Coffee with Samso Episode 114 is with Scott Williamson, Managing Director of Blackstone Minerals Ltd (ASX:BSX)
To complete the Blackstone Special Series of Coffee with Samso, Scott Williamson from Blackstone Minerals Limited (ASX:BSX) shares with us the feedback about the recent videos.
The Blackstone Story has been a very intriguing one and audiences have been following Samso's Special Series on Blackstone closely for insights into how the company works and its developments. Today I had a great chat with Scott about the How and Why behind the interaction of the audience with the videos.
Scott shares with us how the videos have worked by spreading the messaging to potential investors and stakeholders.
The Special Series for Blackstone has been a great initiative to showcase all the important parts of the Blackstone Business. The messaging starts with Tessa Kutscher who spearheads the branding. Tessa shapes the message of the business and this is what the public sees and hears, so it is at the top of the value chain.
As you look into the story, the first part may have been the messaging but that message is nothing without the other parts of the business, for example, the Social and Environmental compliance, the downstream business that delivers the product and finally the upstream source of resources.
What Samso's Special Series for Blackstone has delivered is that the business is a working A-Team only because of the people and their passion for the business.
Tune in to find out how Blackstone Minerals positions itself in the EV battery market in Vietnam.
Chapters
00:00 Start
00:24 Introduction
00:59 Feedback on the Special Series.
02:09 What are investors and the Market saying about the Blackstone Story?
04:46 The strength of telling the story.
07:47 What are the markets saying about the confidence of the markets?
11:05 Is Vietnam receptive to the Blackstone Story?
13:28 Hydro-Power in Vietnam.
16:50 Electrifying the mining fleet.
19:10 Was there any pushback when Scott started in social media?
24:14 Why is this sector still not hungry in digital promotions?
26:31 Cost of change, in reality, is not as large as perceived.
28:45 The danger of no sound from electric fleets.
29:24 The electric mining fleet has been around for a long time.
29:50 What is the time frame to the end of DFS?
31:18 What happens after the DFS?
32:24 Must potential partners be doing DD now?
33:59 How bad is the supply issue?
35:28 Reason why I like Blackstone.
36:27 Funding is all about the highest bidder.
37:32 The market sentiment of Blackstone Minerals Limited.
39:20 Summary
PODCAST
About Scott Williamson
Managing Director
Blackstone Minerals Limited Qualifications: BEng (Mining), BCom, MAusIMM
Scott Williamson is an experienced Managing Director with a demonstrated history of working in the mining and metals industry. He is skilled in Open Pit and Underground Mining, Corporate Finance, Investor Relations and Project Planning. A strong business development professional with equity capital markets experience, Scott graduated from West Australian School of Mines and Curtin University of Technology. Scott holds a WA First Class Mine Manager’s Certificate and is a member of the Australasian Institute of Mining and Metallurgy.
About Blackstone Minerals Limited
Blackstone Minerals Limited (ASX: BSX) is developing the district-scale Ta Khoa Project in Northern Vietnam where the company is drilling out the large-scale Ban Phuc Nickel-PGE deposit. The Ta Khoa Nickel-PGE Project has existing modern mine infrastructures built to International Standards including a 450ktpa processing plant and permitted mine facilities.
Blackstone Minerals also owns a large landholding at the Gold Bridge project within the BC porphyry belt in British Columbia, Canada with large scale drill targets prospective for high-grade gold-cobalt-copper mineralisation. In Australia, Blackstone Minerals is exploring for nickel and gold in the Eastern Goldfields and gold in the Pilbara region of Western Australia. Blackstone Minerals has a board and management team with a proven track record of mineral discovery and corporate success.
The Ta Khoa Nickel-Copper-PGE Project
The Ta Khoa Nickel-Copper-PGE Project is located 160 km west of Hanoi in the Son La Province of Vietnam and includes an existing modern nickel mine built to Australian standards, which is currently under care and maintenance. The Ban Phuc nickel mine successfully operated as a mechanised underground nickel mine from 2013 to 2016. In the Ta Khoa Nickel-Copper-PGE Project, previous project owners invested more than US$136m in capital and generated US$213m in revenue during a 3.5-year period of falling nickel prices. The project was placed into care and maintenance in mid-2016 during some of the lowest nickel prices in the past 10 years.
Existing infrastructure associated with the project includes an internationally-designed 450 ktpa processing plant connected to local hydro grid power with a fully-permitted tailings facility and a modern 250-person camp.
Since commencing maiden drilling in August 2019, Blackstone Minerals has made significant progress at Ta Khoa, drilling over 9,000 m of diamond core in more than 47 holes into the Ban Phuc DSS deposit and the highly prospective King Cobra discovery zone. An initial scoping study evaluating mining and processing options is well advanced, including potential in-country downstream processing to deliver high-value nickel sulfate into Asia’s rapidly expanding electric vehicle (EV) industry. The recently announced MOU with Asia’s largest and the world’s second-largest EV battery cathode manufacturer, Ecopro BM Co Limited represents a significant step towards making this a reality.
Disclaimer
The information or opinions provided herein do not constitute investment advice, an offer or solicitation to subscribe for, purchase or sell the investment product(s) mentioned herein. It does not take into consideration, nor have any regard to your specific investment objectives, financial situation, risk profile, tax position and particular, or unique needs and constraints. Read full Disclaimer.
Your Bonus
Samso has just released an eBook: How to Add Value to your Share Portfolio
A lesson on geological models sought by mining companies that gives insight and an understanding of which portfolios are better - and potentially more lucrative – investments. Click here to download this eBook.
If you find this article informative and useful, please help me share the information. I try and write about topics that are interesting and have the potential to be of investment value. It is not easy to find stories that fit those parameters. If you or your organisation see the benefit of what Samso is trying to achieve and have a need to share your journey, please contact me on noel.ong@samso.com.au.
Samso stories are also featured on Brilliant-Online. Read their investment column and subscribe to Brilliant-Online so you don't miss a beat.
