My picks include for Cobalt:
Ardea Resources Cobalt Zone - 65.7 Mt @ .13 % = 83,000 tons Cobalt. 5,600,000 tons Nickel (@.7%) (Australian, massive low grade zone as well. Exposure to nickel cobalt and partly scandium)
Katanga Mining - 205 Mt @.52% (huge resource, but exposure to DRC & Copper)
Cleanteq - 101 Mt @.13% = 132,00 tons Cobalt. 593,000 tons Nickel (@ .59%) (Australian, backed by Robert Friedland, exposure to nickel cobalt and scandium)
eCobalt (Idaho, cobalt pure play)
First Cobalt (Ontario Canada, cobalt pure play)
Due to battery composition costs being mostly nickel and cobalt I prefer NickelCobalt mines to CopperCobalt mines, and with DRC instabilities and ethical issues I prefer Ardea as my #1, with Katanga, eCobalt and First Cobalt for some diversification)
Picks for Lithium: Galaxy (Australian) Pilbara (Australian) Orocobre (Australian listed operating in Argentina) Then there's SQM & ALB which have (unnecessary IMO) exposure to agro-chemical industry.
Anyone have other companies they like? Thoughts on the space or these companies?
Submitted November 04, 2017 at 01:52PM by relequelescence http://ift.tt/2zwTxXC
