Moly future

Thought I would add a bit more for those that like to research.

Except to say Tony Locantro gave moly a quick plug a few hours ago. .  Start about 5.29 into the tape.  He is bullish on gold and silver too and thinks cobalt has issues of cost and supply.  Lithium will of course in my opinion will come off, but economies of scale will determine profitability due to more suppliers coming on stream, not that its use will decline.

Below is a download copy of risks and some of the links from the article (https://www.reddit.com/r/stocks/com...nt_material_and/?st=jfncvpd9&sh=0d7a2b7cabove)  which have some merit amongst ramblings that I would beware of.

It is ground floor for the molybdenum.

We know there are lags to production but time moves fast.  Molybdenum is in the supply risk zone.  Political instability such as between China and America adds risk to supply.  See the list below.




sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwj66ovr1LLXAhWDW5QKHVO5CnMQFggmMAA&url=http%3A%2F%2Fphx.corporate-ir.net%2FExternal.File%3Fitem%3DUGFyZW50SUQ9Njc3MTE4fENoaWxkSUQ9Mzg1MjM2fFR5cGU9MQ%3D%3D%26t%3D1&usg=AOvVaw0fEdWUQGmAdv16YgfczmPh London metal exchange stock pile of molybdenum is zero. Link below for you to see opening stock is zero. https://www.lme.com/Metals/Minor-metals/Molybdenum#tabIndex=0

https://www.google.com.au/url?sa=t&...17-molyb.pdf&usg=AOvVaw1KMO_smrA6yKp_loBhdIH_

Also see
link https://science.energy.gov/bes/highlights/2017/bes-2017-06-f/.  

Given the potential of these commodities and how DTM have seen the vision and captured huge ground with gold, silver, copper, molybdenum and lithium and it is all about risk and reward in a future rising market, I think they are well placed to execute their goals.