Professional
Added to YB: 2024-10-16
Pitch date: 2024-09-30
BCI.AX [bullish]
BCI Minerals Limited
+28.81%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
BCI Minerals Limited, a mineral resources company, engages in the development of mineral assets in Australia.
Market Cap
AUD 901.4M
Pitch Price
AUD 0.29
Price Target
N/A
Dividend
N/A
EV/EBITDA
-14.83
P/E
-11.62
EV/Sales
N/A
Sector
Metals and Mining
Category
special_situation
Show full summary:
Sandon Capital Activist Fund Portfolio Holding: BCI Minerals Limited
BCI.AX: Developing Mardie salt/potash project in WA, $690M invested. Secured $981M debt, $400M equity funding. Salt offtake deals with Wanhua & Chandra Asri. 44% complete, first salt shipment Q4 2026. $145.8M net cash, $0.285 share price. Inexhaustible seawater resource, minimal ongoing capex. SOP plant FID pending.
Read full article (1 min)