It is hard to be sceptical about cobalt when respected analysts are talking about a cobalt cliff where cobalt demand for EVs far outstrips supply. I marked down four cobalt plays to buy yesterday. The three I bought yesterday and today are up 4%, 10% and 20%. The fourth whose price I missed is up 38%.
Quite a few investors are expecting a correction in blue chips in January and/or February. Some will switch to speccy metals such as gold, cobalt, nickel, palladium, graphite, and scandium. Some of us got in early.
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