WHC 5.97% $6.14 whitehaven coal limited

Target $18.72, page-1013

  1. 78 Posts.
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    WHC will happily buy your shares. Within a year, SOI will be down to 700m.

    To put yourself at ease: Do a few calcs using a lower NEWC and check the PE. Refer to LukeyT’s scenarios. Keep an on Ukraine. Keep an eye on near term nuclear power plant options in JKT. Keep an eye on winter. Yes, gas storage is full in Europe - how long do those stores last? How fast can they be replenished? And can they be topped up as quickly next year? Keep an eye on the NH winter of 23-24. Keep an eye on the number of new thermal coal production sites coming on stream. Keep an eye on Mongolian ports. Still to reach your CGT discount anniversary? Worth selling or waiting?

    Does that help?
 
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