BCI Minerals (BCI) 주식 개요광물 자원 회사인 BCI Minerals Limited는 호주에서 산업용 광물 개발에 종사하고 있습니다. 자세히 보기BCI 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장2/6과거 실적0/6재무 건전성1/6배당0/6강점수익은 연간 123.59% 증가할 것으로 예상됩니다.위험 분석향후 3년 동안 수익이 연평균 25.7% 감소할 것으로 예상됩니다.cash runway 경력이 1년 미만입니다.현재 수익성이 없으며 향후 3년 동안 수익을 낼 것으로 예상되지 않습니다.의미 있는 수익이 없습니다(A$4M)모든 위험 점검 보기BCI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN29.0% undervaluedAnalystConsensusTarget•5mo agoSalt And Fertilizer Demand Will Drive Long Term Value From Mardie Development9203Top Analyst NarrativesBCI MineralsANAnalystConsensusTargetBased on Analyst Price TargetsSalt And Fertilizer Demand Will Drive Long Term Value From Mardie DevelopmentCatalysts About BCI Minerals BCI Minerals is developing the large scale Mardie salt and sulfate of potash project, supported by its Cape Preston West export port. What are the underlying business or industry changes driving this perspective?View narrativeAU$0.5FV29.0% 저평가 내재 할인율Set Fair ValueView92users have viewed this narrative0users have liked this narrative0users have commented on this narrative3users have followed this narrative6 months ago author updated this narrativeView all narrativesBCI Minerals Limited 경쟁사Lindian ResourcesSymbol: ASX:LINMarket cap: AU$1.2bChalice MiningSymbol: ASX:CHNMarket cap: AU$543.4mCore LithiumSymbol: ASX:CXOMarket cap: AU$987.2mMagnetic ResourcesSymbol: ASX:MAUMarket cap: AU$561.4m가격 이력 및 성과BCI Minerals 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가AU$0.3552주 최고가AU$0.4752주 최저가AU$0.28베타0.781개월 변동-8.97%3개월 변동-6.58%1년 변동20.34%3년 변동54.35%5년 변동-12.35%IPO 이후 변동-33.64%최근 뉴스 및 업데이트공시 • Apr 21BCI Minerals Limited to Report Q3, 2026 Results on Apr 28, 2026BCI Minerals Limited announced that they will report Q3, 2026 results on Apr 28, 2026Reported Earnings • Feb 25First half 2026 earnings released: AU$0.012 loss per share (vs AU$0.008 loss in 1H 2025)First half 2026 results: AU$0.012 loss per share (further deteriorated from AU$0.008 loss in 1H 2025). Net loss: AU$35.8m (loss widened 58% from 1H 2025). Revenue is forecast to grow 115% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Gabrielle Bell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 14+ 1 more updateBCI Minerals Limited to Report Q2, 2026 Results on Feb 24, 2026BCI Minerals Limited announced that they will report Q2, 2026 results on Feb 24, 2026분석 기사 • Oct 17Would BCI Minerals (ASX:BCI) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Aug 27BCI Minerals Limited, Annual General Meeting, Nov 21, 2025BCI Minerals Limited, Annual General Meeting, Nov 21, 2025. Location: level 9, mia yellagonga tower 2, 5 spring street, perth, western australia Australia더 많은 업데이트 보기Recent updates공시 • Apr 21BCI Minerals Limited to Report Q3, 2026 Results on Apr 28, 2026BCI Minerals Limited announced that they will report Q3, 2026 results on Apr 28, 2026Reported Earnings • Feb 25First half 2026 earnings released: AU$0.012 loss per share (vs AU$0.008 loss in 1H 2025)First half 2026 results: AU$0.012 loss per share (further deteriorated from AU$0.008 loss in 1H 2025). Net loss: AU$35.8m (loss widened 58% from 1H 2025). Revenue is forecast to grow 115% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Gabrielle Bell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 14+ 1 more updateBCI Minerals Limited to Report Q2, 2026 Results on Feb 24, 2026BCI Minerals Limited announced that they will report Q2, 2026 results on Feb 24, 2026분석 기사 • Oct 17Would BCI Minerals (ASX:BCI) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...공시 • Aug 27BCI Minerals Limited, Annual General Meeting, Nov 21, 2025BCI Minerals Limited, Annual General Meeting, Nov 21, 2025. Location: level 9, mia yellagonga tower 2, 5 spring street, perth, western australia AustraliaNew Risk • Apr 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 52% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$349m free cash flow). Earnings are forecast to decline by an average of 52% per year for the foreseeable future. Revenue is less than US$1m (AU$216k revenue, or US$139k). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$89m net loss in 2 years).분석 기사 • Apr 17Does BCI Minerals (ASX:BCI) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...New Risk • Feb 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$349m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$349m free cash flow). Revenue is less than US$1m (AU$216k revenue, or US$137k). Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$29m net loss next year). Shareholders have been diluted in the past year (21% increase in shares outstanding).New Risk • Feb 22New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -AU$349m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$1.2m revenue, or US$735k). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$349m). Currently unprofitable and not forecast to become profitable next year (AU$29m net loss next year). Shareholders have been diluted in the past year (21% increase in shares outstanding).공시 • Feb 17BCI Minerals Limited to Report Q3, 2025 Results on Apr 29, 2025BCI Minerals Limited announced that they will report Q3, 2025 results on Apr 29, 2025공시 • Jan 21+ 4 more updatesBCI Minerals Limited to Report Q2, 2025 Results on Jan 29, 2025BCI Minerals Limited announced that they will report Q2, 2025 results on Jan 29, 2025공시 • Jan 20BCI Minerals Limited Announces Change of Company SecretaryBCI Minerals Limited announced that Robert Mancini, Chief Legal and Commercial Officer, has been appointed Company Secretary effective 20 January 2025. Mr. Mancini has more than 20 years of experience leading legal, governance and commercial functions across the resources, construction and oil and gas industries in Australia and internationally. He has a proven track record of providing strategic advice, ensuring corporate governance excellence in large-scale mergers and acquisitions, and leading the commercial approach in significant infrastructure projects and operations. Most recently, Mr. Mancini played a pivotal role in the acquisition of OZ Minerals by BHP, where he led the legal strategy throughout the transaction. Mr. Mancini has held senior roles at BHP, OZ Minerals, Forge Group, UGL Resources, and Clough Limited. He holds a Bachelor of Commerce (Economics & Finance), a Bachelor of Laws and was admitted to the Supreme Court of Western Australia in 1997 and the High Court of Australia in 1999. In accordance with ASX Listing Rule 12.6, Mr. Mancini is now responsible for communication with the ASX in relation to Listing Rule matters. In accordance with ASX Listing Rule 3.16.1, the company announced that Stephanie Majteles has resigned as Company Secretary.Price Target Changed • Jan 04Price target increased by 7.7% to AU$0.49Up from AU$0.46, the current price target is provided by 1 analyst. New target price is 78% above last closing price of AU$0.28. Stock is down 17% over the past year. The company is forecast to post a net loss per share of AU$0.009 next year compared to a net loss per share of AU$0.027 last year.공시 • Oct 11BCI Minerals Limited Announces Resignation of Garret Dixon from the Board of DirectorsBCI Minerals Limited announced it has accepted the resignation of Mr. Garret Dixon from the Board of Directors.분석 기사 • Aug 27Does BCI Minerals (ASX:BCI) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$49m Forecast net loss in 2 years: AU$32m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (138% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$32m net loss in 2 years).공시 • Aug 23BCI Minerals Limited to Report Fiscal Year 2024 Results on Aug 23, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Aug 23, 2024Recent Insider Transactions • Jun 25Independent Non-Executive Director recently bought AU$91k worth of stockOn the 18th of June, Richard Court bought around 400k shares on-market at roughly AU$0.23 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$159k more in shares than they have sold in the last 12 months.