For me it is clear there will not be enough cobalt in the world and this will mute the potential of the ev revolution. As far as the "big if" IMO if they can prove to customers they have a battery equivalent to or better than what is being used currently (we holders know they already have with all their test data) then there is a very good chance for Magnis to supply the ev industry. After VW's green credentials have been shot to pieces for the last few years imo Magnis is a perfect fit.
Nobody here can tell me how the world can produce enough cobalt for what is to come. It's simple. There will be a huge shortage. What car maker wants to be in that basket?
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