BSX 0.00% 5.4¢ blackstone minerals limited

Sleeping Beauty ASX BSX, page-455

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    Its a balanced piece, especially if you read the link it recommends businesses operating in Vietnam read, the China-briefing.com one, because it also mentions some other business conditions analysis work that is over the top fear mongering and calls it out for being so. I like this company's research and reach into Asia.

    Apparently the Hyundai factory closed down because it can't source parts from.China at the moment. Then there's company personnel to consider. The main thing I'm interested in at this point is at what point will the Company's insurer decide the risk is too high to provide full cover in country for the personnel employed by us at the project if certain conditions imposed on us, perhaps by them, are not fully met and what that might mean. Love the nickel though, but also hope demand for it doesn't slow down because various factories and refiners have to stop operating temporarily. That sort of thing, that's why I posted this balanced, well researched article, for the insights it contains into factors that might affect businesses operating in Vietnam, as per the heading of the article.
    Last edited by rick26: 15/02/20
 
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