공시 • Apr 02BCI Minerals Limited to Report Q1, 2025 Results on Oct 31, 2024BCI Minerals Limited announced that they will report Q1, 2025 results on Oct 31, 2024공시 • Mar 21BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million.BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 456,336,138 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 190,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 49,999,311 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 563,668,463 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Transaction Features: Rights Offering; Subsequent Direct ListingReported Earnings • Feb 25First half 2024 earnings released: AU$0.001 loss per share (vs AU$0.003 profit in 1H 2023)First half 2024 results: AU$0.001 loss per share (down from AU$0.003 profit in 1H 2023). Revenue: AU$44.1m (up 153% from 1H 2023). Net loss: AU$742.0k (down 123% from profit in 1H 2023). Revenue is forecast to grow 45% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.공시 • Feb 14BCI Minerals Limited, Annual General Meeting, Mar 14, 2024BCI Minerals Limited, Annual General Meeting, Mar 14, 2024, at 10:00 W. Australia Standard Time. Location: Level 2, 1 Altona Street West Perth Western Australia Australia Agenda: To consider the ratification of issue of shares pursuant to tranche 1 of the placement; to consider the issue of shares pursuant to tranche 2 of the placement to investors; to consider the issue of shares to Ms Miriam Stanborough AM under Tranche 2 of the Placement; and to consider the other resolutions.New Risk • Feb 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 96% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 82% per year for the foreseeable future. High level of non-cash earnings (81% accrual ratio). Shareholders have been substantially diluted in the past year (96% increase in shares outstanding).공시 • Feb 01+ 1 more updateBCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million.BCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,020,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.010875 Transaction Features: Rights Offering공시 • Jan 15+ 3 more updatesBCI Minerals Limited to Report Fiscal Year 2024 Results on Oct 31, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Oct 31, 2024분석 기사 • Jan 04There Is A Reason BCI Minerals Limited's (ASX:BCI) Price Is UndemandingYou may think that with a price-to-sales (or "P/S") ratio of 6.1x BCI Minerals Limited ( ASX:BCI ) is definitely a...공시 • Dec 04BCI Minerals Limited Announces Chief Financial Officer ChangesBCI Minerals Limited (BCI or the Company) announced the appointment of Steve Fewster as Chief Financial Officer of the Company, effective December 4, 2023, who will take over from Ms. Kerryl Bradshaw. Steve has been the CFO of a number of listed and large private companies. As CFO, Steve has been responsible for delivering strategic financial leadership. He has extensive experience in capital management and delivering business transformation and growth. Steve has also been involved in the resources sector for over 20 years in both financial and operational roles.공시 • Oct 20BCI Minerals Limited announced that it expects to receive AUD 25 million in funding from Ryder Investment Management Pty LimitedBCI Minerals Limited announced that it has entered into agreements of convertible notes for the gross proceeds of AUD 25,000,000 on October 19, 2023. The transaction will include participation from returning investor, Ryder Capital Limited, a fund managed by, Ryder Investment Management Pty Limited. The notes will be convertible into an ordinary share in the company an initial conversion price of AUD 0.43 and has a a floor price of AUD 0.18. The notes will have an interest at 10.0% per annum, increasing to 13.0% per annum from 31 January 2024, and will be capitalized quarterly and added to the face value of the Notes. The notes will be matured on February 29, 2024.공시 • Sep 07+ 1 more updateBCI Minerals Limited to Report Q1, 2024 Results on Oct 31, 2023BCI Minerals Limited announced that they will report Q1, 2024 results on Oct 31, 2023Major Estimate Revision • Sep 06Consensus revenue estimates increase by 19%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$44.5m to AU$53.0m. Now expected to report a profit of AU$0.005 instead of losses of -AU$0.02 per share. Metals and Mining industry in Australia expected to see average net income growth of 11% next year. Consensus price target up from AU$0.35 to AU$0.41. Share price was steady at AU$0.28 over the past week.Price Target Changed • Sep 05Price target increased by 19% to AU$0.41Up from AU$0.34, the current price target is an average from 2 analysts. New target price is 44% above last closing price of AU$0.28. Stock is up 21% over the past year. The company is forecast to post a net loss per share of AU$0.017 compared to earnings per share of AU$0.0077 last year.Reported Earnings • Aug 19Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: AU$0.008 (up from AU$0.017 loss in FY 2022). Revenue: AU$61.0m (down 6.5% from FY 2022). Net income: AU$9.38m (up AU$24.9m from FY 2022). Profit margin: 15% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is expected to decline by 16% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Aug 19BCI Minerals Limited, Annual General Meeting, Nov 22, 2023BCI Minerals Limited, Annual General Meeting, Nov 22, 2023, at 14:00 W. Australia Standard Time. Location: Level 9, Mia Yellagonga Tower 2 5 Spring Street, Perth, Western Australia Perth Australia공시 • Jul 06BCI Minerals Limited announced that it expects to receive AUD 100 million in funding from PT Indonesia Asahan Aluminium (Persero)BCI Minerals Limited announced a private placement to raise up to AUD 100 million in a round of funding on July 4, 2023. The company will issue common shares in the transaction. The transaction will include participation from new investor, PT Indonesia Asahan Aluminium (Persero). The parties currently anticipate negotiations to complete in Q3/Q4 of CY 2023.공시 • Jun 30BCI Minerals Limited Announces Resignation of Susan Park as Company SecretaryBCI Minerals Limited announced that Ms Susan Park is stepping down as Company Secretary of BCI. Ms Stephanie Majteles, currently Joint Company Secretary and General Counsel, will assume the role of sole Company Secretary effective 1 July 2023 and will continue in her role as General Counsel of BCI.Price Target Changed • Jun 21Price target decreased by 15% to AU$0.34Down from AU$0.41, the current price target is an average from 2 analysts. New target price is 53% above last closing price of AU$0.23. Stock is down 17% over the past year. The company is forecast to post a net loss per share of AU$0.01 next year compared to a net loss per share of AU$0.017 last year.Major Estimate Revision • May 02Consensus revenue estimates increase by 46%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from AU$46.0m to AU$67.0m. EPS estimate fell from -AU$0.007 to -AU$0.01 per share. Metals and Mining industry in Australia expected to see average net income growth of 2.2% next year. Consensus price target down from AU$0.42 to AU$0.41. Share price rose 4.4% to AU$0.23 over the past week.Major Estimate Revision • Feb 03Consensus EPS estimates fall by 75%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from AU$45.0m to AU$46.0m. Forecast EPS reduced from -AU$0.004 to -AU$0.007 per share. Metals and Mining industry in Australia expected to see average net income decline 1.8% next year. Consensus price target down from AU$0.47 to AU$0.42. Share price was steady at AU$0.28 over the past week.Price Target Changed • Feb 02Price target decreased by 15% to AU$0.42Down from AU$0.49, the current price target is an average from 2 analysts. New target price is 50% above last closing price of AU$0.28. Stock is down 28% over the past year. The company is forecast to post a net loss per share of AU$0.007 next year compared to a net loss per share of AU$0.017 last year.