I made a fair bit out of WHC last year, it seems overpriced to me and the analysis backs that up. The beauty about the additional scale is that it attracts more news and attention of investors. WHC investors should be seriously looking at a switch over to SMR. Looks like a three bagger just catching up to WHC.
The other advantage SMR had is that it is met coal. Historically prices have held up better than thermal. perhaps in the down cycle, SMR may be able to purchase WHC at a discount price. A good reason to keep a war chest and not pay out divvies too heavily.
Ann: Half Year Results and Investor Presentation, page-8
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Last
$3.57 |
Change
-0.100(2.72%) |
Mkt cap ! $3.217B | |||
| Open | High | Low | Value | Volume |
| $3.55 | $3.63 | $3.51 | $4.857M | 1.360M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 15053 | $3.55 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.58 | 1487 | 1 |
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| Last trade - 16.10pm 02/08/2024 (20 minute delay) ? |
| SMR (ASX) Chart |