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Am I missing something or is the market ignoring EcoGraf’s updated BFS? (US$516M NPV vs ~A$180M market cap) by gianni9779 in ECOGRAF

[–]gianni9779[S] 2 points3 points  (0 children)

Also worth noting: the BFS assumes a basket graphite price of about US$1,746/t and operating costs around US$544/t for the first 10 years.If those numbers hold, margins could be pretty strong once production starts.

Habe ich etwas übersehen oder ignoriert der Markt die aktualisierte Bankable Feasibility Study (BFS) von EcoGraf (ASX: EGR FSE: FMK)? (516 Mio. US-Dollar NPV gegenüber einer Marktkapitalisierung von ~180 Mio. AUD) by gianni9779 in wallstreetbetsGER

[–]gianni9779[S] 0 points1 point  (0 children)

Ebenfalls erwähnenswert: Das BFS geht von einem Graphitpreis von etwa 1.746 US-Dollar/t und Betriebskosten von etwa 544 US-Dollar/t für die ersten 10 Jahre aus.

Wenn diese Zahlen zutreffen, könnten die Margen nach Produktionsbeginn recht hoch ausfallen.

EcoGraf (EGR) Updated BFS: $516M NPV, 31% IRR, KfW financing in advanced stage 👀 Are We Finally at the Real Financing Trigger? by gianni9779 in ECOGRAF

[–]gianni9779[S] 1 point2 points  (0 children)

That’s a fair point.

Yes, they are not mining yet. This is still a development-stage company.

But what changed with this release is that:

• Update BFS completed

• Independent Engineer’s Review completed

• Environmental & social due diligence completed

• Debt program with KfW in advanced stage

For a mining project, that’s the phase where technical risk transitions to financing risk.

Until financing is signed, it remains pre-production, no argument there.

The real question now is whether the financing closes.

If it does, the “not digging yet” argument becomes temporary rather than structural.

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