Broken Hill global cobalt province., page-1317

Its good to hear of positives and how COB are placed etc. But right now COB is simply waiting upon funding outcomes, its no more complicated than that.

However funding is a go or stop event, without it nothing, with it a Nickel-Cobalt Refinery opperating out of Kwinana. The signs are looking good, money will find a path not just to COB but many new sustainable mining opperations in Australia. It is mute as to what near term benifit Broken Hill will be, in the long run trucks from there will trunndle over to WA, the logistics of concentrate transport is easy and cheap, couple of trucks a month etc.

However the big directional change COB undertook (to their credit) to direct just about all resourses to the Kwinania project demostrates that feed to the plant as such was not an issue, it could be a while before we see concentrates from BH, certainly there are lots of other potential feeds lined up both local and from overseas IRA complient. It is the funding we watch for, its not been one for the impatient!

Todays agreement with UAE for just the sort of money the critical minerals space needs is a good example, all these keen funders will help a tiny project like this, I say tiny in project terms, not in Cobalt terms, we read all the negative news on Cobalt from being awash with it, to not needing it, all largely bunkum.

If you wait and watch the political process as it connects with the private funds unfolding we should see all the important China locked critical conduits that somehow got away from the West returning West, this is no matter which flavour of Government thats in power, the actual reduction in the specific minerals from China grasp is bipartisan.

Cobalt is going to be a star at some stage, we just wait as the Western supply strategy is implemented, fingers crossed the team are working hard to ensure all the boxes are being ticked to assist COB's funding.

Good luck to holders.

Cheers
Phil.