WHC 0.28% $7.16 whitehaven coal limited

Target $9.36, page-71

  1. 348 Posts.
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    Quarterly price achieved is close to previous quarter benchmark prices. Based on these I am expecting a price for March quarter to be close to USD 200. More importantly it will also set the benchmark for next quarter price as well.
    I am expecting better quality coal from Narrabari and better price for the better quality as well. There is no restrictions on Maulescreek for this quarter. However WHC has never sold more than 4MT in a quarter so far.
    Based on this EBIDTA for March quarter will be close to or more than first half EBIDTA and May be even better results for next quarter as well.
    It appears that better part of WHC will be reflected in from now to final results in August 2022.
    It is also possible that next FY May be better than cure FY.
    Better to wait and reap the benefits

    DYOR
 
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