ok, thanks mate. That makes sense, at US$20,000/t sell price the UBU is underwater.
So the question is and has always been what will nickel price be by 2026.
End result will have BSX leveraged to upside in price and capped on the downside through NCM811 value add.
i still personally see more value than $150m mc for this + 51% of DBU. NCM811 prices will provide a spread that could open a significantly higher NPV on the UBU given feed will mostly be at a reasonably fixed input cost.
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6 | 510592 | 0.030 |
2 | 29999 | 0.029 |
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3 | 800000 | 0.026 |
Price($) | Vol. | No. |
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0.036 | 136000 | 1 |
0.037 | 3573 | 2 |
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