SW has been talking about Chinese partners. How does that work with IRA, FTA etc?
PFS - Total Ta Khoa pre-production capital of US$854m
Wabowden - Granted it increases security of supply, but CAD$80M price tag plus what's the CAPEX figure to convert it from a HG UG mine to a low grade OP mine similar to Ta Khoa? Here's the 4yr old estimate to do the same for Ta Khoa from the SS.
Granted BSX is hoping for a 60/40 debt to equity finance option, and intends to sell down 50% of the equity component. So BSX only needs to raise $240M from investors (8-10x current MC) to get the project off the ground. Not including "working capital", nor the Wabowden costs. And how will the Wabowden funding work? Insto stumps up CAD$60-80M on top of their $240M component, for no further equity?
Nickel price - I still have know idea why investors focus on this. BSX intends to make and sell NCM811 precursor.
PFS costs:
Life-of-operations All-in-Sustaining Cost of US$12,253/t NCM811
Life-of-operations All-in Cost of US$13,192/t NCM811
Current NCM811 precursor price.
Now, I'd love to update all my thoughts and calculations with updated DFS figures based on BSX's new found ability to shave $3k/t off the costs in the PFS to be profitable in this current market as per SWs RIU assertions, but BSX seems to think that it is fine to take a 12 month paper based exercise, blow out the due date by 8 months and counting, whilst providing zero excuses nor updated timelines. And yet I'm expected to believe SW can actually deliver a working mine and refinery on time.
FFS - Can't even load the latest RIU presso to their website in a timely fashion.
- Forums
- ASX - By Stock
- BSX
- Media
Media, page-2504
-
- There are more pages in this discussion • 420 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
|
|||||
Last
2.7¢ |
Change
0.000(0.00%) |
Mkt cap ! $14.21M |
Open | High | Low | Value | Volume |
0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 3369 | 2.8¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
3.0¢ | 19637 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 3369 | 0.028 |
2 | 50000 | 0.027 |
1 | 45499 | 0.021 |
3 | 650000 | 0.020 |
0 | 0 | 0.000 |
Price($) | Vol. | No. |
---|---|---|
0.030 | 19637 | 1 |
0.034 | 7901 | 1 |
0.035 | 124245 | 2 |
0.036 | 82192 | 1 |
0.037 | 125000 | 1 |
Last trade - 11.39am 15/08/2024 (20 minute delay) ? |
Featured News
BSX (ASX) Chart |
Day chart unavailable
The Watchlist
I88
INFINI RESOURCES LIMITED
Charles Armstrong, CEO & Managing Director
Charles Armstrong
CEO & Managing Director
SPONSORED BY The Market Online