Cobalt Blue Holding - 500 Beiträge pro Seite
eröffnet am 01.11.17 11:00:31 von
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Beiträge: 43
ID: 1.265.939
ID: 1.265.939
Aufrufe heute: 1
Gesamt: 3.319
Gesamt: 3.319
Aktive User: 0
ISIN: AU000000COB8 · WKN: A2DG1B
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Feedback
Cobalt wert in Australien bei uns noch nicht so bekannt.
Daten zur Info. Kürzel in Australien COB
https://stocknessmonster.com/news-item?S=COB&E=ASX&N=1043494
https://stocknessmonster.com/news-item?S=COB&E=ASX&N=1046200
Interessant zu lesen und beobachten.
Keine kauf empfehlung nur meine meinung.
Daten zur Info. Kürzel in Australien COB
https://stocknessmonster.com/news-item?S=COB&E=ASX&N=1043494
https://stocknessmonster.com/news-item?S=COB&E=ASX&N=1046200
Interessant zu lesen und beobachten.
Keine kauf empfehlung nur meine meinung.
War doch heute in australien ein schöner tag und das orderbuch schaut auch gut mal schauen wie wir ins
wochenende gehen.
wochenende gehen.
Trading Spotlight
Schritt für schritt nach oben wir sind erst am anfang.
Zur Info.
Yes the volume over the last 6 days has been strong and supported the rising SP. The impressive move above A$0.24 yesterday has setup COB for part 2 of its SP move which is to challenge its previous high closing price of A$0.335. COB broke out of its previous consolidation range on 31/10/17 so it is moving quickly which suggests that A$0.335 will be hit sometime soon.
This SP move is being supported by:
1. The strong market sentiment towards cobalt companies particularly non DRC companies.
2. The strong cobalt price US$60,000/ tn (2/11/17)
3. COB's R&R of 50ktns cobalt which has an in ground MARKEY VALUE = A$4b
4. A potential NPV = A$1.69 (Per fully diluted share after CR to support project CAPEX) (Refer my previous thread entitled "COB - a rough & ready NPV calculation")
5. COB being a "PURE" play. Not mixed up with Ni, etc. Means cheaper OPEX & CAPEX.
So all the stars are perfectly aligned to support the strong move in COB's SP. It took awhile to get going but the engine has now started and the accelerator is being depressed.
The Cobalt price is bouncing around US$60,000/tn at the moment and it feels as though it is trying to break above this price point to the exceptionally profitable ground above. I suspect this is not far away. My stuff only so please DYOR.
Yes the volume over the last 6 days has been strong and supported the rising SP. The impressive move above A$0.24 yesterday has setup COB for part 2 of its SP move which is to challenge its previous high closing price of A$0.335. COB broke out of its previous consolidation range on 31/10/17 so it is moving quickly which suggests that A$0.335 will be hit sometime soon.
This SP move is being supported by:
1. The strong market sentiment towards cobalt companies particularly non DRC companies.
2. The strong cobalt price US$60,000/ tn (2/11/17)
3. COB's R&R of 50ktns cobalt which has an in ground MARKEY VALUE = A$4b
4. A potential NPV = A$1.69 (Per fully diluted share after CR to support project CAPEX) (Refer my previous thread entitled "COB - a rough & ready NPV calculation")
5. COB being a "PURE" play. Not mixed up with Ni, etc. Means cheaper OPEX & CAPEX.
So all the stars are perfectly aligned to support the strong move in COB's SP. It took awhile to get going but the engine has now started and the accelerator is being depressed.
The Cobalt price is bouncing around US$60,000/tn at the moment and it feels as though it is trying to break above this price point to the exceptionally profitable ground above. I suspect this is not far away. My stuff only so please DYOR.
info.
Fully agree with Mmoore and Bluesamurai and appreciate your postings. Holder since Feb. and following closely. I love the mgmt focus on low costs.What some investors miss is that beside the 100% focus on Cobalt, COB Cobalt deposit is Sulphite and not laterite = lower CAPEX and lower OPEX as much less acid is required for leaching. The latest metallurgical results of Oct 26th are excellent and reinforces the likelihood that COB will be a very low cost producer unlike ARL and CLQ which have laterites deposits and are dependant on Nickel prices as Cobalt is a by product for them. Glad to see the market finally noticed COB last week. MC at $ 28 Million right now (and only 95 Million shares) and in my opinion vastly undervalues the company. I have 400K shares with some bought 10 days ago and not about to sell any despite the current prices. If any pullback I'll buy more.
