[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Yellow Lab Life Capital [@YellowLabLife](/creator/twitter/YellowLabLife) on x 25.1K followers Created: 2024-08-21 03:30:17 UTC The funny thing to the Koala about Yancoal $YAL.AX here is...we literally saw this play out 10-11 months ago with Whitehaven $WHC.AX when they halted the buyback That was a buying opportunity What's our range of outcomes? They buy Anglo Coal at a reasonable price...positive They overpay for Anglo Coal...not great but not bad depending on the extent, positive Whitehaven though (shows multiples have reset higher) They don't win Anglo Coal...dividend supercharged in Feb, stock "recovers" They buy solar, copper, insert insane future facing adventure here...not good, stock drawdown validated Stock at A$5.50 (just to pick a number here in the eucalyptus tree) is ~A$7.25Bn market cap, A$5.75Bn enterprise value h/t @respeculator work shared yesterday, looks like the conservative FCF generation is at least A$1Bn with upside Seems juicy when you probably have clarity by...when does the BHP X month time period end...end of November? So...3 months? XXXXXX engagements  **Related Topics** [$whcax](/topic/$whcax) [$yalax](/topic/$yalax) [Post Link](https://x.com/YellowLabLife/status/1826099477280645622)
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Yellow Lab Life Capital @YellowLabLife on x 25.1K followers
Created: 2024-08-21 03:30:17 UTC
The funny thing to the Koala about Yancoal $YAL.AX here is...we literally saw this play out 10-11 months ago with Whitehaven $WHC.AX when they halted the buyback
That was a buying opportunity
What's our range of outcomes?
They buy Anglo Coal at a reasonable price...positive
They overpay for Anglo Coal...not great but not bad depending on the extent, positive Whitehaven though (shows multiples have reset higher)
They don't win Anglo Coal...dividend supercharged in Feb, stock "recovers"
They buy solar, copper, insert insane future facing adventure here...not good, stock drawdown validated
Stock at A$5.50 (just to pick a number here in the eucalyptus tree) is ~A$7.25Bn market cap, A$5.75Bn enterprise value
h/t @respeculator work shared yesterday, looks like the conservative FCF generation is at least A$1Bn with upside
Seems juicy when you probably have clarity by...when does the BHP X month time period end...end of November? So...3 months?
XXXXXX engagements
