Key points:
1/ SS recovered only 108kt Ni, wasbased on ONLY:
a/ Ban Phuc DSS, drilling cutoff July.
b/ treated through new 4 or 6mtpa new mill.Plus d/stream.
2/ But intention is coming PFS [Q12021?] will:
a/ ADD post July Ban Phuc, ie ongoingKing Cobra
b/ ADD: part of 3 more satellite orebodies[adding MSV and some extra DSS?] esp. ongoing Ban Chang, also Ta Cuong, and BanKhoa / King Snake.
c/ ADD restarted existing 450ktpa mill,to treat higher grade MSV from BC etc,
PLUS the 4 or 6mtps new mill for DSS,
Thus major change in planned prodnconfiguration, run TWO mills.
d/ hence also add Cu and Co credits.Maybe PGE later.
So PFS will be major revamp, and will „recover“a lot more than 108kt Ni.
3/ Hence resources are coming for
a/ extra King Cobra [ie revised B Phucresources];
b/ additional 3 satellite orebodies, ie allfor inclusion in PFS.
Being satellite deposits the bar for achievingeconomic resources is lower than otherwise.
4/ Exploration. Total targets are approx.25 plus whatever new ones are found.
Intention is to drilltest [at least broadly] ALL these targets in next 12-18mos.
Not least to make sure initial mines are right ones.
5/ Vietnam, good jurisdictiony ANDspecific big opportunity feeding in country battery plant etc
6/ Importance of offtaker Ecopro support,also re debt finance. Also E do not have exclusivity on offtake.
7/ Given EV demand outlook BSX can look to sellevery lb of Ni they find, by extending life and increasing scale.
- Forums
- ASX - By Stock
- Ann: Blackstone Commences Drilling Ban Khoa Nickel-Cu-PGE Target
Key points:1/ SS recovered only 108kt Ni, wasbased on ONLY:a/...
-
-
- There are more pages in this discussion • 8 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BSX (ASX) to my watchlist
|
|||||
Last
4.5¢ |
Change
0.000(0.00%) |
Mkt cap ! $23.63M |
Open | High | Low | Value | Volume |
4.5¢ | 4.6¢ | 4.3¢ | $2.407K | 55.45K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 2895 | 4.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.5¢ | 123185 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 73000 | 0.041 |
1 | 16075 | 0.040 |
1 | 75500 | 0.039 |
1 | 26250 | 0.038 |
1 | 15000 | 0.037 |
Price($) | Vol. | No. |
---|---|---|
0.045 | 123185 | 1 |
0.046 | 19912 | 1 |
0.048 | 55790 | 2 |
0.049 | 88604 | 3 |
0.050 | 97254 | 4 |
Last trade - 16.10pm 05/07/2024 (20 minute delay) ? |
Featured News
BSX (ASX) Chart |