We all know that May production will be lower than targeted due to forces primarily outside their powers. I think the market has already factored this in though and the SP won't take much of a hit at all.
Cobalt is hot right now yes, but the demand will continue for a long time yet as EVs and battery storage gear up. The current price of cobalt shows how in demand it is and will continue to be. So i welcome decent rock chip samples as a very good early exploration, why not? the market wants it.
OGX Price at posting:
7.6¢ Sentiment: Buy Disclosure: Held