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09:27
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Originally posted by Banjoj:
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listen to Joe K or do your own research on cathode manufacture. it is most challenging to pivot chemistry once plant mechanised one way or the other.
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and look what has happened to LYC and have clean processing plant (non holder) since US got interested because of security of supply issues they have large high rich mine in WA are building plant in the US, China has 90% of rare earth, China has 90% of cobalt, COB has unique processing IP and now expanded resource and close to services. Can see similar result happening to COB share price and we wont need a consolidation because of low amount of shares on issue IMO
