Yep, disappointing quarter as expected, lowering forecast by almost 10%-20%. WHC is generating just -400m cash as compared to YAL this quarter. So WHC is still trading at a discount on a peer basis IMO.
Not to say that YAL is not a good investment, it still is, but WHC is cheaper on that basis.
Assume another 2.8b cash generated in 22H2, $5.6b cash generation for the year, YAL is still looking pretty darn good.
Ann: Quarterly Activities Report, page-5
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Last
$6.81 |
Change
0.070(1.04%) |
Mkt cap ! $8.992B | |||
| Open | High | Low | Value | Volume |
| $6.74 | $6.87 | $6.71 | $10.50M | 1.544M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 6043 | $6.78 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $6.82 | 30193 | 2 |
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| Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
| YAL (ASX) Chart |