I'd always thought they will go with 2/2.5MT like PLS did and then could do a stage 2 IMO. I've got a feeling the Freiberg guys are kinda conservative as well.
Maybe they'll do some scenarios in the SS I imagine.
I see the recent noise about the Cobalt price atm was it was a bit of a standoff, the word is that's coming to a end and it should start heading back up. Bear in mind CLA tends to follow the Co price.
Re BB off to Europe I do know he's at the Benchmark cathodes conference in the states on the 23rd October.
Benchmark Minerals conference, page-118
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