We catch up with Kaderavek on the macro environment for cobalt since we last spoke to him and also discuss how he hopes to advance their Broken Hill cobalt project. If you are thinking of investing in the cobalt space, it may be worth understanding the market first. Kaderavek has previously helped us in a conversation about some of the moving parts.
Interview with Joe Kaderavek, CEO of Cobalt Blue Holdings (ASX: COB).
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We catch up with Kaderavek on the macro environment for cobalt since we last spoke to him and also discuss how he hopes to advance their Broken Hill cobalt project. If you are thinking of investing in the cobalt space, it may be worth understanding the market first. Kaderavek has previously helped us in an conversation about some of the moving parts https://youtu.be/Abh40lA7kT8
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0:00 - Introduction
1:35 - Company Overview
2:39 - The Cobalt Market Today: Supply & Demand Issues
8:04 - Lithium VS Cobalt & Options for Getting Financed
19:12 - Tesla Battery Day & Impact it had on the Industry
25:54 - Timeline for Uptick
29:07 - Cobalt Blue's Broken Hill Project Update
32:04 - Financing it All: Looking for Partners
42:04 - Demo Plant, Why Such a High Scale?
44:17 - Limited Market Reaction: Expectations & Frustrations
46:04 - For Investors, How Many More Dilutionary Events to Expect?
Company page: https://www.cobaltblueholdings.com/
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