공시 • Jan 18BCI Minerals Limited Announces Board ChangesBCI Minerals Limited announced that Ms Gabrielle Bell has been appointed to the BCI Board as a Non-Executive Director. As announced to ASX on 30 September 2022, the Company has agreed that whilst AustralianSuper Pty Ltd. as trustee for AustralianSuper (AustralianSuper) continues to hold more than 14.5% of the Company's issued shares, AustralianSuper may appoint a nominee to the BCI Board. AustralianSuper currently holds approximately 14.8% of the Company's issued shares, and has nominated Gabrielle Bell as a director to the BCI Board. Gabrielle Bell is a corporate lawyer and company director, with broad experience working in Australia and South-East Asia. Ms Bell utilises her corporate governance, risk identification and legal transaction skills as a non-executive director in the Australian property sector and the Victorian water sector, and has previously held director roles in the Australian superannuation and public transport sectors. Gabrielle has degrees in Law and Chemical Engineering, is a graduate of the Australian Institute of Company Directors, and has a special interest in occupational health and safety and climate change issues. Ms Bell is currently a non-executive director of South East Water Corporation, the chair of iota Services Pty Ltdcand a non-executive director of Aware Real Estate Management Pty Ltd. BCI also advises that it has accepted the resignation of Mr. Michael Blakiston from the BCI Board.공시 • Dec 05BCI Minerals Limited Announces Mardie Project UpdateBCI Minerals Limited advised the gazettal and proclamation by the Western Australian Government of the Port of Cape Preston West. The Port of Cape Preston West will sit on Land Administration Act 1997 Port Reserve land (Reserve Number:54071) vested in the Pilbara Ports Authority (PPA) for a new multi-user port known as the Port of Cape Preston West. The proclamation of the Port Reserve land and waters provides the PPA the authority to enter into the Port lease documents for the Mardie Salt & Potash Project (Mardie) which is expected to occur in H1 2023. The Company further advised that following shareholder approval obtained at the 24 November 2022 Annual General Meeting, the Company has drawn down $100 million from AustralianSuper Pty Ltd. as trustee for AustralianSuper (AustralianSuper) in Series 3 Convertible Notes. Funds raised will be used to fund pre-development costs, capex costs of the construction of the Mardie assets, funding and transaction costs and pre-production operational expenditure.Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director David Boshoff was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 21BCI Minerals Limited Appoints David Boshoff as DirectorBCI Minerals Limited announced the appointment of David Boshoff as Director. Date of appointment is 21 November 2022.공시 • Oct 31BCI Minerals Limited to Report First Half, 2023 Results on Mar 16, 2023BCI Minerals Limited announced that they will report first half, 2023 results on Mar 16, 2023공시 • Oct 24BCI Minerals Limited Announces Iron Valley Mineral Resources and Ore ReservesBCI Minerals Limited presents the Mineral Resources and Ore Reserves for Iron Valley as at 30 June 2022. The Iron Valley tenements are 100% owned by BCI and are being operated by Mineral Resources Limited (`MIN') under a royalty-type agreement. MIN operates the mine at its cost and purchases Iron Valley product from BCI at a price linked to MIN's realised sale price. Iron Valley's Mineral Resources and Ore Reserves as at 30 June 2022 are shown in the tables below, as prepared by MIN in accordance with JORC (2012) guidelines. Iron Valley's Mineral Resources as at 30 June 2022 have decreased since last reported. Mineral Resources are 167.2Mt, a decrease of 6.1Mt comprising 3.9Mt from mining depletion and 2.2Mt depletion of stockpiles. Ore Reserves are 54.5Mt as at 30 June 2022, a total decrease of 13.8Mt, comprising mining depletion of 3.2Mt, 0.9 Mt from stockpile depletion and 9.7Mt resulting from re-optimisation based on updated price and cost assumptions.공시 • Oct 13+ 1 more updateBCI Minerals Limited to Appoint Kerryl Bradshaw as CFOBCI Minerals Limited announced the appointment of David Boshoff as BCI's Managing Director, commencing in November. Kerryl Bradshaw will remain in the role of Interim CEO until Mr. Boshoff commences, following which she will resume the role of BCI's Chief Financial Officer. BCI will continue to benefit from Ms Bradshaw's extensive experience and proven strategic leadership capability in her role as CFO.분석 기사 • Sep 24Health Check: How Prudently Does BCI Minerals (ASX:BCI) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Aug 26Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.017 loss per share (down from AU$0.04 profit in FY 2021). Revenue: AU$65.2m (down 59% from FY 2021). Net loss: AU$15.5m (down 171% from profit in FY 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 8.7% compared to a 85,782% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Aug 20+ 3 more updatesBCI Minerals Limited to Report Q3, 2023 Results on Apr 30, 2023BCI Minerals Limited announced that they will report Q3, 2023 results on Apr 30, 2023Price Target Changed • Jul 20Price target decreased to AU$0.51Down from AU$0.61, the current price target is an average from 2 analysts. New target price is 122% above last closing price of AU$0.23. Stock is down 57% over the past year. The company is forecast to post earnings per share of AU$0.006 for next year compared to AU$0.04 last year.공시 • Jul 15+ 1 more updateBCI Minerals Limited Announces Step Down of Alwyn Vorster as Managing DirectorThe Board of BCI Minerals Limited announced that the Company's Managing Director, Alwyn Vorster, has decided to step down from his position by the end of 2022, after more than six years in the role, to pursue non-executive advisory roles and personal interests.Price Target Changed • Jul 07Price target decreased to AU$0.61Down from AU$0.67, the current price target is an average from 2 analysts. New target price is 156% above last closing price of AU$0.24. Stock is down 56% over the past year. The company is forecast to post earnings per share of AU$0.007 for next year compared to AU$0.04 last year.공시 • Jun 14BCI Minerals Limited Appoints Miriam Stanborough to Board as Non-Executive DirectorBCI Minerals Limited announced that Ms. Miriam Stanborough has been appointed to the BCI Board as Non-Executive Director. Ms. Stanborough is a chemical engineer with more than 20 years' experience in the mineral processing industry across various commodities including copper, uranium, gold, silver, alumina, mineral sands and lithium. She has previously held senior roles at Monadelphous, Iluka Resources, Alcoa and WMC Resources across innovation and technology, technical development, production management, project management, business improvement, and human resources portfolios. Ms. Stanborough is currently a Non-Executive Director of Pilbara Minerals Limited, the Chair of the Minerals Research Institute of Western Australia (MRIWA), Deputy Chair of the Northern Agricultural Catchments Council (NACC), and the Deputy Chair of Scouts WA. In accordance with Rule 11.4 of the Company's Constitution and ASX Listing Rule 14.4, Ms. Stanborough is required to stand for election at the next general meeting of shareholders, noting the BCI Annual General Meeting is scheduled for 24 November 2022.분석 기사 • May 11Is BCI Minerals (ASX:BCI) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Major Estimate Revision • Apr 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from AU$86.0m to AU$89.0m. EPS estimate fell from AU$0.01 to AU$0.01 per share. Net income forecast to shrink 37% next year vs 37% growth forecast for Metals and Mining industry in Australia . Consensus price target of AU$0.67 unchanged from last update. Share price fell 6.8% to AU$0.41 over the past week.