Actually if you read correctly, which you appear not to, I said your post about USGS was useless information and not relevant to WFE stated supply position in the July announcement, it still is. WFE don't intend to mine at first they intend to process. That's fact!!
In regards to RRR supply, WFE has never announced such a binding agreement so again not relevant. Fact!!
The company announcement in July states actively pursing +1%. Another Fact!!
My comment about artisinal miners providing 3000-5000T per month was based on my conversation with JB and the comments from management at the AGM, all previously posted on HC. I dare you to ring JB and confirm those points. Unfortunately it derails your insinuations about supply quality and quantity.
Here is some new reading material for you and new investors
The price of cobalt is what it is and $40k US is low but can still be still profitable rather than super profits. Lets see what the prospectus shows us. From $40k there's plenty of upside!
As well as Glencore's Katanga offline until end of Q2 at the earliest, would be the first company to experience delays so I don't expect that to be online until well into the second half of this year. Possibly even next year if they experience delays with equipment or commissioning problems with the new de-ionising plant.
ERG's Metalkol.....let them get online first and start producing those quantities before dreaming of perfect production and 20,000T going out the back door. That's just you fantasising right now, they have a long way to go.
Interesting to note.......how you assume these other companies plans will go to perfection (ramping) while you insinuate WFE plans wont happen (down ramping)
We are in the end game now, page-63
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