Added to YB: 2025-08-06
Pitch date: 2025-08-05
WHC.AX [bullish]
Whitehaven Coal Limited
+17.91%
current return
Author Info
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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 6.59
Price Target
8.25 (+7%)
Dividend
3.44%
EV/EBITDA
2.66
P/E
29.88
EV/Sales
1.15
Sector
Oil, Gas and Consumable Fuels
Category
value
Reiterating Buy on WHC
WHC.AX: Met coal producer trading at A$6.37/sh vs $8.25 PT. 64% met/36% thermal mix. Shares fell post-production report despite beating guidance (costs A$139/t vs A$140-155/t, ROM 20Mt). Balance sheet concerns as cash shifted from A$300M to -A$600M due to BHP acquisition payment. Final US$500M payment Apr 2026, then deleveraging begins. 25%+ upside potential.
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