The bottom line on Commodity demand for Ev's, page-24

I'm not here for cobalt, and I don't think many who are here are here for cobalt either. CZI is silly cheap and that's ok because it means you and I, and anyone else who can see value can buy cheap. With nickel trending up, copper trending up (with stories of impending supply constraints), Cassini drilling, OZL expediting the PFS, lower end of C1 cost quartile from the FSS, let the market continue to sell this cheap I say. The downside risk from here is almost no existent; potential is huge @ $18M MC.