YAL has ~ 75% API5, 25% NEWC6000/SSCC grade
API5 @ ~ US$200
NEWC6000 @ ~US$400
SSCC @ ~US$250
Production: 32,000,000 ton, of which 24,000,000 API5, 8,000,000 NEWC6000/SSCC
Production Cost ~$AU135 (correct me on this)
Exchange AU/US: say 0.68
Can I test everyone's maths skills?
P.S. I've run a similar calc for WHC/NHC, and my conclusion is YAL's market cap should be at least 1.2 times WHC.
P.S.2. Aside from a few shares of BCI Minerals, I'm now 100% YAL outside my super.
YAL vs WHC, page-126
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Last
$6.23 |
Change
-0.010(0.16%) |
Mkt cap ! $8.226B | |||
| Open | High | Low | Value | Volume |
| $6.26 | $6.34 | $6.21 | $8.595M | 1.373M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 16409 | $6.20 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.23 | 153 | 1 |
View Market Depth
| Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
| YAL (ASX) Chart |