What podcasts say about BCI
Every statement, with the speaker, the exact quote and the moment it was said.
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
BCI could be valued at $1.50 per share using a 15-times free-cash-flow multiple.
“we think about 15 times free cash flow as a share price of $1.50.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 20:51
BCI could deliver an 18% annual compounded return over eight years, excluding dividends.
“that could be an 18% compounding return for the next 8 years excluding dividends.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 21:02
BCI’s annual return could exceed 20% when dividends are included.
“that could look like 20% plus with dividends as well.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 21:07
Prolonged weakness in salt prices would negatively affect BCI’s investment case.
“if that was, if that was lengthened and we kept seeing weakness in the price, that's a negative.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 22:20
BCI can monetize excess port capacity beyond its own 5.5-million-tonne output.
“The BCI project at full run rate is 5.5 million tonnes, so there's a lot of excess capacity there that can actually be monetized by BCI.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 23:42
BCI will generate additional profits by monetizing existing infrastructure.
“BCI will be able to generate extra profits and really monetize their existing assets and infrastructure.”
Open the episode · 3 small caps powering Ryder Capital’s double-digit growth and fully franked dividendsListen at 24:08
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.