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06:27
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Originally posted by Neoarchean
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CLQ is by far my biggest cobalt investment. Without a doubt, it is the best of class, even seems beyond the purely speculative category. The broader corporate base with its water arms make it all the more unique and less speculative. Internationally, there are many other options, all of which, I think, fall short. I only wish the company would publicize itself more in Canada and be seen as another option to FT. I have watched that company for a long time, but just haven't been tempted. My concern always has been transportation. I bet the necessary road to the outside word will not be completed for no less than 2 to 3 years, despite projected schedule. Building in permafrost is slower going and gov't work always leads to delays. Even when completed, it will be a long truck haul and transhipment to water transport. I do believe that for some time it will have a good mine cut off from the outside world just sitting there in frozen Northern Canada. My North American cobalt is ECS, I like the American geography and the advanced stage of development, with initial production this year.
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Neoarchaen, it is ironic we have locked horns on occasion, but we agree on where to put our money.
