COB cobalt blue holdings limited

5.66%

5.6¢

Apart from what’s mentioned in the article, investors should...

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bluesamurai

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23/02/22

11:23

Post #: 59756509
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Originally posted by bluesamurai: ↑

Cobalt price high as DRC supply issues are dragging onThe landlocked DRC is a global giant when it comes to production of the key battery metal.The DRC produced 120,000 tonnes of cobalt in 2021, accounting for +70% of global output.It’s where China – the world’s biggest consumer by far — gets ~90% of its supply.But these cobalt shipments have been interrupted, exacerbating an already stressed supply situation.A fall in China’s cobalt imports in July 2021 due to ongoing issues at Durban port in South Africa — a key export channel for Democratic Republic of Congo (DRC) supply – has intensified in 2022.Under normal conditions, land delivery by truck from DRC to the Durban port in South Africa usually took less than 20 days, market sources told Fastmarkets.But now deliveries are taking 30 days or more. A scarcity of containers and delayed shipments have made the whole process even longer, they said.“I don’t think the logistics issues from South Africa to China will ease in the first quarter or even the first half of 2022,” a cobalt hydroxide supplier said. Article from * today.
COB secure long term supply from primary resource looking attractive in the future as demand grows in coming years IMO.

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Apart from what’s mentioned in the article, investors should also consider using any significant dip in global share markets as an opportunity to buy, as any contained Russia/Ukraine conflict should not have a lasting impact on the world. I will most likely use any market dip to top up on some of my favorites such as Alphabet Inc. (NASDAQ: GOOG) and Tesla Inc. (NASDAQ: TSLA), as well as some well valued EV metal miners. QUOTE EV metals demand to strengthen IMO

https://investorintel.com/market-analysis/market-analysis-intel/asset-class-winners-and-losers-if-russia-invades-ukraine/

COB Price at posting: 47.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 5.6¢		Change 0.003(5.66%)		Mkt cap ! $24.91M

Open	High	Low	Value	Volume
5.5¢	5.6¢	5.4¢	$10.88K	197.8K

Buyers (Bids)

No.	Vol.	Price($)
1	6928	5.5¢

Sellers (Offers)

Price($)	Vol.	No.
5.6¢	219774	3

View Market Depth

No.	Vol.	Price($)
1	6928	0.055
1	100000	0.054
8	476619	0.053
10	324787	0.052
3	293090	0.051

Price($)	Vol.	No.
0.056	114774	2
0.057	46439	2
0.058	115580	3
0.060	104540	2
0.061	115000	1

Last trade - 15.55pm 25/07/2025 (20 minute delay)

COB (ASX) Chart

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