BTU Q1 2026 Earnings Preview
May 4, 2026
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Category: Australia
Yancoal Acquires Kestrel: A Deal Built for a Buyer’s Market
April 15, 2026
Yancoal Australia has agreed to pay up to $2.4 billion for one of the largest underground coking coal mines in the world — $1.85 billion upfront, the rest contingent on price recovery. Our DCF puts fair value at $1.29 billion on the 80% stake at current market assumptions, indicating Yancoal paid a 40%+ premium to acquire the asset…
Thermal (and Industrial) Coal Update – 10 Feb
February 10, 2026
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Thermal Coal News, Price Update and YAL Quarterly Report
January 22, 2026
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Queensland Rain Will Keep Met Coal Tight Long After the Skies Clear
January 12, 2026
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NHC.AX Q1 2025 Earnings – Quick Take
November 16, 2025
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Coking Coal Edges Higher on China Sentiment, Saraji Cutbacks
September 17, 2025
Coking coal market update for September 17th…
BHP Mitsubishi Alliance to Close Saraji South, Cutting 750 Jobs
September 16, 2025
BHP Mitsubishi Alliance is set to cut about 750 coal mining jobs in Queensland, citing the state’s high coal royalties. Its Saraji South mine at Dysart will be mothballed from November…
Thermal coal price & news update as of 8 Aug
August 11, 2025
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Coal, Copper, and Critical Materials w/ Kontrarian Korner's Ben Kelleran
August 3, 2025
Podcast with Ben Kelleran from Kontrarian Korner…
Quick Note on a Quick Bargain in YAL Shares
July 21, 2025
Yancoal drop in share price marks buying opportunity…
BTU Weighs Legal Options at Moranbah North
May 12, 2025
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