Member Info for Trombone

The terms of the deal look very advantageous to Cobra

Well that was a curve ball but a lovely one none the less

Really good article that Ken. Thanks for posting on X

Glenhoss I think £50m is probably the threshold for top institutional investors but that's not to say smaller market cap companies can't attract major investment

Yeah I agree Paul, I don't see that Rupert and co could have done anything better than they have and I'm very happy with progress on all fronts. I was just musing that Cobra must be on the radar of quite a few industry leaders by now

Surely Cobra must have attracted the attention of a few majors by now!

Just trying to keep the posts factual

Cobra isn't on AIM it's main market

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AI Overview

+4

The global rare earth market was valued at USD 12.44 billion in 2024 and is projected to reach USD 37.06 billion by 2033, exhibiting a compound annual growth rate (CAGR) of 12.83% from 2025-2033, according to IMARC Group. The market is primarily driven by the increasing demand for consumer electronics, electric vehicles, and renewable energy technologies.

According to Gemini

No sells yet today, they're all buys

Mr million shares buyer busy this morning

I do wonder if the penny is starting to drop with Aussie investors. Volume has certainly picked up over the last few weeks

Https://www.miningmagazine.com/processing/news-analysis/4518266/caffeine-boost-cobras-ree-recovery-testing

That's my first bag on Cobra only another 9 to go 😜

I think I can see 30p coming in the distance 😜

Rupert has always said he wants to explore the IOCG targets which are highly prospective plus the other tenements in Tasmania so I wonder if the plan is to derisk the rare earth project to the point where a major like Lynas makes an offer they can't refuse, giving the board the means to have a look at the IOCG targets and maybe do the same thing again.

It's not going anywhere on this paltry volume

I'd love that to be the case but I was always under the impression that institutional investors had a lower ceiling of £50m MC. Very happy to be wrong on this.

Wonder when we'll see the 2p warrants being exercised

Ah the old "paid employee" line. Honestly mate you need to get out in the fresh air a bit more often instead of huddling over your phone looking at Twitter conspiracies all day

Hopefully, timeframes have been known to slip a little but not usually by much