I think it's worth highlighting just how exceptional New Hope is doing.
Yancoal is considered the most undervalued, lowest cost procucer on the ASX. They just lost their crown.
$84 margins vs $66.
Newhope is Australian owned and operated, with an interest in Malabar (upside to numbers).
Yancoal has a Chinese controlling interest which may find itself in the crosshairs at some point. Yancoal has also expressed they would look outside coal for further investments.
EV/EBITDA multiples look pretty close now.
I can't see why anyone would prefer Yal over NHC now. NHC would have to be the premium coal option on the ASX.
@mondyinvest any thoughts?
I think it's worth highlighting just how exceptional New Hope is...
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Last
$3.95 |
Change
-0.050(1.25%) |
Mkt cap ! $3.339B | |||
| Open | High | Low | Value | Volume |
| $3.99 | $4.00 | $3.93 | $6.516M | 1.645M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 4 | 12977 | $3.94 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $3.96 | 16213 | 4 |
View Market Depth
| Last trade - 16.10pm 19/06/2025 (20 minute delay) ? |
| NHC (ASX) Chart |