NHC 1.08% $4.70 new hope corporation limited

yes 100 m warrants held by nhc to bowen.i don’t understand the...

  1. 205 Posts.
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    yes 100 m warrants held by nhc to bowen.
    i don’t understand the logic of using a pe to value a coal company or to compare a coal company.
    these are stand alone businesses in my view all to do with cost to produce and quality of coal.
    i find comfort that nhc has sol.
    nhc appeals to me as a disciplined operational executer. this comes with a small premium.
    i think sol will want this to remain the case over its life of mine and keep dividends flowing. that’s all
    rest comes down to thermal.
    i think the picture is becoming clearer that we aren’t going green as fast as politicians promise.
    the demand is growing as tech demands.
    still a bright future and as the money says the disrupter might be a carbon capture solution.
 
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