I would not be getting into BOE for dividends. IMHO Duncan C said at the AGM yesterday that they would hopefully getting their first production in February 2024 but with only one IX column in operation another 2 IX columns will be coming during 2024. So in February we should be seeing a ramp up to about 800klbs/yr (this is likely to take around 6 months - commissioning is a high risk period - its when you find out what the snags are. The fact is that IMO we are unlikely to see nameplate (i.e 2.4Mlbs/yr) until about Q1 or Q2/CY2025. The company will need all its money during CY24 and CY25 so IMO shareholder return (TSR) is the game here (disclosure: I really don't mind which way I get a return as long as I do)
BOE Contract announcements ?, page-8
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Last
$2.98 |
Change
-0.140(4.49%) |
Mkt cap ! $1.220B | |||
| Open | High | Low | Value | Volume |
| $3.02 | $3.09 | $2.94 | $16.11M | 5.382M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 4300 | $2.97 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.98 | 3991 | 1 |
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| Last trade - 16.10pm 12/11/2024 (20 minute delay) ? |
| BOE (ASX) Chart |