Hi folks
by my calculations, at US$200, WHC at $5 would be on a PE of3. This is at 14m tonnes with the Aussie dollar at 75 US cents and all in costs per tonne of $86. NPAT would be $1.764b for a year.
At this point in the cycle it would be a brave man to bet against US$200 not being the new base price.
So, if US200 is the new base, a PE of 6 would see WHC at $10.
If we get US$ 250 for the medium term, the NPAT would be approx $2.59b and a share price of $5 would see the PE at 2.
These are very high level estimates, but you can see how a $10 share price could easily be reached
PS. The 3 major US coal producer share prices are up around 900% to 1000% in the last 12 months (Peabody etc) (yes, 9 times from a very low base). At $4.57 WHC is up only 180%. All had very similar backdrops, high debt, near death experiences etc.
So, $10 is not a big stretch. In fact if geopolitics remain as is, then you could almost guarantee it.
Fingers crossed.
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Open | High | Low | Value | Volume |
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No. | Vol. | Price($) |
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1 | 3922 | 7.120 |
3 | 35266 | 7.110 |
2 | 32247 | 7.100 |
2 | 122076 | 7.090 |
2 | 47845 | 7.080 |
Price($) | Vol. | No. |
---|---|---|
7.160 | 2173 | 1 |
7.170 | 10650 | 2 |
7.180 | 35466 | 7 |
7.190 | 35199 | 2 |
7.200 | 42416 | 6 |
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