YAL 3.44% $6.62 yancoal australia limited

Ann: Quarterly Activities Report, page-32

  1. 8 Posts.
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    Great report, great company with good execution.

    Index inclusion will be a big boost, one should not miss it.

    After I sold my entire position pre-dividend ex-Date (due to tax reasons), I reinstated a 50% position at 5,35AUD but to be honest was surprised by the strength of the share price so far.

    I hope we see another weakness in the upcoming shoulder season month, and if we do, an oversized position in this stock is definitely warranted, and I hope that happens before index inclusion.

    260m AUD cash added in a seasonally weak coal price quarter is great.
    Last edited by Nithebo: 20/04/24
 
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