COB cobalt blue holdings limited

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6.0¢

I would disagree on point 4 partially. Yes War is slowing down...

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chobbo

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12/02/24

18:00

Post #: 72365940
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Originally posted by Joeandhoes: ↑

Without sounding too doom and gloom, challenges we will face are as follows:

1. CR is inevitable but for the better, at how much is an unknown. I say Q2 at the latest.

2. China is pressuring more and more on the ban of exports of rare metals and also tightening it's grip on refineries
- This leaves the rest of the world in panic mode as the refineries aren't up to scale as the Chinese ones
- Stockpiling tonnes of rare earths like Cobalt is going to drive the prices down or sustain at these levels, why? so they can dry out cash from mines as such as COB and put a takeover bid where they can, so we will need a strong partner to whether the finanical drought that awaits us with no tangible cahs gerneating activities until 2025

3. Move towards LFP and other battery tech isn't too far now, we laughed about it but 2027~2030 will be the mark these new generation batteries start distrubing reliance on cathodes such as Cobalt.

4. War slowing everything down, supply chain, interest in electrification and politics.

Main issue for me is with China, China and China.

Mark my words, remember this post.

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I would disagree on point 4 partially. Yes War is slowing down supply chains but it is generating extra call for drones and other systems that rely on rechargeable batteries. The military appetite for cobalt is increasing.

COB Price at posting: 17.0¢ Sentiment: Hold Disclosure: Held
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I would disagree on point 4 partially. Yes War is slowing down...

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I would disagree on point 4 partially. Yes War is slowing down...

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