BSX

0.00%

3.2¢ blackstone minerals limited

BSX Day to Day SP discussion, page-1786

First 1786 Last

Share
Profile

Follow
kickit2me

13,624 Posts.

4845

07/01/22

13:49

Post #: 58706753
Share

Originally posted by Miljew123: ↑

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

Expand

I saw Scott talk a number of times in 2021.

Every time he put a great deal of emphasis on this number ...

Page 25: https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02431130-6A1054230?access_token=83ff96335c2d45a094df02a206a39ff4

His thoughts are that the PFS at this stage use 20% as the premium for NCM811 - and yet the chart above shows clearly that it looks like the premium will be consistently higher than 20%.

As this is the price of our product, its easy to see that a premium of 30% will boost the revenue in the PFS 50% - which is massive!

...

BSX Price at posting: 55.5¢ Sentiment: Buy Disclosure: Held
11 Upvote

2 Great analysis

Reply

Top Stories

CXU

Cauldron Energy reports "excellent" uranium assays in latest drill run

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

RAG

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

TIG

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

IMA

Issues emerging as Australian companies tackle critical minerals challenge

SHN

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

A3D

Defence MOU for propulsion systems pushes Aurora Lab shares higher

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

NWH

NRW Holdings inks $109M deal with BHP for works at Jimblebar

MKT

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

There are more pages in this discussion • 2,905 more messages in this thread...

First 1786 Last

Add BSX (ASX) to my watchlist

(20min delay)
Last 3.2¢		Change 0.000(0.00%)		Mkt cap ! $16.89M

Open	High	Low	Value	Volume
3.3¢	3.3¢	3.2¢	$5.413K	167.0K

Buyers (Bids)

No.	Vol.	Price($)
2	18014	3.1¢

Sellers (Offers)

Price($)	Vol.	No.
3.6¢	136000	1

View Market Depth

No.	Vol.	Price($)
1	1014	0.031
6	510592	0.030
2	29999	0.029
3	166714	0.028
3	800000	0.026

Price($)	Vol.	No.
0.036	136000	1
0.037	3573	2
0.038	62362	1
0.039	50000	1
0.040	109171	4

Last trade - 15.58pm 11/10/2024 (20 minute delay)

BSX (ASX) Chart

BSX Day to Day SP discussion, page-1786

Cauldron Energy reports "excellent" uranium assays in latest drill run

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

Issues emerging as Australian companies tackle critical minerals challenge

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

Defence MOU for propulsion systems pushes Aurora Lab shares higher

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

NRW Holdings inks $109M deal with BHP for works at Jimblebar

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

BSX Day to Day SP discussion, page-1786

Top Stories

Cauldron Energy reports "excellent" uranium assays in latest drill run

ASX Market Open: ASX200 to open flattish after Wall Street weakens on hot US inflation data | October 11, 2024

Ragnar impressed by 11.55 metre pegmatite in Sweden, anticipating further mineralisation

Tigers Realm's US$49M sale of Russian assets – to a Kremlin-adjacent billionaire – set to go ahead

Issues emerging as Australian companies tackle critical minerals challenge

Sunshine Metals kicks off copper gold drilling at Truncheon; Highway East targets

Defence MOU for propulsion systems pushes Aurora Lab shares higher

Week 41 Wrap: HotCopper asks “Back to Mongolia?” for Elixir; US CPI comes in at 2.4%; eyes still on China

NRW Holdings inks $109M deal with BHP for works at Jimblebar

The ASX can overlook its Telecomm small-caps. Here’s one diversified brand with an international footprint

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News