Yes the next few months will be key from a cashflow perspective...

Yes the next few months will be key from a cashflow perspective to get through without raising capital while spending on capex. The deferral of $22m in repayments will assist.
bcb is riskier than most of my portfolio, however I added a bit at .235 a few days ago and a bit today at .245, still my second smallest holding but not as small as it was. There are a few execution risks, however if they deliver on getting 5m+ tonnes and prices hold they could have a few years of making double their current market cap in profits.