RE: Calif, Kazfan nice discussion thereThanks Calif,
I think I'll update the NPV. Since TC/RC is not included, total cash cost per tonne is likely going to be 100 USD or little bit more.
GMC, I own the stock. Only thing I don't like is that if they choose to mine the other deposits, they will flood the market. Since cobalt is mainly byproduct of other mines, production does not cease from other sources and prices will drop. However, that might introduce some new appliance for the metal. There should be many, considering the unique characteristics.
ROK, I have looked at it, but don't own (although I like it a lot). Have you generated NPV with downtrending moly prices? My moly pick is GMO.