You’re right about the binding offtake but I think approvals along with watering being pumped into the ponds and a positive revised business case will be the start of a steady rise in SP. Getting back into the 40s would be a welcome sight for many including Aus Super!
IMO water flowing into the first pond marks start of production. Every day this is delayed means a day longer before our first sale! Of course there are other critical path activities that May trip us up along the way but if you don’t start production, you will never get a revenue stream.
At the moment, imo first sales will not take place until H2 2025 a year later than anticipated in 2020. Really need to hold and improve on that date or the escalation costs will compound and increase payback period. 2023 will be an exciting time and we could see the remaining ponds completed and start of marine structures build in H1 followed by start of crystallisers and salt plant in H2.
- Forums
- ASX - By Stock
- BCI
- Ann: 2022 Annual General Meeting Chairman's & MD's Presentation
Ann: 2022 Annual General Meeting Chairman's & MD's Presentation, page-9
-
- There are more pages in this discussion • 12 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add BCI (ASX) to my watchlist
|
|||||
Last
26.5¢ |
Change
-0.010(3.64%) |
Mkt cap ! $764.4M |
Open | High | Low | Value | Volume |
27.5¢ | 27.5¢ | 26.0¢ | $102.2K | 380.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 102608 | 26.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
26.5¢ | 71531 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
3 | 102608 | 0.260 |
2 | 44509 | 0.255 |
4 | 55000 | 0.250 |
2 | 18163 | 0.245 |
11 | 392627 | 0.240 |
Price($) | Vol. | No. |
---|---|---|
0.265 | 71531 | 2 |
0.270 | 31092 | 1 |
0.275 | 38097 | 2 |
0.280 | 423870 | 4 |
0.285 | 67170 | 1 |
Last trade - 16.10pm 27/08/2024 (20 minute delay) ? |
Featured News
BCI (ASX) Chart |
The Watchlist
SBW
SHEKEL BRAINWEIGH LTD
Dani Nadri, Country Manager Australia
Dani Nadri
Country Manager Australia
SPONSORED BY The Market Online