A Green Premium for Nickel? (Guest Scott Williamson, Blackstone Minerals)

Rock Talk: Mining Demystified

In this interview, Scott Williamson, Managing Director at Blackstone Minerals discusses his background into the mining sector, and whether the green initiatives of the Ta Khoa Project will lead to a green premium.

Here's what you will learn:

• Scott's path into mining and early career
• An overview of the fascinating Ta Khoa Project in Vietnam
• The path to net-zero carbon emissions at Ta Khoa
• A green premium?
• Scott's advice for those new to the industry

About Blackstone Minerals

This interview with Scott Williamson was recorded on May 1, 2024.

Blackstone Minerals (ASX: BSX) is an Australian-based mining company focused on the development of its flagship Ta Khoa Nickel Project in Vietnam. The Ta Khoa project, located 160km west of Hanoi, encompasses a modern nickel mine and a proposed refinery aimed at producing battery-grade nickel sulfate for the growing lithium-ion battery market.

Links and Resources from this Episode

1. YouTube Interview with Scott Williamson
2. Blackstone Mineral's website
3. Blackstone Minerals listed on the ASX under ticker BSX

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Jargon in Today's Episode

• pCAM: stands for "precursor Cathode Active Material," which refers to the raw materials used to make the cathodes in lithium-ion batteries, essential for storing and releasing energy in devices like electric cars and smartphones.
• Definitive Feasibility Study (DFS): is a detailed and comprehensive analysis conducted to determine the viability of a mining project, including exact costs, timelines, and potential profits, to decide whether it should proceed to development.
• Flow sheet: a diagram that shows the step-by-step process and equipment used to extract and process minerals from the ore, making it easier to understand how raw materials are turned into valuable products.
• Concentrator: a facility where ore is processed to increase the concentration of valuable minerals by separating them from waste rock, making it easier to extract and refine the desired metals.
• Bulk Sample: refers to collecting a large quantity of material from a potential mining site to test the composition and quality of minerals found there, helping to assess whether full-scale mining would be economically viable.
• Reagents: chemicals used in processing ore to help extract valuable minerals from rock, by either helping to dissolve the target minerals or causing them to react and separate from unwanted material.

Timestamps

• (00:00) Episode introduction
• (01:26) Scott's background in mining
• (03:53) Ta Khoa Project overview
• (06:59) Nickel prices and a green premium
• (11:37) Project costs
• (14:28) Scott's recommendations for mining newbies

Disclaimer

This podcast is for informational purposes only and does not constitute financial advice. Investing in stocks involves risks, including the loss of principal. Always conduct your own research and consult with a licensed financial advisor before making any investment decisions.

Rock Talk does not guarantee the accuracy or completeness of its content and should not be solely relied upon for investment decisions. Rock Talk is not liable for representations, warranties, or omissions in its content. By accessing our content, users agree that Rock Talk bears no liability related to the information provided or the investment decisions you make.