공시 • Apr 07BCI Minerals Limited Announces Mardie Project UpdateBCI Minerals Limited celebrated the official commencement of construction on 25 March 2022 at the Mardie Project site, 100km southwest of Karratha. Premier of Western Australian, the Honourable Mark McGowan MLA, joined members of the BCI Board, leadership team and local stakeholders to officially launch the construction milestone.Reported Earnings • Feb 28First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: AU$0.009 loss per share (down from AU$0 in 1H 2021). Revenue: AU$34.1m (down 36% from 1H 2021). Net loss: AU$5.51m (down AU$5.54m from profit in 1H 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 46% compared to a 787% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Feb 18BCI Minerals Limited Commences Mardie ConstructionBCI Minerals Limited announced that all secondary approvals required for main construction have been secured for its 100% owned Mardie Salt & Potash Project on the Pilbara coast of Western Australia. The secondary approvals include: a Mining Proposal approved by the Department of Mines, Industry, Regulation and Safety (DMIRS), the Part V Works Approval granted by the Department of Water and Environmental Regulation (DWER) and all necessary consents under Section 18 of the Aboriginal Heritage Act 1972 issued by the Minister for Aboriginal Affairs. Together, and in conjunction with the mining tenure recently secured, these approvals have allowed main construction of the definitive feasibility study footprint to commence. Activity ramp-up over the next six weeks is expected to result in full utilisation of the recently expanded 200-bed Mardie Village with McNally Group to double capacity over the next six months to create a 400-bed facility. It is anticipated that by late 2022 Mardie Village will experience periods of 100% occupancy as the McConnell Dowell port-related workforce join WBHO Infrastructure's earthwork contractors and Ertech's seawater pump installation and commissioning crews at site. Initial main construction work will focus on completion of the seawater intake station and Pond 0, followed by Pond 1, Pond 2 and the Mardie village, with a roads package to commence in March. Pond 1 and the primary seawater intake station are scheduled for completion in Third Quarter 2022, and it is estimated to take three weeks to fill Pond 1. The completion and filling of Pond 2 will closely follow with gravity driving the inflow of seawater. By Fourth Quarter 2022 it is expected that approximately 40GL of seawater will have been pumped into Pond 1 and gravity fed into Pond 2 with the combined ponds covering an area of 24 square kilometres. Sequential filling of Ponds 3 to 9 will commence from Fourth Quarter 2022 with all ponds expected to be full by Fourth Quarter 2023 and the first salt harvest and sales anticipated in late 2024.Major Estimate Revision • Feb 10Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from AU$95.9m to AU$84.5m. EPS estimate fell from AU$0.02 to AU$0.01 per share. Net income forecast to shrink 38% next year vs 27% growth forecast for Metals and Mining industry in Australia . Consensus price target down from AU$0.69 to AU$0.67. Share price rose 7.7% to AU$0.42 over the past week.Major Estimate Revision • Feb 01Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from AU$107.5m to AU$95.9m. EPS estimate fell from AU$0.02 to AU$0.02 per share. Net income forecast to grow 1.5% next year vs 37% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$0.69. Share price was steady at AU$0.39 over the past week.공시 • Jan 18Department of Water Agriculture and Environment Issues the Commonwealth Environment Protection and Biodiversity Conservation Act Approval for the BCI Minerals Limited's Mardie ProjectBCI Minerals Limited announced that the Department of Water, Agriculture and Environment has issued the Commonwealth Environment Protection and Biodiversity Conservation Act Approval, Decision Notice EPBC 2018/8236, for the Mardie Project. The EPBC Act focuses on the protection of matters of national environmental significance. This is a key approval that complements the Western Australian Environmental Ministerial Statement 1175 (MS1175) issued on 24 November 2021. EPBC 2018/8236 and MS1175 were issued for the Mardie Project's Definitive Feasibility Study development footprint, and act as overarching approvals which secondary approvals for the Project will need to align with. BCI is on track to finalise all secondary approvals which will enable development to proceed as proposed in BCI's Environmental Review Document, which includes all salt and SOP production facilities and associated port facilities within the DFS development footprint. As outlined in BCI's Optimised Feasibility Study announcement on 21 April 2021 and in the Ministerial Statement announcement on 25 November 2021, additional tenements acquired after the ERD submission will allow for a layout optimisation and expansion of production. This optimisation and expansion area will be subject to further environmental assessment and approvals over the next 12-months.Major Estimate Revision • Jan 06Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from AU$122.2m to AU$107.5m. EPS estimate fell from AU$0.04 to AU$0.02 per share. Net income forecast to grow 5.6% next year vs 41% growth forecast for Metals and Mining industry in Australia. Consensus price target down from AU$0.80 to AU$0.72. Share price was steady at AU$0.43 over the past week.Price Target Changed • Jan 06Price target decreased to AU$0.72Down from AU$0.81, the current price target is an average from 3 analysts. New target price is 67% above last closing price of AU$0.43. Stock is up 41% over the past year. The company is forecast to post earnings per share of AU$0.029 for next year compared to AU$0.04 last year.공시 • Nov 27BCI Minerals Limited Announces Ministerial Approval for Mardie ProjectBCI Minerals Limited announced that, in accordance with section 45(1) of the Environmental Protection Act 1986, the Minister for Environment, the Hon. Amber-Jade Sanderson MLA, has determined that EPA Report 1704, relating to the Mardie Salt & Potash Project, may be implemented subject to the conditions set out in Ministerial Statement Number 1175. Full details can be found on the Government of Western Australia's Environmental Protection Authority (EPA) website. Conditions contained in the Ministerial Statement are consistent with those set out in the recent appeals determination and allow BCI to develop an environmentally sustainable project that preserves the flora, fauna and water systems of the area. The conditions will not have a material impact on the Mardie Project design, costings or operations, and will be incorporated in BCI's environmental management plans to ensure impacts are minimised and managed. Mardie's footprint was planned approximately 5km inland from the coastline, resulting in the Project having minimal impact on coastal vegetation which includes algal mats and samphire flora. Barren mudflats make up more than 90% of the pond area, with another proportion of the final Project footprint covered by Mesquite, which is an introduced species and declared a weed in Western Australia. BCI will work with authorities to clear and eradicate the weed from specific Project areas. BCI will now cooperate with various authorities to finalise the secondary approval assessments which will enable development to commence as proposed in the Environmental Review Document (`ERD') based on Mardie's Definitive Feasibility Study (`DFS') which included all land and marine areas for a 4.4Mtpa salt operation and its associated port facilities.분석 기사 • Nov 18Here's Why Shareholders May Want To Be Cautious With Increasing BCI Minerals Limited's (ASX:BCI) CEO Pay PacketCEO Alwyn Vorster has done a decent job of delivering relatively good performance at BCI Minerals Limited ( ASX:BCI...Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Aug 22With EPS Growth And More, BCI Minerals (ASX:BCI) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...주주 수익률BCIAU Metals and MiningAU 시장7D-4.1%-5.9%-0.4%1Y20.3%51.6%2.9%전체 주주 수익률 보기수익률 대 산업: BCI은 지난 1년 동안 51.6%의 수익을 기록한 Australian Metals and Mining 산업보다 저조한 성과를 냈습니다.수익률 대 시장: BCI은 지난 1년 동안 2.9%를 기록한 Australian 시장보다 더 좋은 성과를 냈습니다.