Doctor - Capex for buckland - $744M. It isnt a wildcard - its a known impost that has to be considered in the SP.
I dont accept that BCI is doing this deal just to get the Iron Valley royalty stream - which I doubt will equate to more than $10m a year - so they will take on the capex.
That is why the total BCI dividend will be reduced - even though payout ratio remains same.
i tried to paste a 5yr chart of iron ore pures so you can see what i mean about different performance characteristics.
\system wouldnt accept it so suggest you run FMG, BCI, IOH, MGX and AGO on 5 yr comp to see what I was referring to, if you are interested.
-
- There are more pages in this discussion • 17 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add BCI (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
22.0¢ |
Change
-0.005(2.22%) |
Mkt cap ! $634.5M | |||
| Open | High | Low | Value | Volume |
| 23.0¢ | 23.0¢ | 22.0¢ | $1.106M | 4.915M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 176953 | 22.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 22.5¢ | 40304 | 1 |
View Market Depth
| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| BCI (ASX) Chart |