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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$5.95 |
Change
0.070(1.19%) |
Mkt cap ! $7.856B |
Open | High | Low | Value | Volume |
$5.90 | $5.99 | $5.85 | $24.34M | 4.108M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
3 | 48092 | $5.91 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.95 | 20000 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 5500 | 5.910 |
2 | 16188 | 5.880 |
3 | 7656 | 5.840 |
1 | 1700 | 5.830 |
2 | 2800 | 5.820 |
Price($) | Vol. | No. |
---|---|---|
5.960 | 330 | 1 |
5.970 | 5711 | 4 |
5.980 | 1500 | 1 |
5.990 | 10173 | 2 |
6.000 | 31009 | 14 |
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