UBU PFS shows the true state for BSX. It makes no money, it's at best a neutral proposition to feed the DBU. DBU relies on large arbitrage between feedstock and finished product (and also scale relies on third party feed). If premiums for precursor close up and/or feedstock is hard to find that big NPV number disappears.
Ann: Blackstone Completes PFS at Ta Khoa Nickel Project, page-26
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