this is great analysis. even if you are only 50% correct and it is a A$5-7bn npv. current MC @ 2-4% of a conservative estimate just further highlights the value in today's price. The long term supply will still be short of demand based on current EV trend and supply. laterite will be needed so NC1 may progress, another upside for the potential MC, but looks like it will provide a cap to the upside on Ni. Do you have a view on the marginal supply cost of large scale laterite?
- Forums
- ASX - By Stock
- BSX
- BSX Day to Day SP discussion
BSX Day to Day SP discussion, page-2336
-
-
- There are more pages in this discussion • 2,355 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
AVH
Avita boosts skin restoration product portfolio with 'dermal matrix' – a kind of next-level gauze made of fake skin
MND
Albemarle lithium downsize burns $200M hole in Monadelphous's pocket as latter's contracts terminated
Add BSX (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.5¢ |
Change
-0.003(7.89%) |
Mkt cap ! $18.42M |
Open | High | Low | Value | Volume |
3.7¢ | 3.8¢ | 3.4¢ | $11.82K | 333.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 69999 | 3.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.8¢ | 200000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 69999 | 0.035 |
1 | 208737 | 0.034 |
3 | 205500 | 0.033 |
2 | 207000 | 0.031 |
3 | 47000 | 0.030 |
Price($) | Vol. | No. |
---|---|---|
0.039 | 21724 | 2 |
0.040 | 314747 | 1 |
0.042 | 30000 | 1 |
0.043 | 125000 | 1 |
0.044 | 77221 | 3 |
Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
Featured News
BSX (ASX) Chart |