Another thing I noted was the reducing pci discount towards quarter end,which doesn't match what was illustrated in the yal presentation. Mean reversion with the discount is a solid part of my investment thesis with this company.
Have many people been watching the hcc futures? I haven't been following for long enough to really know my way around it, but the quoted price uplift is now imminent with us270 being traded for May, and the April contract picking up from 228 to 241.
Ann: March 2024 Quarterly Activities Report, page-8
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Last
$3.02 |
Change
-0.060(1.95%) |
Mkt cap ! $2.780B | |||
| Open | High | Low | Value | Volume |
| $3.11 | $3.11 | $3.01 | $1.344M | 437.9K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 10791 | $3.02 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.03 | 16734 | 22 |
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| Last trade - 13.42pm 17/10/2024 (20 minute delay) ? |
| SMR (ASX) Chart |