RE:RE:RE:Todays presentation What you refer to indirectly is the great disconnect that Simon Moore's put out there a few years back identifying that users have yet to and will probably have to partner with mines to be sure to have a supply ....Elon has jumped into that mode ....who is next ? When? ...what does it take?
we have no indications of any such activity....apparently RG has been to the auto makers but they are only a fraction of "users" ....then apparently some are also back to the table and discussions with some miners ....but not us, that we know of ....we are ripe for the picking with this project and can't seem to get it over the line.....but then again who, in our realm of potential cobalt suppliers besides glencore, have been able to crack that nut.
we wait for capital markets to do what? toss 700 mil our way ? With our highly experienced team and silent and deficient ( and in some cases) redundant board?
is RG in control of this ship? No out of the box thimking in this CM environment? Ramp up with a blood transfusion, it may be what the doctor ordered. No one but RG to hold accountable on this front ...assuming he controls the ship. So no sympathy on that front.
we need that partner? we will look much better to the "capital markets" so to speak with some changes ...are we holding and have redundant seats on our board hoping some one comes along.....if it means anything I don't see what we are doing as a strategy, if it is, it clearly is not working ....change required.