Ann: AUZ export Australia's largest sample of Co & Ni sulphate, page-502

Just got back from a small holiday, catching up on all the posts.

Nice job emailing sophia, it's always good to be validated haha! Pretty much confirms I was spot on with my original point to vintage that his CATL article was a half truth and daimler is (as expected, they would be stupid not to) sourcing multiple batteries from various suppliers. Therefore, not affecting us at all as our deal still remains in place.

Keeping on topic with the SP action though, I believe right now it will maintain sideways action with perhaps a bit of upside as cobalt stocks in general rebound. Notes out of goldman have renewed interest in the EV sector (I'm assuming you've all seen them discussing how the sell off is "overdone").

I don't believe we will see anything meaningful until the BFS is released....but if that comes out positive (I believe we're expecting 700-1bn) there should be some serious price action. Remember what sconi alone has in the ground. You better believe people are watching on the sidelines for this and even if the BFS costs come out at 1bn, that's still around 4bn profit (roughly from what we know of the resource now, it could be more). From sconi alone.

So pretty much as usual....be patient lads!