BCI
OrganizationHeard in 2 episodes across 2 shows since Jul 2026
An Australian minerals company whose principal business includes salt production and development of the Mardie Salt and Potash Project in Western Australia’s Pilbara region.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 1 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 0 |
What experts have said about BCI
9 statements · 8 positive · 1 negative
BCI’s salt market remains undersupplied because Asian demand exceeds new supply.
“there was a thesis at the time which still holds today that there was a supply deficit in salt coming in the market based on the demand profile from Asia, from Asian economic growth, and a lack of new supply coming onto the market.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 15:41
BCI could generate $300 million in post-tax cash flow at full production.
“we think that BCI could produce $300 million of post-tax cash flow.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 20:28
BCI’s share price should re-rate as free cash flow begins to grow.
“we think that over time, as BCI starts to generate that free cash flow, the share price should re-rate towards a more appropriate yield.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 20:40
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
2 episodes featuring BCI, newest first
