Philip W Mitchell

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Philip W Mitchell

Philip W Mitchell

@PhilWMitchell

Phil Mitchell | Seasoned mining exec | Ex-Head BD & Strategy + Ex-CFO Iron Ore @RioTinto | ExAngloAmerican | Led M&A for HPX | Advisor $CBE | Chairman $AEE

Sydney, New South Wales Katılım Ekim 2025
29 Takip Edilen51 Takipçiler
Philip W Mitchell retweetledi
Aura Energy Limited
Aura Energy Limited@aee_auraenergy·
The Geological Survey of Sweden (SGU) has formally proposed designating Aura Energy's Häggån deposit as a national interest for valuable materials. This independent assessment by the Swedish authorities validates the world-class scale of our resource and provides a robust legal framework to protect the asset from obstructive activities. As Europe seeks mineral self-reliance for its clean energy transition, the inclusion of uranium and vanadium at Häggån remains a strategic priority for Aura. We are dedicated to advancing this milestone through the consultation phase to lock in long-term value for our shareholders. $AEE #AuraEnergy #MiningStrategy #Haggan #Sweden #ResourceDevelopment #EnergyTransition #NationalInterest #StrategicValue #Uranium #Vanadium
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Philip W Mitchell retweetledi
Martin C Holland
Martin C Holland@MartinCHolland1·
Very pleased to have appointed EX Global mining CFO to @CobreLimited $CBE as we transition to the next stage of growth. Welcome on board.
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Philip W Mitchell retweetledi
Martin C Holland
Martin C Holland@MartinCHolland1·
The SX EW @CobreLimited plant that’s in production @PhilWMitchell explains how the sulphide system identified underneath the large oxide open pit can be processed. $CBE
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Philip W Mitchell retweetledi
Martin C Holland
Martin C Holland@MartinCHolland1·
Commencement of a 40,000m drilling program aimed at unlocking large-scale open pit under JORC and discovery additional high-grade copper sulphide mineralisation at depth. This program is expected to materially expand the project’s mine scale and support the generation of significant free cash flow. @CobreLimited $CBE
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Philip W Mitchell retweetledi
Martin C Holland
Martin C Holland@MartinCHolland1·
Just announced: @CobreLimited commencement of a 40,000m drilling program aimed at converting the existing open pit NI 43-101 resource into a JORC. This marks a pivotal step toward transitioning from underground mining to open pit operations, significantly expanding the potential production scale. The program also includes deeper drilling into the high-grade sulphide zone beneath the open pit. Notably, a recent underground boulder assay returned over 50% copper, with silver and gold identified in the system for the first time. $CBE
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Philip W Mitchell retweetledi
Martin C Holland
Martin C Holland@MartinCHolland1·
Copper M&A is heating up globally as majors and mid-tiers hunt for scale, grade and jurisdictional safety. With supply deficits looming and permitting timelines blowing out, the focus is firmly on advanced, long-life assets. @CobreLimited is right in the frame. $CBE
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Philip W Mitchell
Philip W Mitchell@PhilWMitchell·
RT @aee_auraenergy: Aura has deferred the Häggån transaction pending the outcome of the Swedish government inquiry and improved market sent…
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Philip W Mitchell
Philip W Mitchell@PhilWMitchell·
Thanks, Martin. It has been a pleasure to support Cobre $CBE through this pivotal phase for the company. The combination of quality copper assets, a clear pathway to production, and strong strategic partners gives Cobre a compelling platform for 2026 and beyond. I’m looking forward to seeing the continued progress across both the Kalahari Copper Belt and Chile as the copper market tightens and the story gains broader recognition.
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Martin Rogers 🇦🇺
Martin Rogers 🇦🇺@martinfrogers·
A year ago, after extensive research and discussions with the chairman of Cobre, Martin Holland @MartinCHolland1, I decided to significantly increase my position by underwriting the loyalty options rights issue and buying more Cobre $CBE shares. I was particularly impressed by the groundwork $BHP had done prior to their investment partnership, combined with the strong thematic of large-scale copper deposits in Botswana’s Kalahari Copper Belt. As Stanley Druckenmiller often emphasises, true conviction investing means going big when you have high confidence—well before the crowd catches on. Most investors only warm to an idea after it doubles (or more), meaning real validation often arrives long after you’ve committed capital and weathered the isolation of holding an unpopular view. It’s precisely that gap—between your purchase and broader recognition—where the biggest opportunities (and risks) lie. Fortunes are built in the quiet conviction phase, not when the applause finally starts. The real bonus has been collaborating with the company to help secure major institutional support, including co-leading a A$60 million placement with Jason Peterson at CPS Securities that brought in Tribeca Investment Partners and BlackRock (rare for a mining junior). This funding powered the transformative acquisition of the producing Sierra Atacama copper mine in Chile’s world-class Antofagasta region, perfectly complementing Cobre’s Botswana assets and shifting the company toward producer status. We’ve also been fortunate to bring on Phil Mitchell @PhillMitchell01 (ex-Rio Tinto, with deep experience in business development, M&A, and mining leadership) as an investor and adviser. With these milestones in place, 2026 looks set to deliver exciting progress for Cobre—both in exploration upside and production ramp-up. Trusted relationships pay off when you back it early. 🚀 #Copper
