Good article here guys from December 2017 with the CEO's of various TSX listed companies giving their opinions for what 2018 holds for cobalt, including Trent Mell, CEO of First Cobalt (TSX:FCC).
Cobalt 27’s Milewski suggested that investors do their work to get into position now. “When the automakers begin to start contracting longer term, when that noise starts, I think it’s going to have a significant impact on the cobalt market. When that happens, you want to already be long on cobalt because I think you’re going to make the most money that way,” he explained.
For First Cobalt’s Mell, the cobalt market is an EV story. “If you are a believer [in] EVs, then the supply gap becomes apparent for cobalt in the near future,” he said.
