Tesla will be immaterial to overall longterm cobalt demand. they...

Tesla will be immaterial to overall longterm cobalt demand. they grab the headlines but its the Panasonics and Fords and Volvo's etc that we need to watch. the projected supply shortfall is going to hit hard and fast.

the cobalt bottleneck is inevitable and price spikes are coming, but the real bottleneck is when investors rush to look for exposure to the high prices + thematic and realise theres only COB and theres not that many shares available out there.

if we can do a decent offtake to get us into production but then keep the growth story alive via waste streams and IP licencing, we will be the premium cobalt stock in years to come imo. and we will justify the premium by simply being the only pure play equity option.