Member Info for RogB

Thanks PaulFG. I must be being thick as I still can't find it on LinkedIn! If and when you know of a date and time could you kindly post it here?

RogB

Is this going to be a live webinar or a recording? I couldn't find any information about it apart from a image on X /twitter that I don't have an account so cannot look deeper. If it's a Webinar is there a time and date published?

Sean interviewed for a mining podcast. Nothing too new but does set the scene and state of play currently, so might be helpful. LTH's will probably see this as a fluff peice!

https://youtu.be/nhxlhcRa_do?si=uhGh5ZJHRnsKB8vE

Thanks Koconut - pity they didnt do that before the big rise!

A bit of googling tmsreach and Sean Bunn and you will find it

I do quite often, not usually round numbers of pounds though, if I have maxed out my ISA and a few quid come in here or there in dividends I usually buy whatever looks good at the time.

DoBreWotNot - The text refers to the council agreeing to pause permissions on Pads 3 and 4 so I would think Pad 4 was the former of " currently permitted and new sites" and the latter new sites still TBC. ?

I noticed the new geological model didn't seem to have so much Tungsten towards the west where I think Pad 4 is so perhaps they have canned it.

Thats interesting pads 1-3 on the map are all in the same area about 150m apart in a triangle - theres also a Pad 4 on the map and in the text which appears to be over 300m away from the other two. I don't recall hearing about a pad 4 before. Looking at RNS Number : 6704S Fig2 I guess pad 4 might be on the sticky out bit on the RHS of the figure, testing the extension that way I suppose, but with the scales being impossible to read who knows! Why do all companies produce plots where you can't read the axis, legends and other info?!

Did you catch the excitement at around 33 mins in when he starts talking about the Molybdenum as well ?- he said historical 4-8M at 0.2% which from a bit of research looks quite significant! I don't think we have had any numbers for this yet in an RNS - lets hope he finds some more!

Hi Gem,

I had a look at their RNS about the RE as I also have an interest in Cobra's RE project. One noticeable feature of Sovereigns RE was a lot of radioactive elements - uranium (6,685ppm) and thorium (21,588ppm) in with the mix of RE. Potentially expensive to separate out. Interestingly they had samples of Kaysia TiO2 rutile (95.7%) validated by TOHO to make Ti metal and said it was low in radioactive contaminants (30ppm total U+Th) so I guess those elements are in the monzanite. I don't like the phot they have of their rutile though in the TOHO RNS - its dark grey! Either full of contaminants or not fuly oxidised (Ti appears in Ti2O3, Ti3O4 and TiO2 and a whole series of phases in between - only TiO2 is white the others are shades of blue black).

Dustyslay

I have no problem with people posting estimates and trying to quantify things and its even better if people highlight their evidence or what approximations/assumptions are being used - the board can mark their homework according to each persons expertise or understanding. There are still a lot of unknowns out there!

Have a good weekend all,

RogB

SoundSleuth,

If you read the MRE a bit closer you will see that the majority of the deposit presented is in the weathered surface layers and not fresh bedrock. The weathered bit is the large majority of the indicated resource and the fresh bedrock just over 50% of the inferred (lower confidence).

"· Friable, in-situ weathered zone: contains naturally forming TiO2 minerals, anatase and rutile, suitable for low-cost strip mining, with no overburden, no inter-burden, and no blasting required."

There is no hardrock blasting or crushing required for this material as I understand things so I think "Empire has Higher Mining Costs than Kenmare. They have to drill, blast, and crush rock. " in your post is factually incorrect.

I think it is very useful to keep a broad outlook on these opportunities and the strategy of backing more than one horse is good. Not least, if you follow more than one board in the area you get some comparators. I do worry about reading just one board in this area, and my other investments, due to self-reinforcing views and natural bias of investors hoping for the best. On Cobra I find it difficult to quantify the resource that Cobra is working on but recognise that the environmental benefits of ISR could translate to unique a selling point for green tech. But it makes it difficult to compare - the MRE will help considerably.

Manlord posted this video on the EEE thread to draw an analogy between Ti and REE https://youtu.be/Yz5B0pMQzSk?si=3E-ESAAte0E_iH35.

I thought teh analogy a bit week but the discussion on REE was good and validates a lot of the ISR trcks that Cobra are employimg to keep the junk in teh ground and optimise the good heavy REE.

Not to mention the amount of Uranium and Thorium in Sovreigns mixture 6685 and 21588 ppm (ie ~0.7 and 2.2% !)

Cobras ISR column test results reported just 9.2 and 53ppm on 14th October.

Finally managed to get some purchases done so am happy to join you folks and hopefully be onto a solid chain of RNS' going forward. Good to read the sensible respose to cash being raised with these warrants here and from the last few videos which I have seen mgmt seem sound. Cheers RogB

Or just search "trading212 limits on holdings aim uk". Apologies if you, and everyone else, knows this.

thanks rob and dusty.

just starting yr2 investing, not trading, so hopefully see this through for a good few years once i get in. dusty i think i read somewhere you would chop in eee for gscu. i understand the sentiment but just be aware that t212 has weird limits on the amount of shares you can hold, for gscu its only 162,887 currently which at 4p ish a share isn't a lot! obviously i'm not sure how big your eee holding is but worth checking. https://www.**************/trading-instruments/invest shows the limits but needs to be landscape on tablet/phone.

cheers

I was hoping to join you guys in this the last couple of days (thanks for the heads up Dusty) but I can't get limit orders on trading212 (for various amounts at between 3.6 and 4.1p) to actually get filled. Very frustrating as I can see that the trades that went through today were in that price range. I'll try again monday as it seems like a very good discovery and credible team.

It looks to me that this RNS is just about setting up the legal trust structure and that the rewards listed are indicative.

"Cobra (LSE: COBR), a South Australian mineral exploration and development company, announces it will establish an employee benefit trust ("EBT") for the implementation of a proposed Performance Rights framework for executive directors and senior management, subject to final documentation"

I would guess a later RNS may come with a better description terms and conditions in the "final documentation ".

I would like to know when year 1 starts as its written as a reward for Boland discovery so could be 2025....