the Cobalt Cliff, page-2

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goofy

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29/03/16

13:54

Post #: 17373539
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Originally posted by longtermlegs ↑

The biggest “oops” in the history of supply chain management

- See more at: http://investorintel.com/technology...ry-of-supply-chain-management/#comment-537573

It appears to me that the Japanese in attempting to avoid one crisis and creating another.

These alternative magnet technologies Dy free, Dy lite and rare earth free are all dependant on one key element Cobalt or Co

http://komag.org/2013winter/Hono.pdf

Now according to research by John Petersen over on investor intel ... there isn't enough Cobalt. To quote John:-

This is more than a supply chain management oops, it’s a due diligence debacle!

Governments should have understood the realities before adopting policies to promote or require the deployment of cobalt-intensive technologies;

Entrepreneurs should have understood the realities before spending billions on new factories to make cobalt-intensive products;

Financiers should have understood the realities before raising billions to finance cobalt-dependent projects; and

Sell-side analysts should have understood the realities before encouraging investors to bid the market values of cobalt-dependent companies to unreasonable levels.

- See more at: http://investorintel.com/technology...ry-of-supply-chain-management/#comment-537573

Now can ausheds tell us where will the Japanese obtain the Cobalt for all these new cobalt-intensive technologies.

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I cant find any references in the information you provided that suggests all Dy free magnets require cobalt yet you make the claim anyway. Do you even have the slightest clue as to what the annual demand for cobalt used in PM manufacture is? Because its probably so low that its not even worth considering.

You really are just clutching at straws again dude.
NTU Price at posting: 6.3¢ Sentiment: Sell Disclosure: Not Held
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