COB cobalt blue holdings limited
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The writing is on the wall. LG will be the major off take...

  1. hksev2
    319 Posts.
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    12/08/22
    11:59
    Post #: 63077356
    The writing is on the wall.

    LG will be the major off take partner or only off take partner. I would be shocked otherwise. Remember during the pilot plant stage, 1 customer requested and received a larger enough sample to do the actual verification process. That customer will now have completed that process. Its been 12 months. Therefore, once the Demo plant has been operational for a while and proven to work at large scale then i think the off take agreement will come from LG.

    A Few Months of operation leads me to November for off take agreement with LG.
    COB Price at posting: 89.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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