Fully agree with Mmoore and Bluesamurai and appreciate your postings. Holder since Feb. and following closely. I love the mgmt focus on low costs.What some investors miss is that beside the 100% focus on Cobalt, COB Cobalt deposit is Sulphite and not laterite = lower CAPEX and lower OPEX as much less acid is required for leaching. The latest metallurgical results of Oct 26th are excellent and reinforces the likelihood that COB will be a very low cost producer unlike ARL and CLQ which have laterites deposits and are dependant on Nickel prices as Cobalt is a by product for them. Glad to see the market finally noticed COB last week. MC at $ 28 Million right now (and only 95 Million shares) and in my opinion vastly undervalues the company. I have 400K shares with some bought 10 days ago and not about to sell any despite the current prices. If any pullback I'll buy more.
Info.
SourceURL:http://www.kitco.com/news/2017-11-07/China-urged-to-ease-rel… urged to ease reliance on DRC for cobalt |
[IMG]
Reuters Tuesday November 07, 2017 12:56 AM
Kitco News
Share this article:
GUANGZHOU, China, Nov 7 (Reuters) - China is depending too much on the Democratic Republic of Congo (DRC) for cobalt, a crucial component in electric vehicle (EV) batteries, and should take steps to ensure security of supply, delegates said at an industry conference on Tuesday.
China, the world's top cobalt consumer, is "over-reliant" on the African country, which accounts for around half of global cobalt supplies, said Wu Lijue, chairman of Guangdong Jiana Energy Technology Co, a supplier of cobalt salts and other materials for EV battery cathodes.
Jiana itself, as well as compatriots including Huayou Cobalt Co and China Molybdenum , have all invested in cobalt-bearing assets in the DRC.
Speaking on the sidelines of the China International Nickel and Cobalt Industry Forum in Guangzhou, Wu told Reuters that China should consider upstream cobalt investments in Canada and Australia. Jiana has looked at potential assets in Canada, he said, without giving further details.
Xu Aidong, secretary general of Antaike's cobalt branch, said China "should develop some new channels" in its cobalt supply chain, by turning to other cobalt-producing countries such as Australia and stepping up recycling.
The risk of investing in the DRC was highlighted in late September, when the country briefly ordered a joint venture of Chinese investors known as Sicomines to stop exporting raw copper and cobalt. Wu noted that China has only 1 percent of global cobalt reserves and was exposed to price fluctuations due to its hefty reliance on imports.
Driven by the EV boom, China's cobalt consumption is set to rise by 17.4 percent this year to 54,000 tonnes, according to Ding Xuequan, vice president of the China Nonferrous Metals Industry Association.
Wu said China needed to work out how to guarantee supply of battery raw materials and reduce their costs. The latter could be achieved by a combination of supportive policies and accelerated R&D work, he said.
Three-month cobalt is up 84 percent year to date at $60,250 a tonne on the London Metal Exchange, while nickel - another metal set to play a big role in the EV revolution - is up 29 percent to just under $13,000 per tonne.
The high cost of battery raw materials would also encourage development of alternatives such as "hydrogen batteries or other types of batteries," Wu said.
(Reporting by Tom Daly; Editing by Richard Pullin)
SourceURL:http://www.kitco.com/news/2017-11-07/China-urged-to-ease-rel… urged to ease reliance on DRC for cobalt |
[IMG]
Reuters Tuesday November 07, 2017 12:56 AM
Kitco News
Share this article:
GUANGZHOU, China, Nov 7 (Reuters) - China is depending too much on the Democratic Republic of Congo (DRC) for cobalt, a crucial component in electric vehicle (EV) batteries, and should take steps to ensure security of supply, delegates said at an industry conference on Tuesday.
China, the world's top cobalt consumer, is "over-reliant" on the African country, which accounts for around half of global cobalt supplies, said Wu Lijue, chairman of Guangdong Jiana Energy Technology Co, a supplier of cobalt salts and other materials for EV battery cathodes.
Jiana itself, as well as compatriots including Huayou Cobalt Co and China Molybdenum , have all invested in cobalt-bearing assets in the DRC.
Speaking on the sidelines of the China International Nickel and Cobalt Industry Forum in Guangzhou, Wu told Reuters that China should consider upstream cobalt investments in Canada and Australia. Jiana has looked at potential assets in Canada, he said, without giving further details.
