Go for it Gw and sell your cobalt shares. But before you do, have you understood why cobalt is needed in the EV battery? It is a special metal which naturally forms layers around the electrodes which minimise the clumping of lithium ions. In other words, lithium ions become ineffective after several recharges if cobalt is not used. Also, the heat build up becomes dangerous once batteries are repeatedly charge/discharge. If there was a better metal than cobalt for improving the performance of EV batteries, well it would be used already. So go for it, listen to the downrampers and sell your shares. (There is a reason why they want loose hands to part with their shares.) Best of luck matey.