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Ann: Blackstone Minerals Investor Presentation - Scoping Study, page-14

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Goldies

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16/10/20

12:24

Post #: 48146717
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Originally posted by bobbydazzler85 ↑

Team- some notes. and answers to a bunch of questions. Apologies just typing as i was going.

Build a JV company with Ecorpro- JV will be established post PFS as PFS is when project signficantly de-risked
Our Nickel sulfate cost $3.50/lbs concentrate Vs current nickel price $7/lbs- so even though we are developing into a precursor, the concentrate Vs concentrate vs our peers $3.50/lbs for concentrate for comparative purposes- very competitive vs our peers. But we refine and process into a premium product NCM which sells at a premium but also then has a higher cost as we have to add cobalt and manganese reagents.Higher input cost but then we trade at a much better premium/payability.

$8/lb nickel price in line with most peers as per slideshow - range $6.90-$9.35/lbs

Scott will get the existing capex turning early- reduce capex costs, get cashflow sooner, and use to partly fund capex

Shared capex for 150ml downstream facility- likely 75ml/75ml with ecopro

If they continue to hit massive targets might make sense to delay PFS slightly- this would be driven by discoveries that massively positively change the economics of the project

Have been delays in the labs- assays in perth, logistics issues etc, market wide

Ban Phuc disseminated- believe just the start of what will be a world class nickel sulphide district. 2 rigs ban phuc, 4 other rigs on site and more arriving.

2 x Geophysics crews working every day of the week looking for more sulphide bodies to test.

Using most powerful EM transmitter on market being used to find massive sulphides- 20km of strike. Next 18 months major geophysical program planned. 500m of strike extent a week. 20km of strike = over a year to test. second piece of gear to speed it up. over next 6-12 months good portion of that will be drilled. So much upside.

Unlock district very cheaply.

Expand

thanks for the update.

Just to clarify... did you say MORE rigs will come?

There will be a silly amount of exploration upside to come up to the PFS (by silly i mean fantastic!)

Last edited by Goldies: 16/10/20

BSX Price at posting: 43.5¢ Sentiment: Buy Disclosure: Held
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Ann: Blackstone Minerals Investor Presentation - Scoping Study, page-14

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Ann: Blackstone Minerals Investor Presentation - Scoping Study, page-14

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