Yes the opportunity for a quick profitable trade passed when the...

Yes the opportunity for a quick profitable trade passed when the ASX turned this one into a chp 1 and 2 major change in scale of operations...There won’t be any “waking up” and prefer this goes into a long winter slumber as previously stated...This is an exciting longer play given the EV revolution...even Aussie labour govt just announced strategic minerals 2019 policy with a focus on cobalt as they push to move the Aussie car market to 40%!EV by 2030......bigger bang for buck if offtake announced whilst in suspension and relistings drag out as gives more time for plant refurb...open up the first COBALT PROSdUCER on the ASX...
Yes in “totality” as you put it this is a very nice play...remember “cobalt real estate packager”...
Owner of a cobalt plant that paid $5.5m usd and now worth $70m usd on going concern
Owner of 5 cobalt/copper licenses that METS viewed describing them as “with cobalt resources”
Negotiated 7 supply agreements for 636kpta for short term supply into plant for 2.5 years
Get the offtake and the package is complete and the market in much better position to value in “totality”
Avz has the biggest but years away to becoming a producer/revenue earner...needs big bucks to get out of ground and transport...still a good thing but a lot to do
WFE is an imminent cobalt producer play...the plant gives it short term margin/cash flow business which it can grow whilst long term proving up it’s own reserves...the cobalt price is irrelevant as the cost side of supply is relative to the LME spot...it’s the margin that’s your huckleberry...and yes the Europeans are keen on direct cobalt supply and KUMI clean cobalt so plenty of carrots anyhow for supply terms
I luv “painful arduous” journies and then end game