Australia's largest stock trading and investment forum Australia's #1 stock forum

Its Over, page-23621

First 23621 Last

Share
Profile

Follow
1ronnie

23,462 Posts.

2102

09/09/24

21:22

Post #: 75599181
Share

Originally posted by PaddyMac33 ↑

2022, thermal coal was $400 per tonne and met coal was $630 per tonne, WHC peaked at $11 and YAL $7
2024 (now), thermal coal is $145 per tonne and met coal is $200 per tonne, WHC is now $7.30 and YAL $6

WHC have paid $1.29 and YAL $2.63 in dividends since 2022, plus the millions in buybacks

Dividend adjusted would have WHC at $8.59, and YAL $9.63 (excluding buybacks)

WHC also acquired BMA assets in that time. YAL have not acquired any mines (but are planning to now).

Let's see where the prices are in 2 years time as both companies aim to be majority met coal play.

Expand

20 August 2024
"...WHC is now $7.30 and YAL $6"

9 September 2024
"...WHC is now $5.73 [13c dividend] and YAL $5.54 [no dividend]"

In under 3 weeks
WHC -19.72% [incl div]
YAL -7.67% [-25.74% decline from $7.46 peak in early July]

..CYCLICALITY
2 Upvote

0 Great analysis

Reply

Top Stories

CNB

Carnaby Resources hits copper at Mohawk, QLD

YAL

Yancoal makes it into the ASX200 in latest S&P rebalance

RMX

Red Mountain Mining: record gold prices, two projects, two greenstone belts

GDC

Global Data Centres not clear on future operations after AirTrunk sale payout

CBL

Control Bionics expands into UK and Irish markets with NeuroNode device

First 23621 Last