WHC whitehaven coal limited

0.86%

$5.77

Next quarterly is only a week or two away. Realised prices wont...

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Alex.shipway

3,110 Posts.

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10/04/25

16:20

Post #: 78642187
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Originally posted by borano: ↑

I was looking at the current position as at 1 April. Not forecasted 2026.

Nice modelling but did you take into consideration the fact that the FCF for the Dec half should have been $363m (stamp duty) less in FCF.

They actually delayed payment of the stamp duty into the March qtr and to me I don't like the fact that Creditors are greater than debtors to the tune of $650m. They could've paid suppliers earlier? What's FCF then?

Once upon a time Debtors exceeded and at the very least cancelled each other out as at the end of December
Go and have a look at the last 3 Financial reports for the half ending 31 December.

With your cash costs and royalties (weighted average) you can't just divide as an average. The weighting is 70 met/30 thermal.
Also the royalties for QLD operate differently. For example, QLD royalties are calculated progressive rates on a per tonne basis. NSW is calcualted on a $ value (around 10%). That's my understanding.

Also where's the deferred payment of A$800m on the second anniversay (Apr 2026). Don't worry about contingent.

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Next quarterly is only a week or two away. Realised prices wont be looking good. Weather interruptions as well (haven't followed closely, but plenty of wet weather recently).

WHC Price at posting: $4.80 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last $5.77		Change -0.050(0.86%)		Mkt cap ! $4.827B

Open	High	Low	Value	Volume
$5.83	$5.84	$5.73	$98.50M	16.46M

Buyers (Bids)

No.	Vol.	Price($)
1	3969	$5.76

Sellers (Offers)

Price($)	Vol.	No.
$5.77	18006	2

View Market Depth

No.	Vol.	Price($)
3	29766	5.750
6	99373	5.740
3	87625	5.730
5	104734	5.720
1	50524	5.710

Price($)	Vol.	No.
5.770	18006	2
5.780	99472	4
5.790	140746	7
5.800	127882	9
5.810	90311	3

Last trade - 16.10pm 20/06/2025 (20 minute delay)

WHC (ASX) Chart

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