WHC 0.00% $7.63 whitehaven coal limited

FY20 costs $75FY21 costs $74FY22 costs $84FY23 costs $103FY24...

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    FY20 costs $75
    FY21 costs $74
    FY22 costs $84
    FY23 costs $103
    FY24 cost guidance $103-$113
    FY25 cost $?? Upwards of $120+ at this stage.

    WHC was at the upper end of guidance in FY23 and if its the same for FY24 and if coal drops to $110USD/t (seems possible) that's only a $60 margin. Then you have royalties, taxes, capex, and your profit margins are <$30aud/t, And that's assuming production guidance's are met.

    I'm not poo pooing coal as a useful commodity, but the cash flow isn't there anymore.

    WHC having more Met coal helps, but I don't know what those costs will be.
 
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