Yep. Couple of further key points:
1.Effective date of transaction (considering Met coal price has appreciated since bidding opened) - my guess is July 1? Positive cashflow already? (though there may have been maintenance?)
2.Buy price & make up (debt, interest rate, maturity)
3.Coal price assumptions feeding into purchase price (see point 1) - as has been pointed out, realised price compared to benchmarks from coal specifically from these two mines important too.
Other considerations: Blackwater is a 100 year asset.
Daunia may provide hub options/synergies/lower capital cost options for Winchester South ...
Hard for me not to be in favour with the big but, being transaction price/effective date & debt maturity/rate.
Ann: Trading Halt, page-34
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$8.61 |
Change
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Mkt cap ! $7.203B | |||
| Open | High | Low | Value | Volume |
| $8.67 | $8.69 | $8.55 | $27.44M | 3.184M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 9 | 33063 | $8.60 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.62 | 5000 | 2 |
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