Boron One Holdings Inc V.BONE

New PEA numbers

[Myrty1]

Have we talked about what we think the new PEA is going to come in at this time around?
Ah what they hey, nothing else going on. Might as well make some fun guesses.
mad one of the other friends here had mentioned, I don't think the resource has increased in size a greet deal. Some was moved out of Inferred to the next best levels, Indicated I guess. Could we possibly see some material moved to a Measured category at this point?  At what point does that happen in general?  I don't think anyone really new.
With Boron increasing in price I'd think, and Serbian uncertainty reduced, and being closer to production, I could see it stating $600M. Not that our share price will reflect that any time soon. Would be nice to reflect like a tenth of that though?!?!
Once that is done up, I can't see the Serbian Mining saying much different, would they??
Anyway, hopefully a day chapter in 2022. 

Have a good evening all.

[tmp251000]

myrty  resource will stay close to same size as drilling has been to fill in grid for elaborate... pea reports....but boron has gone up  and the costs to mine have come down...more wil be moved into measured mineral stack ....inferred may go down a bit......until we get a glory hole off the ste but in the basin.........January /feb should prove interesting.....

[Lanagold19]

Big changes MO. Otherwise why do it.. 

[UterReborn]

As per the MD link I posted, the reason for the new PEA is because they can't publicly discuss the old one per regulations (since they released a resource estimate afterwards). This new PEA should be better for some of the following reasons: 1. Potentially higher ore price- previously used $400 per tonne, ~$500 more accurate and longer history since last PEA. 2. Lower discount rate, hence

[tmp251000]

uter ..........well stated

[Myrty1]

Indeed, very good info. Regarding the last point you made, I seem to recall SRK giving a couple of different valuation options depending on whether Inferred is included or not, and maybe ever different discount rates.  For such a reputable source, they seemed a bit loosey-goosey with their grading.  It was pretty dark times for the Venture outfits then, well pretty much like what it is

[UterReborn]

Typically in a report like that of a PEA they will do a sensitivity analysis to test the assumptions they made. From this you can see how these assumptions would affect the results, both to the upside as well to the downside. However, the writers of the report must set some values for their recommendations and then justify them. It is from these assumptions, that a company will "sell"

[minepic]

Hi gang, I just watched a youtube video of MD discussing the upcoming PEA (to 43-101 standards). Amongst others here are some comments: "I expect it's going to be a very healthy PEA" Economics-"Internally we have a real good felling for it, but we have to have this document before we start talking to the rest of the world about how excited we are." "I think it will

[DoYourOwnDiggin]

The first milestone Temas / MD stated is fast approaching.  I will find it incredibly interesting whether / not they are able to deliver.   The first test is coming up. I'm cautiously optimistic.    Ps. I am never providing investment advice.   DYOD

[zoomycj]

You wouldn't happen to have a link for that video, would you? Is it something different than the Howard Group piece?

[blueboron99]

Zoomy, When I read Minepic's comments I assumed he was referring to Howard Group's video interview which he got to late. (bb-99)

[Cancap22]

Thanks BB, but I wanted to emphasize the enthusiasm of our management teams in the upcoming PEA. While some are guessing only slight increase in value the language suggest otherwise.

[tmp251000]

I figure resource will not change significantly   BUT the PEA valuation will jump a bunch......JMHO

[gordo323]

tmp The last PEA was several years ago.There has been some drilling since then,so I think the resource  will change.Maybe someone has the numbers and will post. thanks

[blueboron99]

CanCap22,  What I like about the two reports which should be released to the public no later than Jan 7th is this. The PEA designed for the Serbia Mining Ministry in pursuit of the Mining license will meet their necessary standards as required. IMO, the 2nd PEA that is being designed for the N/A market, and very similar to the level of a NI-43-101 document, is specifically being

[DoYourOwnDiggin]

Well... if I understand from this new video the PEA will now not arrive in January.  Likely early Q1.  Call it whatever you want but it appears to have missed the first deadline set by MD.  Unless I'm missing something.  https://m.youtube.com/watch?v=EgRMTpId4AE&t=1s

[HarryCrumb]

He said not Jan but early first quarter then said something about Feb I believe 

[ListenandLearn]

EV 2.0. New and improved. Missed milestone ? What else is new ? Bet EV pushes back the submission of the elaborate to Q2 2022. And a PP in between cause why not. Just been here way too long.........

[iamlickzy]

  At least there is consistency! Hopefully we are at least half way to something big and only have another 2 decades to go.  Onward and upward!