Sad, but I am out now after initially getting in last year at $4 in March and selling half at $10.xx in October. Main reason now is price - at $130/t, I estimate WHC will make about $380M AUD NPAT. WHC has about $1.5B of net current assets on hand at 30 June, so EV/NPAT ~ 10x. Capex is expected to grow a bit over the coming FY, so actual FCF will be less than $380M, maybe by quite a substantial amount, so dividends and buybacks will reduce.
Will definitely keep an eye on things if the bottom falls out like it has done in the past couple of cycles.
Target $18.72, page-6335
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Last
$7.09 |
Change
0.150(2.16%) |
Mkt cap ! $5.931B | |||
| Open | High | Low | Value | Volume |
| $7.00 | $7.17 | $6.99 | $56.08M | 7.917M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 6 | 137399 | $7.08 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $7.10 | 9407 | 2 |
View Market Depth
| Last trade - 16.10pm 27/09/2024 (20 minute delay) ? |
| WHC (ASX) Chart |