주가 변동성Is BCI's price volatile compared to industry and market?BCI volatilityBCI Average Weekly Movement5.0%Metals and Mining Industry Average Movement12.2%Market Average Movement10.5%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.4%안정적인 주가: BCI는 지난 3개월 동안 Australian 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: BCI의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2006136David Boshoffwww.bciminerals.com.au광물 자원 회사인 BCI Minerals Limited는 호주에서 산업용 광물 개발에 종사하는 회사입니다. 주로 소금과 칼륨 매장지를 탐사합니다. 이 회사는 서호주 필바라 지역에 위치한 마디 소금 및 칼륨 프로젝트의 지분 100%를 보유하고 있습니다.더 보기BCI Minerals Limited 기초 지표 요약BCI Minerals의 순이익과 매출은 시가총액과 어떻게 비교됩니까?BCI 기초 통계시가총액AU$1.01b순이익 (TTM)-AU$73.28m매출 (TTM)AU$3.82m272.9x주가매출비율(P/S)-14.2x주가수익비율(P/E)BCI는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표BCI 손익계산서 (TTM)매출AU$3.82m매출원가AU$40.90m총이익-AU$37.08m기타 비용AU$36.21m순이익-AU$73.28m최근 보고된 실적Dec 31, 2025다음 실적 발표일Aug 19, 2026주당순이익(EPS)-0.025총이익률-970.07%순이익률-1,917.45%부채/자본 비율72.2%BCI의 장기 실적은 어땠습니까?과거 실적 및 비교 보기View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 09:13종가2026/05/22 00:00수익2025/12/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BCI Minerals Limited는 8명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Peter O'ConnorBofA Global ResearchJames BullenCanaccord GenuityHayden BairstowMacquarie Research5명의 분석가 더 보기
공시 • Apr 21BCI Minerals Limited to Report Q3, 2026 Results on Apr 28, 2026BCI Minerals Limited announced that they will report Q3, 2026 results on Apr 28, 2026
Reported Earnings • Feb 25First half 2026 earnings released: AU$0.012 loss per share (vs AU$0.008 loss in 1H 2025)First half 2026 results: AU$0.012 loss per share (further deteriorated from AU$0.008 loss in 1H 2025). Net loss: AU$35.8m (loss widened 58% from 1H 2025). Revenue is forecast to grow 115% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Gabrielle Bell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 14+ 1 more updateBCI Minerals Limited to Report Q2, 2026 Results on Feb 24, 2026BCI Minerals Limited announced that they will report Q2, 2026 results on Feb 24, 2026
분석 기사 • Oct 17Would BCI Minerals (ASX:BCI) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Aug 27BCI Minerals Limited, Annual General Meeting, Nov 21, 2025BCI Minerals Limited, Annual General Meeting, Nov 21, 2025. Location: level 9, mia yellagonga tower 2, 5 spring street, perth, western australia Australia
공시 • Apr 21BCI Minerals Limited to Report Q3, 2026 Results on Apr 28, 2026BCI Minerals Limited announced that they will report Q3, 2026 results on Apr 28, 2026
Reported Earnings • Feb 25First half 2026 earnings released: AU$0.012 loss per share (vs AU$0.008 loss in 1H 2025)First half 2026 results: AU$0.012 loss per share (further deteriorated from AU$0.008 loss in 1H 2025). Net loss: AU$35.8m (loss widened 58% from 1H 2025). Revenue is forecast to grow 115% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Non-Executive Director Gabrielle Bell was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 14+ 1 more updateBCI Minerals Limited to Report Q2, 2026 Results on Feb 24, 2026BCI Minerals Limited announced that they will report Q2, 2026 results on Feb 24, 2026
분석 기사 • Oct 17Would BCI Minerals (ASX:BCI) Be Better Off With Less Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
공시 • Aug 27BCI Minerals Limited, Annual General Meeting, Nov 21, 2025BCI Minerals Limited, Annual General Meeting, Nov 21, 2025. Location: level 9, mia yellagonga tower 2, 5 spring street, perth, western australia Australia
New Risk • Apr 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 52% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$349m free cash flow). Earnings are forecast to decline by an average of 52% per year for the foreseeable future. Revenue is less than US$1m (AU$216k revenue, or US$139k). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$89m net loss in 2 years).
분석 기사 • Apr 17Does BCI Minerals (ASX:BCI) Have A Healthy Balance Sheet?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • Feb 24New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -AU$349m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$349m free cash flow). Revenue is less than US$1m (AU$216k revenue, or US$137k). Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$29m net loss next year). Shareholders have been diluted in the past year (21% increase in shares outstanding).
New Risk • Feb 22New minor risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow. Free cash flow: -AU$349m This is considered a minor risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$1.2m revenue, or US$735k). Minor Risks Less than 1 year of cash runway based on current free cash flow (-AU$349m). Currently unprofitable and not forecast to become profitable next year (AU$29m net loss next year). Shareholders have been diluted in the past year (21% increase in shares outstanding).
공시 • Feb 17BCI Minerals Limited to Report Q3, 2025 Results on Apr 29, 2025BCI Minerals Limited announced that they will report Q3, 2025 results on Apr 29, 2025
공시 • Jan 21+ 4 more updatesBCI Minerals Limited to Report Q2, 2025 Results on Jan 29, 2025BCI Minerals Limited announced that they will report Q2, 2025 results on Jan 29, 2025
공시 • Jan 20BCI Minerals Limited Announces Change of Company SecretaryBCI Minerals Limited announced that Robert Mancini, Chief Legal and Commercial Officer, has been appointed Company Secretary effective 20 January 2025. Mr. Mancini has more than 20 years of experience leading legal, governance and commercial functions across the resources, construction and oil and gas industries in Australia and internationally. He has a proven track record of providing strategic advice, ensuring corporate governance excellence in large-scale mergers and acquisitions, and leading the commercial approach in significant infrastructure projects and operations. Most recently, Mr. Mancini played a pivotal role in the acquisition of OZ Minerals by BHP, where he led the legal strategy throughout the transaction. Mr. Mancini has held senior roles at BHP, OZ Minerals, Forge Group, UGL Resources, and Clough Limited. He holds a Bachelor of Commerce (Economics & Finance), a Bachelor of Laws and was admitted to the Supreme Court of Western Australia in 1997 and the High Court of Australia in 1999. In accordance with ASX Listing Rule 12.6, Mr. Mancini is now responsible for communication with the ASX in relation to Listing Rule matters. In accordance with ASX Listing Rule 3.16.1, the company announced that Stephanie Majteles has resigned as Company Secretary.
Price Target Changed • Jan 04Price target increased by 7.7% to AU$0.49Up from AU$0.46, the current price target is provided by 1 analyst. New target price is 78% above last closing price of AU$0.28. Stock is down 17% over the past year. The company is forecast to post a net loss per share of AU$0.009 next year compared to a net loss per share of AU$0.027 last year.
공시 • Oct 11BCI Minerals Limited Announces Resignation of Garret Dixon from the Board of DirectorsBCI Minerals Limited announced it has accepted the resignation of Mr. Garret Dixon from the Board of Directors.
분석 기사 • Aug 27Does BCI Minerals (ASX:BCI) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 23New minor risk - ProfitabilityThe company is currently unprofitable and not forecast to become profitable over the next 2 years. Trailing 12-month net loss: AU$49m Forecast net loss in 2 years: AU$32m This is considered a minor risk. Companies that are not profitable are more likely to be burning through cash and less likely to be well established. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. Without profits, the company is under pressure to grow significantly while potentially having to reduce costs and possibly needing to take on debt or raise capital to remain afloat. Currently, the following risks have been identified for the company: Major Risk Shareholders have been substantially diluted in the past year (138% increase in shares outstanding). Minor Risk Currently unprofitable and not forecast to become profitable over next 2 years (AU$32m net loss in 2 years).
