Listened to the call..thank you it has appeased a lot of my concerns...seems like second half is where we will receive a larger dividend...PF does not see demand going away any time soon...PF sees WHC could transition away from its curent 92/8 thermal/met mix to more of a 50/50 but not until early FY 24 and only if it makes sense...this to me means they will be able to in the future continue these MASSIVE fcf halves. I didnt realise WHC could transition to met coal if need be..this could be a massive $$ spinner going forward as China demands more steel for its re-opening
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- Ann: Appendix 4D and Half Year Financial Report
Ann: Appendix 4D and Half Year Financial Report, page-148
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