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1ronnie

24,270 Posts.

2132

09/09/24

21:22

Post #: 75599181
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Originally posted by PaddyMac33 ↑

2022, thermal coal was $400 per tonne and met coal was $630 per tonne, WHC peaked at $11 and YAL $7
2024 (now), thermal coal is $145 per tonne and met coal is $200 per tonne, WHC is now $7.30 and YAL $6

WHC have paid $1.29 and YAL $2.63 in dividends since 2022, plus the millions in buybacks

Dividend adjusted would have WHC at $8.59, and YAL $9.63 (excluding buybacks)

WHC also acquired BMA assets in that time. YAL have not acquired any mines (but are planning to now).

Let's see where the prices are in 2 years time as both companies aim to be majority met coal play.

Expand

20 August 2024
"...WHC is now $7.30 and YAL $6"

9 September 2024
"...WHC is now $5.73 [13c dividend] and YAL $5.54 [no dividend]"

In under 3 weeks
WHC -19.72% [incl div]
YAL -7.67% [-25.74% decline from $7.46 peak in early July]

..CYCLICALITY
3 Upvote

0 Great analysis

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