Australia's largest stock trading and investment forum Australia's #1 stock forum

WHC

Click for more information

1.46%

$7.41 whitehaven coal limited

I can agree with this. however, one foot in front of the other....

First 8988 Last

Share
Profile

Follow
Masami

237 Posts.

34

26/04/24

09:05

Post #: 73517212
Share

Originally posted by hagetaka: ↑

Yes, that old adage is true. It's why I was supportive of the deal at the right price.
.
Whitehaven has bought lower fluidity coal. That's the reality. The only high fluidity to capitalise on is in the L4 seam of Daunia... and that's only 300mm thick and requires a special wash facility.
.
Cant blend up, can only blend down. It's why everyone with Rangal Coal is going on bended knee to Vitrinite for their Goonyella lower coal... and they've only got another 20mt of product to come over the next 10 years... then it's game on to get coal up to spec by sucking ass to BMA. If BHP gets Anglo, then they'll control 80%+ of the high ddpm coal.
.
WHC will get these new assets paid down because of the huge margins today, but, the longer term cash machine will wither in a few years when BMA gets their high ddpm coals in sync with the market. It is what it is. I told yas first. Hot potato.

Expand

I can agree with this.

however, one foot in front of the other. 1 year ago we had no Met coal. Now we’ve pivoted into the space.

fingers crossed for Winchester South and any more acquisitions

WHC Price at posting: $7.57 Sentiment: Buy Disclosure: Held
7 Upvote

0 Great analysis

Reply

There are more pages in this discussion • 137 more messages in this thread...

First 8988 Last

Add WHC (ASX) to my watchlist

(20min delay)
Last $7.41		Change -0.110(1.46%)		Mkt cap ! $6.199B

Open	High	Low	Value	Volume
$7.58	$7.58	$7.40	$30.15M	4.052M

Buyers (Bids)

No.	Vol.	Price($)
10	211007	$7.40

Sellers (Offers)

Price($)	Vol.	No.
$7.41	4070	1

View Market Depth

No.	Vol.	Price($)
7	191859	7.400
3	9096	7.390
3	31036	7.380
6	48816	7.370
5	25600	7.360

Price($)	Vol.	No.
7.410	4070	1
7.420	7011	3
7.440	26722	5
7.450	25433	3
7.460	19686	2

Last trade - 16.10pm 16/05/2024 (20 minute delay)


Last $7.41			Change -0.110 ( 1.12 %)
Open	High		Low	Volume
$7.58	$7.58		$7.40	1123053
Last updated 15.59pm 16/05/2024 ?

WHC (ASX) Chart