Many including myself have warned of the significant political risk coming coal's way. Writing was on the wall when Labor was elected. Here it is in writing.
I would venture that all things being equal the headwinds brought about by political risk over coming weeks/months will be FAR stronger than any perceived geopolitical risk benefits that have occurred due to Russia's invasion of Ukraine.
The implied spot curve continues to flatten/turn down throughout 2023/24... anyone who was cruncking numbers based upon ICE of $300+ better reduce that input substantially.
Political risks to remain longer and strengthen for WHC, Russian war to fizzle out beforehand. The bet is that simple.
- Forums
- ASX - By Stock
- Ann: NSW coal reservation scheme
Many including myself have warned of the significant political...
-
-
- There are more pages in this discussion • 84 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WHC (ASX) to my watchlist
|
|||||
Last
$6.69 |
Change
0.080(1.21%) |
Mkt cap ! $5.596B |
Open | High | Low | Value | Volume |
$6.70 | $6.78 | $6.66 | $65.75M | 9.881M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 550 | $6.69 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$6.70 | 14239 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
2 | 1700 | 6.680 |
6 | 29647 | 6.670 |
16 | 163552 | 6.660 |
10 | 100205 | 6.650 |
7 | 66443 | 6.640 |
Price($) | Vol. | No. |
---|---|---|
6.700 | 14239 | 1 |
6.710 | 300 | 1 |
6.730 | 45723 | 5 |
6.740 | 133494 | 2 |
6.750 | 72440 | 4 |
Last trade - 16.10pm 30/08/2024 (20 minute delay) ? |
Featured News
WHC (ASX) Chart |
The Watchlist
CCO
THE CALMER CO INTERNATIONAL LIMITED
Anthony Noble, MD & CEO
Anthony Noble
MD & CEO
Previous Video
Next Video
SPONSORED BY The Market Online