RE:Cobalt DemandThe inflection point he is referring to is the writing on the wall with cobalt and it's continued rise ....talk of potentially $28.00 ....he is likely being very conservative as the RBC and the likes usually are. It's amazing that they can't speak beyond the DRC and and glencore where there are obvious opportunities all around in Canada and USA .....speaks volumes as well.
The earlier mentioned "great disconnect" has ( to many already ) and will continue to rear its head and cobalt opportunities in NA will get thier day and we are one of them.....Olympic dam or not a primary cobalt camp like ours will sit in the ground. RBC would be doing good work talking about Canadian Jrs who will be players in our NA market. Not sure what they are afraid of.