Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi Market Matters What's your view on coal stocks after Macquarie cut their coal price forecasts and coal stocks were hit today. Your Am report on 12/3/25 - "We ultimately see solid risk/reward in buying the stock today for tomorrow’s dividend and holding it for 45 days to accrue the franking credits." MM is bullish YAL ~$6.25 I actually bought YAL the day before for the dividend yield. Are you still bullish - if so in what time frame? regards Debbie
Hi Debbie,
We are still bullish on coal despite MQG’s downgrade with a medium term view. Yancoal (YAL) was essentially flat yesterday after taking into consideration the dividend and franking – not a bad effort. The chart below from WHC outlines the reasons we remain bullish in the medium term.
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