COB cobalt blue holdings limited

They make a comeback after patents expired this year only to be...

  1. 4,579 Posts.
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    They make a comeback after patents expired this year only to be phased out in 2 years? Doesn't that sound ridiculous?

    I bet they dominate the market until solid state batteries become mass produced. They are at a cost advantage to NCA and NCM batteries and the new cell-to-pack tech should keep them there for a while.

    There are reports that state that LFP will dominate out to 2030, so we'll see where it heads. It's a fascinating debate though.

    Don't see this post as a knock on COB. It's great that this has major project status and has support of the federal goverment.
 
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Mkt cap ! $24.02M
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