Ann: Quarterly Activities Report, page-41

First 41 Last

Share
Profile

Follow
87 Crash

5,083 Posts.

711

21/04/24

10:17

Post #: 73442475
Share

Originally posted by Coalhardcash: ↑

I share your thoughts and also prefer WHC for the longer term play with the recent acquisition of B&D, now geared more towards met coal with future growth projects in the pipeline, etc. WHC is going to be a monster in years to come, there's no doubt about it. Agree it's hard to choose between the two companies so I just hold both and have been accumulating on weakness. Haha

This is pure speculation, but surely I can't be the only one thinking this...
I know David Moult mentioned there are no discussions of M&A atm but I can't help but think YAL would be interested in bidding for a small slice of BW.
Just spitballing, but there's a huge pile of cash just sitting on the balance sheet, and we know YAL was part of the initial bidding process for B&D initially, so maybe YAL does make a bid for a small stake in BW? WHC could still then offer another small stake or several small stakes to steel producers as originally planned. Paul did say there is strong bidder interest, also have read reports WHC may be looking to partner with multiple partners instead of just the one. WHC is no stranger to having multiple partners with their operations.
- Narrabri mine: WHC 77.5% interest, Upper Horn Investments 7.5%, J-Power 7.5%, Daewoo International Corp 5%, Korea Resources Corp 2.5%.
- Maules Creek mine: WHC 75% interest, Itochu 15%, J-Power 10%.
Again it's all speculation but I'd love to see both WHC and YAL as partners, would be very positive for both companies. What are your thoughts on the matter?

And thanks yes my portfolio is doing well of late thanks to both WHC and YAL. Likewise to yourself hopefully BCB can start to get things turned around this year. All the best to you too mate

Expand

Agreed. I have had the same thoughts of YAL taking a small position in BW.

YAL Price at posting: $5.81 Sentiment: Buy Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

AUG

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

TX3

Canadian fieldwork yields multiple pegmatites for Trinex

RNU

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

TLX

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

There are more pages in this discussion • 34 more messages in this thread...

First 41 Last

Add YAL (ASX) to my watchlist

(20min delay)
Last $7.05		Change -0.120(1.67%)		Mkt cap ! $9.309B

Open	High	Low	Value	Volume
$7.12	$7.20	$7.00	$20.43M	2.880M

Buyers (Bids)

No.	Vol.	Price($)
4	10971	$7.04

Sellers (Offers)

Price($)	Vol.	No.
$7.06	8725	1

View Market Depth

No.	Vol.	Price($)
4	10971	7.040
5	20137	7.030
3	9292	7.020
4	28345	7.010
23	66015	7.000

Price($)	Vol.	No.
7.060	8725	1
7.070	38753	6
7.080	46308	7
7.090	19700	7
7.100	18857	3

Last trade - 16.10pm 11/07/2024 (20 minute delay)

YAL (ASX) Chart

Ann: Quarterly Activities Report, page-41

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

Canadian fieldwork yields multiple pegmatites for Trinex

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Quarterly Activities Report, page-41

Top Stories

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

Canadian fieldwork yields multiple pegmatites for Trinex

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News