David Marshall

Tweets & content are not advice

[David Marshall @dmarshall_uk]

@marketgem @LordBadshot @tozzer121 Cracking mate, let's go Peaks next

[David Marshall @dmarshall_uk]

@LordBadshot @tozzer121 @marketgem Haha nah luckily nothing she just wanted to run late so the crowds at the plunge pool half way round had cleared off

[David Marshall @dmarshall_uk]

@tozzer121 @marketgem @LordBadshot @tozzer121 that's some going mate 👏👏💪

[David Marshall @dmarshall_uk]

#COBR $COBR Cobra announces significant extension to resource footprint & strong evidence that mineralisation extends over their 3200 square/km licence

- Additional stacked horizon (2->3)
- Net sulphuric acid production = may remove highest cost entirely
- High permeability

https://t.co/zeTDJ5jpv5

[David Marshall @dmarshall_uk]

@Lee_Trades Great call Lee 🙌

[David Marshall @dmarshall_uk]

@marketgem They're all in the gym these days not the pubs. See #GYM.L !

[David Marshall @dmarshall_uk]

Imagine buying Kazataprom *before* it provided 40% of the global supply of Uranium

That's the opportunity #COBR @Cobra_Resources are pursuing / offering for #HREE in their #REE proj

Initial scoping anticipates multi generational proj from <5% of their licence

#DYOR @sprott

[David Marshall @dmarshall_uk]

10yrs in & yup, been there done that. That was Bidstack for me. It broke my will & destroyed confidence for years. Thankfully a lot has changed since those dark days. Notably a strict quality filter on management & greatly increased bullshit detector. What was your Dalio moment?

[Ian Cassel @iancassel]

If you’ve been a stock picker for more than 5 years, you’ve likely had a Ray Dalio moment. You found an investment opportunity. You built extreme conviction. You told the world about it and maybe got family and friends to buy in. Then you were dead wrong. https://t.co/87heZymT5H

[SmallCapPix @smallcappixuk]

#MDH #helium

CEO Interview

We talk to CEO, Nick Tulloch about Mendell's proposed acquisition of M3 Helium and how the company plans to scale up production.

With a prospective P50: 5.34 Bcf of helium (US$1.6 billion at $300/Mcf helium), Mendell could be one of the lowest valued Helium companies on the UK market.

We also chat about the Helium market in general

https://t.co/9bO1h623kZ

[💰 𝑺𝒑𝒐𝒏𝒈𝒆 💰 @TheMoneySponge]

#MDH big numbers for a £11M Cap helium producer

'applying an assumed helium price of $300/Mcf to the prospective resource range would imply a notional in-ground value of US$636 million - US$2.934 billion.'

[Robin Mayes @Robin25461631]

#cobr Great looking rare earths project, and a quality copper asset, good honest management, ticking all the boxes taking the assets up through the value stream. Worth meeting management if you get a chance. https://t.co/znKcFEq1Ia

[David Marshall @dmarshall_uk]

#COBR $COBR Today's RNS hints at regional scale & that Head may be even better than Boland

• Thicker intercepts (~5-7m vs ~1-3m)

• "Strongly reduced" channel + lignite = greater chance for ree deposition, more permeable + greater natural acid generation

• Metallurgy validated (Feb ANSTO work)

• Head is just 85km footprint of ~3000km2 licenced prospective ancient seabed

[David Marshall @dmarshall_uk]

#COBR $COBR Cobra's 'Kazataprom' of Rare Earths' Boland project in South Australia is redefining global cost of production

"Spend $6 for a value add of $100"

~15x margin

@sprott

https://t.co/5LH6Lo2Ur8

[David Marshall @dmarshall_uk]

@MylesMcNulty Here's a thought.. UK market makers see the news overnight and are looking to get orders filled to arb the news delay. China makes a move like this and it's maybe obvious what happens next to prices.. same old game

[💰 𝑺𝒑𝒐𝒏𝒈𝒆 💰 @TheMoneySponge]

Great free tool for investors/traders who want to monitor placing churn

When overhang clears stocks can start to make a move

Simply create an account and off you go

https://t.co/JI8bgMQ1DZ

[David Marshall @dmarshall_uk]

Mana Hill is shaping up to be something quite special, Blue Rose skarn delivering thick high grade results & remains open. V likely sitting atop large porphyry system. Geological analogues to Grasberg mentioned in recent RNS. Ex WMC (Olympic Dam) CEO Michelmore joining as Chair now is telling

#cobr

[David Marshall @dmarshall_uk]

#COBR Andrew Michelmore joins as Chairman

✅ Ex-CEO MMG, Zinifex, OZ Minerals & WMC (Olympic Dam)

✅ Chair Century Aluminium (NASDAQ ~$6.5bn)

✅ Chair Minerals Council of Australia

✅ Direct line into Majors & Gov

Big names don't get involved without conviction 💪

[Cobra Resources plc @Cobra_Resources]

Cobra’s proven outstanding metallurgy for recovery of Dy & Tb at Boland. Now drilling for scale! Our new exploration supervisor shares his perspective from site.

#RareEarths #Dysprosium #Terbium #SouthAustralia #Mining