noted, everything is lining up for a truly magnificent rerate here.

I'm hoping those of us that have been here for a long time and supported the company down into the 2s, maintain our nerve and ride the ride to a SP that's realistically reflective of the opportunity presented at OROM CROSS.

I know I will be.

FROM China on Tungsten

https://youtu.be/Sk7-q_zme94?si=nCaOzaglx9u3kXCz

I haven't even heard MR muttering about a 'sale' in recent interviews so I'd forget about that for the time being - I think they're putting the majority of their effort into financing options and concluding that process - which is always longer and more complicated than retail can ever appreciate.

So no significant news since Dec 31 - which we already know as there haven't been any significant RNS, available cash is about £8m (when you take into account the current liabilities) not bad situation BUT you can see the rate of cash burn here - again not surprising given the level of activity.

The US listing will bring in a decent cash injection I reckon.

Roll on...

Yup, MF, clearly they're excited by what they've actually 'seen' in the assays enough to expand the program. Eye analysis of course not a good as drill results but still, we're relying on their experience in the field.

Have to agree. I'm fed up seeing people trying to hype GWMO by association with GMET. Similar to HREE being associated with COBR.

There are reasons why there's huge discrepancies in the mcaps. HUGE discrepancies.

Rupert in video:

https://t.co/tcim9KHxcq

For me main points here, apart from the obvious transfer from Tri-Star:

- Community and land access procedures are underway to enable drilling to commence before cropping activities occur in late April.

- Preliminary diagnostic tests from historical samples from the Head prospect have been completed with results expected in February.

- Impurity removal steps for the processing of pregnant liquor produced from a bulk 65kg ISR column leach study are currently underway, with a final optimised Mixed Rare Earth Carbonate ("MREC") anticipated to be ready in February to support offtake discussions

In short, as we all know here, RV ain't hanging around on any of our opportunities.

"With drilling underway at the Company's Manna Hill Copper Project, and preparations underway to support regional programmes targeting large scale REE resource definition at Boland, 2026 is shaping up to be a significant year for Cobra Resources."

Utter and completion frustration here - are they simply keeping this company alive to pay salaries? utter bloody disgrace!