Just had a read at Yankuang Group's Q1 result. YAL's cost/t actually reached AU$100(467 yuan).
So with AU$258 average sale price in Q1, we are looking at ~AU$150 gross margin/t.
If YAL maintains 35Mt, which is at the lower end of guidance. We are looking at gross margin of $5.25b for FY22. As YAL's coal price lags behind, the sale price should increase more than the costs.
YAL had a revenue of $A5.4b in FY21, so we should see FY22's gross margin that equals or exceeds that amount.
Ann: Quarterly Activities Report, page-21
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Last
$7.04 |
Change
0.090(1.29%) |
Mkt cap ! $9.295B | |||
| Open | High | Low | Value | Volume |
| $7.02 | $7.09 | $7.00 | $8.556M | 1.214M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 18915 | $7.03 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.04 | 8841 | 2 |
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| Last trade - 16.10pm 16/08/2024 (20 minute delay) ? |
| YAL (ASX) Chart |