JRV 0.00% 1.5¢ jervois global limited

JRV Cobalt, page-253

  1. 40 Posts.
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    Thanks very much Mondyinvest, much appreciated.

    I'm not sure, but it's quite possible that the 2022 cobalt price is not particularly relevant for JRV as it ramps up production during 2022. I found the following slides in one of JRVs presentations:
    https://hotcopper.com.au/data/attachments/3946/3946249-7da34840cb2008deb182d0f28b755a85.jpg

    https://hotcopper.com.au/data/attachments/3946/3946262-2989a35269deabfce89d00aef8f3fd17.jpg

    Also, there might be customers they are talking to who do not want to be solely dependant on the DRC or China for critical cobalt supplies.

    Regards,

 
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