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.
For most parts, I have a very similar view. The only difference...
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Last
$6.89 |
Change
0.270(4.08%) |
Mkt cap ! $9.117B | |||
| Open | High | Low | Value | Volume |
| $6.63 | $6.93 | $6.63 | $13.49M | 1.978M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 16 | 8771 | $6.88 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.89 | 3979 | 14 |
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| Last trade - 14.19pm 01/07/2024 (20 minute delay) ? |
| YAL (ASX) Chart |