WHC 2.38% $7.75 whitehaven coal limited

Dont think the seven deal really matters. Doesn't do anything...

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    Dont think the seven deal really matters. Doesn't do anything for them or their assets.
    If they get their costs down and can surpirse on production (Big IF) will be a lot of catching up to do for CRN.

    Brave short in my view. But maybe you have been in a while, in which case a great trade.

    Despite the headlines Steel prices have started to bounce agian and Iron Ore catching a strong bid.

    Thermal prices well supported with the bridge collapse, feels a bit like stars are aligning again for WHC. Must admit I'm a bit nervous about a pull back here though.


    Last edited by pastperformer: 12/04/24
 
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