As posted before, COB will be the first one to refine only 20% of its mined ore, at 0.4-0.5% grade, at only 50% and 10 to 20% of the temp and pressure respectively of Ni.Co laterite project + using only 10% of the qty of acid Laterite projects require. In my opinion if COB does not meet market expectations, no one else will.
The car makers need their batteries for the surging demand of EV and they badly need Cobalt which is in short supply .
COB is the only upcoming project in Australia and likely in the word where Cobalt is the primary resource. I am quietly confident COB's mgmt will deliver and the recent interview by John Petersen reinforced my beliefs on the overall future of Cobalt.
COB Price at posting:
99.0¢ Sentiment: Buy Disclosure: Held
