So what does BSX own?
Ta khoa refinery (400ktpa)
PFS for downstream
Stage 1 of a pilot plant
10m CDR shares
Vietnam Ni tenements (Bulk .04% and HG within).
Shares in Fly fox was it? (Cad Ni tsx stock)
$4m cash.
What am I missing?
It seems progress has stopped, at least from an outside view.
*Tesla lost their supply from Ni West, they'd be the first port of call if I ran the show, and want them to take a 49% stake. In return you'll supply clean Ni to their specs.
Once they're locked in and were producing and the sp is up, then I'd be putting in an offer to BHP for the Ni west assets (they're non core for BHP).
Crazy or not?
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