The way this is presented along with DBU and based on NCM811 makes it slightly hard to interpret the concentrate alone. I would like to isolate what nickel price the UBU requires to breakeven and by my calc the all-in concentrate cost at US$2,700/t at 11% Ni content, that is US$24,500/t (if i have this correct?). Yes feed into the value added NCM811 is higher and hence the integrated model, but stand alone UBU needs a fairly high spot nickel price to break even. i personally think Ni price will be closer to US$30,000/t by 2026 and is not an issue but I'm guessing this is reason for the sizeable sell off and in the lead up...
- Forums
- ASX - By Stock
- BSX
- Ann: Blackstone Completes PFS at Ta Khoa Nickel Project
Ann: Blackstone Completes PFS at Ta Khoa Nickel Project, page-42
-
-
- There are more pages in this discussion • 77 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
(20min delay)
|
|||||
Last
4.3¢ |
Change
-0.002(4.44%) |
Mkt cap ! $23.75M |
Open | High | Low | Value | Volume |
4.3¢ | 4.3¢ | 4.3¢ | $3.162K | 73.52K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1 | 4.3¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
4.5¢ | 31425 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 42964 | 0.043 |
2 | 30000 | 0.041 |
1 | 500000 | 0.040 |
1 | 57951 | 0.039 |
3 | 89869 | 0.038 |
Price($) | Vol. | No. |
---|---|---|
0.046 | 107379 | 1 |
0.048 | 43444 | 1 |
0.049 | 33015 | 2 |
0.050 | 192382 | 3 |
0.052 | 20000 | 1 |
Last trade - 10.00am 10/09/2024 (20 minute delay) ? |
Featured News
BSX (ASX) Chart |