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5.4¢ black rock mining limited

Ann: Black Rock Completes FEED and eDFS Update, page-31

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dbd25

6,813 Posts.

2568

13/10/22

14:44

Post #: 64181642
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Originally posted by gSek: ↑

I'd leave a margin of safety in that price target, it's based off graphite prices of $1700. Whilst I believe graphite prices will increase over time due to demand, I'd look at the price target based on current graphite prices ~ $1300 so roughly $0.40 - $0.50 SP in the near term (1-2yrs), which means even at an expected valuation of $0.40c, it is still a good expected return. I think once we get to FID and construction, then the SP will be driven more by graphite prices and execution of project and construction timeline. Right now, I think it is being driven more by project funding and offtakes i.e. making it to the construction stage and the type of financing achieved (hopefully 60/40 debt/equity and not the other way around).

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Graphite Flake prices in China are all up again today, according to the Asian Metals website :

https://www.asianmetal.com/price/initPriceListEn.am?pId=503&isProduct=true

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BKT Price at posting: 16.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 5.4¢		Change 0.001(1.89%)		Mkt cap ! $67.61M

Open	High	Low	Value	Volume
5.4¢	5.7¢	5.3¢	$63.72K	1.178M

Buyers (Bids)

No.	Vol.	Price($)
3	139107	5.1¢

Sellers (Offers)

Price($)	Vol.	No.
5.4¢	291986	1

View Market Depth

No.	Vol.	Price($)
3	139107	0.051
1	973591	0.050
2	140000	0.049
1	325000	0.048
2	51000	0.047

Price($)	Vol.	No.
0.054	291986	1
0.056	100000	1
0.057	80758	1
0.058	100000	1
0.059	53100	1

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