WHC 0.13% $7.70 whitehaven coal limited

Nice write up.. I don't think Paul will do a second sell down....

  1. 5,997 Posts.
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    Nice write up.
    .
    I don't think Paul will do a second sell down. Makes no sense to me. They'll lose some marketing control... although... I don't have all the data.
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    Right now I'm more worried about the LV/SSCC pricing moving forward. Looking at SMR price action and how GEAR sold out to buy PLV from S32. Also looking at how Pembroke showed their hand & wants out of Olive Down after they've only just broken dirt on a 30 year mine...
    .
    Tourists.
 
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