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

20 August 2024 "...WHC is now $7.30 and YAL $6" 9 September 2024...

First 23621 Last

Share
Profile

Follow
1ronnie

27,168 Posts.

2418

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
3 Upvote

0 Great analysis

Reply

Top Stories

HAR

Haranga jumps +7% on Lincoln acquisition

IXR

Ionic Rare Earths falls -7% as momentum slips on vague production update

NUZ

Neurizon inks $1.5M loan against R&D Tax Rebate

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

First 23621 Last