What's wrong with BSX is that it's unloved and undervalued, which as an investor is what I look for in a company.
You have a mine, plant, and 60m cash. Just for the sake of argument, what would happen if BSX were to push ahead and develop upstream first? Become a nickel producer, generate FCF, asap. Because even at 30/70 equity:debt, raising the required capital for both up & downstream with this MC would incredibly dilutive.
Media, page-676
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