Had a look at the site and as you alluded to very limited access...in fact 3 search strikes and you’re prompted to subscribe.
All top 10 cobalt plays are +1b and that’s where we are headed...sooner than later...prospectus, plant valuation and importantly the “offtake agreements” will complete the picture
Remember the market is forward looking...I prefer to stick with the numbers to determine possible valuation and hence SP on open and beyond...now let’s think about from all announcements...originally we were told 250,000tpa ore to produce 12,000tpa concentrate and contained cobalt of 30 to 40% hydroxide grading....so that’say 3,500tpa contained cobalt concentrate annually....IMO the bonanza move to 600,000tpa in ore translates to 2.5 of those original estimates...IMO that’s around now 8,000 to 9,000tpa contained cobalt concentrate....spells a major cobalt pure player me thinks by comparison....spells END GAME on open
WFE Price at posting:
2.4¢ Sentiment: Buy Disclosure: Held