The link shows cobalt at 11 year lows. Li-ion batteries are a huge growing market and though Li is available in possibly enough globally in total, and graphite too, which is the major content surprisingly, it is cobalt that is totally constrained and therein lies a bit of a sleeper for CDU.
Looking at the chart it is not unresonable to get some quite large uplift in Cobalt. Will we be Codeco?
Someonje with more time can quickly figure the leverage from Co.
CDU Price at posting:
$1.11 Sentiment: None Disclosure: Held