Team- some notes. and answers to a bunch of questions. Apologies just typing as i was going.
Build a JV company with Ecorpro- JV will be established post PFS as PFS is when project signficantly de-risked
Our Nickel sulfate cost $3.50/lbs concentrate Vs current nickel price $7/lbs- so even though we are developing into a precursor, the concentrate Vs concentrate vs our peers $3.50/lbs for concentrate for comparative purposes- very competitive vs our peers. But we refine and process into a premium product NCM which sells at a premium but also then has a higher cost as we have to add cobalt and manganese reagents.Higher input cost but then we trade at a much better premium/payability.
$8/lb nickel price in line with most peers as per slideshow - range $6.90-$9.35/lbs
Scott will get the existing capex turning early- reduce capex costs, get cashflow sooner, and use to partly fund capex
Shared capex for 150ml downstream facility- likely 75ml/75ml with ecopro
If they continue to hit massive targets might make sense to delay PFS slightly- this would be driven by discoveries that massively positively change the economics of the project
Have been delays in the labs- assays in perth, logistics issues etc, market wide
Ban Phuc disseminated- believe just the start of what will be a world class nickel sulphide district. 2 rigs ban phuc, 4 other rigs on site and more arriving.
2 x Geophysics crews working every day of the week looking for more sulphide bodies to test.
Using most powerful EM transmitter on market being used to find massive sulphides- 20km of strike. Next 18 months major geophysical program planned. 500m of strike extent a week. 20km of strike = over a year to test. second piece of gear to speed it up. over next 6-12 months good portion of that will be drilled. So much upside.
Unlock district very cheaply.
- Forums
- ASX - By Stock
- BSX
- Ann: Blackstone Minerals Investor Presentation - Scoping Study
Ann: Blackstone Minerals Investor Presentation - Scoping Study, page-9
-
-
- There are more pages in this discussion • 11 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BSX (ASX) to my watchlist
(20min delay)
|
|||||
Last
2.9¢ |
Change
-0.005(14.7%) |
Mkt cap ! $15.31M |
Open | High | Low | Value | Volume |
3.3¢ | 3.3¢ | 2.9¢ | $13.70K | 434.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 4999 | 2.9¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.2¢ | 623537 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 4999 | 0.029 |
4 | 248000 | 0.028 |
1 | 370000 | 0.027 |
2 | 575000 | 0.026 |
3 | 57800 | 0.025 |
Price($) | Vol. | No. |
---|---|---|
0.032 | 623537 | 2 |
0.035 | 2500 | 1 |
0.036 | 100000 | 1 |
0.037 | 20000 | 1 |
0.038 | 62362 | 1 |
Last trade - 16.10pm 04/10/2024 (20 minute delay) ? |
Featured News
BSX (ASX) Chart |