COB cobalt blue holdings limited

3.70%

5.6¢

Ann: Significant Thackaringa Resource Upgrade, page-6

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mlives

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04/04/19

13:08

Post #: 37993698
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Originally posted by mlives: ↑

- Battery factories are going up at unprecedented rates: https://cleantechnica.com/2019/03/31/global-lithium-ion-battery-planned-capacity-grows-4-in-a-single-month-charts/

- Cobalt sentiment appears to be turning, with successive rises in the last week (on LME)

- Simon Moores is very bullish on Cobalt and doesn't believe it will be able to be substituted in Li-ion:
https://m.youtube.com/watch?v=YipKMeXH5lA&t=3s

- Bloomberg thinks the tidal wave of battery factories in the pipeline means substitution of Li-ion (read cobalt) technology is unlikely in the next decade

- Despite dragging their heels, BPL has reluctantly joined the dispute process with the independent arbiter to deliver a binding outcome in the coming weeks.

Interesting time for COB. Starting to look cheap again.

Expand

"Bloomberg thinks the tidal wave of battery factories in the pipeline means substitution of Li-ion (read cobalt) technology is unlikely in the next decade"
Sorry, forgot to post link for above: https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2019-04-03/battery-reality-there-s-nothing-better-than-lithium-ion-coming-soon

(Also worth mentioning that Glencore is having a heap of troubles with the DRC)

Last edited by mlives: 04/04/19

COB Price at posting: 15.5¢ Sentiment: Buy Disclosure: Held
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Last 5.6¢		Change 0.002(3.70%)		Mkt cap ! $24.91M

Open	High	Low	Value	Volume
5.6¢	5.6¢	5.4¢	$14.59K	261.3K

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No.	Vol.	Price($)
2	218181	5.5¢

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Price($)	Vol.	No.
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1	18181	0.055
4	275061	0.054
3	112588	0.053
6	78173	0.052
5	311090	0.051

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0.057	30000	1
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