Great start with the new assets. I'd like them to be aggressive & not prioritise the sell-down unless it's a material premium to what they just paid. There is no rush particularly with met prices where they are despite shoulder season. Let the cash flows do their thing & the group will be net cash in no time.
If there's a sell-down to clear debt I either want buybacks or another vendor financed deal to acquire more met (rinse repeat what they just did with BHP).
WHC Price at posting:
$8.43 Sentiment: None Disclosure: Held
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