AYR but it recovered and I don't think the results are bad despite the market reaction. COB was down too and BAR but that was mainly as a result of a newsletter. That's all the cobalt shares I own but have owned ARL and WMN (sold at the right time luckily). I'd probably buy them again if I wasn't already too heavily one sided in my portfolio!
I feel cobalt lost a little heat in the second half of last week but if you look at the demand there's no reason for it to. The Tesla news was expected and it's not them that will be using our cobalt (Musk has always said he'll be using North American cobalt). It's China. Also that 20k tonne stockpile in China is very little in terms of yearly demand, and nothing compared to what they'll need over the next 5-10 years.
