Fair comments from both of you, the March dividend will be interesting. I’m def leaning towards YAL paying a bigger dividend over both WHC and NHC early next year. For the last two years YAL’s final dividends have been $0.70 monsters which could well be possible as you say, and it will put a rocket up the current share price, however a $0.70 div will set them back $924 million dollars, putting a sizeable dent in their cash balance. Not long till we all find out anyway… Regarding potential M&A YAL may consider, I wonder if they’d be interested in S32’s Illawarra Met coal mine or Hagetaka do you know of any other met coal assets that may become available in the future that would be a good fit for YAL?
YAL Price at posting:
$4.92 Sentiment: Buy Disclosure: Held
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