공시 • Aug 23BCI Minerals Limited to Report Fiscal Year 2024 Results on Aug 23, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Aug 23, 2024
Recent Insider Transactions • Jun 25Independent Non-Executive Director recently bought AU$91k worth of stockOn the 18th of June, Richard Court bought around 400k shares on-market at roughly AU$0.23 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought AU$159k more in shares than they have sold in the last 12 months.
공시 • Apr 02BCI Minerals Limited to Report Q1, 2025 Results on Oct 31, 2024BCI Minerals Limited announced that they will report Q1, 2025 results on Oct 31, 2024
공시 • Mar 21BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million.BCI Minerals Limited has completed a Follow-on Equity Offering in the amount of AUD 315.000979 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 456,336,138 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 190,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 49,999,311 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 563,668,463 Price\Range: AUD 0.25 Discount Per Security: AUD 0.00925 Transaction Features: Rights Offering; Subsequent Direct Listing
Reported Earnings • Feb 25First half 2024 earnings released: AU$0.001 loss per share (vs AU$0.003 profit in 1H 2023)First half 2024 results: AU$0.001 loss per share (down from AU$0.003 profit in 1H 2023). Revenue: AU$44.1m (up 153% from 1H 2023). Net loss: AU$742.0k (down 123% from profit in 1H 2023). Revenue is forecast to grow 45% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in Australia are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
공시 • Feb 14BCI Minerals Limited, Annual General Meeting, Mar 14, 2024BCI Minerals Limited, Annual General Meeting, Mar 14, 2024, at 10:00 W. Australia Standard Time. Location: Level 2, 1 Altona Street West Perth Western Australia Australia Agenda: To consider the ratification of issue of shares pursuant to tranche 1 of the placement; to consider the issue of shares pursuant to tranche 2 of the placement to investors; to consider the issue of shares to Ms Miriam Stanborough AM under Tranche 2 of the Placement; and to consider the other resolutions.
New Risk • Feb 08New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 96% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 82% per year for the foreseeable future. High level of non-cash earnings (81% accrual ratio). Shareholders have been substantially diluted in the past year (96% increase in shares outstanding).
공시 • Feb 01+ 1 more updateBCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million.BCI Minerals Limited has filed a Follow-on Equity Offering in the amount of AUD 255 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 1,020,000,000 Price\Range: AUD 0.25 Discount Per Security: AUD 0.010875 Transaction Features: Rights Offering
공시 • Jan 15+ 3 more updatesBCI Minerals Limited to Report Fiscal Year 2024 Results on Oct 31, 2024BCI Minerals Limited announced that they will report fiscal year 2024 results on Oct 31, 2024
분석 기사 • Jan 04There Is A Reason BCI Minerals Limited's (ASX:BCI) Price Is UndemandingYou may think that with a price-to-sales (or "P/S") ratio of 6.1x BCI Minerals Limited ( ASX:BCI ) is definitely a...
공시 • Dec 04BCI Minerals Limited Announces Chief Financial Officer ChangesBCI Minerals Limited (BCI or the Company) announced the appointment of Steve Fewster as Chief Financial Officer of the Company, effective December 4, 2023, who will take over from Ms. Kerryl Bradshaw. Steve has been the CFO of a number of listed and large private companies. As CFO, Steve has been responsible for delivering strategic financial leadership. He has extensive experience in capital management and delivering business transformation and growth. Steve has also been involved in the resources sector for over 20 years in both financial and operational roles.
공시 • Oct 20BCI Minerals Limited announced that it expects to receive AUD 25 million in funding from Ryder Investment Management Pty LimitedBCI Minerals Limited announced that it has entered into agreements of convertible notes for the gross proceeds of AUD 25,000,000 on October 19, 2023. The transaction will include participation from returning investor, Ryder Capital Limited, a fund managed by, Ryder Investment Management Pty Limited. The notes will be convertible into an ordinary share in the company an initial conversion price of AUD 0.43 and has a a floor price of AUD 0.18. The notes will have an interest at 10.0% per annum, increasing to 13.0% per annum from 31 January 2024, and will be capitalized quarterly and added to the face value of the Notes. The notes will be matured on February 29, 2024.
공시 • Sep 07+ 1 more updateBCI Minerals Limited to Report Q1, 2024 Results on Oct 31, 2023BCI Minerals Limited announced that they will report Q1, 2024 results on Oct 31, 2023
Major Estimate Revision • Sep 06Consensus revenue estimates increase by 19%The consensus outlook for revenues in fiscal year 2024 has improved. 2024 revenue forecast increased from AU$44.5m to AU$53.0m. Now expected to report a profit of AU$0.005 instead of losses of -AU$0.02 per share. Metals and Mining industry in Australia expected to see average net income growth of 11% next year. Consensus price target up from AU$0.35 to AU$0.41. Share price was steady at AU$0.28 over the past week.
Price Target Changed • Sep 05Price target increased by 19% to AU$0.41Up from AU$0.34, the current price target is an average from 2 analysts. New target price is 44% above last closing price of AU$0.28. Stock is up 21% over the past year. The company is forecast to post a net loss per share of AU$0.017 compared to earnings per share of AU$0.0077 last year.
Reported Earnings • Aug 19Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: AU$0.008 (up from AU$0.017 loss in FY 2022). Revenue: AU$61.0m (down 6.5% from FY 2022). Net income: AU$9.38m (up AU$24.9m from FY 2022). Profit margin: 15% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 7.9%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is expected to decline by 16% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in Australia are expected to grow by 1.6%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Aug 19BCI Minerals Limited, Annual General Meeting, Nov 22, 2023BCI Minerals Limited, Annual General Meeting, Nov 22, 2023, at 14:00 W. Australia Standard Time. Location: Level 9, Mia Yellagonga Tower 2 5 Spring Street, Perth, Western Australia Perth Australia
공시 • Jul 06BCI Minerals Limited announced that it expects to receive AUD 100 million in funding from PT Indonesia Asahan Aluminium (Persero)BCI Minerals Limited announced a private placement to raise up to AUD 100 million in a round of funding on July 4, 2023. The company will issue common shares in the transaction. The transaction will include participation from new investor, PT Indonesia Asahan Aluminium (Persero). The parties currently anticipate negotiations to complete in Q3/Q4 of CY 2023.
공시 • Jun 30BCI Minerals Limited Announces Resignation of Susan Park as Company SecretaryBCI Minerals Limited announced that Ms Susan Park is stepping down as Company Secretary of BCI. Ms Stephanie Majteles, currently Joint Company Secretary and General Counsel, will assume the role of sole Company Secretary effective 1 July 2023 and will continue in her role as General Counsel of BCI.
Price Target Changed • Jun 21Price target decreased by 15% to AU$0.34Down from AU$0.41, the current price target is an average from 2 analysts. New target price is 53% above last closing price of AU$0.23. Stock is down 17% over the past year. The company is forecast to post a net loss per share of AU$0.01 next year compared to a net loss per share of AU$0.017 last year.
Major Estimate Revision • May 02Consensus revenue estimates increase by 46%, EPS downgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from AU$46.0m to AU$67.0m. EPS estimate fell from -AU$0.007 to -AU$0.01 per share. Metals and Mining industry in Australia expected to see average net income growth of 2.2% next year. Consensus price target down from AU$0.42 to AU$0.41. Share price rose 4.4% to AU$0.23 over the past week.
Major Estimate Revision • Feb 03Consensus EPS estimates fall by 75%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from AU$45.0m to AU$46.0m. Forecast EPS reduced from -AU$0.004 to -AU$0.007 per share. Metals and Mining industry in Australia expected to see average net income decline 1.8% next year. Consensus price target down from AU$0.47 to AU$0.42. Share price was steady at AU$0.28 over the past week.
