JRV jervois global limited

Mate you have been tracking the Co prices religiously and was...

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    Mate you have been tracking the Co prices religiously and was one of the first to raise the prospects of it bottoming around that trough. Well done.

    I have a question for you or anyone else who is willing to answer @Deme , @mondyinvest (Usual suspects) - I am forming a view on what impact the high cobalt prices will have on JRV in the short run (Long run is clear so that's not an issue i am grappling with). In terms of the positive impact via higher revenue from sale of finished goods inventory VS the negative impact from working capital needed as we saw late last year. Which one will dominate? I think we have been selling and streamlining the FG inventory at kokola if I am not wrong. Appreciate any genuine comments/discussion.
 
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