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2.86% 3.4¢ blackstone minerals limited

OZ Minerals taken over, Western Areas taken over, Mincor...

  1. nikunjsahani
    797 Posts.
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    21/03/23
    20:30
    Post #: 66886847


    OZ Minerals taken over, Western Areas taken over, Mincor potentially goes to Wyloo/IGO/BHP as well. Maybe PAN is next. There after not much out there with a decent resource. Excluding CTM for Vale.

    How much is 480kt of nickel worth in t
    he long run? Even with a 50:50 downstream, we’ll still be valued at lot higher than current. https://hotcopper.com.au/data/attachments/5141/5141375-0623bb21b9705469498505aa8c44c4bd.jpg


    https://hotcopper.com.au/data/attachments/5141/5141371-00c87d0f636154b4987ba32116263ad0.jpg
    BSX Price at posting: 15.0¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 8  Upvote
    lightbulb Created with Sketch.  Great analysis
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