Sherritt International Corp T.S

COBALT - May 11 - great read with slivers of optimism

[rkhosla]

Is there a Co surplus: Yes
Is there a Co shortage: Yes

Just depends on your time horizon.... stay patient till 2027.  At least these analysts skeptical of LFP

https://www.mining.com/indonesia-emerges-as-a-cobalt-powerhouse-amid-surge-in-demand/

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[Stratocheif]

Oh really. Let me tell you something my freind. The further out the prediction the smaller the probability of it being correct. Wait for 4 years. Ya great idea.  Around 2007, all the "experts" predicted nickel to double in 5 years. This is what led sherritt to sell its koal business for almost a billion dollars so they could invest it in ambatovy.  Well the price of nickel

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[rkhosla]

...i guess you missed my sarcasm... as an aside, if you look at that 45page Co report just published they are pretty pessimistic (not optimistic) on the entire decade basically....  so trust me I am not reading overly rosey forecasts

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[Oaxacan]

Good point. You seem to be quite negative regarding Sherritt. Are you long any of Sherritt's securities 

[rkhosla]

not negative - just want to be fully aware/realistic of current realities.  yes i own a few.