-- Euroz Hartleys週二在一份報告中指出,BCI Minerals(ASX:BCI)位於皮爾巴拉海岸的Mardie高純度鹽項目開發持續降低風險,儘管近期颶風造成的干擾推遲了首批鹽的生產時間,但該項目仍保持強勁的長期前景。 該項目預計將成為全球第三大、澳洲最大的鹽場,目前建設已完成81%。 颶風Mitchell和Narelle帶來的強降雨的全面影響尚待評估。然而,令人欣慰的是,鹽場作業已重新啟動,鹽池密度也在增加。 此外,儘管本季鹽進口價格疲軟,但印度、中國和印尼正在建設的氯鹼工廠的需求預計將支撐中期鹽價走強。 Euroz Hartleys維持對該項目的「投機性買入」評級和0.50澳元的目標價,並正在評估首批鹽銷售時間和短期鹽價疲軟的影響,因此這兩個評級均處於調整狀態。
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