I was surprised they didn't try for the BMC coking coal assets in qld. 80% of 10mtpa and Stanmore got it for about A$1.9b. of course possible Yal tried, just didn't hear about it.
MAC makes sense with 20Mtpa and 1/3 stake in the port, I don't know who else would have appetite or capacity to buy them except YAL and Glencore. I think it makes mostly newc6000 grade, so a nice balance for Yal's lower grades. Not a great time to be trying to buy that though... hard to get a good discount when coals sky high.
Ann: Annual Report to shareholders, page-9
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$7.21 |
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