BCI 0.00% 23.0¢ bci minerals limited

The final name we would like to callout is BCI Minerals where we...

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    The final name we would like to callout is BCI Minerals where we have a strategic stake and are working closely with the company as they finalise a revised cost to complete and associated funding solution for the Mardie Salt and Sulphate Project. We see this as an ultra long duration project with very attractive unit economics once operational in 2026/27. The project (provided it is successfully funded, built, and commissioned) will generate very large and attractive equity free cash flows as well as benefitting from several macroeconomic tailwinds for both salt and sulphate of potash.


    Ryder Capital biannual letter to investors - dated end March 2023

    BCI talked to them at least……



 
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