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15:39
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Originally posted by sallywoofs
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Hi Neo, as CLQ has no interests in the DRC the conversation is relevant from the point of view of what is going to happen to DRC cobalt production...no one is trying to get you to invest there, and you have made your position clear on it; but the eventual availability of cobalt out of the DRC is what is relevant to a discussion on CLQ because Congolese cobalt supply is the big variable in cobalt prices.
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Yes, beaten down companies, sectors, or countries can make for a great contrarian play if you can time it well, and for the most part, that is kind of what I do. But still, would never put my money back into the Congo, it is just way too dark and unpredictable.
