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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$5.40 |
Change
0.130(2.47%) |
Mkt cap ! $7.130B |
Open | High | Low | Value | Volume |
$5.32 | $5.40 | $5.28 | $16.60M | 3.108M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 2108 | $5.38 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$5.40 | 3663 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1000 | 5.370 |
1 | 1000 | 5.350 |
1 | 550 | 5.340 |
1 | 6000 | 5.330 |
1 | 520 | 5.310 |
Price($) | Vol. | No. |
---|---|---|
5.400 | 3663 | 1 |
5.410 | 1609 | 1 |
5.420 | 2000 | 1 |
5.430 | 6250 | 1 |
5.440 | 3812 | 1 |
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