Divvy will be interesting. I've been doing my numbers again over Christmas and while I get 20-30c as a low case if I use current coal prices, it's worth remembering that prices were much higher 12 months ago and that the Yancoal constitution infers 50% of the greater of FCF or EBITDA for the period. Depending on the lag time for contract/sales/receipt, I'm looking at a divvy that is possibly 52c or higher... again, it depends on how much of those high prices 12-15 months ago are counted in the current year. Could we see 70c...cracker if we do, but, I'm betting on 30c and I'm going to be happy when it's higher.
Ann: Company presentation, page-50
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