YAL 1.04% $6.81 yancoal australia limited

where did you get the info re: the true up against the Japanese...

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    where did you get the info re: the true up against the Japanese reference price? Would be good to understand the $$impact of that.

    we will find out in a couple of days, but on my bottom up analysis, circa $2 billion cash generation for Dec quarter seems about right, allowing for allocation of capital spend per guidance.

    vs sep quarter, sales volume and xrate should be more favourable, offset by pricing a bit lower.

 
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