COB cobalt blue holdings limited

Ann: ASX Webinar Presentation, page-2

  1. 3,957 Posts.
    lightbulb Created with Sketch. 1270
    My submitted questions, to the investor webinar Q&A, for Joe and/or Joel to cover:

    1. The impact from this mornings ASX announcement that Jervois Global Limited's has suspended final construction at its Idaho Cobalt Operations ('ICO'), due to continuing low cobalt prices and United States inflationary impacts on construction costs.

    Jervois had determined that not mining ICO cobalt at cyclically low cobalt prices would preserve the optionality and inherent strategic value of ICO for its shareholders and key stakeholders, including local communities and the US State of Idaho.




    2.  The Tenke's cobalt stockpile (see Mining.com article below) and the potential impact its eventual release could have on cobalt prices from the Company's viewpoint.

    https://www.mining.com/web/a-1-5-billion-hoard-of-copper-and-cobalt-is-piling-up-in-congo/


    3. The status of collaboration and/or co-operation with OZ Minerals Limited and Havilah Resources Limited, particularly given the option OZ Minerals Limited now has over the Kalkaroo copper-gold-cobalt project.

    The last reported discussions on collaboration and/or co-operation for each of their respective projects (Carrapateena and Mutooroo) seems such a long time ago:

    Extract from Cobalt Blue Holdings Limited's 19 January 2021 ASX Quarterly Report:
    OZ Minerals pyrite concentrate sample from Carrapateena (South Australia)
    "During the quarter COB completed its testwork program and provided a testwork report to OZ Minerals. The results confirmed that the COB Process was suitable for treating and extracting copper, gold, and cobalt from the Carrapateena pyrite concentrate. It is anticipated that there will be further dialogue between the two companies to consider if there is potential for further collaboration".

    Extract from Havilah Resources Limited's ASX release dated 21 June 2018:
    High Cobalt Recoveries for Mutooroo in Cobalt Blue Testwork

    "COB and Havilah have agreed in principle to extend the co-operation as contemplated under the MOU recognising the geographical proximity and similar cobaltian pyrite ore types. The timing and form of the future co-operation depends to some extent, on the respective work programs and priorities of both parties in coming months".

    Cheers

    These are only my thoughts and it does not constitute investment advice. Before acting on any information you read and before making any financial or investment decisions, you should always consult your advisor(s) or other relevant professional experts.
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
5.5¢
Change
-0.003(5.17%)
Mkt cap ! $24.46M
Open High Low Value Volume
5.7¢ 5.7¢ 5.5¢ $8.878K 157.4K

Buyers (Bids)

No. Vol. Price($)
1 87011 5.5¢
 

Sellers (Offers)

Price($) Vol. No.
5.7¢ 80707 2
View Market Depth
Last trade - 15.46pm 11/07/2025 (20 minute delay) ?
COB (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.