Thanks for this @borano some good detail here on the difference between CRN and Stanmore margins. I feel like I need to build a model to project CRN's earnings under a range of met prices and AUDUSD rates. Have you seen any detailed forecasts from brokers (ideally including a sensitiivity analysis)?
I want to get into how much of their coal volume is sold forward at an agreed price, or is it all subject to benchmark pricing
Feel positive, but the lack of buying right now is a concern
Stanmore v Coronado, page-15
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Last
$1.16 |
Change
-0.035(2.94%) |
Mkt cap ! $1.936B | |||
| Open | High | Low | Value | Volume |
| $1.21 | $1.21 | $1.16 | $2.323M | 1.984M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 46587 | $1.15 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.17 | 72963 | 5 |
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| Last trade - 16.10pm 02/10/2024 (20 minute delay) ? |
| CRN (ASX) Chart |