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FINWIRES

ユーロズ・ハートリーズ社によると、BCIミネラルズ社のピルバラ塩プロジェクトは、サイクロンによる混乱にもかかわらず、リスク低減を続けている。

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-- ユーロズ・ハートリーズは火曜日のレポートで、BCIミネラルズ(ASX:BCI)のピルバラ海岸における高純度塩プロジェクト「マーディ」の開発は、リスク低減が進んでおり、最近のサイクロンによる混乱で初生産開始時期が遅れているものの、長期的な見通しは明るいと述べた。 世界第3位、オーストラリア最大規模となる見込みの同プロジェクトの建設工事は現在81%完了している。 サイクロン「ミッチェル」と「ナレル」による豪雨の影響はまだ完全には明らかになっていない。しかし、好材料として、製塩作業は再開され、塩田の密度も上昇している。 さらに、インド、中国、インドネシアで開発中の塩素アルカリプラントからの需要は、当四半期の塩輸入価格の軟化にもかかわらず、中期的な価格上昇を支えると予測されている。 ユーロズ・ハートリーズは、初生産開始時期への影響と短期的な塩価格の低迷を評価するため、目標株価を0.50豪ドルとし、投機的買い推奨を維持した。

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