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Any ideas on what Capex will cost here for the DBU x 4 trains?...

  1. Investsavvy10
    602 Posts.
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    08/06/21
    13:26
    Post #: 53715436
    Any ideas on what Capex will cost here for the DBU x 4 trains? and cost of production with all credits? We have a general idea that Nickel concentrate sells at 70% of Nickel metal prices and the precursor product is an additional 30% premium to the nickel metal so the spread is bloody attractive and the metrics should be off the charts tbh.

    Is BSX tendering this out to major EV players to fund their own respective trains? Would this form part of the PFS? I think it would.
    BSX Price at posting: 36.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 3  Upvote
    lightbulb Created with Sketch.  Great analysis
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