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3.57% 2.7¢ blackstone minerals limited

Ann: Investor Presentation - RIU Explorers Conference 2023, page-35

  1. Jase76
    465 Posts.
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    02/03/23
    14:04
    Post #: 66562819
    I assume Vinfast have gotten cold feet due to the USA inflation reduction act. ie Vietnam does not have a free trade agreement with USA therefore no subsidies. That said, I would assume Vinfast will factor somehow, wether it be off take from downstream in some way. Everyone will be short nickel in coming years.
    BSX Price at posting: 15.0¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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