COB cobalt blue holdings limited

Broken Hill global cobalt province., page-342

  1. 425 Posts.
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    Hi Phil, without debating these various points at this stage my post was simply pointing out it was a marketing piece from COB, not some independent article. Personally I learnt nothing new from the article but it was perhaps a decent recap for newer holders.

    Big few mths coming up as with some posters here repeatedly saying for half a year or more how partners are very likely to be clamouring to get the offtake agreements I would personally be disappointed if COB misses their Q4 2022 CY deadline by more than 6 months. It certainly wouldnt indicate a clamouring of offtake partners especially when the details of what these non-standard off takes are likely to contain which has been explicitly stated as prepaying contracted cobalt deliveries to help fund 60-70% of the likely 650-700m Capital Cost (20%+ increase to previously stated due to inflation in various parts of the sector)

    Cheers
 
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