Timing is everything they say! - re : positions; I believe the disclosure as at last seekingalpha article (which most have seen) is a clear picture as to where ARL sits in respect to its ASX peers. Previously seekingalpha where long speculative COB and BPL, these positions have been sold and ARL has taken their place. Seekingalpha are very often criticized for their practices, specifically on the short side BUT over the years their %'s of winning speak for themcelves.
We are in the right stock here, the only ASX position they hold - and the others apart from a few speculative holdings on the TSX are major players.
https://seekingalpha.com/article/4083699-cobalt-miners-news-month-june-2017
Also technically I'm seeing 68c to be hit this week, on the day count likely Wednesday.
Time will tell as always.
Regards, NL.
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