Coking and Thermal coal prices...where are we going?, page-174

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borano

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18/02/25

13:24

Post #: 77907801
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Originally posted by griffon02: ↑

Thanks Borano. Good pickup re that 4.6 was for QLD.

“I did not see anywhere that Nippon and JFE will pay U$1.08m in 3rd quarter (anytime between now and March)”

It was on the top of first page of the Q2 quarterly report. last dot point. Im assuming it will be on the profit and loss for the corresponding period but not 100% sure.
Regarding your spreadsheet, a couple of points:

The royalties make a big difference and i think you have a typo, you have the total royalties adding up to $25 but they are saying the average of the royalties is $25. I did the calcs based off the individual royalties for NSW and QLD and its $17 and $30 respectively but you could just use $25. the difference is like $100mil
You have $120 and $170 FOB (NSW/QLD) not 100% sure but i dont think can be right as they are saying lower end of guidance. I think its safer just to put $145 across both (depending on what you think it is)
I had EBITDA per share on mine but what I was trying to say is what is the EV/EBITDA going to look like if you take debt/assets out of it so I think we should be using Marketcap/EBITDA (we known the brokers value on 4xEBITDA). anyway so maybe we should use that?

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Been busy today. I will reply later. You could be right on a few things.
WHC Price at posting: $5.41 Sentiment: None Disclosure: Not Held
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Coking and Thermal coal prices...where are we going?, page-174

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Coking and Thermal coal prices...where are we going?, page-174

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