WHC whitehaven coal limited

Coking and Thermal coal prices...where are we going?, page-912

  1. 3,110 Posts.
    lightbulb Created with Sketch. 279
    Apologies, you're right for the March quarter.

    Let's go through it shall we.
    June 2024
    https://hotcopper.com.au/data/attachments/7077/7077617-9ac3193c5c2a9beab93bf627616b8611.jpg
    $137 vs $136 NEWC - I'd call that inline.

    Sept 2024
    https://hotcopper.com.au/data/attachments/7077/7077624-7b01d119fc35d41f54d25f148e06d1f2.jpg
    In line

    Dec 2024
    https://hotcopper.com.au/data/attachments/7077/7077627-ee5784366438f279f026ab57180747cd.jpg
    In line

    March 2025
    https://hotcopper.com.au/data/attachments/7077/7077631-8a6357f9f4f6c06f2050c3daca14eb6c.jpg

    8% higher.

    So, to reiterate. Three quarters of inline, vs one quarter 8% higher. That trend still overarchingly shows that the realised price is very close to, or in other words, inline with, the NEWC price. The main point, which you seem to ignore, is, and I quote myself here;
    "I'm really interested to see how the June quarter results look, because at this rate, they can't be better than the previous quarter in terms of realised prices. We've had a stronger AUD too, so that wont help"

    But you do you bud, keep the echo chamber alive.
 
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