New Hope SP jumps today on size of divi (30c inc special). Surprise!.
NH producing ~8-10m with margin (even elevated ~A$120-140/t)
Implied EBITDA ~$1b
Market Cap $2.5b = 2.5x EBITDA
CRN saleable production ~18.5mmt (guidance) with margin @ US$300 around A$250-300/t using guidance costs. Current pricing ~$5-600/t with risk of extended elevation.
Implied EBITDA ~ $4-5b+
Market Cap $3.5b = <1 x EBITDA
New Hope kicks again today. CRN still hanging about.
Ann: Update - Dividend/Distribution - CRN, page-2
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Last
$1.39 |
Change
0.045(3.36%) |
Mkt cap ! $2.305B | |||
| Open | High | Low | Value | Volume |
| $1.37 | $1.39 | $1.33 | $6.984M | 5.085M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 12259 | $1.38 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.39 | 77799 | 11 |
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| Last trade - 16.10pm 03/07/2024 (20 minute delay) ? |
| CRN (ASX) Chart |