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3.90% 8.0¢ cobalt blue holdings limited

Is it realistic for COB to deliver a post tax A$1bn NPV at BFS?, page-17

  1. my_username
    45 Posts.
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    05/07/18
    09:01
    Post #: 34150581
    Just curious - how far off do you think an alternative to cobalt is for li-ion batteries?

    I would have thought that it's at least 10 years if not more given the off-take/long term supply deals EV manufacturers are looking to lock themselves into (e.g. if I remember correctly SKI with a 7+6 year deal with AUZ).
    COB Price at posting: 73.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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