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6.1¢ black rock mining limited

BKT research / Graphite sector research, page-429

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ddzx

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28/12/22

15:02

Post #: 65460311
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Originally posted by shitforbrains ↑

I am open to other people's opinions if they can back it up. Like I said BKT SP may drop further but the problem is that others will think that there is some sort of logic and reasoning to the lines on his charts rather than "guessin" and a vibe.

At the current SP, BKT is valued at approx 6% of NPV. To me this is a very attractive risk vs reward proposition especially as they have all approvals in place and a good relationship with Tanz Gov.

How they acquire the funds for the construction will be the next big question: JV, takeover, capital raising / dilution, finance debt/loans. BKT have stated it is targeting 50% debt funding (from memory). This could come from a JV partner.

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@shitforbrains said: "At the current SP, BKT is valued at approx 6% of NPV"

the NPV is based on Four Modules in production, which require US$510M in CAPEX funding

Table 1 – eDFS Update: Robust Project with Attractive Returns
NPV post-tax, post 16% Govt free carry US$m 1,376
Note: Based on all 4 modules, NPV is unlevered and based on a 10% nominal discount rate.

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BKT Price at posting: 12.5¢ Sentiment: None Disclosure: Held
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0 Great analysis

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(20min delay)
Last 6.1¢		Change 0.000(0.00%)		Mkt cap ! $77.58M

Open	High	Low	Value	Volume
6.1¢	6.2¢	6.1¢	$24.44K	400.2K

Buyers (Bids)

No.	Vol.	Price($)
1	227374	6.1¢

Sellers (Offers)

Price($)	Vol.	No.
6.2¢	178129	3

View Market Depth

No.	Vol.	Price($)
1	227374	0.061
9	655108	0.060
2	171730	0.059
3	79515	0.058
2	170000	0.057

Price($)	Vol.	No.
0.062	178129	3
0.063	431512	4
0.064	224120	4
0.065	248650	4
0.066	321407	3

Last trade - 15.30pm 30/05/2024 (20 minute delay)


Last 6.1¢			Change 0.000 ( 0.00 %)
Open	High		Low	Volume
6.2¢	6.2¢		6.1¢	103646
Last updated 15.30pm 30/05/2024 ?

BKT (ASX) Chart

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