yeah i agree, this is a really great time to enter the stock. the only thing i question is ncm production without a mine. the partners bring the know how. if the ncm producer doesn't bring the nickel feed they aren't really contributing enough to take the nickel to ncm premium.
from PFS bsx can feed 50% but the way management are talking up chim van, i feel they are really looking to feed 100% of the plant for more likely 20 years rather than 9/10. all just speculating.
i do like the Japanese like method that they have engaged with 10% equity in likely feed concentrate. a great way to buy your suppliers without stumping up 100% capital. can't wait to see where bsx takes this over the next few years.
BSX Price at posting:
46.0¢ Sentiment: Buy Disclosure: Held
