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0.00% 3.2¢ blackstone minerals limited

Please correct me if I’m wrong, but isn’t the money in this...

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  1. Sy8
    628 Posts.
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    28/02/22
    13:38
    Post #: 59871589
    Please correct me if I’m wrong, but isn’t the money in this overall project really in producing NCM811 precursor. The grades in the UBU/TKM project doesn’t look economical stand-alone, but if it provides 50%~ of the feedstock for the refinery, even at break even. It’s still 50% of your feedstock for nothing, and at volume.
    BSX Price at posting: 42.8¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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