Projected Half Yearly Dividend for FY 22, page-426

On the discount %:

so GQG recently sold their 5% WHC stake in a block trade at a 7.5% discount. That's the closest comp you can find for a similar transaction. Most importantly its very recent and reflects the current market conditions.

Even in this environment, a 20% discount is typically reserved for pre-profit microcaps or dodgy biotechs like MSB.

On the likelihood for a block trade:

The largest investors in YAL are the CCP and Cinda. Glencore has already sold, which drastically improved the float.

The rest are spread among rats and mice.

Cinda has policies that prevented from doing a block trade so that's why they have been dripping out shares on-market.

We know the CCP wants to accumulate more YAL rather than sell their shares, so who's this major seller that's going to dump their stake at a 20% discount?