What do fellow holders think about BFS in Jan/Feb 21 containing full mine to magnet business model now and we can forget about phase 1, 2, 3... ? Or are there still too many unknowns, things to tie up on processing side to realistically think we will have the financial model refined enough?
Maybe phase 1 - mine to sulphate product shipped to Saltend modelled into BFS, gather finance (130-150M), start mine build THEN phase 2 mid-late 2021 - inclusion of oxide production out of Saltend into redone BFS, gather finance (couple 100M), start facility build?
PM8 Price at posting:
$1.23 Sentiment: Buy Disclosure: Held
