BCI Minerals / BCI (ASX)

Grds Salz Projekte Entwickler, Australien.

Ich denke dass Das Mardie Projekt SEHR, SEHR interessant ist.

Aus Mehreren Gründen, aber vor Allem Der KOMBINATION aus potenziell sehr Margenstark UND potenziell sehr Langes Minenleben(Sie nennen es hier "potential Tier 1 Assest with MULTI(!)-generational Earnings).
http://www.bciminerals.com.au/images/files/research/Canaccord_Initiation_Oct-20.pdf

[Blockierte Grafik: https://www.bciminerals.com.au/images/3654-BCIM-Projects-Map.jpg]

[Blockierte Grafik: https://www.proactiveinvestors.com.au//thumbs/upload/Article/Image/2019_05/1200z740_1558066968_Untitled.jpg]

[Blockierte Grafik: https://www.bciminerals.com.au/images/mardie-project-layout-new.jpg]

[Blockierte Grafik: https://www.proactiveinvestors.com.au/upload/CKEditor/key2.JPG]

[Blockierte Grafik: https://naif.gov.au/wp-content/uploads/2020/12/Trial-Evaporation-Ponds1.jpg]

[Blockierte Grafik: https://waminingclub.asn.au/wp-content/uploads/2018/06/Picture1.png]

[Blockierte Grafik: https://news.bulk-online.com/wp-content/media/2019/03/Salt_Potash_123rf_img.jpg]

Generell: Die Canaccord, Initiation, Reports finde meistens sehr, sehr gut.

Hatte Früher mal, 2-5 Jahre oder Sowas, Zugang zu Deren "Kompletten Library", Recherchearchiv, sehr impressive, aber nicht mehr.

Das wird VERMUTLICH EINER DER NÄCHSTEN GRÖSSEREN SALZPRODUZENTEN, global.
("No2", Einen potentiell Weiteren stelle evt noch vor)

M.E. Kandidat für Erwägung veeeeery long hold.

Zitat von Popeye82

Grds Salz Projekte Entwickler, Australien.

Ich denke dass Das Mardie Projekt SEHR, SEHR interessant ist.

Aus Mehreren Gründen, aber vor Allem Der KOMBINATION aus potenziell sehr Margenstark UND potenziell sehr Langes Minenleben(Sie nennen es hier "potential Tier 1 Assest with MULTI(!)-generational Earnings).

- hier kommt etwas später, Heute noch, Der Canaccord Initiation Report, Oktober 2020, rein. Hab grad Keine Maus, Kabel fehlt grad-

Generell: Die Canaccord, Initiation, Reports finde meistens sehr, sehr gut.

Hatte Früher mal, 2-5 Jahre oder Sowas, Zugang zu Deren "Kompletten Library", Recherchearchiv, sehr impressive, aber nicht mehr.

Das wird VERMUTLICH EINER DER NÄCHSTEN GRÖSSEREN SALZPRODUZENTEN, global.
("No2", Einen potentiell Weiteren stelle evt noch vor)

M.E. Kandidat für Erwägung veeeeery long hold.

Alles anzeigen

Link nachgereicht, hier noch EIne KÜRZERE ÜBERSICHT

[Blockierte Grafik: https://www.bciminerals.com.au…CorporatePresentation.jpg]
http://www.bciminerals.com.au/images/files/company_presentation/210507BCICorporatePresentation.pdf

Das HAUPTPROJEKT

[Blockierte Grafik: https://www.bciminerals.com.au…ie-project-layout-new.jpg]
http://www.bciminerals.com.au/our-assets/mardie-salt.html

Zitat von Popeye82

Das wird VERMUTLICH EINER DER NÄCHSTEN GRÖSSEREN SALZPRODUZENTEN, global.

("No2", Einen potentiell Weiteren stelle evt noch vor)

Das ist "Diese Eine Weitere" Firma
http://investingwhisperer.com/the-salt-of-the-earth-is-much-more-valuable-than-you-think/

http://investingwhisperer.com/green-hydrogen-stock-for-free/

Zitat von Minehunter

BCI Minerals hört sich sehr interessant an. Muss mir aber noch die Zeit nehmen es genauer anzuschauen.

Leider kann ich bei meinem Broker keine australischen Werte handlen.

Welchen Broker könnt ihr hier empfehlen?

Was nehm ich für nen Broker für Aussie-werte?

Alles anzeigen

Also mal unabhängig vom Broker:

Aber wenn würde ich Die Aktie wahrs eher für looooong wählen.

Also "zu kurzfristig macht m.E. wahrs nicht viel Sinn".

