BSX 7.89% 3.5¢ blackstone minerals limited

BSX Day to Day SP discussion, page-1780

  1. 940 Posts.
    lightbulb Created with Sketch. 1124
    Hey lads

    New to BSX, have a small holding and have been watching now for some time to dive in with a more substantial amount. Been reviewing latest PFS on the DSS, post tax NPV of $2.01B USD which i like alot. Not only that, i love the following facts

    -its close to port
    -transport and road are in good condition
    -hydropower a given
    -mine already there
    -seemingly shielded from nickel pricing fluctuations with the refinery
    -large resource expansion
    -local workforce highly trained and experienced
    - the list goes on

    Now my question is what are our thoughts on upstream PFS NPV numbers? If throughput from the concentrator is 4mtpa @ 200ktpa nickel concentrate but we've just had a resource upgrade (73%) enabling a larger throughput to say double @ 8mtpa or 400ktpa, what NPV would we be seeing?

    I'm also interested to know how large of a resource expansion BSX actually has, sam talking about 25 targets in the videos ive watched but nothing of substance with numbers. Any chance we have such a resource to be able to supply the whole refinery ourselves?

    If we see an upstream pfs of $1Bn USD and combined with downstream $2.01B USD id be a very happy man and this would be an obvious no brainer of an investment with the upcoming elec vehicle boom.

    On a side note im heavily invested in Lit (AVZ) and see this project very similar although in different countries and commodities.

    Any info would be greatly appreciated


    Cheers

    Miljew
 
watchlist Created with Sketch. 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
Last trade - 16.10pm 02/08/2024 (20 minute delay) ?
BSX (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.