Today's news seems to have given a few the chance to take profits. Tiny cap, and a number of seemingly underutilized assets.
It's not a bad idea to try to grab some cobalt-rich ground. I had a chat with colleague a couple of months ago, who is well connected.
Some of the larger miners have no exposure to the metal and maybe thinking they ought to, in my view that tells me we are still at the early stage of the market dynamic that will play out over the next few years.
I'm interested in Cazaly, it seems extremely risky though.
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