EV mass production in US, page-14

if JRV are 1bil it suggests we've got at least 10 bags from here. waste streams and IP are the wild card

wonder how much cobalt JRV will produce in tonnes and cash cost to justify that market cap. ill check it out but no upside from there, thats for sure

im glad theres a rough benchmark out there for comparison, unlike HPA sector

covid has no doubt slowed the ev rollout, while COB continued flat out, so i think we will come into the mainstream just as we move into shortfall and cobalt is around 100k/t

its a 3-5 year play for me. already almost a year down since i invested back in Jan. it gets exciting from here!