YACAF News and Press, Yancoal Australia Ltd

2024-05-16 00:05:05 ET Summary Yancoal Australia is less likely to do buybacks for now. The company wants to maintain its free float to increase the chances of index inclusion for its Australian shares. YACAF has a substantial cash position that gives it the financial capacity to ...

2024-04-19 10:26:08 ET Yancoal Australia Ltd (YACAF) Q1 2024 Results Conference Call April 18, 2024 09:00 PM ET Company Participants David Moult - Chief Executive Officer Ning Su - Chair of the Executive Committee Mark Salem - Executive General Manager, Marketing...

2023-12-29 10:12:19 ET Summary Whitehaven Coal is acquiring met coal mines, positioning itself as one of Australia's largest met coal producers by 2024. The company benefits from structural secular tailwinds, including supply and demand imbalances in the coal market and increasing...

2023-12-16 09:51:33 ET Summary There are various indicators suggesting that Yancoal Australia's coal sales for the China market will be healthy in 2024. The company has no debt, and its cash is equivalent to roughly 14% of its market capitalization. Yancoal Australia's valuati...

2023-06-12 15:35:31 ET Summary After a 1300% post-COVID run, WHC has come back from orbit over the past 6 months (-38%). Record-breaking warm weather and stretched technicals/sentiment have taken a heavy toll on coal. However, coal prices are showing signs of bottoming, and Whiteh...

2023-05-27 11:35:00 ET Summary Yancoal Australia Ltd is a large Australian coal producer, with an anticipated production of at least 31 million tonnes this year. The metallurgical coal price remains strong, but even the thermal coal price is hanging in there. 2022 won't be rep...

2023-04-10 03:08:14 ET Summary My portfolio returned +7.7% versus +7.5% for the S&P 500, matching the S&P 500's performance despite holding a significant amount of cash and being overweight energy. My performance was driven by my January effect plays, Genesis Energy and Do...

2023-04-06 17:38:24 ET Summary Yancoal Australia Ltd is Australia's premier coal miner, exporting predominantly to Asian power markets. The company experienced a bumper 2022, which saw record-breaking top line and bottom line numbers. Since then, coal prices have normalized, m...

Summary Yancoal presents itself as a low-cost coal producer in the global seaborne market, producing a mix of thermal, semi-soft coking, and PCI coals for export. In the last nine months, the change in the average realized price increased by close to 211%. In my view, further price incr...

Summary My portfolio returned +42.9% versus -18.1% for the S&P 500, my largest relative outperformance ever. 2022 winners included Cenovus, ZIM, H&R Block, Energy Transfer and Dole. I remain cautious heading into 2023, but more constructive as valuations have fallen and some...