Target $18.72, page-11117

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Alex.shipway

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11/12/24

12:58

Post #: 76998416
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Originally posted by griffon02: ↑

So just let me understand this. You dont think WHC price will increase significantly this year. Let’s say 30% percent from here?

So we are going nearly double output but the share price isn’t going to go up? You don’t think after first half results or after the full year we will see a re-rate? This will be the first year since FY22 that revenue and EBITA will be on the uptick. Markets will love it. Retail will love it. Brokers who cant mark till results will also love it.

How would you value WHC would you say 4xEBITDA would be fair?

(someone tell me if he’s just talking it down to buy more or shorting etc please)

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30% from here is ~$8.65

Lets look at the facts.

Thermal coal price - Flat ytd.
Coking coal price - Down 30%
Costs - Up.

If you think this justifies a 30% increase, go for it.

Besides a roughly 2 week window in July this year, WHC hasn't been over $8.65 since 2022. Coal prices were what back then? $300USD/t?

So good luck.

WHC Price at posting: $6.64 Sentiment: Sell Disclosure: Not Held
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(20min delay)
Last $5.73		Change -0.040(0.69%)		Mkt cap ! $4.793B

Open	High	Low	Value	Volume
$5.81	$5.93	$5.72	$38.68M	6.693M

Buyers (Bids)

No.	Vol.	Price($)
2	10298	$5.73

Sellers (Offers)

Price($)	Vol.	No.
$5.75	18353	2

View Market Depth

No.	Vol.	Price($)
2	10298	5.730
2	32740	5.720
3	22730	5.710
9	92500	5.700
1	20518	5.690

Price($)	Vol.	No.
5.750	18353	2
5.760	23765	1
5.770	31002	5
5.780	20518	1
5.790	43120	2

Last trade - 16.10pm 17/06/2025 (20 minute delay)

WHC (ASX) Chart

Target $18.72, page-11117

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