wow - JP Morgan are now getting the Castlereagh Street office junior to talk down the stock on HotCopper to ensure their target accumulation strategy is achieved.
I wonder if he knows the difference between a 100m CapEX cobalt extraction on-site plant that N27 can utilise, and a 1B cobalt extraction off-site plant situated in China? Hey guy - did you allow for the shipping of the competitor's ore to China in your maths?
We get it JP - you want to extend your position in the 50s the same as you did in the 40s.
Expensive?, page-8
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