Australia's largest stock trading and investment forum Australia's #1 stock forum

BKT

Click for more information

1.64%

6.2¢ black rock mining limited

@shitforbrains said: "At the current SP, BKT is valued at approx...

First 429 Last

Share
Profile

Follow
ddzx

37,911 Posts.

828

28/12/22

15:02

Post #: 65460311
Share

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.

Expand

@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.

Expand

BKT Price at posting: 12.5¢ Sentiment: None Disclosure: Held
Upvote

0 Great analysis

Reply

There are more pages in this discussion • 265 more messages in this thread...

First 429 Last

Add BKT (ASX) to my watchlist

(20min delay)
Last 6.2¢		Change 0.001(1.64%)		Mkt cap ! $76.33M

Open	High	Low	Value	Volume
6.2¢	6.2¢	6.2¢	$992	16K

Buyers (Bids)

No.	Vol.	Price($)
2	243374	6.1¢

Sellers (Offers)

Price($)	Vol.	No.
6.2¢	62000	1

View Market Depth

No.	Vol.	Price($)
2	243374	0.061
9	655108	0.060
2	171730	0.059
4	89515	0.058
2	170000	0.057

Price($)	Vol.	No.
0.062	62000	1
0.063	447640	5
0.064	324120	5
0.065	248650	4
0.066	321407	3

Last trade - 10.00am 31/05/2024 (20 minute delay)


Last 6.1¢			Change 0.001 ( 0.00 %)
Open	High		Low	Volume
6.1¢	6.1¢		6.1¢	14125
Last updated 10.39am 31/05/2024 ?

BKT (ASX) Chart

SPONSORED BY