"Can I ask what your approach is regarding your coal positions if you don’t mind".
Skewed heavily towards Yancoal right now. Happy with my SMR as they sit while looking for a mean reversion in PCI prices, not selling, will accumulate if realisation gap closes. Building positions in HCC & BTU. Looking at selling some puts and/or buying calls in WHC later this year with a view to holding heads in 18 months time. Traded out Mongolian coalers after several quick bags, winner winner chicken dinner. Thinking about how to best prepare for loading into the GLEN divestment in 2026. Watching BCB & CKA for value based entry, they're both overpriced at the moment. NHC is quality & on the radar, but, I feel that it'll need underlying commodity rises to break out further, otherwise it'll rise with industry multiple expansions. All subject to change... because the Trump Train is coming..
Ann: Quarterly Activities Report, page-132
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Last
$6.28 |
Change
0.050(0.80%) |
Mkt cap ! $8.279B | |||
| Open | High | Low | Value | Volume |
| $6.23 | $6.31 | $6.15 | $9.180M | 1.476M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 44 | 25760 | $6.27 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.29 | 9679 | 25 |
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| Last trade - 14.54pm 14/10/2024 (20 minute delay) ? |
| YAL (ASX) Chart |