based on the diverging SP of YAL and WHC (20% since the futures drop that sank all coal miners last month) YAL is trading at a $1billion discount to WHC.
This is assuming the market was priced fairly in the month prior.
based on that it looks like a billion dollar buffer should YAL overpay for BHP assets.
every trading day lately the divergence is growing.
if YAL don't get the mines then it should rocket and if WHC are the successful bidder then that SP should tank
Ann: 2023 Annual General Meeting Address and Presentation, page-35
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Last
$6.29 |
Change
0.060(0.96%) |
Mkt cap ! $8.305B | |||
| Open | High | Low | Value | Volume |
| $6.23 | $6.31 | $6.15 | $12.32M | 1.976M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 9121 | $6.24 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.29 | 35365 | 4 |
View Market Depth
| Last trade - 16.10pm 14/10/2024 (20 minute delay) ? |
| YAL (ASX) Chart |