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b'Will Thomson is the Founder and Managing Partner of Massif Capital, LLC. He has experience in private equity and credit/political risk insurance, in addition to having served as a strategic and economic adviser to NATO/ISAF in Afghanistan. Will is a Graduate of Trinity College and holds a Masters in Government from Harvard University.

Massif Capital is a long/short equity fund focused on global opportunities in liquid real assets and industrials. The team\\u2019s work experience with governments in frontier markets, operational experience with growing energy companies, and time spent managing downside risk for project \\ufb01nance lenders gives them a unique edge.

0:05 Introduction
1:50 Will Thomson\\u2019s background and Massif Capital\\u2019s investment focus
4:03 Why Massif Capital opposes Pala Investment\\u2019s proposed takeover of Cobalt 27
14:17 Short-term trading possibilities with the proposed takeover of Cobalt 27?
16:25 Outlook for cobalt
20:21 Premium for non-DRC cobalt?
22:12 Outlook for nickel
25:50 Outlook for lithium

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