YAL with average price say of $140USD ($215AUD) and costs to mine (ex royalties) of $100AUD, its a $115AUD margin per tonne. (I am dismissing the 10% met coal contribution and just including in the overall)
WHC with average price say $310AUD (just Daunia & Blackwater) and costs to mine (ex royalties) of $155AUD, its a $155AUD margin per tonne.
WHC now has 70/30 Met/Thermal. There is the WHC thermal coal mines that are not factored here.
WHC becomes a circa 30mt saleable coal company???? not ROM. (equity based, not managed) and expanding with Blackwater, Narrabri, Vickery?
Just my thoughts.
No yields have been considered and not sure how you come to 7% or 20%
WHC Price at posting:
$7.95 Sentiment: Buy Disclosure: Held
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