Yes, there are mixed views on Tesla and it's potential. However the fundamentals for cobalt may not be driven by the US. This is where China can come on board and they will definitely be interested in what Australia has to offer in terms of supply. A few years ago I rode the iron ore train and made a significant amount of money from short-mid term holds on a couple of key stocks. I can see parallels here (perhaps the extraction is more complex??) I intend to do the same with cobalt, fingers crossed I am right, DYOR.
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