I have a very similar estimate on cash gen of $0.8B, 4m interest, 1.5B FY22 tax, 0.3B Q1 PAYG instalment, 0.2B capex, 0.9B div, that leaves about $0.7B cash balance.
0.3B payg could be altered or deferred into the Q3, which leaves $1b equals to your estimate.
Q3 interim would be interesting, if they go with 50% of 50% payout, that would be $0.25 per share, to me it means the management is comfortable with the current market condition and not really looking to purchase BHP asset. If the div dives, then something we don't know is happening in the background.
I have a very similar estimate on cash gen of $0.8B, 4m...
-
- There are more pages in this discussion • 23 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
$6.81 |
Change
0.070(1.04%) |
Mkt cap ! $8.992B | |||
| Open | High | Low | Value | Volume |
| $6.74 | $6.87 | $6.71 | $10.50M | 1.544M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 6043 | $6.78 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.82 | 30193 | 2 |
View Market Depth
| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| YAL (ASX) Chart |