Good numbers but think a little too conservative. Royalties are a touch lower and sustaining capex for current tonnage is probably a bit lower too.
Assuming U$120 NEWC and US$105p/t API5, and PCI coal of US$165/t (just above the contingent payment lower bound in the BHP/WHC deal), YAL is trading on 26% FCF yield. Hard for the patient, rational investor to find something better on the ASX.
Ann: Quarterly Activities Report, page-26
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Last
$6.62 |
Change
0.220(3.44%) |
Mkt cap ! $8.741B | |||
| Open | High | Low | Value | Volume |
| $6.43 | $6.63 | $6.41 | $13.60M | 2.082M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1512 | $6.61 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.62 | 11309 | 2 |
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| Last trade - 16.10pm 28/06/2024 (20 minute delay) ? |
| YAL (ASX) Chart |