Recalling from memory, one of their earlier reports said their NEWC6000 was 10% of their production THEN. My memory isn't accurate, could be either 10% of thermal or 10% of overall; let's just say 10% overall for that period. Their Met coal is 15%, largely of SSCC type.
SSCC has a higher calorific value than NEWC6000. YAL indicated in various reports that they would 'wash harder' to take advantage of market situation; given the price premium between NEWC6000 to SSCC, I'd hazard a guess that outside their contracted SSCC capacity, they would sell as much NEWC6000 as the could; which is likely NOT a lot as SSCC is more of a contract type (correct me here).
I used 75% API5, ~10% NEWC6000 and 15% SSCC for my estimate. If we are lucky, the October quarterly may give us a nice surprise re NEWC6000 percentage. Based on these numbers though, their market value is still substantially undervalued comparing with WHC and NHC.
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