Ming Tun

AIM investor concentrating on high-quality undervalued stocks.
all views my own
DYOR
your money your responsibility

[Ming Tun @Mingtunmingtun]

#2026, my list of #stocks to follow:
#COBR COBRA Resources
#BRES BLENCOWE RESOURCES
#GSCU Great Southern Copper
#GMET Guardian Metal RESOURCES
#KOD KODALINE
#BZT Bezant Resources

[Ming Tun @Mingtunmingtun]

#cobr

[Cobra Resources plc @Cobra_Resources]

Great to see #COBR featured in @DiscoveryAlert, exploring the unique heavy rare earths opportunity emerging at Boland.

Good explanation of the value in ISR for production economics.

🔗: https://t.co/aQVxXrrGn9

#SouthAustralia #RareEarths

[Ming Tun @Mingtunmingtun]

#cobr

[Cobra Resources plc @Cobra_Resources]

📍Manna Hill: Diamond drilling underway at Blue Rose and Black Baccara as we continue to unlock the potential of the Project!

The programme will provide key insights into the broader copper system.

Results expected: July

#Copper #SouthAustralia

[Ming Tun @Mingtunmingtun]

@BreakoutCV #cobr with a strategic stake in Barton Gold, & upcoming headlines on:
- an advanced heavy REE project with probably the lowest cost production profile (compatible to anything in China)
- what could prove to be a mega copper gold project
Both Australia based Cobra Resources.

[Ming Tun @Mingtunmingtun]

#cobr
Plus research note today.

[Cobra Resources plc @Cobra_Resources]

📢 Rare earths resource drill complete

Initial assays support high value resource.

Journey to commercialisation.

🔗 https://t.co/Z584o39lwV

🎥 More from MD.

#RareEarths #Dysprosium #Terbium #SouthAustralia #Mining

[Ming Tun @Mingtunmingtun]

#cobr

[Cobra Resources plc @Cobra_Resources]

📢 Further Outstanding Intersections at Blue Rose Includes 62m @ 1.0% Cu Au!

Grade, width, and depth profile of results to date are highly encouraging for future economics.

We've only scratched the surface!

🔗https://t.co/ApGQuCryWc

🎥Hear more from our MD

#Copper

[Ming Tun @Mingtunmingtun]

Could provide good tailwinds for copper explorers like #cobr #gscu

[Willem Middelkoop @wmiddelkoop]

Copper Supply Shocks

Source: Substack Robert Sinn

[Ming Tun @Mingtunmingtun]

@FeneckConsult listened to your interview on Palisades & your comments on rare earths. Take a look at @Cobra_Resources Aussie play on ree, copper & gold. I think the ISR extraction technique plus the share structure might represent the site of opportunity you've been attracted to

[Ming Tun @Mingtunmingtun]

#Bres #graphite

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Beehive drilling update

🔹Multiple +30m #Graphite intercepts from surface
🔹Grades up to 10.78% TGC
🔹15 holes averaging over 6% TGC

Further assay batches expected in quick succession as Beehive progresses toward a JORC resource.

RNS: https://t.co/YEEyH6ke9g

[Ming Tun @Mingtunmingtun]

#cobr

[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

[Ming Tun @Mingtunmingtun]

#cobr
Looks like a major Tier 1 #copper find being defined

[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

[Ming Tun @Mingtunmingtun]

@ASX_invest @GuardianMetRes That chart is so out of date to be misleading

[Ming Tun @Mingtunmingtun]

#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

[Ming Tun @Mingtunmingtun]

#cobr

[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

[Dr Ryan D. Long @DrRyanDLong]

Blencowe Resources (@BlencoweRes) reports the final set of assay results from drilling completed at the Iyan Deposit, within the Orom-Cross Graphite Project, located in Uganda.

Resource update from drilling at the Iyan Deposit expected shortly.

Another resource update from drilling at Beehive is expected in Q2 2026.

Learn more in our latest article:

#graphite #mining #exploration #BRES $BRES.L

[Blencowe Resources Plc (LON:BRES) @BlencoweRes]

#BRES Expanded Iyan resource could further enhance DFS economics and mine life.

With two resource updates expected in H1 2026, he notes #BRES continues to trade at a deep discount to its US$1.087Bn NPV.

Article by @DrRyanDLong

[Great Southern Copper @greatscopper]

#GSCU Following this morning’s strong Phase III update at Cerro Negro CEO Sam Garrett will be hosting an extended shareholder Q&A session

Send your questions in by Friday 27 February to [email protected]

#Copper #Silver #Chile

[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

[Ming Tun @Mingtunmingtun]

@BreakoutCV @Cobra_Resources #cobr

[Ming Tun @Mingtunmingtun]

#cobr

[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

[Ming Tun @Mingtunmingtun]

#cobr

[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