Cobalt prices seen rising sharply as deficit balloons, page-119

Just quickly, I know a few who are slowly diversifying out of CLQ into ARL - all these things must be done slowly to not shock the market, especially if you have core holdings in both. You'll notice that over the last 3 months CLQ has been in an interesting downward trajectory. That said they'll certainly make it, they have already BUT retail players are slowly moving out whilst larger institutional investors are entering. There needs to be an even playing field set for all parties to win. The retail investors can never beat the algo in real-time yet the smart retail investors can take the higher early entry risk to combat the LT cyclical nature. Not sure if that makes sense, my ramblings are the cause of two early morning decaf coffees!

NL.