BHP's 50% share could be circa $1.9b, based on SMR market capitalisation and tonnage
Assumptions
1) the market is about right with SMR
2) public and private valuations are similar; in theory, private should be cheaper; however this will be more competitive than SMR / BMC given SMR success
3) some uplift in BHP production for weather but not culture; SMR production flat
4) an acquirer cannot fix operational problems or increase tonnage; none of this synergy that acquirers sell their shareholders
A mug punters guess without access to the dataroom
BHP coal assets sale, page-12
-
- There are more pages in this discussion • 49 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
$6.19 |
Change
-0.260(4.03%) |
Mkt cap ! $8.173B | |||
| Open | High | Low | Value | Volume |
| $6.35 | $6.37 | $6.19 | $18.06M | 2.883M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 34152 | $6.19 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.26 | 10786 | 3 |
View Market Depth
| Last trade - 16.10pm 12/11/2024 (20 minute delay) ? |
| YAL (ASX) Chart |