Black Swan Production Restart, page-668

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16/02/23

08:12

Post #: 66277015
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Originally posted by zebster ↑

Hi Blowie, Yeah I'm still around. I read most posts (well, those that I can see from members that haven't been filtered as useless). So much junk. Haven't posted much in recent times because I try to only comment on stuff that might be newsworthy or useful.

On the question of management stalling for time, waiting for the PBT outcome: No, I don't think they are. I don't have any special inside insights, so it's just imo.

Rationale: Given the likely lead time for PBT to actually develop their processing plant after their FID is made (assuming it ends up being a 'go'), my view is that PH is first shooting for a short-ish-term offtake agreement for the 1.1Mt pa option. That would get POS 'washing its face' (i.e. paying its own way... finally!) for the first coupla years or so, with the prospect of keeping the door open for a PBT offtake tie-up (per the 2.2Mt pa option) a little further down the track, once PBT actually comes online.

I see this year as being a critical juncture for current management. They're running out of outstanding workflows to de-risk the BS project and actually get it up and running.

Cheers,
Z.

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Now that POS have FINALLY worked its way into a position to move forward, ie the good grade smelter concentrate the stalling days should be behind us. And just about a perfect timing to fill in the gap till PBT come on line circa 2027 was my estimate..........is that a glimmer of light at the end of the tunnel

POS Price at posting: 3.7¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 0.5¢		Change 0.000(0.00%)		Mkt cap ! $21.01M

Open	High	Low	Value	Volume
0.5¢	0.5¢	0.5¢	$15.17K	3.034M

Buyers (Bids)

No.	Vol.	Price($)
69	91124854	0.4¢

Sellers (Offers)

Price($)	Vol.	No.
0.5¢	4912900	2

View Market Depth

No.	Vol.	Price($)
69	91124854	0.004
78	57328001	0.003
19	44427935	0.002
12	33278647	0.001
0	0	0.000

Price($)	Vol.	No.
0.005	4912900	2
0.006	33603724	32
0.007	4336690	15
0.008	3298468	9
0.009	1048928	4

Last trade - 16.10pm 05/11/2024 (20 minute delay)

POS (ASX) Chart

Black Swan Production Restart, page-668

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Black Swan Production Restart, page-668

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