Post by
Marketbeat on Feb 04, 2021 10:02am
Robert Friedland in conversation with Simon Moores
WOW.
Thats all I can say.
Key highlights is that cobalt isn't going anywhere, but we know this...
The amazing point that I have taken so far...is that this isn't even the start of the start with regards to new demand for batter metals.
We are in a good place folks...ITS COMING!!! THE FUNDAMENTALS ARE SO STRONG.
Comment by
Marketbeat on Feb 04, 2021 5:53pm
This was recently tweeted from Moores : After my fireside w/ Robert Friedland decided “Commodity Supercycle” doesn’t cut it, I propose calling it a “Mining MegaStorm” Where local supply chains need to be built frm scratch to fuel a regional & global energy storage revolution that eases world’s addition to fossil fuels
Comment by
Jim1712 on Feb 04, 2021 6:30pm
This post has been removed in accordance with Community Policy
Comment by
red on Feb 04, 2021 6:34pm
Kinda speaks to an earlier post in that a lot of people ( who are in the know and very close to cobalt) that are not going to look very smart if for some unknown reason this does not unfold.... it's impossible in my mind and I am sure in mind of many others .... FT fits the glove plain and simple, to what degree and when remain the question.