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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Last
$8.33 |
Change
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Mkt cap ! $6.968B |
Open | High | Low | Value | Volume |
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No. | Vol. | Price($) |
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4 | 34907 | $8.32 |
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Price($) | Vol. | No. |
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1 | 500 | 8.300 |
2 | 13977 | 8.290 |
3 | 20004 | 8.280 |
6 | 53572 | 8.270 |
Price($) | Vol. | No. |
---|---|---|
8.340 | 2713 | 2 |
8.350 | 13854 | 1 |
8.360 | 13854 | 1 |
8.370 | 13854 | 1 |
8.380 | 13854 | 1 |
Last trade - 16.10pm 04/06/2024 (20 minute delay) ? |
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Last
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Change
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