Ann: Significant Thackaringa Resource Upgrade, page-5

- Battery factories are going up at unprecedented rates: https://cleantechnica.com/2019/03/31/global-lithium-ion-battery-planned-capacity-grows-4-in-a-single-month-charts/

- Cobalt sentiment appears to be turning, with successive rises in the last week (on LME)

- Simon Moores is very bullish on Cobalt and doesn't believe it will be able to be substituted in Li-ion:
https://m.youtube.com/watch?v=YipKMeXH5lA&t=3s

- Bloomberg thinks the tidal wave of battery factories in the pipeline means substitution of Li-ion (read cobalt) technology is unlikely in the next decade

- Despite dragging their heels, BPL has reluctantly joined the dispute process with the independent arbiter to deliver a binding outcome in the coming weeks.

Interesting time for COB. Starting to look cheap again.