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#Broker/Analyst Views
stale
Last edited one year ago

30-June-2023: bsx-update-300623-Euroz-Hartleys.pdf

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Click on the link at the top for the full report.

Source: ASX Free Equity Reports email (sent out most Fridays).

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Disclosure: I do not hold shares in Blackstone Minerals (BSX) and I have no view on them either way. They are obviously speculative because of the stage that they are at.

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#ASX Announcements
stale
Last edited 4 years ago

More Massive Sulfide hits
https://wcsecure.weblink.com.au/pdf/BSX/02341653.pdf
Results out in a couple of weeks


For those that need to get up to speed with the Blackstone story:
https://wcsecure.weblink.com.au/pdf/BSX/02342271.pdf

Held some at 14c and bought the cap raise. One of my high conviction holds.

Think the share price is being held down due to project being outside of Australia (ie: Vietnam). Seems any project in Australia attracts a premium!

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Valuation of $1.000
stale
Added 4 years ago
Based off SS metrics. I expect in the PFS that MSVs will see upfront capex reduced and expansion to process DSS funded out of future cashflows. Whilst in this situation NPV would be similar, the NPV/sh would increase materially given less upfront dilution and see NPV/sh well north of $1 all else equal..
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#Scoping Study
stale
Added 4 years ago

The scoping study was robust, people selling the news today will most likely look stupid for doing so.

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#ASX Announcements
stale
Added 4 years ago

Trading halt

Pending results from scoping study of their Nickel Sulphide project in Vietnam that will be released tomorrow.

New shares from the fully subscribed capital raise also hits the market tomorrow

I put an order in for BSX here, may need to raise it depending on the results so it can be included in my portfolio.

#I hold BSX and also participated in the capital raise. One of my better spec play punts

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#Bull Case
stale
Added 5 years ago

High cost operating leverage nickel story. CAPEX for restart would be low. Seems to be doing well finding a bulk nickel deposit next door to the previously exploited vein deposit. JV to explore higher value add operations to feed into regional EV supply chain. Nickel market still looks short so expect prices are likely to go up more than go down from here.

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