Apple, Samsung hungry for lithium, cobalt but supply an issue
Lithium tends to bask in the glory brought on by the world's new-found enthusiasm for what goes into batteries.
However, its fellow component in all things electrical (be they laptops, smartphones, aircraft parts, prosthetics...), cobalt is gearing up for its time to shine.
"If you look at the constituents of a battery, cobalt's the one that's hardest to solve, in terms of supply," says Julian Babarczy, head of Australian equities at Regal Funds Management.
"Even though the demand and future is there, it's quite a difficult one to play, there are very few listed entities, but the story is a good one. So we've had to look down the value curve at some companies that look like they could make it into production."
But those companies are few and far between.
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