I am still a little short on a couple of electrical...

I am still a little short on a couple of electrical storage/disruption ingredients, have most covered, cobalt is important one and IMHO after 2019 I believe it will be in shortfall (world calamities excepted) for decades.

COB has exceeded my expectations early, first up I was not involved in the cobalt spike so have no ill will on the SP, its just fine. This recent review and the acceptance of it by Joe and the collective team is the exceeded bit for me. This is a complex process and you must get it right, in product, process and customer needs. I am fully ok with management, the resource is top notch, good jurisdiction and all that. Even a cursory scan of the link you provided @grinningwombat shows the spike and the retreat in all cobalt players, this may give comfort to those who look at a single player in the sector and forget that you cannot beat the fundamentals of any commodity for long. I still have it as a buy, sure we will see dips and I will pick up as and when.

Speculative yes, things can go wrong as is the way with markets, I have looked at many cobalt's and this is mine.

Time will tell.

Cheers
Phil.