Xu Aidong, secretary general of Antaike's cobalt branch, said China "should develop some new channels" in its cobalt supply chain, by turning to other cobalt-producing countries such as Australia and stepping up recycling.
The risk of investing in the DRC was highlighted in late September, when the country briefly ordered a joint venture of Chinese investors known as Sicomines to stop exporting raw copper and cobalt. Wu noted that China has only 1 percent of global cobalt reserves and was exposed to price fluctuations due to its hefty reliance on imports.
Driven by the EV boom, China's cobalt consumption is set to rise by 17.4 percent this year to 54,000 tonnes, according to Ding Xuequan, vice president of the China Nonferrous Metals Industry Association.
Wu said China needed to work out how to guarantee supply of battery raw materials and reduce their costs. The latter could be achieved by a combination of supportive policies and accelerated R&D work, he said.
Three-month cobalt is up 84 percent year to date at $60,250 a tonne on the London Metal Exchange, while nickel - another metal set to play a big role in the EV revolution - is up 29 percent to just under $13,000 per tonne.
The high cost of battery raw materials would also encourage development of alternatives such as "hydrogen batteries or other types of batteries," Wu said.
(Reporting by Tom Daly; Editing by Richard Pullin)
Danke für die Info ... daraus geht allerdings auch klar hervor,
dass sich hier bis 2020 (!) kursmäßig nicht viel tut- es sei denn,
dei Ergebnisse der Studien übertreffen die Erwartungen.
Ich bleib trotzdem mal mit einer "Roulette-Position" drin ...
dass sich hier bis 2020 (!) kursmäßig nicht viel tut- es sei denn,
dei Ergebnisse der Studien übertreffen die Erwartungen.
Ich bleib trotzdem mal mit einer "Roulette-Position" drin ...
Leider zu wenig gekauft. Aber trotzdem Geil.
Gruß
Gruß
Ein neuer High Flyer, Australian Cobalt. Seit 2 Wochen Investiert "gute Entscheidung".
Mkt cap $39.90M
da ist noch viel platz nach oben.
da ist noch viel platz nach oben.
Spinn ich? Heute in Australien + 42 % ????
Hab nochmal ne order in Australien reingelegt.
09:45 COBALT BLUE HOLDINGS LIMITED: Change in substantial holding Hill Family Group Pty Ltd 5 ASX
03:09 COBALT BLUE HOLDINGS LIMITED: Railway Drilling Program Confirms Grade Continuity 2 ASX
Den Rest könnt Ihr selber kesen "Finanznachrichten.de".
gruß
03:09 COBALT BLUE HOLDINGS LIMITED: Railway Drilling Program Confirms Grade Continuity 2 ASX
Den Rest könnt Ihr selber kesen "Finanznachrichten.de".
gruß
Entschuldigt "lesen" soll es heißen.
Macht euch auf was gefasst .. in Australien schießt der Kurs eben schon WIEDER nach oben .... crazy!!!
Hallo zusammen, ich denke das es sehr aussichtreiches Unternehmen ist auch ohne die Meldung. Zur zeit haben die Zocker Ihr Pulver verschossen in aussieland den das Volumen ist kleiner geworden und es geht weiter poco a poco hoch. Sollte man an die neuesten Meldungen glauben, gibt es bald mindest 1 aussie Dollar pro Aktie. Schauen wir mal.
Gruß
Gruß
Antwort auf Beitrag Nr.: 56.398.651 von Montekaolino am 08.12.17 07:55:35Die besagten 1,2 Milliarden an Market prices in dem Bericht wären das 20 fache von der aktuellen Marktkap. In Hotcopper ist die Befürchtung dass irgendwelche Instution es vorher aufkauft, schreibt zumindest einer davon. Habe auch ein gutes Gefühl an der Cobalt Blue, ich würde mich auch freuen wenn es nur 2-3 Fache erreicht. Oder?
Gruß
Gruß
Naja warum nicht, Pilbara hat ja jetzt schon 0,957 Millarde € Marktkap und nun mal schauen nachdem es in S&P/ASX 200 Eintritt am 18.ten wo die Reise hingeht.
Hi Leute, COB bzw.COH wächst weiter und... naja in Old Germany ist das Interresse klein bis garnicht.
Ich denke Heute Nacht geht es wieder hoch aussichten sind halt Klasse. Mal in Hotcopper nachlesen.
Tip ST George Mining sind neue Drilling Nachrichten nach Börsenschluß raus. Ich kann leider nicht weil "Tasche Leer". Die Aktie ist aber hier wiederum wenig bekannt.
