Cobalt price rally lifts EV metal index., page-243

good morning @Irishmist and yes all very valid concerns on the road to de risking this project and #1 is also my hubby's main concern too however I take so much comfort in the many times I have heard JK talk about knowing that this is where it could all come undone and hence why they are going the pilot them demo plant ( scaling up the proof of product). there are no guarantees in this game so time will tell.

in terms of point 3 I think the true cobalt supply/ price 'inflection point' ( to steal JKs words) won't be upon us until 2023 and until then we will see, as we have been, weekly gains 1-3%

if points 1-3 and 5 then point 4 will follow accordingly.

I love that you are raising these concerns, even at 8c post Tesla Battery Day, I was all in on COB and have not stopped believing in this project but as you point out it's all hinged on our refining tech so we need to see some on market announcement over the next 1-2 months to show we have proof of concept that is well received globally