Agree that leases is outside of FOB costs and also tracks how net cash/debt has moved.
It seems the lease payments are more or less the difference in my numbers above and the $573m FCF from Hagetaka.
Maybe I'm a bit high on production and ASP then and I should've added some interest costs as well.
Maybe cheaper than other met coal plays but FCF isn't great at the coal prices IMO. A good option on higher prices but 2025 looks fairly poor from met coal strength.
Agree that leases is outside of FOB costs and also tracks how...
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Last
$2.29 |
Change
0.040(1.78%) |
Mkt cap ! $2.064B | |||
| Open | High | Low | Value | Volume |
| $2.26 | $2.32 | $2.26 | $4.085M | 1.782M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5000 | $2.26 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.29 | 3123 | 2 |
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| Last trade - 16.11pm 30/07/2025 (20 minute delay) ? |
| SMR (ASX) Chart |