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Bullboard - Stock Discussion Forum Pacific Booker Minerals Inc V.BKM

Alternate Symbol(s):  PBMLF

Pacific Booker Minerals Inc. is a Canadian natural resource exploration company. The Company’s principal business activity is the exploration of its mineral property interests, with its principal mineral property interests located in Canada. The Company is in the advanced stage of exploration of the Morrison deposit, a porphyry copper/gold/molybdenum ore body, located approximately 35... see more

TSXV:BKM - Post Discussion

Pacific Booker Minerals Inc > LBN mineral tax - $21.5 m vs $285 m- quite the discrepancy!
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Post by $500,000Salmon on Jun 09, 2021 9:35pm

LBN mineral tax - $21.5 m vs $285 m- quite the discrepancy!

This is the email I sent today to Greg Kyllo

Greg currently serves as the Official Opposition Critic for Environment and Parks and was appointed by the Legislature to the Select Standing Committee on Aboriginal Affairs.

Dear Mr.Kyllo,
I am writing to you about the Morrison mine project from Pacific Booker (PB).
My concern is that the Lake Babine people (LBN) likely do not realize the enormity of the financial benefit that they would receive.
LBN needs to know what is in it for them, and there has been so much misinformation, that I believe they are unaware of the real numbers.
 
The Environmental assessment Office (EAO) prepared a presentation with 15 slides in which they estimated provincial revenues would be $64.5 million.
If LBN was to get an approx. 1/3 share of the provincial mineral tax revenue, then they would expect approx. $21.5 million over the life of the mine according to the EAO.
How the EAO came up with these numbers is a mystery.
 
Pacific Booker was very conservative when predicting mineral tax revenue and still showed $207 million, which would have meant approx $69 million for LBN at a 1/3 share.
As an example of just how conservative PB was, they used a gold price of $658 in their calculations, when gold was in fact selling for more than $1600 an ounce at the time.
 
The link to the EAO slide presentation can be found at 
The 15 EAO slides start on page 83, with the Financial Benefits slide on page 87.
 
Using the "Working Model" from PB, which has all the anticipated expenses and revenues, it shows $6.6 Billion in profit using today's copper ($4.50), gold ($1890) and silver ($28) prices.
Keeping in mind that this working model is approx. 10 years old, and that the costs/expenses will need to be updated, it will still provide ballpark net income figures.
That said, a 13% mineral tax on $6.6 billion results in $858 million in provincial tax revenue.
LBN's 1/3 share of $858 million is $285 million.
 
$21 million vs $285 million is quite the discrepancy! 
 
I would have to guess that provincial negotiators used the EAO number of approx. $21.5 million, whereas now it would be $285 million.
There are approx 2700 LBN people and so $285 million is more than $100,000 for every man, woman and child or over $400,000 for a family of 4.
 
Trying to predict mineral prices is not an exact science.
That said, most experts are predicting strong copper prices because of the electrification process that will occur globally in the coming decades.
PB has 1.4 billion pounds of copper and so for every $1 US increase in price, it results in an extra $1.68 billion in CDN revenue.
LBN stands to gain approx. $70 million for every $1 increase in the price of copper. ($1.68 x 13% mineral tax x 1/3 LBN share)
In addition, at today's copper price of $4.50/pound, I understand that low grade ore would also be used and could result in another 800 million pounds of copper.
It is very reasonable to think that LBN could receive $500 million with rising copper prices and an extra 800 million pounds of copper.
 
To keep these numbers in perspective, LBN recently (April 16th) referred to receiving $30 million from the Foundation Agreement as "a once in a lifetime opportunity to change our economic future"
 
If $30 million is referred to as a "once in a lifetime opportunity" then what would the LBN's mineral tax share of the Morrison mine be referred to?
 
Please share these numbers with the ministers, so that hopefully, they can then in turn be shared with LBN.
I truly believe that LBN do not realize how the mineral tax revenue will improve many aspects of their quality of life and they deserve to know.
 
Yours truly,
Dr. Kim Vanderlinden
 
PS  It should also be kept in mind that:
 
1- More than 80% or 2200+ of LBN's 2700 citizens live in Woyenne / Burns Lake, which is approx. a 5 hour drive to the mine 
Thus the Morrison mine will have a minor impact on the majority of LBN's people, as they live so far away
 
2- Only 1.6% or 18514 of Lake Babine's 1,126,272 sockeye are from Morrison lake and stream and so the mine will have a minimal impact, if any, on the sockeye.
Comment by BKMforthewin on Jun 09, 2021 9:56pm
So... you just basically reiterated the known?  OK, good luck with continuing to preach to your choir,, the company you need to sell to is the steering commitee for the future of the province. The FIRST NATION The First Nation are emboldened, and are to ensure they are gaining thier 'fair share' from here on, and you, as mentioning so many times, that you have life to thank for them ...more  
Comment by $500,000Salmon on Jun 09, 2021 10:50pm
FYI .. I don't have a choir. My sense, right or wrong, is that most LBN do not realize that they stand to gain at least $100,000 each. It is only fair that LBN know what is in it for them.  I was simply hoping the government negotiators would pass on the info. You can see for yourself from the link that the previous government came up with crazy numbers, which were so low, that IMO ...more  
Comment by BKMforthewin on Jun 09, 2021 11:33pm
thank you for not dimishing me again,, i am trying to help
Comment by Believe3 on Jun 10, 2021 10:20am
BKM for the win ... not sure if you are shareholder or not.  Sounds you do not think project is getting approved so why not sell you shares and move on ?  Do you own shares ?  Appreciate different points of view and totally agree First Nation has to be involved.  They also have ot have the true facts to make the decision.  I have reached out to First Nation ...more  
Comment by Believe3 on Jun 10, 2021 11:06am
I forgot to say that despite phone messages and two separate emails LBN did not give me the courtesy of an email or call back. B3
Comment by BKMforthewin on Jun 10, 2021 12:28pm
Why should I sell my shares? Are my concerns/ dialogue not to your liking, or that I am not "pumping the stock" with rainbow and unicorn dream talk,  so I should go away? That is childish and solves nothing.  We have been here for how many years? And the current direction seems to be doing nothing? And you consider that to make sense? What is the definition of insanity?  ...more  
Comment by Believe3 on Jun 10, 2021 1:51pm
what doesn't make sense is why someone would hold on to a stock if they think it is not going to appreciate in price and you clearly are questioning even if you will be alive when the mine is approved.... you say we need to think outside the box what is your suggestion ? What do you propose the company propose to the LBN ? Please share your ideas on how you would move this project forward and ...more  
Comment by BKMforthewin on Jun 10, 2021 7:42pm
Finally, a question that isn't an attack.. thank you Why not just sit and ask the LBN what will it take to get the mine going? As far as I have heard, BKM has tried ramming a sqaure peg into a round hole, expecting that after enough hammering it will fit... well, that isn't working, so why not engage them from a business/ partnership level, and ask what will it take. If they don't ...more  
Comment by uptowndog1 on Jun 10, 2021 11:30am
Just wondering if BKMforthewin is AKA whysolong??????
Comment by dano123 on Jun 10, 2021 8:38pm
Sir: nobody has to diminish you as you do that all by yourself.
Comment by uptowndog1 on Jun 10, 2021 8:52pm
whysolong disappeared and now this guy/girl appears ????????
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