BCI Minerals (ASX:BCI) awards $90M of contracts for Mardie Project

http://themarketherald.com.au/bci-minerals-asxbci-awards-90m-of-contracts-for-mardie-project-2021-03-30/

http://www.australianmining.com.au/news/bci-minerals-locks-in-90m-in-contracts/

http://www.worldfertilizer.com/project-news/30032021/bci-minerals-awards-contracts-worth-aus90-million-for-mardie-project-in-1q21/

http://constructiondaily.news/…racts-for-mardie-mission/

http://www.fool.com.au/2021/03/30/heres-why-the-bci-minerals-asxbci-share-price-just-jumped-5/

http://clients3.weblink.com.au/pdf/BCI/02358600.pdf

Die Meldung würde mir, bei Interesse, GUT ANSEHEN:

Mardie Optimisation Results: Increased Production and Improved Economics

- Project optimisation delivers a larger project and improved layout compared to the July 2020 DFS, with an increase in projected financial returns.
- De-risking activities (including additional geotechnical work, flowsheet and equipment design, process piloting and funding) have increased confidence in Mardie estimates and value potential.
- Expansion of the evaporation area results in a ~20% increase in both salt production (from 4.4Mtpato 5.35Mtpa) and SOP production (from 120ktpa to 140ktpa).
- Expanded development and updated construction market rates (May-20 vs March-21) result in total capital cost increase of 13% to $913M, of which $63M is planned for early enabling infrastructure and $850M for main construction.
- Updated market rates for labour and operating contracts, partially offset by increased economies of scale, result in unit operating cost increase of approximately 6% overall.
- Based on assumptions in this announcement, pre-tax Project NPV7 has increased by 40% (from $1,197M to $1,670M) and annual EBITDA by 30% (from $197M to $260M).
- Annual revenue at steady-state operations has increased from $386M to $505M.
- A final investment decision by mid-2021 and securing approvals and tenure required to commence main construction by Q4 2021, will support an unchanged development schedule including first salt sales by Q3 2024, and first SOP sales by Q4 2025.
- Results of the optimisation reconfirm that Mardie can become the largest salt project in Australia and deliver attractive financial returns for GENERATIONS to come.
http://clients3.weblink.com.au/pdf/BCI/02365378.pdf

Zitat von Popeye82

Link nachgereicht, hier noch EIne KÜRZERE ÜBERSICHT

[Blockierte Grafik: https://www.bciminerals.com.au…CorporatePresentation.jpg]
http://www.bciminerals.com.au/images/files/company_presentation/210507BCICorporatePresentation.pdf

Die Presentation ist schon ein bissschen älter.

noch VOR Den Letzten, Wichtigen, Meldungen:
http://www.youtube.com/watch?v=HlE1AiXJzhc

Project Short Video

http://www.youtube.com/watch?v=XJSBzOVaAvY

"noch nicht Alles", aber "sehr, sehr Viel haben Sie schon geschafft", um Produzent zu werden, würde ich sagen.

Finanzierung ist natürlich "DAS Grosse Ding":

Letzter Quartal Aktivitäten report

http://clients3.weblink.com.au/pdf/BCI/02368368.pdf

http://open.spotify.com/episode/5dBqv7X3TzuRd7w189IkCu

Appointment of Joint Company Secretary

http://clients3.weblink.com.au/pdf/BCI/02389623.pdf

http://www.bciminerals.com.au/images/files/research/210622_PAC_PARTNERS_Leveraged_to_share_price.pdf

http://www.bciminerals.com.au/images/files/research/210608_canaccord_research.pdf

http://www.bciminerals.com.au/images/files/research/210604_bell_potter_iv_financing_capability.pdf

Bei "Signifikanten (meistens "Gross"-) Projekten in Australien" passieren auch öften/gelegentlich 2 DInge:

1) Dass Sie EInen "Major Projekt Status" verliehen bekommen.
Genaue Definition muss man sich ggf ansehen,
aber ich würde sagen Aussage verkürzt dass Sie "auch EIne Nationale Relevanz/WIchtigkeit haben".

2) Dass Sie (Teil)Funding Möglichkeiten vom "NAIF" eingeräumt bekommen.
Der "Northern Australia Infrastructure Facility"

[Blockierte Grafik: https://naif.gov.au/wp-content/themes/naif2020/img/logo.svg]
http://naif.gov.au/

Im 2. Programm ist BCI Min "drin"(Sheffield Res, Arafura, Strandline Res, Venturex Resources glaube ich auch, und noch Div. Andere), Verhandlungsstatus so far, Erstes gerade nicht sicher
http://themarketherald.com.au/bci-minerals-asxbci-gets-450m-naif-loan-approval-for-mardie-project-2020-12-14/
http://naif.gov.au/wp-content/uploads/2019/07/4467tttsh60rmh.pdf

http://naif.gov.au/what-we-do/case-studies/bci-minerals-limited-mardie-salt-and-potash-project/

Aber wenn Die 2 "Stati" verliehen werden kann man, m.E., im Regelfall davon ausgehen dass Die Projekte Eine "Erhebliche nationale Relevanz für AUstralien" haben.

