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  1. 1,225 Posts.
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    Agree

    It's almost at the point where maybe the best investment right now is not cobolt miners but Cobolt itself.

    Humans have a impeccable track record of being unprepared for change and the speed at which EV's will roll out once their designs get tight is going to leave even the experts with their pants firmly around their ankles.

    It must be a similar situation as sitting on a large texas oil supply mining lease as Henry Ford is finishing the design of the model T.

    We didn't see just how savage the drop in cobolt was last year and we are equally as likely to predict the timing of it's recovery but I guess sometimes the dots will join themselves.

    I'm holding tight for now. Retail investors are bleeding and vulchers love the scent of blood.


 
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