WHC 0.26% $7.65 whitehaven coal limited

Ann: Appendix 4D and Half Year Financial Report, page-170

  1. 693 Posts.
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    I thought their market presentation was excellent

    - the estimated demand for thermal coal by a range of reputable forecasting groups is string into the long term
    - WHC is a high quality producer in the sector (defensive even if demand does worsen)
    - the balance sheet won’t be put at risk by too many growth projects.

    I think this will get a good hearing from the funds and investors they meet with over the next few weeks to talk through the results.

 
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