For most parts, I have a very similar view.
The only difference is the price for Q4 is not fully locked in imho, the price lag is more likely to be 4 wks, not a full 3 mth.
Bear in mind, the now 24% Chinese market exposure is largely priced on API5, not NEWC. So I think the product mix will be rebalanced and potentially pointing to a disproportionally more lower average realised price across all products.
I am quite convinced BOC can be a debt financial partner if needed to purchase BHP asset, I think the fact management declared a higher than expected interim dividend means they are not looking to pull the trigger actively, unless YAL gets a good deal price wise.
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$6.81 |
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Mkt cap ! $9.058B |
Open | High | Low | Value | Volume |
$7.08 | $7.11 | $6.72 | $13.55M | 1.980M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
13 | 5397 | $6.80 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.81 | 5747 | 14 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
14 | 17724 | 6.790 |
10 | 22910 | 6.780 |
10 | 22289 | 6.770 |
8 | 24430 | 6.760 |
11 | 47148 | 6.750 |
Price($) | Vol. | No. |
---|---|---|
6.800 | 137 | 3 |
6.810 | 10991 | 17 |
6.820 | 10423 | 11 |
6.830 | 2695 | 6 |
6.840 | 8453 | 8 |
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