Hey lads
New to BSX, have a small holding and have been watching now for some time to dive in with a more substantial amount. Been reviewing latest PFS on the DSS, post tax NPV of $2.01B USD which i like alot. Not only that, i love the following facts
-its close to port
-transport and road are in good condition
-hydropower a given
-mine already there
-seemingly shielded from nickel pricing fluctuations with the refinery
-large resource expansion
-local workforce highly trained and experienced
- the list goes on
Now my question is what are our thoughts on upstream PFS NPV numbers? If throughput from the concentrator is 4mtpa @ 200ktpa nickel concentrate but we've just had a resource upgrade (73%) enabling a larger throughput to say double @ 8mtpa or 400ktpa, what NPV would we be seeing?
I'm also interested to know how large of a resource expansion BSX actually has, sam talking about 25 targets in the videos ive watched but nothing of substance with numbers. Any chance we have such a resource to be able to supply the whole refinery ourselves?
If we see an upstream pfs of $1Bn USD and combined with downstream $2.01B USD id be a very happy man and this would be an obvious no brainer of an investment with the upcoming elec vehicle boom.
On a side note im heavily invested in Lit (AVZ) and see this project very similar although in different countries and commodities.
Any info would be greatly appreciated
Cheers
Miljew
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