YAL 2.47% $5.40 yancoal australia limited

Ann: 2021 First Half Financial Result Announcement, page-23

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    anyone done the maths here?

    NC 6000 kcal going for $210/t

    lets assume that for 12 months (possible)

    thats $280/t AUD

    so lets say YAL lower grades capture 80% of that

    $224/t

    after costs and royalties.. YAL could potentially make $5b EBITDA at current market prices....

    Market really is asleep at the bull case here... even if they make half of that in the next 12 months... its enough to reduce debt significantly and pay a big dividend...
 
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