Boron One Holdings Inc V.BONE

HALLGARDEN & COMPANY -Boron Sector Review -March 2024

[blueboron99]

Attached is a recent independant report pertaining to the Boron Sector.
Pages12-25 covers off Boron One.

https://hallgartenco.com/wp-content/uploads/2024/03/Boron_Sector_March2024.pdf

(bb-99)

[ListenandLearn]

Great find! Thanks BB. Can't resist but to comment that this report pretty much hits it right on the head.... Positive about the project, negative on management. Who would have known ?

[Flames7]

This looks to be a  very honest report . Highlighted areas are very true . Unbiased and honest . Which if read by the major holders might get them to be a little more active on these highlighted points.  Thanks for sharing this bb. Here's hoping there's news coming that will help the stock to rise 

[blueboron99]

One other item mentioned by H&C on page 7, boric acid forecasted price for 2030 is $2,900 US/tonne. Recently, when TD gave his his AGM presentation he had stated the current boric acid selling price was $1250 US/tonne which was a substantial increase in price from the last listed price. In summary, it appears boric acid has the potential to increase another $1650 US/tonne. This potential

[Flames7]

Thanks B B always appreciate your input 

[CriticalMind55]

Let's hope it does not turn out "The operation was a success but the patient died" Scenario :) or "All the fundamentals were there, but BONE died" :)

[tmp251000]

nice work BB.... always interested in your posts............... .it seems the NPV of the potential mine is out of whack....the slide show makes the following assumptions... "All values are reported in U.S. dollars unless otherwise noted Assumed price/t (colemanite 40% B2O3) for LOM: US$500 Assumed price/t (boric acid, technical grade) for LOM: US$700" the current prices we are told

[Lanagold19]

Maybe that is the whole point..