BSX 2.13% 4.8¢ blackstone minerals limited

Ann: Change in substantial holding, page-9

  1. 632 Posts.
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    I agree Rick. Much better outcome for BSX to lose Ecopro off the books.

    Get rid of a +$3BN company with the abiliity and potential requirement to offtake the product BSX intends to produce.

    https://hotcopper.com.au/data/attachments/6042/6042770-9017b80ddb044b7f658dd6d1b957b274.jpg
    And replace them with Nanjia.

    A "boutique" HK fund manager, who's 9 employees have no requirement for BSX's end product, and structure their "fund" through Bermuda to "minimise latency" of something.

    https://hotcopper.com.au/data/attachments/6042/6042775-bf7cb82b7c0b41767847bee04bea25ac.jpg

    I've got increased confidence.

    Why did someone offload ~14M shares to Nanjia at 6? Because they couldn't offload them at 7.
 
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