Australia cashes in on cobalt., page-14

great presentation. very sharp. can tell theres plenty of excitement there at team COB. Joe confirmed 89% recovery through the pilot plant and samples will be out in around 4 weeks. confirming the high recovery is key for me, as its often the make or break factor in the lab to scale-up transition.

i guess the question is who blinks first regarding financing. hopefully the 30 partners have a bit of fomo and someone comes on board early.

still got a good 1.5-2yrs to go here, but im very happy and will be adding more at these prices.

theres confidence around a (20%?) resource upgrade, and joe highlighted the renewable energy, grid power, secured water, township etc. its also clear that despite new developments in chemistry, that cobalt will be around a long while yet, as its the dominant chemistry and production lines and procurement are all geared towards Co for 10-20years