COB 2.41% 8.5¢ cobalt blue holdings limited

Good Information on COB & Cobalt market, page-3

  1. 264 Posts.
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    No problem. I have 400K shares of COB but I hold some CLQ too. It is a different type of company though. CLQ is Nickel first and foremost with Cobalt as a by product (+Scandium etc) with a laterite ore. Expensive HPAL process required. V Good management. Would start operations before COB.
    COB is a pure play on Cobalt with Sulphide ore which enabled the company to reach concentrate of 0.4/ 0.5% grade + does not require HPAL process thus reducing CAPEX and PPEX. COB has a V good management too.
    Each company has its merits.
 
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