COBALT27

Stock Overview

COMPANY EXPOSURE

Pure-play exposure to cobalt

COMPANY LISTING

Cobalt27

STOCK CODE

TSX: KBLT

Company Overview

Cobalt 27 Capital Corp. (“Cobalt 27”) is a minerals company that offers pureplay exposure to cobalt, an integral element in key technologies of the electric vehicle and battery energy storage markets.

Cobalt 27 has acquired one of the world’s largest stockpiles of physical cobalt and intends to manage and grow a cobalt-focused portfolio of streams, royalties and direct interests in mineral properties containing cobalt. Cobalt 27 identified cobalt as a commodity with attractive supply-and-demand fundamentals driven by the rapidly growing electric vehicle and battery energy storage markets.

Cobalt 27’s management team evaluated various opportunities to invest in cobalt and decided the most attractive structure would be to create a company with an asset base underpinned by physical cobalt material and enhanced with growth opportunities in the form of streams, royalties and direct interests in mineral properties containing cobalt.

 

Cobalt 27 Strategy

Cobalt 27’s strategy of holding physical cobalt, streams and royalties will avoid the operational, environmental, closure, capital risks and the binary upside/downside associated with typical mining companies. Similarly, Cobalt 27 will not be exposed to any operational and competitive risks borne by the automakers and battery producers. By holding physical cobalt and cobalt streams and royalties, the Company will be able to participate in cobalt price appreciation while minimizing exposure to risks.

Share Price Performance

Investment Highlights

Physical cobalt position with stream royalty upside potential

Investment Highlights

Physical cobalt position with stream royalty upside potential

 

PURE PLAY COBALT INVESTMENT VEHICLE
  • Direct leverage through physical cobalt
  • Growth through streams and royalties
  • Limited exposure to operational and capital risks
  • •  Few investment alternatives providing exposure to cobalt
STRONG COBALT FUNDAMENTALS-DIRECT EXPOSURE TO EV ADOPTION
  • Growing demand for electric vehicles (EVs) ad energy storage expected to drive demand for battery materials, particularly cobalt.
  • Strong cobalt demand coupled with challenged supply supports potential cobalt price appreciations
TRANSPARENT PLAN TO BE EXECUTED BY EXPERIENCED MANAGEMENT
  • Intends to hold physical cobalt and grow a portfolio of streams and royalties
  • Experience management team and Board with significant streaming, royalty and capital raising experience; advisory board and industry experts
  • Low overhead expenses
GROWTH THROUGH STREAMS AND ROYALTIES
  • Opportunity to accretively grow value of cobalt holdings and cash flow per share
  • Agreements to acquire cobalt royalities on 8 properties
  • Ongoing discussions with potential streaming counterparties
Streams And Royalties

Cobalt 27 intends to enhance its exposure to cobalt through the acquisition of  new or existing streams and royalties in producing mines, development projects  and exploration properties. Cobalt 27’s management has significant streaming  and royalty experience and is actively pursuing streams and additional royalties.  The focus will be on streaming opportunities that could provide the Company  with near-term cash flow and royalties on exploration-stage cobalt properties  that will provide longer-term optionality on the price of cobalt.

The Company has acquired seven net smelter return (NSR) royalties on  exploration-stage properties containing cobalt. These royalties on potential future  cobalt (Co) production are summarized in the following table:

Latest Announcements

COBALT27 Logo

Contact Details

WEBSITE: www.co27.com

EMAIL: info@co27.com

PHONE: 604.410.2277

KEY FINANCIALS
TOP SHAREHOLDERS

Pala Investments Ltd. (Switzerland):
18.73%

Portal Capital:
15.36%

Blackrock:
8.9%

Sovereign Wealth Fund:
4.0%

APAC Resources:
1.8%

 

TEAM

Anthony Milewski
Chairman, CEO & Director

Justin Cochrane
President and COO

Cindy Davis
CFO

Frank Estergaard
Director

Nick French
Director

John Kanellitsas
Director

Jonathan Hykawy
Director