BSX 14.7% 2.9¢ blackstone minerals limited

Ann: Blackstone Completes Scoping Study at Ta Khoa Nickel Project, page-115

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  1. 9,063 Posts.
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    This is hard. In general I agree. They are running a very aggressive timeline. Less than 3 years from taking over project to production is essentially their goal. And in my opinion (certainly not fact) they are doing so to meet demand needs of EcoPro.

    If EcoPro/maybe South Korean export credit are willing to stump up most of the capex costs to get this done then BSX might not have to get the studies done to the absolute best level in terms of future potential. Just show viability which should improve with each iteration into PFS and DFS as we have plenty of drilling left to go and they will be about more than tightening up confidence intervals.

    I watched a conference recently where Ian Murray was presenting - he essentially said (paraphrasing) the only real point of a SS is to ensure there are no fatal flaws in a project. BSX SS did that for mine
 
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