YAL 0.42% $7.20 yancoal australia limited

YAL vs WHC, page-126

  1. 30 Posts.
    lightbulb Created with Sketch. 25
    YAL has ~ 75% API5, 25% NEWC6000/SSCC grade
    API5 @ ~ US$200
    NEWC6000 @ ~US$400
    SSCC @ ~US$250

    Production: 32,000,000 ton, of which 24,000,000 API5, 8,000,000 NEWC6000/SSCC
    Production Cost ~$AU135 (correct me on this)
    Exchange AU/US: say 0.68
    Can I test everyone's maths skills?

    P.S. I've run a similar calc for WHC/NHC, and my conclusion is YAL's market cap should be at least 1.2 times WHC.
    P.S.2. Aside from a few shares of BCI Minerals, I'm now 100% YAL outside my super.
 
watchlist Created with Sketch. Add YAL (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.