Professional
Added to YB: 2024-08-08
Pitch date: 2024-08-04
WHC.AX [bullish]
Whitehaven Coal Limited
+7.38%
current return
Author Info
Idea Brunch is an interview series where great off-the-beaten-path investors share their best ideas and insights about their research process. Yellowbrick users get a 20% discount for life
Company Info
Whitehaven Coal Limited develops and operates coal mines in New South Wales and Queensland. The company produces metallurgical and thermal coal.
Market Cap
AUD 5.3B
Pitch Price
AUD 7.20
Price Target
N/A
Dividend
3.44%
EV/EBITDA
2.66
P/E
29.88
EV/Sales
1.15
Sector
Oil, Gas and Consumable Fuels
Category
value
Idea Brunch with Tom Bachrach of PFH Capital - Whitehaven Coal Limited
WHC.AX: Leading Aussie coal producer. 2-5x run-rate earnings. Acquired 2 met coal mines from BMA at 2-5x earnings. Flips primary product to low-vol hard coking coal. Thermal coal demand rising in Asia. High-quality coal sought for HELE plants. Potential for more cheap acquisitions. Strong capital allocation. Compounder despite coal stigma.
Read full article (3 min)