TSXV:FCO.H - Post by User
Post by
lucidvisionon Oct 25, 2018 11:22am
80 Views
Post# 28871394
Few intertwined but parallel ACTION tracks
Few intertwined but parallel ACTION tracks - SLOW speed [ Callahan ] – the Callahan get acquainted thing; he had/has to get up to speed and, likely start to re-tweak ‘ the existing eCobalt strategy’. That could have phenomenal mid and longer term effects ; so likely a very good thing that is cleaning things up, closing some doors and opening others
- MEDIUM-to FAST speed [ OFS ] – The OFS has to line up 100%, be realistic and fully optimized. Likely something needed re-study, re-hash the OFS – HIGHLY LIKELY – for good reason(s). So, yes, vetting and re-vetting regardless of the short term s_price ; makes sense – even if – it all appears slow. The OFS could blow a lot of things out of the water BUT it must be submitted THIS QUARTER
- MEDIUM speed [ OFFTAKE ] – The Offtake playground should be quite active for eCobalt – local source, resource quality, clean ! Callahan must be busy, even with this, even as he tries to take care of strategy and construction – in parallel.
- ASAP [ Construction ] : It is quite clear that this should be a go-go-go situation. Anything that can be done to improve and expedite will not only provide confidence in the offtake exercise but provide real financial output from real mining.
- FAST [STRATEGY tweaking ]: Would definitely, even secretly, re-orient all operational strategies to ACCELERATE the construction process and bring closer the mine opening start date. WHY? It has become unequivocally clear that cobalt is a highly strategic component fueling future energy storage platforms – and – in a variety of ways. I cannot even begin to imagine how much value having the ‘arsenic-free product’ early brings forth to the electric industry brings… This is something critical and when the right tipping point hits home this stock will see multiples of what we currently witness.
Having said this, YES, i have bought ‘some more’ - not just – to average down… and keeping these and previous for a long haul. This, folks, is a unique opportunity IMHO