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Other than eCobalt (which will begin producing 2nd half 2019)...

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788 Posts.

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07/12/17

02:59

Post #: 29437007
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Originally posted by McHale ↑

CLQ is looking good, I believe they (Robert Friedland) are talking late 2019 production, but then you have the Sulphides mob.

The thing is there is going to be a growing cobalt deficit, regardless of what happens in DRC. In a way I get the feeling that the EV car makers and battery manufacturers have got the cart before the horse - they have committed billions to build factories for batteries and then the EV build/manufacture, but they haven't secured supply of a very critical ingredient.

As I said earlier the manufacturers are being compelled by the Governments worldwide, so they have to move. And who knows what is going to happen with the price of cobalt.

So the race is well and truly on, prove up the resource get the Pre DFS going ASAP and get a move on here.

I don't really have much idea about timelines or CAPEX/OPEX for sulphide type processing plants, but would like to hear from any other posters here who have informed knowledge on that subject.

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Other than eCobalt (which will begin producing 2nd half 2019) other top cobalt soon to be producers won't be happening until 2020...So all of those early bird 2020 producers get the biggest worms...

AML Price at posting: 32.0¢ Sentiment: Buy Disclosure: Not Held
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