Shock at BHP shutting down nickel operations I imagine. @Just4kicks might be into something re they may be looking to offload the division too, because I read somewhere yesterday that to restart operations might be expensive owing to aging equipment. All I can see is opportunity for BSX and it's precursor refinery plans however, the extra feed is there now, the critical minerals funding is available and Australia needs to establish secure battery supply chains not to mention keep the nickel industry going and protect jobs. The politics and economics are heavily in BSXs favour IMO. As long as our MD can pull his finger out and not make the same mistake he made by choosing not to establish cashflow for the business a few years ago, that is being, in my opinion, overconfident in his grand plans. We need to get the fundamentals right and lock in ESG/IRA compliant supply in order to lock in Government funding and assistance, both from the Critical Minerals Fund and Export Finance Australia. Australia needs what BSX can offer and it needs it now. If he's on any more than 4 hours sleep a night he should take a good look in the mirror and ask himself if he'd be more happy as a pharmacist. Get BASF on the line and tell them what we can do and what funding we can expect from Government if they sign a binding MOU
BSX Price at posting:
5.4¢ Sentiment: Hold Disclosure: Held
