BKT 1.64% 6.0¢ black rock mining limited

BKT research / Graphite sector research, page-431

  1. 287 Posts.
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    Hi @ddzx

    It wasn't clear to me from the recent eDFS, but from the original DFS in 2019 the capex from subsequent modules is being funded from cashflow.

    I assume nothing has changed between then and now apart from potentially bringing forward Stage 2 with a substantial pre-payment from Urbix.

    On that basis, I'm assuming if we raise the $182 USM CAPEX for stage 1 we can get the full project NPV?

    have I missed something?

    Cheers

    https://hotcopper.com.au/data/attachments/4935/4935188-1d090b00ffc8012b68a8c097378db235.jpg

 
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