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.
YAL vs WHC, page-126
-
- There are more pages in this discussion • 275 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
$7.26 |
Change
0.210(2.98%) |
Mkt cap ! $9.586B | |||
| Open | High | Low | Value | Volume |
| $7.09 | $7.34 | $7.03 | $27.11M | 3.748M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 3038 | $7.25 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.27 | 42472 | 2 |
View Market Depth
| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| YAL (ASX) Chart |