Good numbers but think a little too conservative. Royalties are a touch lower and sustaining capex for current tonnage is probably a bit lower too.
Assuming U$120 NEWC and US$105p/t API5, and PCI coal of US$165/t (just above the contingent payment lower bound in the BHP/WHC deal), YAL is trading on 26% FCF yield. Hard for the patient, rational investor to find something better on the ASX.
Ann: Quarterly Activities Report, page-26
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Last
$6.02 |
Change
-0.210(3.37%) |
Mkt cap ! $7.949B | |||
| Open | High | Low | Value | Volume |
| $6.24 | $6.28 | $6.01 | $7.432M | 1.216M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 21963 | $6.02 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.05 | 9553 | 3 |
View Market Depth
| Last trade - 16.10pm 17/06/2024 (20 minute delay) ? |
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Last
$6.02 |
Change
-0.210 ( 3.55 %) |
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| Open | High | Low | Volume | ||
| $6.26 | $6.26 | $6.01 | 163548 | ||
| Last updated 15.59pm 17/06/2024 ? | |||||
| YAL (ASX) Chart |
