Heya Hagetaka, as you know NHC has held up due to management and the longer term outlook of 5 mil tonnes from Acland, Bengala growth, Maxwell etc. but in the short term sure it will trade down.
Comments on spreadsheet:
Can I ask why you are using $110US it was $180AUD/tonne from last quarterly and current NCF1! is 122US?
The top end of their cost is $81AUD no?
I have their margin at the moment at $80AUD per tonne.
Think your royalty is off? shouldn't it be 9.8% for this year and 10.8% for next? (ie up from $9 even if you are using that realised price)
Regarding capex number you have. Ive been looking at this recently. I think they have maintenance cap ex built into their cost per tonne. though not 100%
- Forums
- ASX - By Stock
- Implosion
Heya Hagetaka, as you know NHC has held up due to management and...
- There are more pages in this discussion • 93 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add NHC (ASX) to my watchlist
|
|||||
Last
$4.65 |
Change
-0.050(1.06%) |
Mkt cap ! $3.930B |
Open | High | Low | Value | Volume |
$4.69 | $4.70 | $4.64 | $6.557M | 1.407M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
8 | 40553 | $4.65 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$4.66 | 1737 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 11650 | 4.650 |
5 | 22620 | 4.640 |
5 | 4424 | 4.630 |
5 | 19210 | 4.620 |
3 | 12174 | 4.610 |
Price($) | Vol. | No. |
---|---|---|
4.670 | 2100 | 1 |
4.680 | 2500 | 2 |
4.690 | 2100 | 1 |
4.700 | 6065 | 2 |
4.710 | 2059 | 1 |
Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
|
|||||
Last
$4.66 |
  |
Change
-0.050 ( 0.71 %) |
|||
Open | High | Low | Volume | ||
$4.69 | $4.69 | $4.64 | 318852 | ||
Last updated 15.59pm 14/06/2024 ? |
Featured News
NHC (ASX) Chart |