Ann: Blackstone Completes Ta Khoa Refinery Pre-feasibilty Study, page-87

First 87 Last

Share
Profile

Follow
Popeye82

22,406 Posts.

487

27/07/21

07:28

Post #: 54792738
Share

Originally posted by Seenitallnow: ↑

The Market Herald has erred in its article stating that the refinery will only go ahead if there is further exploration success.........The very large PFS base case NPV only includes the Ban Phuc DSS MRE and assumed 3PF(which they are very confident about securing given current agreement with Trafigura and confidential negotiations with others).

LOM is guaranteed to rise with Ban Khoa DSS and Ban Phuc/KCZ extensions by themselves likely to add significant longevity.......MSV's ore bodies not yet included in the numbers either as they are yet to be defined.

Whilst on exploration I thought Dr Owen had a calm confidence and he truly believes there remains plenty of MSV discoveries ahead of us. We've all forgotten that there should be a steady flow of assay results into the UBU PFS in very late Q4.(SW did say they were a bit behind where they wanted to be...no doubt lab delays being the cause.)

From the detail in these presentations I was left with the belief that the DFS is already well underway given the extensive interaction with local stakeholders including all levels of govt, community and local suppliers.

Some of my favourite quotes amongst many......

SW...... "with a 20yr relationship with the Son La govt(via Steve Ennor the original owner) we believe they are very supportive of our mining plans including open pit mining".

SW....Paraphrased....."We have only included the 2 train scenario so far but we are still focused on expanding to 4 trains in later studies if possible."

Danesh......"the stars have aligned with a complete vertically integrated strategy for the Vietnamese EV industry taking shape"

SW......Right at the end and in the context of his earlier comments that strategic partner funding is preferred..."we are very focused on minimising dilution to existing SH's."

Bottom line is we now have a better Idea on where we are going......we just don't know who with yet(apart from Ecopro who by themselves would be enough but with LG and Samsung already in Vietnam building batteries it's most likely one or both of them as well). I just wonder also if Vinfast may come in given it would lower their battery unit cost and give them a further pricing advantage for their EV exports.

At the current MC you cannot rule out an industry player coming from left field and giving SW an offer he can't refuse, so once again it all adds up to holding long term and letting it play out

Keep enjoying the journey.......wouldn't want to be anywhere else in this sector!

IMO DYOR GLTAH

Expand

Re THAT

BSX Price at posting: 45.5¢ Sentiment: Buy Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

STK

Rogozna grows with gold equivalent grading 1.1g/t across 545.7m for Strickland

RCE

Recce progresses testing of gel to treat bacterial skin infections

AHK

Ark Mines provides strategic update following mining lease submission

LU7

The Breakdown: Lithium Universe talks refinery design and lithium processing in strong preliminary feasibility study for Bécancour

TTT

Titomic jumps +6% as it incorporates Microsoft Hololens tech

There are more pages in this discussion • 29 more messages in this thread...

First 87 Last

Add BSX (ASX) to my watchlist

(20min delay)
Last 3.7¢		Change 0.000(0.00%)		Mkt cap ! $19.53M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
2	151014	3.1¢

Sellers (Offers)

Price($)	Vol.	No.
3.7¢	139573	3

View Market Depth

No.	Vol.	Price($)
2	151014	0.031
4	412000	0.030
2	29999	0.029
3	166714	0.028
1	350000	0.027

Price($)	Vol.	No.
0.037	139573	3
0.038	62362	1
0.039	50000	1
0.040	89173	3
0.043	69700	1

Last trade - 16.12pm 09/10/2024 (20 minute delay)

BSX (ASX) Chart

Day chart unavailable

Ann: Blackstone Completes Ta Khoa Refinery Pre-feasibilty Study, page-87

Rogozna grows with gold equivalent grading 1.1g/t across 545.7m for Strickland

Recce progresses testing of gel to treat bacterial skin infections

Ark Mines provides strategic update following mining lease submission

The Breakdown: Lithium Universe talks refinery design and lithium processing in strong preliminary feasibility study for Bécancour

Titomic jumps +6% as it incorporates Microsoft Hololens tech

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Blackstone Completes Ta Khoa Refinery Pre-feasibilty Study, page-87

Top Stories

Rogozna grows with gold equivalent grading 1.1g/t across 545.7m for Strickland

Recce progresses testing of gel to treat bacterial skin infections

Ark Mines provides strategic update following mining lease submission

The Breakdown: Lithium Universe talks refinery design and lithium processing in strong preliminary feasibility study for Bécancour

Titomic jumps +6% as it incorporates Microsoft Hololens tech

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News