For most investors, the DRC is a no go zone and the events of the last 12 months have not changed that perception. I doubt it gets any worse or better for that group of investors. However for the cobalt chemical producers like Huayou, the necessity and urgency to secure assets has only increased.
Having said that I think if we look at other examples of deposits in the DRC potentially part of a supply chain critical to electrification of vehicles in China, can see that when the light bulb turns on, it shines bright.
The key is that if you feel like X or Y development in the DRC will affect the sentiment and therefore your investment in Nzuri, don't invest. You need to be able to remain numb to the general sentiment and focus on the strategic intent of cashed up companies with a very low cost of capital and aggressive growth plans.
NZC Price at posting:
34.0¢ Sentiment: Buy Disclosure: Held
