We were all ears for this in 2020
'Please mine more nickel,' Musk urges as Tesla boosts production
In 2021 Bryce was pining hopes on a China led recovery to boost demand for battery minerals.
were now looking at some serious restructuring... https://www.bbc.com/news/business-67562522
In the US the IRA got momentum in the US and is now a political soccer ball getting kicked all around the place. The media continue to put air in Trumps tyres and humanity faces a sever vacuum in the talented alternatives stakes. That said one of the last memorable moments whilst Donald was last in power was to give a shot in the arm to ARR https://*********.com.au/trump-declares-rare-earth-emergency-australia-supply/
AUS super are putting their brand behind one of the only china free alternative suppliers.
Chinese pension funds and the government are backing their cobalt produces and processors.
If we don't do something similar we just become consumers of energy technology and not the producers of them?
If we continue heading away from Nickel Cobalt base chemistries JRV could well be in VA within 3 years.
As will
https://talonmetals.com/
https://www.smm.co.jp/en/
I'm more of the glass half full and felt relief when guru made mention of JRV at the end of this podcast.
"you know JRV in Cobalt Sara in graphite and even alumin limited umthose with the pure exposure all of-those three that I mentioned are right in the doldrums yeah um and over historically we've seen that it takes you know uh flooded Dam or a burst pipe or or some sort of unexpected Black Swan event and those pure plays just have this exponential boom um so clearly we're not giving anyone Financial advice here but I find it intriguing that those guys are in the doldrums and will I wonder will we see some fund manager stake Really Brave positions in the next little while based on the idea that they might be buying somewhere near the bottom "
From
IMO It's not an if it's a when for the cobalt market to turn.
We were all ears for this in 2020'Please mine more nickel,' Musk...
Add JRV (ASX) to my watchlist
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Last
1.2¢ |
Change
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Mkt cap ! $32.43M | |||
| Open | High | Low | Value | Volume |
| 1.2¢ | 1.2¢ | 1.2¢ | $19.99K | 1.686M |
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| No. | Vol. | Price($) |
|---|---|---|
| 16 | 2399174 | 1.1¢ |
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| Price($) | Vol. | No. |
|---|---|---|
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| Last trade - 11.47am 20/08/2024 (20 minute delay) ? |
| JRV (ASX) Chart |