Thats what I've put my money on. I've bought into a great team with an outstanding asset in a commodity that will have a supply deficit in a few years time (so rising prices). I've bought a sizeable share in a company with a post tax NPV of 2-3.5b (BSX share of this is likely to shrink as it brings in a partner or two, but the npv could double with 2 more trains) which has a MC now of only $150m.
Vietnam is a good jurisdiction, in the heart of SE Asia. This will get into production, and when it does it will be spinning out post tax cashflow of $365musd a year, which is 3 times the total market cap at present. Patience will be rewarded. GLTAH
BSX Price at posting:
46.0¢ Sentiment: Buy Disclosure: Held
