My postage stamp analysis tells me that at US$200 per tonne, WHC will make net profit after tax of $1.76billion for 14m tonnes of coal.
This is a PE of around 2
We have pretty much averaged that since 1 Jan and it could easily stay there for 12 months.
At a 50%,payout ratio there would be 85c dividend (probably franked) and I think they would probably go higher than 50%.
So movements at prices above $200 should not be too concerning to us.
The key is we seem to be in a long term supply deficit, which should easily support prices at US$200 and above for a number of years.
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Change
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