NHC 0.60% $4.98 new hope corporation limited

Implosion, page-54

  1. 84 Posts.
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    Ok the lowdown is:

    Before Growth Project (eg FY23)
    Bengalla was 11.8Mt ROM at 100%
    or 9.3Mt ROM at 80% (new hope)
    saleable coal produced 7.6Mt to NHC
    (should be noted higher in FY22)

    After Growth Project (Sept FY25) -according to FY23 Annual report
    Bengalla will 13.4Mtpa ROM at 100%
    so should be ~10.72 ROM at 80% (my guestimate)
    producing ~8.6 saleable to NHC. (my guestimate)

    so thats a fair bit less than I thought. 8.6 Bengalla. 4-5 for New Acland and (1-1.4) for malabar = 13.6-15.0 but a proportion of that is coming this year/next year.
 
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