Past year: ▲ 5%(4.96 – 8.29 AUD)
Each one in plain English, with the numbers worked through for a shareholder.
9 Sept 2024other▲ Good
Yancoal will join the S&P/ASX 200 and 300 indices from 23 September 2024, 12 years after its ASX listing. Management expects a wider investor base and better share liquidity (its view). Next report is the third quarter on 17 October.
6 Sept 2024other▲ Good
S&P Dow Jones index notice listing Yancoal among additions to the S&P/ASX 200 and 300 from 23 September 2024. Third-party announcement; the company's own release follows.
3 Sept 2024other● Neutral
Hong Kong monthly return for August 2024: no change in issued shares, which remain 1,320,439,437. Administrative filing.
20 Aug 2024security holder rights change● Neutral
Board vested 87.33% of 2021 long-term incentive rights (2,390,183), settled in existing shares. 1,402,627 vested rights remain unexercised; 346,780 were cancelled. Small numbers of other rights lapsed after staff left. No new shares issued.
19 Aug 2024investor presentation● Neutral
Slides for the 1H 2024 results released the same day. Readable text is only the cover and disclaimer; no new figures can be stated.
19 Aug 2024half year report▼ BadMajor
1H24 profit fell 57% to A$420m as realised price dropped 37% to A$176/t, despite attributable sales up 17%. Operating EBITDA A$990m; cash A$1.55bn, no debt. No interim dividend; cash kept for possible corporate initiatives. Guidance unchanged.
19 Aug 2024half year report▼ Bad
Half-year accounts: revenue A$3,138m (down 21%), net profit A$420m (down 57% from A$973m), EPS 31.9c. No interim dividend declared. Repeats the headline results released the same day; profit fell mainly with lower coal prices (inference).
13 Aug 2024other● Neutral
Half-year results will be released 19 August 2024 after 6:30pm Sydney time, with an investor webcast on 20 August at 10am Sydney. Scheduling notice only; no financial information.
7 Aug 2024other● Neutral
Board meeting set for 19 August 2024 to approve the half-year results to 30 June and consider an interim dividend, if any, at the Board's discretion. Notice only; no results yet.
2 Aug 2024other● Neutral
Hong Kong monthly return for July 2024: no change in issued shares, which remain 1,320,439,437. Administrative filing.
18 July 2024quarterly activities report● Neutral
June quarter: attributable saleable output 8.2Mt (March quarter 8.8Mt), realised price steady at A$181/t. Cash rose A$318m to A$1.55bn after the A$429m dividend, no loans. 2024 guidance unchanged, tracking the low end of output range, with second-half output expected higher.
11 July 2024other● Neutral
Notice that the June quarter report will be released 18 July 2024, with an investor webcast on 19 July at 11am Sydney. Administrative; no financial information.
4 July 2024other● Neutral
Hong Kong monthly return for June 2024: no change in issued shares, which remain 1,320,439,437. Administrative filing.
12 June 2024security holder rights change● Neutral
1,533,906 performance share rights issued to senior executives under the 2024 long-term plan, about 0.12% of shares. Vesting depends on relative earnings per share and cost targets over the period to 31 December 2026; settled in existing shares or cash.
3 June 2024other● Neutral
Hong Kong monthly return for May 2024: no change in issued shares, which remain 1,320,439,437. Administrative filing.
30 May 2024security holder rights change● Neutral
16,541 deferred short-term incentive rights issued to Co-Vice Chairman Ning Yue, approved at the 30 May AGM. They vest 8,270 on 1 March 2025 and 8,271 on 1 March 2026, and can be settled in existing shares or cash, so no new shares are needed.
30 May 2024investor presentation● Neutral
Cover release and slides for the 30 May 2024 AGM, to be delivered by Co-Vice Chairman Gregory Fletcher and CEO David Moult. Readable text is only the cover and disclaimer; no new figures can be stated.
24 May 2024admin correction● Neutral
Share registry Computershare's Sydney office moves to 6 Hope St, Ermington from 23 May 2024. Phone numbers and postal address are unchanged. Administrative.
3 May 2024other● Neutral
Hong Kong monthly return for April 2024: no change in issued shares, which remain 1,320,439,437. Administrative filing.
29 Apr 2024other● Neutral
Appendix 4G corporate governance checklist filed with the annual report, pointing to the governance statement on pages 125-150 and confirming it is current at 23 February 2024. Administrative; no new financial information.
29 Apr 2024annual report● Neutral
2023 Sustainability Report covering environmental, social and governance performance, with early alignment to draft Australian climate reporting standards. Text read is largely the introduction and scope; no new financial figures.
29 Apr 2024annual report● Neutral
2023 Annual Report released, marking 20 years in Australia. Chairman says 2023 followed difficult years, with production improving each quarter and cash operating costs down 21% from first to second half. Yancoal is considering diversifying beyond coal. Repeats results already announced on 23 February.
24 Apr 2024agm notice● Neutral
Voting entitlement record time for the 30 May 2024 AGM is 6.30pm Sydney on 24 May 2024, earlier than Australian holders may expect because of the dual ASX and Hong Kong listing. Administrative.
19 Apr 2024security holder rights change● Neutral
1,141,369 deferred short-term incentive rights issued to senior staff, about 0.086% of shares. They vest in halves on 1 March 2025 and 2026, and can be settled in cash or existing shares, so no new shares are required.
18 Apr 2024quarterly activities report● Neutral
March quarter: attributable saleable output 8.8Mt, down 9% on December but up 49% on a year earlier; realised price A$180/t (down 8%). Cash rose A$260m to A$1.66bn, no loans. 2024 guidance unchanged, tracking at the low end of output range. Warkworth stake raised, lifting effective interest to 83.6%.
12 Apr 2024other● Neutral
Notice that the March quarter report will be released 18 April 2024, with an investor webcast on 19 April at 11am Sydney. Administrative; no financial information.
5 Apr 2024other● Neutral
Hong Kong monthly return for March 2024: no change in issued shares, which remain 1,320,439,437. Administrative filing.
18 Mar 2024agm notice● Neutral
Annual general meeting set for 30 May 2024, with director nominations closing 26 March 2024. Notice of meeting to follow in April. Administrative.
11 Mar 2024security holder rights change● Neutral
1,116,524 vested 2021 short-term incentive rights are settled half in existing shares and half in cash; 551,997 vested 2022 rights likewise. No new shares are issued, so no dilution. 552,004 2022 rights remain, vesting 1 March 2025.
7 Mar 2024security holder rights change● Neutral
Small forfeits of employee performance share rights after resignations: 65,671 and 59,900 long-term rights, and 121,740 and 65,833 short-term rights. Minor housekeeping with no effect on issued shares.
