ELBM Electra Battery Materials Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
14:51
Sep 19
Sep 19
r/Baystreetbets
ELBM: first North American cobalt refinery
Author is invested in Electra Battery Materials (ELBM) as the first cobalt refinery in North America. The thesis rests on being a first-mover critical-minerals processing asset backed by government and major players like Samsung and Mitsubishi. No specific catalyst date or target is given.
05:28
Aug 19
Aug 19
r/stocks
Finish cobalt refinery, supply LG
Author's ELBM thesis is simple: finish the battery-grade cobalt sulfate refinery in North America. The cited timeline is Q4 2026 early commissioning, Q2 2027 mechanical completion, Q3 2027 production ramp and Q4 2027 commercial production, with LG Energy Solution committed to roughly 60% of planned output. Stated risks are that LFP and sodium-ion batteries use no cobalt, plus construction/financing risk and possible dilution.
About ELBM Investor Commentary
Across the available history and selected sources, Buzzberg tracks ELBM (Electra Battery Materials Corporation) across 2 sources: 2 bullish vs 0 bearish calls from 3 authors. Historical directional balance: 67% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 3 total trade ideas tracked. Latest voices: u/Downtown-Nail-2724, u/Tough_Currency1947.