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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Last
$5.54 |
Change
0.240(4.53%) |
Mkt cap ! $7.315B | |||
| Open | High | Low | Value | Volume |
| $5.45 | $5.62 | $5.39 | $29.86M | 5.426M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 900 | $5.51 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $5.54 | 10538 | 2 |
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| Last trade - 16.10pm 09/09/2024 (20 minute delay) ? |
| YAL (ASX) Chart |