WHC 1.16% $6.82 whitehaven coal limited

Potential Daunia Aquisition, page-263

  1. 6,282 Posts.
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    About 17mtpa combined. Potential to upgrade that to 23-25mtpa in a few years. 100y mine life at BW. They'll likely sell for around $3b which is similar valuation to the BMC sales. The product mix and price breakdown has been discussed everywhere... but the summary of my post is close enough. Yes, it's a good buy and the current share price feels like it has way to much risk apportioned, meaning that the price can't go much lower regardless of the BMA sales.
    .
    Coal is dead, long live the King!
 
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