Probably a standard opinion piece rather than anything...

Probably a standard opinion piece rather than anything insightful into YBR plans IMO. Next update from YBR likely to be quarter end report.

Not sure if they will start to comment on SP and outlook in the next few reports but SP trading at all time lows recently has to get some attention.

Industry sector is orientated towards consolidation IMO and last YBR referenced discussions with HOM. While nothing emerged from this, HOM did merge with a larger group eventually. At this stage YBR is one of the smaller players (by market cap) in the sector with a stock listing and cost savings could be made by a takeover party IMO.