Chim van isn’t factored into feasibility studies and isn’t required.
Its a nice to have more than a need to have.
Preferences to acquire tenements in Vietnam are ‘credential’ basis.
Blackstone have the best ‘credentials’ due to strong relationships with Vinfast, Vietnamese government and flowsheet including a downstream value add in country component.
This gives them the best opportunity to access and mine any new Nickel discoveries within Vietnam weather that’s Chim van or any others such as Soui Phang.
Chim van should be regarded as a long term feed option just like Wingellina. No effect on short term operations and getting project in full swing.
BSX Price at posting:
19.5¢ Sentiment: Buy Disclosure: Held
