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6.4¢ black rock mining limited

BKT research / Graphite sector research, page-432

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ddzx

37,911 Posts.

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30/12/22

09:54

Post #: 65477937
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Originally posted by blakesley ↑

Hi @ddzx

It wasn't clear to me from the recent eDFS, but from the original DFS in 2019 the capex from subsequent modules is being funded from cashflow.

I assume nothing has changed between then and now apart from potentially bringing forward Stage 2 with a substantial pre-payment from Urbix.

On that basis, I'm assuming if we raise the $182 USM CAPEX for stage 1 we can get the full project NPV?

have I missed something?

Cheers

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yes, the eDFS says the other modules will be funded from cash flow

my post was addressing the erroneous 6% of NPV claim

if the entire remaining CAPEX is funded from cashflow, this still effects the NPV formula

when BKT did their NPV, this was obviously based on the US$510M CAPEX

BKT Price at posting: 13.5¢ Sentiment: None Disclosure: Held
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