The cobalt cliff is on the horizon and the sp is only on the...

The cobalt cliff is on the horizon and the sp is only on the foothills  In case you've missed it:

http://palisade-research.com/nick-french-we-are-approaching-the-cobalt-cliff/

The message is that companies who commit to working hard to get into production of cobalt early, such as AUZ, will be relatively rare in the investment landscape and will in time have a lot of investors large and small following them.   There are not that many options at the moment and a lot of serious interest in the cobalt story.

For example. if Norway's sovereign wealth fund chose to move out of oil and gas as has been reported and wanted exposure to cobalt, they may not want association with the Congo so their options shrink after that and would have to include consideration of ambitious new operators such as AUZ.