Short Term Trading Week Starting: 30 Apr, page-143

Peejay I think the spec end of the market is starting to factor in the sovereign risk for DRC. I sold my TAR around recent highs and was stunned to see the miniscule buy side for TAR today.......(wasn't inclined to buy back in though) Perhaps it will flow through to more interest in Australian,Namibian and European cobalt plays......and a further increase in cobalt prices if Glencore's problems persist.I like the look of CAZ's new ground in Namibia and their small MC. I wonder if we will see a new focus on Zambia as a potential source for cobalt?