Ist nur Info
Gruß
Ich denke Heute Nacht geht es wieder hoch aussichten sind halt Klasse. Mal in Hotcopper nachlesen.
Tip ST George Mining sind neue Drilling Nachrichten nach Börsenschluß raus. Ich kann leider nicht weil "Tasche Leer". Die Aktie ist aber hier wiederum wenig bekannt.
Ist nur Info
Gruß
P.S. Natürlich Verkaufe ich meine Schwarzen Schafe und auch meine Goldesel z.B COB dafor nicht, und mit 500€ und ähnliches mache ich keine Geschäfte.
Entscheidet selbst, ich Informiere halt gerne, warum sollen andere keinen nutzen ziehen.
Gruß nochmal.
Entscheidet selbst, ich Informiere halt gerne, warum sollen andere keinen nutzen ziehen.
Gruß nochmal.
Antwort auf Beitrag Nr.: 56.409.982 von cavan am 09.12.17 00:12:14
Wo kann ich das nachlesen mit dem S&P/ASX 200 Eintritt
Wo kann ich das nachlesen mit dem S&P/ASX 200 Eintritt
Antwort auf Beitrag Nr.: 56.423.485 von Montekaolino am 11.12.17 14:08:09Hallo, z.B. hat es jemand, bei WO in dem Pilbara Forum reingestellt, in dieser Liste ist Lynas und andere neue die in ASX200 ab 18.12.17 wechseln.
Bei Hotcopper z.B. in Pilbara Forum. Um da in die Zeilen bzw. kategorien oder wie man es nennen möchte mußt du dich anmelden (ist ganz easy). Ansonsten kannst du es nur anklicken wenn es bei den meißt diesqutierten oder gainers und losers Liste stehen würde. tut es im Momment nicht. Bei den Finanznachrichten in DE ist es auch noch nicht angekommen. Schau einfach bei WO ins Pilbara Forum nach müsste immer noch auf der ersten Disqusionseite sein.
Gruß
Bei Hotcopper z.B. in Pilbara Forum. Um da in die Zeilen bzw. kategorien oder wie man es nennen möchte mußt du dich anmelden (ist ganz easy). Ansonsten kannst du es nur anklicken wenn es bei den meißt diesqutierten oder gainers und losers Liste stehen würde. tut es im Momment nicht. Bei den Finanznachrichten in DE ist es auch noch nicht angekommen. Schau einfach bei WO ins Pilbara Forum nach müsste immer noch auf der ersten Disqusionseite sein.
Gruß
Antwort auf Beitrag Nr.: 56.412.685 von Montekaolino am 09.12.17 15:15:15http://www.pilbaraminerals.com.au/site/PDF/2065_0/SampPDJInd…
Stop loss Auslösung durch falsche Interpretation eines alten Berichtes den jemand einstellte. Fiel zunächst auf 56,5 Aussie Cent von 69 A/Cent, erholte sich poco a poco auf 65,38 A/Cent und der Schlußkurs wegen Gewinnmitnahmen auf 61,oo A/Cent.
War ein blödes Spiel, hatte anfänglich die Fahrt aufgenommen aber..... Naja neuer Tag neues Spiel ist halt die Börse. Und zum Schluß für mich Positiv aussehend, der Fahrplan für die nächste Zeit. Ist noch nicht bei Hot Copper angekommen zumindest keinerlei dokumentiert.
Erfolgreichen Tag zusammen
P.S. ST George Mining mit Minus der Larifari Bericht wurde nicht Positiv aufgefasst.
http://www.proactiveinvestors.com.au/companies/news/188621/c…
War ein blödes Spiel, hatte anfänglich die Fahrt aufgenommen aber..... Naja neuer Tag neues Spiel ist halt die Börse. Und zum Schluß für mich Positiv aussehend, der Fahrplan für die nächste Zeit. Ist noch nicht bei Hot Copper angekommen zumindest keinerlei dokumentiert.
Erfolgreichen Tag zusammen
P.S. ST George Mining mit Minus der Larifari Bericht wurde nicht Positiv aufgefasst.
http://www.proactiveinvestors.com.au/companies/news/188621/c…
Nicht schlecht was cob bis heute gezeigt hat aber 2018 wird noch besser.
