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An announcement from Cobalt Blue Holdings ( (AU:COB) ) is now available.
Cobalt Blue Holdings reported a strong December 2025 quarter, highlighting a major uplift in projected financial returns for its Kwinana Cobalt Refinery after re-evaluating project parameters in response to shifting global cobalt markets. By narrowing feedstock assumptions to cobalt hydroxide only and modifying its product mix to include 1,000 tonnes per annum of cobalt alloy-grade metal alongside 2,000 tonnes of cobalt sulphate, the company increased the project’s estimated post-tax NPV from A$90 million to A$155 million, IRR from 23% to 32%, and total free cash flow from A$367 million to A$503 million for the Stage 1 base case. Cobalt Blue is progressing toward a final investment decision on Kwinana with partner Iwatani Australia, has applied for strategic project status under the EU Critical Raw Materials Act to broaden financing options, and has strengthened its funding base with an oversubscribed A$5.3 million capital raise, while complementary work at the Broken Hill Technology Centre on battery black mass positions the refinery to benefit from long-term sustainability and recycling trends.
The most recent analyst rating on (AU:COB) stock is a Sell with a A$0.08 price target. To see the full list of analyst forecasts on Cobalt Blue Holdings stock, see the AU:COB Stock Forecast page.
More about Cobalt Blue Holdings
Cobalt Blue Holdings Limited is an ASX-listed company focused on cobalt development and refining projects, including the Kwinana Cobalt Refinery in Western Australia, the Broken Hill Cobalt Project and Technology Centre in New South Wales, and exploration at Halls Creek. The business is positioned in the energy transition supply chain, targeting high-purity cobalt products for batteries and related applications, and is increasingly aligning with sustainability trends such as battery recycling and critical raw material security.
Average Trading Volume: 2,729,338
Technical Sentiment Signal: Sell
Current Market Cap: A$50.21M
For a thorough assessment of COB stock, go to TipRanks’ Stock Analysis page.