Hi folks
by my calculations, at US$200, WHC at $5 would be on a PE of3. This is at 14m tonnes with the Aussie dollar at 75 US cents and all in costs per tonne of $86. NPAT would be $1.764b for a year.
At this point in the cycle it would be a brave man to bet against US$200 not being the new base price.
So, if US200 is the new base, a PE of 6 would see WHC at $10.
If we get US$ 250 for the medium term, the NPAT would be approx $2.59b and a share price of $5 would see the PE at 2.
These are very high level estimates, but you can see how a $10 share price could easily be reached
PS. The 3 major US coal producer share prices are up around 900% to 1000% in the last 12 months (Peabody etc) (yes, 9 times from a very low base). At $4.57 WHC is up only 180%. All had very similar backdrops, high debt, near death experiences etc.
So, $10 is not a big stretch. In fact if geopolitics remain as is, then you could almost guarantee it.
Fingers crossed.
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Hi folksby my calculations, at US$200, WHC at $5 would be on a...
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Last
$7.64 |
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Mkt cap ! $6.383B |
Open | High | Low | Value | Volume |
$7.70 | $7.73 | $7.57 | $9.130M | 1.199M |
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No. | Vol. | Price($) |
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38 | 14623 | $7.63 |
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Price($) | Vol. | No. |
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37 | 21726 | 7.620 |
21 | 25511 | 7.610 |
14 | 35273 | 7.600 |
9 | 15462 | 7.590 |
Price($) | Vol. | No. |
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7.640 | 36533 | 32 |
7.650 | 36715 | 22 |
7.660 | 20396 | 11 |
7.670 | 25136 | 8 |
7.680 | 17042 | 5 |
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Last
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Change
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