Katanga Mining Limited (KAT)

[Dr_Vonschellan]

Copper and cobalt down... doesn't mean sheet.
For Katanga only two external driving forces matter
1. How many refugees were killed/displaced yesterday.
2. The breaking point at which the EV buying public in USA/Europa (but not China/Japan/Korea/India so much) will mentally snap after seeing on TV little malnourished children going down into muddy illegal dangerous homemade mines to carry out cobalt rocks yesterday.

There has always been armed conflict in DRC, there is armed conflict in DRC today, and there will always be armed conflict in the DRC as long as the 4-F-ing no-vision incompetent self-serving postpone-all-democratic-elections bureaucrats are running the government. Sooooo, our "big" cobalt buyers in USA/Europa need to figure out just how many refugees they can bear seeing catch their lunch every day and how many kids they can stomach seeing disappear down those muddy oxygen-starved illegal unsupported tunnels in the soft ground on TV each day.

I would hypothesize that if Kabila can keep the TV video coverage on refugees down to 100 natives getting zapped/run-off per day and under 25 kids jumping down into muddy cobalt holes (instead of going to school) per day then our over-sensitive cobalt buyers will be able to hold their noses, shut their eyes and buy the critical cobalt they crucially need which will in turn buoy the KAT pps up at respectable levels to keep us in business trying to help the world overcome the air-pollution damage inflicted on this earth by fossil-fuel burning vehicles over the last 100 years. If Kabila lets the public see more than 150 refugees per day getting sheet on or over 50 kids per day having to work in these illegal mines then the pps of KAT is going to suffer that day. The grand antiseptic vision/rationale of the global market for copper & cobalt being down and therefore impacting us Katanga shareholders such to correspondingly also drop in price is just a sugar-coated pablum illusion. It is yesterday's video feeds from rural DRC that impact our share price up or down today pure and simple. Kabila should take some college classes in how to make a movie (ie a palatable happy movie) of the DRC's current "happy" events and then take some lessons in how to properly speak Lingala. That is the only solution for now to keeping the Katanga share price up in this image-digesting Facebook/YouTube/Twitter bleeding-heart treehugger world... unless Belgium wants to come back in and run the place again.

The Doctor