Anyone know what Bengalla's maintenance capex runs at on a per annum basis?
I am also keen to see what the cost side looks like after the redundancy program and with NAC in run off. I had modelled cash costs at US$55/tonne.
I can easily get to $1.70/sh using the valuation for the 40% of Bengalla that NHC bought at the bottom of the cycle.
My thesis is only real catalyst is the reinstatement of dividends. That won't be announced in 1H21 results later this month. They will he slightly EBITDA positive and likely slightly cash flow negative.
Regards
Druck
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Last
$4.32 |
Change
-0.040(0.92%) |
Mkt cap ! $3.651B | |||
| Open | High | Low | Value | Volume |
| $4.38 | $4.39 | $4.30 | $7.106M | 1.643M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 13 | 33998 | $4.30 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $4.32 | 148 | 1 |
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| Last trade - 16.10pm 25/07/2025 (20 minute delay) ? |
| NHC (ASX) Chart |