CE says there will be a Cobalt supply shortfall of 13,000t by 2018. (See 2nd para in link.)
Among the juniors he likes Formation Metals (TSXV: FCO).
QUOTE: Expected (FCO) production is estimated at 1,525 tons annually of super-alloy grade high-purity cobalt metal over a minimum ten year mine life. The project’s output will be equivalent to 3.3% of the entire global cobalt supply and it will be able to feed 14.9% of North American demand for cobalt.
So there's room for BAR.
BAR Price at posting:
3.6¢ Sentiment: Buy Disclosure: Held