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12.5% 4.2¢ blackstone minerals limited

Ann: Blackstone Completes PFS at Ta Khoa Nickel Project, page-30

  1. Shanwats0333
    272 Posts.
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    28/02/22
    12:33
    Post #: 59869166
    What nickel price do you make this assessment and what do you see the marginal cost producer opperating at in 2026?

    The all-in cost NCM811 here is US$13,192/t and TKR refined all in concentrate cost is US$2,766/t

    I can't see how this equates to UBU making no money, unless you assume a very low nickel price and it is very likely nickel demand will out strip supply by 2026 and pricing will be closer to US$27-30,000/t

    keen to hear your logic and thoughts as i might be overly keen on the story here...
    BSX Price at posting: 42.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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