BSX
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10.6% 5.2¢ blackstone minerals limited

I have been invested in both for sometime as they both give...

  1. Seenitallnow
    652 Posts.
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    09/06/21
    13:20
    Post #: 53740853
    I have been invested in both for sometime as they both give great leveraged exposure to the EV revolution.

    IMO BSX is greener than QPM and it's downstream refinery strategy is to deliver multiple product options to its tier 1 battery producer customers such as MHP, Ni Sulphate, NCM 811 and 622 etc whilst QPM will concentrate on producing MHP to deliver Ni Sulphate to its customers. There will be plenty of room for coexistence given the projected increase in demand for these products by 2024.

    DYOR GLTAH
    BSX Price at posting: 36.5¢ Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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