It's very interesting with Glencore not mining Cobalt for a...

It's very interesting with Glencore not mining Cobalt for a while. The refineries are going to chew through any stockpiles pretty quickly and go looking for other suppliers. It will also encourage those who wish to do away with cobalt in batteries but we know that's difficult.  It's going to affect the mining royalties in DRC which could affect relationships there. 

Now is a good time to find even a medium grade deposit and get some supply deals in the pipeline.

We must be well and truly overdue for a report from management by now.