SP for most of the coal companies like WHC, NHC, YAL and CRN is...

SP for most of the coal companies like WHC, NHC, YAL and CRN is not reflective of real valuation. Most of them are depressed due to huge negative sentiments against coal. Everyone is presuming that demand for coal will disappear in few years. This is theoretical representation in the research by ANU and widely published by all news papers and media as well.
In practices this is doing a disservice to enery transition as investments in new coal projects has practically stopped and real demand for coal has increased. Additionally supply of coal from Russia has been banned and Regulator in Indonesia has also created problems for export as well.
I hope that new government in Australia after elections doesn’t come with some new regulatory hurdles for coal export.
In any case in short term existing coal exporter from Australia has a life time opportunity to e cash and create a war chest for future as well. Shareholders of these companies mainly retail investors are real winners this time.
These investment in short term will provide cash flow from dividends alone to offset the inflation.
DYOR.