Price Target Changed • Feb 02Price target decreased by 15% to AU$0.42Down from AU$0.49, the current price target is an average from 2 analysts. New target price is 50% above last closing price of AU$0.28. Stock is down 28% over the past year. The company is forecast to post a net loss per share of AU$0.007 next year compared to a net loss per share of AU$0.017 last year.
공시 • Jan 18BCI Minerals Limited Announces Board ChangesBCI Minerals Limited announced that Ms Gabrielle Bell has been appointed to the BCI Board as a Non-Executive Director. As announced to ASX on 30 September 2022, the Company has agreed that whilst AustralianSuper Pty Ltd. as trustee for AustralianSuper (AustralianSuper) continues to hold more than 14.5% of the Company's issued shares, AustralianSuper may appoint a nominee to the BCI Board. AustralianSuper currently holds approximately 14.8% of the Company's issued shares, and has nominated Gabrielle Bell as a director to the BCI Board. Gabrielle Bell is a corporate lawyer and company director, with broad experience working in Australia and South-East Asia. Ms Bell utilises her corporate governance, risk identification and legal transaction skills as a non-executive director in the Australian property sector and the Victorian water sector, and has previously held director roles in the Australian superannuation and public transport sectors. Gabrielle has degrees in Law and Chemical Engineering, is a graduate of the Australian Institute of Company Directors, and has a special interest in occupational health and safety and climate change issues. Ms Bell is currently a non-executive director of South East Water Corporation, the chair of iota Services Pty Ltdcand a non-executive director of Aware Real Estate Management Pty Ltd. BCI also advises that it has accepted the resignation of Mr. Michael Blakiston from the BCI Board.
공시 • Dec 05BCI Minerals Limited Announces Mardie Project UpdateBCI Minerals Limited advised the gazettal and proclamation by the Western Australian Government of the Port of Cape Preston West. The Port of Cape Preston West will sit on Land Administration Act 1997 Port Reserve land (Reserve Number:54071) vested in the Pilbara Ports Authority (PPA) for a new multi-user port known as the Port of Cape Preston West. The proclamation of the Port Reserve land and waters provides the PPA the authority to enter into the Port lease documents for the Mardie Salt & Potash Project (Mardie) which is expected to occur in H1 2023. The Company further advised that following shareholder approval obtained at the 24 November 2022 Annual General Meeting, the Company has drawn down $100 million from AustralianSuper Pty Ltd. as trustee for AustralianSuper (AustralianSuper) in Series 3 Convertible Notes. Funds raised will be used to fund pre-development costs, capex costs of the construction of the Mardie assets, funding and transaction costs and pre-production operational expenditure.
Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director David Boshoff was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 21BCI Minerals Limited Appoints David Boshoff as DirectorBCI Minerals Limited announced the appointment of David Boshoff as Director. Date of appointment is 21 November 2022.
공시 • Oct 31BCI Minerals Limited to Report First Half, 2023 Results on Mar 16, 2023BCI Minerals Limited announced that they will report first half, 2023 results on Mar 16, 2023
공시 • Oct 24BCI Minerals Limited Announces Iron Valley Mineral Resources and Ore ReservesBCI Minerals Limited presents the Mineral Resources and Ore Reserves for Iron Valley as at 30 June 2022. The Iron Valley tenements are 100% owned by BCI and are being operated by Mineral Resources Limited (`MIN') under a royalty-type agreement. MIN operates the mine at its cost and purchases Iron Valley product from BCI at a price linked to MIN's realised sale price. Iron Valley's Mineral Resources and Ore Reserves as at 30 June 2022 are shown in the tables below, as prepared by MIN in accordance with JORC (2012) guidelines. Iron Valley's Mineral Resources as at 30 June 2022 have decreased since last reported. Mineral Resources are 167.2Mt, a decrease of 6.1Mt comprising 3.9Mt from mining depletion and 2.2Mt depletion of stockpiles. Ore Reserves are 54.5Mt as at 30 June 2022, a total decrease of 13.8Mt, comprising mining depletion of 3.2Mt, 0.9 Mt from stockpile depletion and 9.7Mt resulting from re-optimisation based on updated price and cost assumptions.
공시 • Oct 13+ 1 more updateBCI Minerals Limited to Appoint Kerryl Bradshaw as CFOBCI Minerals Limited announced the appointment of David Boshoff as BCI's Managing Director, commencing in November. Kerryl Bradshaw will remain in the role of Interim CEO until Mr. Boshoff commences, following which she will resume the role of BCI's Chief Financial Officer. BCI will continue to benefit from Ms Bradshaw's extensive experience and proven strategic leadership capability in her role as CFO.
분석 기사 • Sep 24Health Check: How Prudently Does BCI Minerals (ASX:BCI) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Aug 26Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: AU$0.017 loss per share (down from AU$0.04 profit in FY 2021). Revenue: AU$65.2m (down 59% from FY 2021). Net loss: AU$15.5m (down 171% from profit in FY 2021). Revenue missed analyst estimates by 17%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 8.7% compared to a 85,782% growth forecast for the Metals and Mining industry in Australia. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Aug 20+ 3 more updatesBCI Minerals Limited to Report Q3, 2023 Results on Apr 30, 2023BCI Minerals Limited announced that they will report Q3, 2023 results on Apr 30, 2023
Price Target Changed • Jul 20Price target decreased to AU$0.51Down from AU$0.61, the current price target is an average from 2 analysts. New target price is 122% above last closing price of AU$0.23. Stock is down 57% over the past year. The company is forecast to post earnings per share of AU$0.006 for next year compared to AU$0.04 last year.
공시 • Jul 15+ 1 more updateBCI Minerals Limited Announces Step Down of Alwyn Vorster as Managing DirectorThe Board of BCI Minerals Limited announced that the Company's Managing Director, Alwyn Vorster, has decided to step down from his position by the end of 2022, after more than six years in the role, to pursue non-executive advisory roles and personal interests.
Price Target Changed • Jul 07Price target decreased to AU$0.61Down from AU$0.67, the current price target is an average from 2 analysts. New target price is 156% above last closing price of AU$0.24. Stock is down 56% over the past year. The company is forecast to post earnings per share of AU$0.007 for next year compared to AU$0.04 last year.
공시 • Jun 14BCI Minerals Limited Appoints Miriam Stanborough to Board as Non-Executive DirectorBCI Minerals Limited announced that Ms. Miriam Stanborough has been appointed to the BCI Board as Non-Executive Director. Ms. Stanborough is a chemical engineer with more than 20 years' experience in the mineral processing industry across various commodities including copper, uranium, gold, silver, alumina, mineral sands and lithium. She has previously held senior roles at Monadelphous, Iluka Resources, Alcoa and WMC Resources across innovation and technology, technical development, production management, project management, business improvement, and human resources portfolios. Ms. Stanborough is currently a Non-Executive Director of Pilbara Minerals Limited, the Chair of the Minerals Research Institute of Western Australia (MRIWA), Deputy Chair of the Northern Agricultural Catchments Council (NACC), and the Deputy Chair of Scouts WA. In accordance with Rule 11.4 of the Company's Constitution and ASX Listing Rule 14.4, Ms. Stanborough is required to stand for election at the next general meeting of shareholders, noting the BCI Annual General Meeting is scheduled for 24 November 2022.