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COBRE LIMITED
COBRE LIMITED@CobreLimited·
From explorer to producer. With the acquisition and development of the Sierra Atacama Copper Project, Cobre Limited is taking a major step forward in its growth strategy. Our focus is to drive drastic operational efficiencies at Sierra Atacama and significantly scale the production of high-quality copper cathodes, while expandinging both greenfield and brownfield exploration programs across the project area. This dual approach — scaling production today while unlocking future discoveries — positions Cobre to capture the opportunities of a rapidly growing global copper market. In our latest video, Executive Chairman @MartinCHolland1 shares insights from the Sierra Atacama site and explains how this project marks the next chapter for Cobre. youtube.com/watch?v=Sjsv6E… #Cobre #Copper #Mining #EnergyTransition #CriticalMinerals #ASX $CBE #ResourceDevelopment
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Philip W Mitchell
Philip W Mitchell@PhilWMitchell·
Uranium Super-Cycle incoming! ☢️ Shaw and Partners now tips global uranium prices to hit US$200/lb in 2028. Key Market Signals: - Spot price spiked from $85 to $102 in just 3 days in January 2026. - Current consumption (180Mlbpa) already exceeds mine production (150Mlbpa). -Structural supply deficits could exceed 200Mlbpa unless new large-scale projects begin The supply gap is the "rate limiter" for global nuclear expansion. Read the full analysis via MiningNews: tinyurl.com/mwcw6sxv #AuraEnergy #Uranium #CleanEnergy #ASX #Mining
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Martin C Holland
Martin C Holland@MartinCHolland1·
Transforming @CobreLimited from a copper explorer and developer into a copper producer — with a single stroke of the pen. $CBE
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Philip W Mitchell
Philip W Mitchell@PhilWMitchell·
@aee_auraenergy These are highly significant developments for Sweden and Europe. They mark an important step toward strengthening our long-term energy security and advancing a future built on clean, reliable and responsibly produced energy.
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Aura Energy Limited
Aura Energy Limited@aee_auraenergy·
The positive momentum for Swedish uranium mining continues, in line with the government’s policy of regenerating the country’s nuclear power industry. On January 1 this year the Mineral Act was amended to remove the national ban on uranium exploration and mining. Yesterday the Swedish government announced that it would next be modernizing the Nuclear Act to declassify uranium mining as a nuclear facility. The government has made clear that its primary intent in the legislation is to remove the existing municipal veto on uranium mining. The current veto potentially affords a small group a veto over a development that is overwhelmingly valuable to the broader community and nation as a whole. As part of the legislative programme, the government also announced an enquiry into the technical aspects of the mining of alum shale to address genuine community concerns particularly about the impact of mining on local water. Aura acknowledges the proposed enquiry and looks forward to the possibility of contributing its relevant industry knowledge and experience to allay any concerns. #Sweden #Uranium #UraniumMining #Mining #Minerals #Nuclear #NuclearEnergy #CleanEnergy #EnergySecurity #NaturalResources #Scandinavia #Nordics #MiningIndustry #CriticalMinerals #EnergyTransition $AEE
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Philip W Mitchell
Philip W Mitchell@PhilWMitchell·
The positive momentum for Swedish uranium mining continues, in line with the government’s policy of regenerating the country’s nuclear power industry. On January 1 this year the Mineral Act was amended to remove the national ban on uranium exploration and mining. Yesterday the Swedish government announced that it would next be modernizing the Nuclear Act to declassify uranium mining as a nuclear facility. The government has made clear that its primary intent in the legislation is to remove the existing municipal veto on uranium mining. The current veto potentially affords a small group a veto over a development that is overwhelmingly valuable to the broader community and nation as a whole. As part of the legislative programme, the government also announced an enquiry into the technical aspects of the mining of alum shale to address genuine community concerns particularly about the impact of mining on local water. Aura acknowledges the proposed enquiry and looks forward to the possibility of contributing its relevant industry knowledge and experience to allay any concerns. $AEE #Sweden #Uranium #UraniumMining #Mining #Minerals #Nuclear #NuclearEnergy #CleanEnergy #EnergySecurity #NaturalResources #Scandinavia #Nordics #MiningIndustry #CriticalMinerals #EnergyTransition
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Philip W Mitchell
Philip W Mitchell@PhilWMitchell·
@aee_auraenergy A strong strategic step — 50 million Canadian dollars underline solid confidence in Aura’s long-term vision and the Häggån project’s potential in Sweden’s critical minerals sector.
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Aura Energy Limited
Aura Energy Limited@aee_auraenergy·
We’re pleased to announce a strategic investment supporting the continued advancement of our Häggån polymetallic project in Sweden, reinforcing confidence in the project’s long-term development pathway. This funding strengthens Aura’s position in critical minerals and supports ongoing progress across permitting and exploration activities. Full ASX release below. 🔗 shorturl.at/Huydw #AuraEnergy #ASX #AIM #MiningNews #Sweden #CriticalMinerals #CleanEnergy $AEE
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