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Ann: Blackstone Completes PFS at Ta Khoa Nickel Project, page-50

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Fredwah

651 Posts.

467

28/02/22

15:25

Post #: 59874988
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Originally posted by Shanwats0333: ↑

The way this is presented along with DBU and based on NCM811 makes it slightly hard to interpret the concentrate alone. I would like to isolate what nickel price the UBU requires to breakeven and by my calc the all-in concentrate cost at US$2,700/t at 11% Ni content, that is US$24,500/t (if i have this correct?). Yes feed into the value added NCM811 is higher and hence the integrated model, but stand alone UBU needs a fairly high spot nickel price to break even. i personally think Ni price will be closer to US$30,000/t by 2026 and is not an issue but I'm guessing this is reason for the sizeable sell off and in the lead up...

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I think this is the slide you're after.

UBU = TKNP = AISCs of US$12069/t.
DBU = TKR

BSX Price at posting: 42.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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