-- Euroz Hartleys周二在一份报告中指出,BCI Minerals(ASX:BCI)位于皮尔巴拉海岸的Mardie高纯度盐项目开发持续降低风险,尽管近期飓风造成的干扰推迟了首批盐的生产时间,但该项目仍保持强劲的长期前景。 该项目预计将成为全球第三大、澳大利亚最大的盐场,目前建设已完成81%。 飓风Mitchell和Narelle带来的强降雨的全面影响尚待评估。然而,令人欣慰的是,盐场作业已重新启动,盐池密度也在增加。 此外,尽管本季度盐进口价格疲软,但印度、中国和印尼正在建设的氯碱工厂的需求预计将支撑中期盐价走强。 Euroz Hartleys维持对该项目的“投机性买入”评级和0.50澳元的目标价,并正在评估首批盐销售时间和短期盐价疲软的影响,因此这两个评级均处于调整状态。
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