New Hope SP jumps today on size of divi (30c inc special). Surprise!.
NH producing ~8-10m with margin (even elevated ~A$120-140/t)
Implied EBITDA ~$1b
Market Cap $2.5b = 2.5x EBITDA
CRN saleable production ~18.5mmt (guidance) with margin @ US$300 around A$250-300/t using guidance costs. Current pricing ~$5-600/t with risk of extended elevation.
Implied EBITDA ~ $4-5b+
Market Cap $3.5b = <1 x EBITDA
New Hope kicks again today. CRN still hanging about.
Ann: Update - Dividend/Distribution - CRN, page-2
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Last
$1.16 |
Change
-0.015(1.28%) |
Mkt cap ! $1.944B | |||
| Open | High | Low | Value | Volume |
| $1.17 | $1.18 | $1.15 | $2.556M | 2.203M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 16672 | $1.16 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.17 | 92960 | 14 |
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| Last trade - 16.10pm 20/06/2024 (20 minute delay) ? |
| CRN (ASX) Chart |