Other things
- The coal reservation is not guaranteed to be handed over to generators. It's a reservation that *could* be handed over if needed. It resets each quarter so if the 310,000 is not taken in a quarter it doesn't accrue over to the next quarter.
- The renewables hub is still going through FID so it's not a guaranteed project. It's an option they are considering as part of rehabilitation.
- YAL is still focused on coal and is unlikely to move into other minerals/metals.
- Increased costs we primarily driven by reduced output, inflation and lack of labor. Increasing Mt output will likely not return costs back to 2021 or earlier levels fully.
- The reason they paid out 45% and not 50% was the board wanting to pay off the remaining debt and reserve cash for the tax bill liability. Further guidance is, as it always was, 50% payout ratio. In saying that they state board has final decision always for variance from 50% payout.
- Increased capex spend for 2023 is for getting the mines back to historic ROM rates. Once mining rates return to normal capex should return to prior year rates.
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Last
$5.61 |
Change
0.210(3.89%) |
Mkt cap ! $7.407B |
Open | High | Low | Value | Volume |
$5.40 | $5.62 | $5.36 | $18.67M | 3.386M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 5000 | $5.60 |
Sellers (Offers)
Price($) | Vol. | No. |
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$5.62 | 4222 | 2 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 54 | 5.900 |
1 | 600 | 5.890 |
2 | 1362 | 5.650 |
3 | 742 | 5.630 |
4 | 11204 | 5.620 |
Price($) | Vol. | No. |
---|---|---|
5.330 | 2886 | 3 |
5.500 | 2 | 1 |
5.600 | 749 | 1 |
5.610 | 1912 | 2 |
5.620 | 2486 | 4 |
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YAL (ASX) Chart |