Bin heute bei bei Broken Hill BPL eingestiegen die haben die Rechte für Cobalt an COB verkauft
und sind am gewinn beteiligt hier mal die Daten zu lesen. Hängen beide zusammen der eine Cobalt der
andere die restlichen materialien (Nickel Gold usw.)
https://stocknessmonster.com/announcements/bpl.asx-2A1057038…
Bin heute bei bei Broken Hill BPL eingestiegen die haben die Rechte für Cobalt an COB verkauft
und sind am gewinn beteiligt hier mal die Daten zu lesen. Hängen beide zusammen der eine Cobalt der
andere die restlichen materialien (Nickel Gold usw.)
https://stocknessmonster.com/announcements/bpl.asx-2A1057038…
Zur Info.
Changes in Share Capital
The Company was incorporated in August 2016 as a
fully owned subsidiary of Broken Hill Prospecting
Limited (“BHPL”). On 3 February 2017, the Company issued:
-
50,000,000 shares under an Initial Public Offering;
-
35,000,000 shares through an in-specie distribution to the shareholders of BHPL; and
-
10,000,000 shares to seed investors of the Company.
https://stocknessmonster.com/announcements/cob.asx-2A1038184…
Changes in Share Capital
The Company was incorporated in August 2016 as a
fully owned subsidiary of Broken Hill Prospecting
Limited (“BHPL”). On 3 February 2017, the Company issued:
-
50,000,000 shares under an Initial Public Offering;
-
35,000,000 shares through an in-specie distribution to the shareholders of BHPL; and
-
10,000,000 shares to seed investors of the Company.
https://stocknessmonster.com/announcements/cob.asx-2A1038184…
aus Hotcopper
Difficult to put a sure SP on COB but the rise of Cobalt prices + the good news coming from multiple announcements+ the static SP for the past 7 months or so explain the recent rise. Yes the SP has risen a lot in the past 45 days but the market cap is still not much really if we look at let's say Nickel-Cobalt Ardea which was listed at the same time and has seen the SP x by 9. With just over 100 Million shares COB's SP can still double or triple from current levels and would reach around AUS$ 250M ($ 2.5). At that level since no HPAL is required the CAPEX required for the mine could well be only around AUS$ 250M = need to issue only 100M shares if no bank loans. That would only increase the number of shares to around 200 million +. This is very different from let's say AUZ which already has already now around 2.5 Billion shares before any CAPEX for the new mine is taken into account.
What I like about COB's latest announcement:
1)Cobalt extraction without production of acid,
2)Unlike for Cobalt laterite projects, HPAL ( high temperature and pressure) conditions are not required for leaching COB’s calcine: this is now confirmed = large savings in CAPEX and OPEX.
3)Finally the by product, elemental sulphur is officially announced and production conditions tested. It was mentioned in the listing prospectus.Great news as 3 million tons are imported each year in Australia. By the way laterite Cobalt-Nickel projects require Elemental Sulphur. This will be an additional source of revenue for COB.
Eagerly awaiting the shipping of Cobalt Sulphate end product to customers by end January.
Difficult to put a sure SP on COB but the rise of Cobalt prices + the good news coming from multiple announcements+ the static SP for the past 7 months or so explain the recent rise. Yes the SP has risen a lot in the past 45 days but the market cap is still not much really if we look at let's say Nickel-Cobalt Ardea which was listed at the same time and has seen the SP x by 9. With just over 100 Million shares COB's SP can still double or triple from current levels and would reach around AUS$ 250M ($ 2.5). At that level since no HPAL is required the CAPEX required for the mine could well be only around AUS$ 250M = need to issue only 100M shares if no bank loans. That would only increase the number of shares to around 200 million +. This is very different from let's say AUZ which already has already now around 2.5 Billion shares before any CAPEX for the new mine is taken into account.
What I like about COB's latest announcement:
1)Cobalt extraction without production of acid,
2)Unlike for Cobalt laterite projects, HPAL ( high temperature and pressure) conditions are not required for leaching COB’s calcine: this is now confirmed = large savings in CAPEX and OPEX.
3)Finally the by product, elemental sulphur is officially announced and production conditions tested. It was mentioned in the listing prospectus.Great news as 3 million tons are imported each year in Australia. By the way laterite Cobalt-Nickel projects require Elemental Sulphur. This will be an additional source of revenue for COB.
Eagerly awaiting the shipping of Cobalt Sulphate end product to customers by end January.
Allen ein gutes und gesundes neues Jahr.
http://www.fareastcapital.com.au/imagesDB/newsletter/WeeklyC…
http://www.fareastcapital.com.au/imagesDB/newsletter/WeeklyC…
GUTENtag.
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