COB
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3.66% 7.9¢ cobalt blue holdings limited

LG Energy Solutions IPO January., page-15

  1. limpopo1492
    139 Posts.
    lightbulb Created with Sketch. 15
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    28/01/22
    13:22
    Post #: 59191197
    Cobalt is used in cathodes and these guys are developing a new anode. IMO any improvement in battery technology that does not completely and utterly eliminate cobalt from the entire battery industry is a tailwind for COB. Improvements in density, longevity and reduction of cost per kWh improve EV economics and therefore adoption.
    COB Price at posting: 51.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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