Deswegen würde bei "Solchen" Meldungen grds auch IMMER MAL AUFHORCHEN.

"BIG" News !!

Mardie Salt & Potash Project Favourable EPA Recommendation; Alwyn Vorster said: “This positive environmental assessment represents four years of collaboration with the EPA and evidences our systematic approach to approvals and our willingness to engage with stakeholders. Mardie’s comprehensive environmental management plans will ensurethe environmental valueswill be appropriately managed and protected. We are confident that the Mardie ERDwithassociated EPA conditions are aligned with environmental best practice and will meet the expectations of the WAGovernment”

- EPA makes positive recommendation to the WA Minister for Environment
- Proposed EPA conditions aligned with Mardie design and costestimates
- Minister will make final decision following required consultation period
http://clients3.weblink.com.au/pdf/BCI/02392983.pdf

http://clients3.weblink.com.au/pdf/BCI/02392246.pdf

Salz

http://www.usgs.gov/centers/nmic/salt-statistics-and-information

http://pubs.usgs.gov/periodicals/mcs2020/mcs2020-salt.pdf

http://en.wikipedia.org/wiki/Salt

http://de.wikipedia.org/wiki/Speisesalz

http://www.usgs.gov/special-topic/water-science-school/science/why-ocean-salty?qt-science_center_objects=0#qt-science_center_objects

Zitat von Popeye82

"BIG" News !!

Mardie Salt & Potash Project Favourable EPA Recommendation; Alwyn Vorster said: “This positive environmental assessment represents four years of collaboration with the EPA and evidences our systematic approach to approvals and our willingness to engage with stakeholders. Mardie’s comprehensive environmental management plans will ensurethe environmental valueswill be appropriately managed and protected. We are confident that the Mardie ERDwithassociated EPA conditions are aligned with environmental best practice and will meet the expectations of the WAGovernment”

- EPA makes positive recommendation to the WA Minister for Environment
- Proposed EPA conditions aligned with Mardie design and costestimates
- Minister will make final decision following required consultation period
http://clients3.weblink.com.au/pdf/BCI/02392983.pdf

http://clients3.weblink.com.au/pdf/BCI/02392246.pdf

Alles anzeigen

http://www.mining-technology.com/news/bci-potash-epa-environmental-approval/

Es ist so dass Salz Projekte generell ein paar Bestimmte Anforderungen haben,

dass Sie Gute Chancen haben um auch ein Produzent zu werden.

Oder jedenfalls dass es Die Chancen VERBESSERT dass Sie Ein Produzent werden.

Dazu hier Folgendes, aus Canaccord Paper(Post1):

“A proven salt producing region

The Pilbara coast is a proven salt producing region, with some of the five existing operations (Onslow, Shark Bay, Lake Macleod, Port Hedland and Dampier) having operated for over five decades(Figure 17).

The major barriersto entry for large scale salt evaporation projects are large,flat landholdingson the coast in an area with low rainfall and high heat/wind conditions, and finding favourable impermeable clay-type soil conditions. Given operation is normally spread across 20-30km, it also needsto be in an area with minimal environmental and social impact. The Mardie project hasall the requirements necessary to operate as a successful solar evaporation operation, in our view:

• Climate: The Pilbara coast is considered a ‘Grassland climate’, meaning it’s hot all year round with a summer drought.Based on the analysis of monthly evaporation, rainfall and temperature data at the Dampier and Learmonth weather stations, conditions areconsidered ideal for solar evaporation, with results indicating a net evaporation rate of 2,970mmper annum.
• Coastal setting: Mardie is located 3-5km inland from the coast, allowing for easy access to an inexhaustible resource of stable quality seawater. The coastal setting also eliminates haulage costs to an onsite Port facility ideally situated for low cost shipping to Asian markets.
• Topographical and geotechnical:Flat topography witha lowpermeability clay layer that extends across the planned pond footprint, which reduces the amount of product lost to seepage whilst also eliminating the need to line the ponds. Material surrounding the projectis alsosuitablefor the construction of a low permeability sea wall which eliminates the need to transport suitable material up to site.
• Minimal environmental and social impact:Although we acknowledge BCI isyet to receive all the environmental approvals required for project development, we believe the extensivework BCI hascompleted to date demonstratesaprojectthatoffers minimal environmental and social impact(seeTenure and approvals on track for completion in early 2021). “

Auf Den “Klima” Aspekt werde evt nochmal zurückkommen.

Weil Der grundsätzlich, und langfristig, m.E. wichtig ist.

Zum Produktions Prozess, für mal nööööö Vorstellung:

„Salt will be produced via the solar evaporation of seawater and the crystallisation of raw salt, which will then be dry harvested and purified through a wash plant to produce high purity industrial grade NaCl. The remaining brine (bitterns) will then be extracted from the primary salt crystalliser and undergo further crystallisation and processing to produce SOP.

