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The worst possible outcome for these surveys is nil material. So...

  1. 11,840 Posts.
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    The worst possible outcome for these surveys is nil material.

    So we are then left with the Jorc as per April..........that's our low water mark & better than most out there.

    Probability is zero that there is no material (whether Jorc compliant etc is a totally different discussion).

    BB gave up a hint when he purchased on market that we had a bit of a wait & his buying indicates what he believes the outcome will be long term ( as I don't see him trading).

    He could say hand on heart there was no news that he was privy to & would not be subject to insider trading).......As he sees the survey results come in to his trained eye would result in him not being able to buy on market

    If this was bad news, volume would be building day on day & close on lower lows.

    We are on the botton bollinger now. If volume dries up the band will tighten.

    I will need to dip into my SMSF & buy more now ....bugger waiting for confirmation.

    Didn't think this opportunity would present it self.

    As you said above if you believe in the EV revolution, you have to be on the Cobalt train until a better cheaper alternative comes along.

    The worlds corporates are showing their hands by the billions being invested in any number of battery giga factories.

    I'm long (& surprisingly nobody is short despite all the noise in the background)

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