Hey all,
Is anyone else keeping an eye on Tesla's Battery Investor Day?
I've been an investor in Lithium and cobalt since early 2016 and have ridden the rollercoaster up and down. I think ASX:COB has an undervalued resource, solid management, strong strategic partners with the potential to create a great long-term profitable supply of ethically sourced cobalt.
I'm wondering how people are thinking of the upcoming Tesla Battery Investor Day and the potential for a zero or ultra-low cobalt battery. Given Tesla is the leader in Battery technology and development I think this could potentially change the long-term investment thesis for COB. Obviously these changes won't happen overnight.
Interested to hear peoples thoughts?
Tesla Battery Investor Day
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