Ann: Havilah's Copper Strategy - Enhanced by Cobalt, page-76

"Despite the volatility, underlying copper concentrate and cobalt sulphate demand remains strong and many investors are buying into the copper and cobalt markets now on a longer-term bet that prices will spike as surging usage in renewable energy and electric vehicles coincides with a collapse in new supply in the early 2020s"

http://www.mining.com/copper-price-chinese-concentrate-imports-hit-18-year-high/

Interesting article overnight on copper, it stated "The demand for copper concentrate is surging. Concentrate cargoes landing at Chinese ports increased 37% from May 2017 to total 1.58m tonnes in January [2018]".

HAV's copper-cobalt-gold projects will throw off a lot of copper concentrate, once in production.

We can either sell it to China (and incur additional sea shipment transport costs) or sell copper concentrate to Mr Gupta's envisaged copper smelter and refinery in South Australia:



Just saying ... when all the parts of the puzzle start to look like they fit.

Cheers

These are only my random 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.

HAV fanboy: still drinking the Kool-Aid