Terrific result, I'm very happy with the report.
Average sales $155/t versus $67/t cost. The pricing should average out the same or better for the rest of FY22 (due to contract and tailwinds of current extreme pricing).
Take it conservatively,
($155-$67) * 37.5mt == $3.3b
minus $300m capex
minus $375m royalty (assume $10/t - is this correct?)
This should translate to $2 profit per share.
Given YAL's previous promise to payout 50% dividend, I'm seeing 50c in March, another 50c in September.
Assume a PE ratio of 3.5 to 4 for coal sector, YAL should worth $7 - $8 in my opinion.
DYOR and GLTAH.
Ann: Quarterly Activities Report, page-3
-
- There are more pages in this discussion • 8 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add YAL (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$7.02 |
Change
0.190(2.78%) |
Mkt cap ! $9.269B | |||
| Open | High | Low | Value | Volume |
| $6.94 | $7.05 | $6.86 | $9.416M | 1.349M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 18248 | $7.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.03 | 23250 | 2 |
View Market Depth
| Last trade - 16.10pm 09/08/2024 (20 minute delay) ? |
| YAL (ASX) Chart |