Tim Hannon wrote about Whitehaven (WHC), which fell 6.7% day one and is now down 8.4%, making a convincing case on the company's metrics, and also the dynamics of the industry:
"On these very basic numbers, WHC is generating $850 million of free cashflow on a market capitalisation of $4.4 billion. This represents a free cashflow yield of 20%. We can debate how long thermal coal prices stay elevated for, but as we have highlighted there are some structural factors that are likely to support it at much higher levels than we have seen in history".
China's Oz coal restrictions in context - no reason to panic, page-5
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Last
$7.26 |
Change
0.080(1.11%) |
Mkt cap ! $6.073B | |||
| Open | High | Low | Value | Volume |
| $7.18 | $7.28 | $7.17 | $32.15M | 4.447M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1895 | $7.25 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.26 | 11000 | 2 |
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| Last trade - 16.10pm 11/10/2024 (20 minute delay) ? |
| WHC (ASX) Chart |