Lanthanide Lens

Currently researching critical minerals, #RareEarths , #Copper & #ISR. Exploring the future of geopolitics, defence & energy security - Personal views only.

[Lanthanide Lens @LanthanideLens]

Stunning results by @Cobra_Resources on the MREC product.

Highest value per kg TREO among all peers (Figure 5 in the RNS), highest concentration of MREO&HREO by far as well (Figure 3)

#COBR

[Cobra Resources plc @Cobra_Resources]

We've just released the following announcement: Cobra Resources PLC - Boland - Industry-Leading Heavy Rare Earth Product

Check out the full announcement and join in with the conversation at: https://t.co/9AnZlMgki5

#COBR

[Cobra Resources plc @Cobra_Resources]

📢 Manna Hill: Diamond drilling has commenced!

Fully funded programme of up to six drillholes targeting depth extensions and evaluating a deeper porphyry copper source.

 Lab results from July.

 🔗 https://t.co/LtfrfmHG1c

 🎥 Hear more from our MD

 #Copper #SouthAustralia

[Crux Investor @CruxInvestor]

https://t.co/2X9eX5x9Cw

[Cobra Resources plc @Cobra_Resources]

Cobra's Boland hosts a scalable ionic rare earth discovery with high-grade heavy & magnet REEs in a permeable horizon. Tests support potential for low-cost, non-invasive ISR mining.

📹 Our exploration supervisor explains Boland's unique characteristics.

#RareEarths #Mining

[Lanthanide Lens @LanthanideLens]

@Cobra_Resources Nice Vault jacket he's wearing, may it be a sign for #COBR's future market cap potential! 🙏

[Cobra Resources plc @Cobra_Resources]

📢 Boland Drilling!

Cobra has proven outstanding metallurgy. It’s time to demonstrate scale to underpin a multigenerational operation.

Results from April.

🔗https://t.co/h4rArkvDHu

🎥 Hear more from our MD.

#RareEarths #Dysprosium #Terbium #SouthAustralia #Mining

[Cobra Resources plc @Cobra_Resources]

@CruxInvestor interview on today’s outstanding Blue Rose drilling.

✅ High-grade copper discovery
✅ Large-scale system potential
✅ Shallow mineralisation
✅ District-scale opportunity

📺 Watch below.

#SouthAustralia #Copper #Gold #Discovery

https://t.co/8H0lpYJsrI

[Lanthanide Lens @LanthanideLens]

74m of 1.35% CuEq and a second hole with 86m of 0.78% CuEq is nothing short of mesmerising in @Cobra_Resources first copper drill campaign. That's Tier 1 grades & intercept lengths.

#COBR #Copper #Gold #LSE #AIM

[Cobra Resources plc @Cobra_Resources]

📢 Outstanding Blue Rose Copper Results – Discovery!

Shallow, thick, high-grade mineralisation with standout economic potential.

🔗 https://t.co/PtSGiDmi1q

🎥 Hear more from Managing Director Rupert Verco

#Copper #Gold #SouthAustralia #Mining

[Cobra Resources plc @Cobra_Resources]

Boland: high-value rare earths from low-impact mining!

• Industry-leading HREE ratios from ISR
• ~170% higher value vs Jan25
• Low-cost, low-acid processing
• Reduced environmental footprint

🔜 Resource drilling to support long-life operation.

🔗: https://t.co/lZuk7afxRO

[Cobra Resources plc @Cobra_Resources]

🔬Broad zones of primary copper mineralisation & molybdenite intersections support thesis for large-scale porphyry system at Manna Hill!

Assays thru March

https://t.co/ucI27JzoX1

#COBR #Copper #Mining

[Cobra Resources plc @Cobra_Resources]

Based on visual observations of drill cuttings, we’ve decided to immediately extend Stage 1 drilling at the Manna Hill Copper Project by up to a further 5 drillholes.
🔗 https://t.co/kUwLVK3WcJ

[Lanthanide Lens @LanthanideLens]

@CruxInvestor article on #COBR: "Cobra Resources Targets Rare Earths Production to Undercut Industry by 50% Using ISR"

https://t.co/1BXiLHwbnZ

https://t.co/bL7Euec8Zm

#Mining #RareEarths #LSE #AIM

[Cobra Resources plc @Cobra_Resources]

🚀 Rare Earth Update: New metallurgical results at the Head Prospect confirm strong potential to scale low-cost ISR beyond Boland.

Results incl. heavy rare earths Dy & Tb. Resource-focused drilling planned for March 2026.

🔗https://t.co/TfrJG4bIkc

[Cobra Resources plc @Cobra_Resources]

🚀 3 new Boland rare earth licences assigned, expanding growth potential & priority drill targets. Permits fast-tracked, ISR-suitable geology + metallurgy progressing to support offtake. Big year.📈

🎥: https://t.co/tcim9KHxcq

#RareEarths #CriticalMinerals #SouthAustralia

[Cobra Resources plc @Cobra_Resources]

This is Copper Country! 🔌

Amazing drone footage from Blue Rose - our shallow, high-grade copper-gold project where drilling is ongoing.

#COBR #Copper #Gold #SouthAustralia

[Lanthanide Lens @LanthanideLens]

@Mingtunmingtun @BreakoutCV Proof is in the pudding of course, but if that skarn shapes up to what they modeled (and the IP survey a week ago validated the model for the 1.2km that were surveyed), this could replace Havilah's Kalkaroo as biggest undeveloped open-pit copper deposit in Australia.

[Lanthanide Lens @LanthanideLens]

@Mingtunmingtun @BreakoutCV Great run indeed, but in the end it's about market cap, and is 40-45m£ a fair value for that rare earths project & a high-grade copper/gold skarn that 1.6km strike are defined, another 1.2km signalled by IP survey and another 4km+ modelled?

[Lanthanide Lens @LanthanideLens]

#COBR starting the copper & gold drill campaign for Blue Rose skarn and first time testing for the porphyry too.

Very interesting video 5km from Blue Rose, seeing evidence of strike extension even there. Jury's out on the porphyry, but the skarn seems massive in its own right!

[Cobra Resources plc @Cobra_Resources]

🔩 Drilling is underway at Blue Rose - 15 drill holes initially at this shallow, high-grade copper project.

We’re excited about the potential to add scale at Blue Rose, alongside discovery upside at other targets!

🔗: https://t.co/PlhCASsEOX

#Copper #Gold #SouthAustralia

[Lanthanide Lens @LanthanideLens]

@Cobra_Resources' Blue Rose drill campaign about to kick off.

Summary for new investors: 1.6km skarn from past drills (incl2.2% copper & 0.8g/t gold) + 1.2km additional skarn identified in IP survey + >4km additional modelled skarn + 2 porphyry targets

#COBR is more than REE.

[Cobra Resources plc @Cobra_Resources]

Great time of the year to be at Oulnina Station getting ready to drill Blue Rose – the right geological setting to deliver a major porphyry discovery!

#Copper #Drilling #SouthAustralia

[Lanthanide Lens @LanthanideLens]

IP Survey indicates more mineralisation than the existing skarn hits of up to 2.2% Cu/0.7g Au, drilling imminent. Nice start to 2026.

#COBR

[Cobra Resources plc @Cobra_Resources]

🔦IP survey results at Blue Rose copper-gold target strengthen Cobra’s conviction of scale & the possibility for a major porphyry discovery!

Drilling imminent 🔩

More from CEO…

#Copper #Gold #SouthAustralia

🔗: https://t.co/BIB5frXEU1