분석 기사 • May 11Is BCI Minerals (ASX:BCI) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Major Estimate Revision • Apr 29Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from AU$86.0m to AU$89.0m. EPS estimate fell from AU$0.01 to AU$0.01 per share. Net income forecast to shrink 37% next year vs 37% growth forecast for Metals and Mining industry in Australia . Consensus price target of AU$0.67 unchanged from last update. Share price fell 6.8% to AU$0.41 over the past week.
공시 • Apr 07BCI Minerals Limited Announces Mardie Project UpdateBCI Minerals Limited celebrated the official commencement of construction on 25 March 2022 at the Mardie Project site, 100km southwest of Karratha. Premier of Western Australian, the Honourable Mark McGowan MLA, joined members of the BCI Board, leadership team and local stakeholders to officially launch the construction milestone.
Reported Earnings • Feb 28First half 2022 earnings: EPS and revenues miss analyst expectationsFirst half 2022 results: AU$0.009 loss per share (down from AU$0 in 1H 2021). Revenue: AU$34.1m (down 36% from 1H 2021). Net loss: AU$5.51m (down AU$5.54m from profit in 1H 2021). Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is expected to shrink by 46% compared to a 787% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Feb 18BCI Minerals Limited Commences Mardie ConstructionBCI Minerals Limited announced that all secondary approvals required for main construction have been secured for its 100% owned Mardie Salt & Potash Project on the Pilbara coast of Western Australia. The secondary approvals include: a Mining Proposal approved by the Department of Mines, Industry, Regulation and Safety (DMIRS), the Part V Works Approval granted by the Department of Water and Environmental Regulation (DWER) and all necessary consents under Section 18 of the Aboriginal Heritage Act 1972 issued by the Minister for Aboriginal Affairs. Together, and in conjunction with the mining tenure recently secured, these approvals have allowed main construction of the definitive feasibility study footprint to commence. Activity ramp-up over the next six weeks is expected to result in full utilisation of the recently expanded 200-bed Mardie Village with McNally Group to double capacity over the next six months to create a 400-bed facility. It is anticipated that by late 2022 Mardie Village will experience periods of 100% occupancy as the McConnell Dowell port-related workforce join WBHO Infrastructure's earthwork contractors and Ertech's seawater pump installation and commissioning crews at site. Initial main construction work will focus on completion of the seawater intake station and Pond 0, followed by Pond 1, Pond 2 and the Mardie village, with a roads package to commence in March. Pond 1 and the primary seawater intake station are scheduled for completion in Third Quarter 2022, and it is estimated to take three weeks to fill Pond 1. The completion and filling of Pond 2 will closely follow with gravity driving the inflow of seawater. By Fourth Quarter 2022 it is expected that approximately 40GL of seawater will have been pumped into Pond 1 and gravity fed into Pond 2 with the combined ponds covering an area of 24 square kilometres. Sequential filling of Ponds 3 to 9 will commence from Fourth Quarter 2022 with all ponds expected to be full by Fourth Quarter 2023 and the first salt harvest and sales anticipated in late 2024.
Major Estimate Revision • Feb 10Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from AU$95.9m to AU$84.5m. EPS estimate fell from AU$0.02 to AU$0.01 per share. Net income forecast to shrink 38% next year vs 27% growth forecast for Metals and Mining industry in Australia . Consensus price target down from AU$0.69 to AU$0.67. Share price rose 7.7% to AU$0.42 over the past week.
Major Estimate Revision • Feb 01Consensus revenue estimates fall by 11%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from AU$107.5m to AU$95.9m. EPS estimate fell from AU$0.02 to AU$0.02 per share. Net income forecast to grow 1.5% next year vs 37% growth forecast for Metals and Mining industry in Australia. Consensus price target broadly unchanged at AU$0.69. Share price was steady at AU$0.39 over the past week.
공시 • Jan 18Department of Water Agriculture and Environment Issues the Commonwealth Environment Protection and Biodiversity Conservation Act Approval for the BCI Minerals Limited's Mardie ProjectBCI Minerals Limited announced that the Department of Water, Agriculture and Environment has issued the Commonwealth Environment Protection and Biodiversity Conservation Act Approval, Decision Notice EPBC 2018/8236, for the Mardie Project. The EPBC Act focuses on the protection of matters of national environmental significance. This is a key approval that complements the Western Australian Environmental Ministerial Statement 1175 (MS1175) issued on 24 November 2021. EPBC 2018/8236 and MS1175 were issued for the Mardie Project's Definitive Feasibility Study development footprint, and act as overarching approvals which secondary approvals for the Project will need to align with. BCI is on track to finalise all secondary approvals which will enable development to proceed as proposed in BCI's Environmental Review Document, which includes all salt and SOP production facilities and associated port facilities within the DFS development footprint. As outlined in BCI's Optimised Feasibility Study announcement on 21 April 2021 and in the Ministerial Statement announcement on 25 November 2021, additional tenements acquired after the ERD submission will allow for a layout optimisation and expansion of production. This optimisation and expansion area will be subject to further environmental assessment and approvals over the next 12-months.
Major Estimate Revision • Jan 06Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from AU$122.2m to AU$107.5m. EPS estimate fell from AU$0.04 to AU$0.02 per share. Net income forecast to grow 5.6% next year vs 41% growth forecast for Metals and Mining industry in Australia. Consensus price target down from AU$0.80 to AU$0.72. Share price was steady at AU$0.43 over the past week.
Price Target Changed • Jan 06Price target decreased to AU$0.72Down from AU$0.81, the current price target is an average from 3 analysts. New target price is 67% above last closing price of AU$0.43. Stock is up 41% over the past year. The company is forecast to post earnings per share of AU$0.029 for next year compared to AU$0.04 last year.
공시 • Nov 27BCI Minerals Limited Announces Ministerial Approval for Mardie ProjectBCI Minerals Limited announced that, in accordance with section 45(1) of the Environmental Protection Act 1986, the Minister for Environment, the Hon. Amber-Jade Sanderson MLA, has determined that EPA Report 1704, relating to the Mardie Salt & Potash Project, may be implemented subject to the conditions set out in Ministerial Statement Number 1175. Full details can be found on the Government of Western Australia's Environmental Protection Authority (EPA) website. Conditions contained in the Ministerial Statement are consistent with those set out in the recent appeals determination and allow BCI to develop an environmentally sustainable project that preserves the flora, fauna and water systems of the area. The conditions will not have a material impact on the Mardie Project design, costings or operations, and will be incorporated in BCI's environmental management plans to ensure impacts are minimised and managed. Mardie's footprint was planned approximately 5km inland from the coastline, resulting in the Project having minimal impact on coastal vegetation which includes algal mats and samphire flora. Barren mudflats make up more than 90% of the pond area, with another proportion of the final Project footprint covered by Mesquite, which is an introduced species and declared a weed in Western Australia. BCI will work with authorities to clear and eradicate the weed from specific Project areas. BCI will now cooperate with various authorities to finalise the secondary approval assessments which will enable development to commence as proposed in the Environmental Review Document (`ERD') based on Mardie's Definitive Feasibility Study (`DFS') which included all land and marine areas for a 4.4Mtpa salt operation and its associated port facilities.
분석 기사 • Nov 18Here's Why Shareholders May Want To Be Cautious With Increasing BCI Minerals Limited's (ASX:BCI) CEO Pay PacketCEO Alwyn Vorster has done a decent job of delivering relatively good performance at BCI Minerals Limited ( ASX:BCI...
Board Change • Sep 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 13Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 09Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 07Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 04Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Garret Dixon was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Aug 22With EPS Growth And More, BCI Minerals (ASX:BCI) Is InterestingLike a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
