Cobalt Blue stands out in a crowd., page-2

Excellent find @blusamurai. COB's CEO summarises most of it.
Two key things during the interview:
1) "What do you see as the next catalyst for a rerating?
JK: Simply put, the mid-year PFS delivery. We are very excited to be delivering the project PFS, as it will showcase the size, longevity and value of the world-class Thackaringa Cobalt Project."
It is all about further derisking the project and we only have a few more weeks max to wait.
Also to clarify, by releasing the PFS COB will increase its interest to 70% ( the remaining 30% will be obtain within a year, the conditions are no issue in my view).
2) JK highlighted the issues faced by nickel-cobalt laterite projects not delivering promised returns (aside from big issues during the commissioning phase from what I have been reading).The experience is shaping future investment expectations. A lower risk cobalt sulphide resource looks very attractive in comparison (with DRC head grades after low cost process of its mined ore + chemical processing involving low temp and low pressure)

To go a bit further: JK mentioned COB is unique. At first you may think he is a bit boasting but in the end I believe he is right. Readers have seen presentations by numerous companies how Primary Cobalt projects represent only between 2 and 5% of all projects involving some Cobalt production. Since there are not that many operating mines involving Cobalt in the world I researched them.
To my knowledge the only one with Cobalt representing the very vast majority of output is in North Africa: it is producing around 2000 tons a year for almost a century (with bad working conditions to say the least by the way). But this mine is only one of many (producing other metals) for the controlling group so it would not give investors a good Cobalt exposure.
There is another primary Cobalt project in North America which would start full production in 2020 at around 1500 ton/ year for 12 y ( along with Copper and a bit of gold) but they would only produce concentrate ( = concentration below 10% traditionally versus COB Cobalt Sulphate at 20% min.) which means they would not be able to secure the very fat margins COB will get.
For the record COB will produce between 4000 and 5000 tons/ y.
In conclusion i believe COB will be unique as at least 80% of its income will be from Cobalt Sulphate with the balance coming from Elemental Sulphur, a by product.
I just hope the company will be given time to grow; I would really hate an early takeover. But in the current scenario of a mad scramble to secure Cobalt supply I would not be surprised ( post PFS). Taking advantage of the current consolidation of the SP I am encouraging relatives to accumulate the shares.