Seawater intake andconcentrator ponds

A seawater pump station will pump out 142 gigalitres (GL) of seawater from the ocean and transfer it to the first of nine ponds.Over a period of one year, seawater progresses from pond 1 to pond 9, gradually reducing in volume through solar evaporation (approximately 12% of original volume).

Primary crystalliser ponds

The primary crystalliser ponds receive approximately 22GLpaof brine containing 6.0mtpaof NaCl from pond 9. The brine is deposited into the crystalliser cells where further evaporation crystallises 4.6mtpaof raw salt. The brine (now termed bitterns) is transferred from the primary crystallisers to the secondary salt crystallisers viaapipeline for further salt recovery. The primary salt crystallisers are mechanically harvested and sent to the wash plant.

Secondary crystalliser ponds

The secondary salt crystallisers receive 6.9GLpaof bitterns containing 1.4mtpaof NaCl. This is periodically harvested by dissolving crystallised salt with fresh seawater and 1.2mtpaof salt is recycled to pond 8 for recovery in the primary salt crystallisers.The final bitterns discharged from the secondary salt crystallisers is transferred to the KTMS crystallisers.

Salt production

The dry-harvested salt (4.6mtpafrom the primary crystalliser) is then taken to the purification plant, whereit undergoes a standard wash process.The product is then stockpiled on site for up to six months, depending on dewatering requirements and product quality. Overall product losses amount to 7% from harvest through to export, resulting in saleable production of 4.4mtpa.

Pre-KTMS crystallisers

The Pre-kainite-type-mixed-salts (KTMS) crystallisers receive 3.4GLpaof bitterns containing 150ktpa of SOP equivalent tonnes. Approximately 25% of the magnesium within the bitterns is precipitated as epsomite. Two recycle brines are added to the Pre-KTMS crystallisers to optimise the KTMS salting path and ensurethe KTMS is suitable for refining to SOP.

KTMS crystallisers

The KTM crystallisers receive 3.8GLpa of bitterns containing 225ktpa equivalent of SOP (include recycled streams outlined above). The bitterns is deposited into a series of 18 crystalliser cells operating in nine parallel trains of two cells, where approximately 770ktpa of KTMS is crystallised containing equivalent of 210ktpa SOP.The KTMS crystallisers are dry harvested and the KTMS are transferred to the SOP processing plant.

SOP processing

KTMS is then converted to shoenite salt before additional processing/crystallisation delivers SOP which is dried viaafluidised air dryer,compacted into granular form and stored in fully enclosed stockpiles.SOP is ultimately reclaimed via front-end loader, screened to remove any fines,and an anti-caking agent applied. The final SOP product is loaded into haul trucks for transport to the Mardie Port Facility.

GENERELL Salz Produktions Methoden

Methods of production

Solar evaporation(Mardie)

The use of sun and wind to evaporate saline water to obtain salt is the oldest and most basic production method. This method accounts for approximately40% of global productionand is the method used by allthe existing Australian operations. Solar evaporation operations tend to produce higher grade salt at a lower cost, however they have three main requirements which make the barriers to entry high, namely:1) Access to a brine source;2) Hot dry and windy climate;and 3) Large,flat land area with preferably low permeability.

Rock salt mining

Rock salt mining ismuch like mining for any other material. Typically, the salt exists as deposits in historical underground seabeds, which have become buried over time. Salt is mined using standard underground mining techniques where it is removed, crushed and takento surface. This method of producingsalt is typically lowcost,but quality tends to be lower than solar evaporation operations.

Solution mining

Wells are erected over salt beds or domes (deposits of salt forced up out of theearthby tectonic pressure) andwateris injected to dissolve the salt. Then the salt solutionis pumped out and taken to a plant for evaporation. This method of producing salt isthe highest cost and also typically produces the highest quality. “

Habe mir Den Canaccord Research paper nochmal durchgelesen,

und muss sagen Das gefällt mir in Der SUMME sehr, sehr gut.

„100“% Garantie gibt’s nicht, aber Das Projekt macht ZIEMLICH VIEL SINN würde sagen.

Quartal Aktivitäten report

- Record quarterly Iron Valley EBITDA to BCI of $32.2M; 60% higher than previous record
- FY21 Iron Valley EBITDA of A$69.5M; 200% higher than previous record
- EPA RECOMMENDED APPROVAL OF THE MARDIE PROJECT TO THE WA MINISTER FOR THE ENVIRONMENT
- Mardie CONTRACTS TOTALLING A$129M AWARDED IN 2021 - Board skills increased , with appointment of Chris Salisbury as Non-Executive Director
- Cash balance of A$79.4M1 and zero debt
http://clients3.weblink.com.au/pdf/BCI/02398311.pdf