Ann: BSX Investor Presentation - RIU Explorers Conference 2022, page-95

Seemed quite stilted in his delivery, maybe been off the talk circiut for a while or he had to get his speil out in 15min.

I did not notice that Trafigura had been taken off the slides, penny dropped for me listening to the stutters at slide two and three. Still mention of strong" relationships with 3rd party suppliers on slide two.
Gets a bit smother after these slides. Has a lot on his mind.

Also when talking about the DBU NPV "base case" it would appear for someone with no prior knowledge that was the project. He should have mentioned we are still waiting NPV on the mine. Also did not elaborate on upside based on the NCM price. Nor 2 train /4 train which might indicate prospects for concentrate sources are not as rosy as they have been presented in the past.

Explorers conference but no mention of the other 20 MSV targets, thought nickel everywhere still in his speil. Rather spend the time talking about unowned CHIM VAN prospect that the gov was going to poke a few holes in by now.
Those other targets don't seem to be very compelling.