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Really interesting interview with Simon Moores from Benchmark...

  1. Solarbat
    1,006 Posts.
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    15/07/19
    16:48
    Post #: 39528214
    Really interesting interview with Simon Moores from Benchmark Mineral Intelligence and Mark Newman (fund advisor) speaking about cobalt and other metals.

    Broadly they see no absolute substitution (beyond NMC811 thrifting) for 5-10 years.



    BAR Price at posting: 2.2¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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