COB cobalt blue holdings limited

3.77%

5.5¢

Broken Hill global cobalt province., page-476

First 476 Last

Share
Profile

Follow
bluesamurai

10,506 Posts.

1555

08/03/23

15:04

Post #: 66661454
Share

Originally posted by bluesamurai: ↑

The cobalt market is currently bracing for another potential near-term supply shock, as CMOC works to resolve a dispute with its Congolese state-owned partner, which would allow it to export a huge stockpile of semi-refined cobalt hydroxide from its Tenke Fungurume mine. While its exports were blocked in mid-July, CMOC has kept the mine running at close to full capacity, simply stockpiling the extra metal until it can resume shipments, Bloomberg reported last month.“While the broader cobalt complex endured a massive correction during 2022 against a backdrop of sharp supply increases and numerous demand setbacks, green shoots are starting to show,” Darton Commodities said. “However, the standoff between CMOC and Gecamines in the dispute over royalty payments remains a wild-card, and has the potential to drastically shift the cobalt hydroxide market in one direction or the other.” QUOTE
COB is in a strong position with the real demand to jump around 2025 these supply issues will play out but the really important points are that the cobalt will be sought out from secure jurisdictions with proven ESG credentials to process the resources. This means offtake agreements must be entered into soon to provide stable supply for OEMs to be able produce into the future against their opponents in the industry IMO

https://www.mining.com/web/cobalt-market-saw-a-record-breaking-supply-boom-in-2022/

Expand

But so intense is the competition for battery metals and so entrenched the dominant Chinese operators that Western automotive companies have little choice but to invest directly in the next generation of supply projects. QUOTE
COB have spent a great deal of time & energy getting to the position of being able to mine and process ore at the demonstration site well ahead of competitors right at the moment automakers will have to make important decisions to safeguard their requirements to support long term manufacturing goals IMO

https://www.mining.com/web/column-automakers-rush-in-where-miners-fear-to-tread/

COB Price at posting: 35.5¢ Sentiment: Buy Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

BOE

Boss extends June win streak with boosted Alta Mesa extraction rates

SRL

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

ASX Market Open: IPO hype, Wall Street ATHs push Aussies into green hope | June 27

'Not possible' to port renewable gas: ACCC takes AGN to court

PAR

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

OCC

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

First 476 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 5.5¢		Change 0.002(3.77%)		Mkt cap ! $24.46M

Open	High	Low	Value	Volume
5.2¢	5.5¢	5.2¢	$21.45K	396.5K

Buyers (Bids)

No.	Vol.	Price($)
3	91036	5.3¢

Sellers (Offers)

Price($)	Vol.	No.
5.6¢	47087	2

View Market Depth

No.	Vol.	Price($)
3	91036	0.053
2	548529	0.052
2	49000	0.051
11	349000	0.050
2	61224	0.049

Price($)	Vol.	No.
0.056	47087	2
0.057	98537	3
0.058	22549	2
0.059	12000	1
0.060	75355	4

Last trade - 15.55pm 27/06/2025 (20 minute delay)

COB (ASX) Chart

Broken Hill global cobalt province., page-476

Boss extends June win streak with boosted Alta Mesa extraction rates

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Australia’s gas crisis is here – and dying coal plants aren’t helping

ASX Market Open: IPO hype, Wall Street ATHs push Aussies into green hope | June 27

'Not possible' to port renewable gas: ACCC takes AGN to court

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Broken Hill global cobalt province., page-476

Top Stories

Boss extends June win streak with boosted Alta Mesa extraction rates

Sunrise pops on top scandium hits NSW explorer will now use for 'multi-decade' plan

ASX Market Close: Index creeps lower as half-year mark approaches | June 26

Australia’s gas crisis is here – and dying coal plants aren’t helping

ASX Market Open: IPO hype, Wall Street ATHs push Aussies into green hope | June 27

'Not possible' to port renewable gas: ACCC takes AGN to court

Paradigm Biopharmaceuticals makes key acquisition moving into FY26

Orthocell sees 4% jump as Remplir used in first US surgery. But is that low?

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News