YAL 1.29% $6.86 yancoal australia limited

Referring to S32:Their met coal production outlook is down. Even...

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    Referring to S32:

    Their met coal production outlook is down. Even if they don't sell, they'll need something, anything to pick up the slack.

    Actual
    FY21 6.2mt
    FY22 5.7mt
    FY23 5.5mt

    Outlook
    FY24 4.4mt
    FY25 4.7mt

    Sell their met would make sense from a multiple rerates perspective. Obviously not FCF
    Last edited by jace.h: 28/12/23
 
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