BKT 1.67% 6.1¢ black rock mining limited

Ann: Binding Offtake and US$10M Prepayment Agreements with POSCO, page-29

  1. 300 Posts.
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    I like the project sale option too for us and a project partner.

    The project partner gets 25% of FCF for the life of the project (so $50M USD for 18-19 years minimum) and we get a much greater EPS. My rough numbers are we would need to raise at 29c to be like for like with that. That certainly feels a long way off at the moment.

    https://hotcopper.com.au/data/attachments/5316/5316911-409550bad8d277414e924fae6647028b.jpg

    https://hotcopper.com.au/data/attachments/5316/5316932-b38758892fdee10150aec00e5eeaa693.jpg

    https://hotcopper.com.au/data/attachments/5316/5316936-548d9cddb1905fe33451ef26ef91b560.jpg







 
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