Leading up to the PFS which is only weeks away now, how is the market sleeping on this stock?
Downstream PFS is well known now to incorporate 4 trains x 200,000 Tonnes of nickel concentrate p.a. processed into NCM Precursor product for the EV battery market which trades at a 30% premium to Nickel concentrate.
What would the cost be just to purchase 4 x 200,000 Tonnes of nickel concentrate p.a.? My estimates would be in the range of $3 to $3.5 Billion p.a. so one would reasonably expect some major players signed on as partners on possibly a per train basis as Scott mentioned each train will be slightly different in end product.
Is that the trigger for the BSX market cap to reflect its potential?
The scale of this project will soon be known with the Downstream PFS to be released within the next two months and along with it no doubt some commercial partnerships that are major players in the EV battery space just based on the enormous scale of this project (800,000 tonnes of Nickel Concentrate is large scale no doubt).
Current market cap $116 million is obviously reflecting none of the above, thoughts?
- Forums
- ASX - By Stock
- Downstream PFS earning estimates
Leading up to the PFS which is only weeks away now, how is the...
-
-
- There are more pages in this discussion • 39 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BSX (ASX) to my watchlist
(20min delay)
|
|||||
Last
3.4¢ |
Change
0.000(0.00%) |
Mkt cap ! $18.04M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 30000 | 3.5¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.3¢ | 209309 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 722941 | 0.034 |
1 | 90000 | 0.033 |
1 | 15300 | 0.032 |
1 | 17000 | 0.030 |
1 | 4999 | 0.029 |
Price($) | Vol. | No. |
---|---|---|
0.033 | 209309 | 1 |
0.034 | 7571 | 1 |
0.036 | 1400 | 1 |
0.037 | 30998 | 2 |
0.038 | 137362 | 2 |
Last trade - 16.12pm 01/11/2024 (20 minute delay) ? |
Featured News
BSX (ASX) Chart |
Day chart unavailable