YAL 2.20% $6.98 yancoal australia limited

BHP coal assets sale, page-29

  1. 1,438 Posts.
    lightbulb Created with Sketch. 859
    Me too. Our majority Chinese shareholders are smart.

    Coal is not going away anytime soon. Lots of downside risk is priced in in my opinion.

    A change in dividend policy and some clarity around how shareholders will be the beneficiaries of YALs cash hoard would be the catalyst for a rerate.
 
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