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WHC, WHITEHAVEN COAL LIMITED
blacksheep
post Posted: Mar 4 2019, 10:38 AM
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Posts: 6,791
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Large single trade @ $4.275

QUOTE
11:21am AEDT 4.275 1,200,000 5,130,000.00 S2XT


SP @ $4.27 currently
Total short positions as at 25/2/19 = 3.93%
https://www.shortman.com.au/stock?q=whc
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Oct 8 2018, 10:15 AM
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QUOTE
Whitehaven Coal has buckled to activist shareholders and agreed to look at further disclosure of its climate related risks after the Australian Securities and Investments Commission warned ASX-listed companies to shape up.

https://www.afr.com/news/whitehaven-coal-bu...20181007-h16bej


extract from this morning's ann - Update on Climate Change Related Reporting
QUOTE
The Company’s disclosures on climate change related matters continue to evolve in line with industry trends and shareholder
expectations. Whitehaven’s 2018 Annual Report contains information about climate change and the role high quality coal, such
as that produced by Whitehaven, is expected to play in a more carbon conscious future. Whitehaven is reviewing the Task
Force on Climate Related Financial Disclosures (TCFD) recommendations for voluntary reporting on climate related financial
risks with a view to incorporating these into the Company’s reporting in 2019


Other coal companies - Yancoal, New Hope Coal - may have to follow
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Aug 14 2018, 11:42 AM
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In Reply To: blacksheep's post @ Dec 14 2017, 01:42 PM

QUOTE
FINANCIAL PERFORMANCE
Whitehaven Coal, the leading independent Australian producer of metallurgical and premium thermal coal, has reported a record net profit after tax of $525.6 million for
the year ended 30 June 2018.


Key financial performance metrics improved on the previous corresponding period (pcp):
 Sales revenue of $2,257.4 million, up 27%;
 Underlying EBITDA before significant items of $940.0 million, up 32%;
 Cash generated from operations of $854.0 million, up 30%;
 Net debt reduced to $270.4 million at 30 June 2018 with gearing at 7%;
 The Board has proposed to pay an unfranked dividend of 27 cents per share to shareholders to be comprised of a final dividend of 14 cents and a special dividend of 13 cents; and
 Unit costs remained in the best quartile and increased to $62/t due to higher fuel prices, increased contractor costs and lower production from Narrabri during the year.

https://www.shortman.com.au/stock?q=whc
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Dec 14 2017, 01:42 PM
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In Reply To: blacksheep's post @ Nov 10 2017, 09:39 AM

QUOTE
UBS upgrades Whitehaven Coal ((WHC)) and Fortescue Metals ((FMG)) to Buy, as value is envisaged in these stocks.

Metallurgical coal prices are revised up 16-23% for 2018-19 amid a view that Chinese authorities will manage domestic coal output to target higher-than-market prices in order to help pay for capacity reforms. Demand drivers for thermal coal are expected to ease throughout 2018 but UBS expects ongoing safety issues will keep the Chinese coal market tighter, and prices higher, for another year or two.

https://www.fnarena.com/index.php/2017/12/1...18-view-miners/
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 10 2017, 09:39 AM
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Posts: 6,791
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In Reply To: blacksheep's post @ Nov 2 2017, 10:21 AM

Reached a high of $4.22 recently. Trading ex dividend today, back down under $4 - currently $3.805/share
Short positions were on the rise leading up - as at 3/11/17 5.75%
https://www.shortman.com.au/stock?q=whc
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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 2 2017, 10:21 AM
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Posts: 6,791
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In Reply To: blacksheep's post @ Oct 28 2017, 11:22 AM

Continuing with up trend - currently 4.17% @ $4.00/share
QUOTE
BOON FOR MINERS
The tight market is a concern for consumers just as the peak winter demand in the northern hemisphere looms.
But the rising demand is a boon for specialist thermal coal suppliers such as Swiss commodity merchant and miner Glencore, Australia's Whitehaven Coal, and Indonesia's Adaro Energy, whose stocks have far outperformed those of diversified miners like BHP Billiton or Rio Tinto.
Demand is so strong that a traffic jam of dry-bulk carriers has built up off the eastern and southern coasts of Indonesia's island of Kalimantan, one of the world's biggest coal mining regions.
Shipping data in Thomson Reuters Eikon shows that over 100 ships are currently waiting off the region's coal ports, either loading or waiting to take on coal.
"Indian utilities have been buying a lot of low calorific coal recently, supplied mainly from Indonesia. The ships are now off Kalimantan waiting to load," said one trader involved in exporting Indonesian coal.

https://au.news.yahoo.com/a/37700881/indian...y-tight-market/

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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 

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blacksheep
post Posted: Oct 28 2017, 11:22 AM
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The article below seems to agree with recent comments made by WHC;s chief Paul Flynn as reported in The Australian
QUOTE
Whitehaven bullish on thermal coal prices as it lifts output and sales

http://www.theaustralian.com.au/business/m...a4d97caab409749

In bizarre twist, coal may become a scarce commodity: Russell
Reuters | about 16 hours ago
QUOTE
The current debate surrounding coal is generally one of how long it will continue to play a role in the world's energy mix before it is replaced by cleaner alternatives, mainly renewables such as wind and solar.

While various analysts will disagree on how quickly this process will occur, the reality is that coal, particularly in Asia, will remain a bedrock of energy supply for at least the next decade.

With the exception of India, most major coal importers in Asia have increased purchases this year, with top buyer China boosting imports by 13.7 percent in the first nine months of the year, compared to the same period in 2016.

This demand has boosted the Asian benchmark thermal coal price, the Newcastle index back to levels close to $100 a tonne, with the marker ending at $98.25 in the week ended Oct. 20, up 36 percent from the low so far this year of $72.42 in May.

In a normal market, the higher prices would result in supply rising to meet the extra demand, but the dynamics in thermal coal have altered.

There will be a supply shortfall of 22.7 million tonnes in 2017 in the global seaborne market, Rodrigo Echeverri, head of energy coal analysis at Noble Resources, told the World Coal Leaders conference this week in Barcelona.


Read more - http://www.mining.com/web/bizarre-twist-co...modity-russell/
Current short positions to 23rd October, 2017 = 5.55%
https://www.shortman.com.au/stock?q=whc
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington

Said 'Thanks' for this post: early birds  
 
blacksheep
post Posted: Sep 11 2017, 12:57 PM
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Posts: 6,791
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In Reply To: blacksheep's post @ Jun 27 2017, 03:30 PM

Trade battle looms as China curbs coal imports to help local miners
Sep 10 2017 at 3:04 PM
QUOTE
China has moved to restrict coal imports in an effort to provide further support to its local industry, a move sure to hurt Australian miners which have benefitted from big supply cuts on the mainland over the last year.


QUOTE
China's previously embattled coal sector returned to profitability over the last year, as the government limited working days for mines and shut down illegal and low grade production across the country.

An estimated 400 million tonnes of production has been taken out of the system in China, according to government figures.

The move has provided a huge boost to foreign producers like Australia's Whitehaven coal, which saw a 20-fold increase in net profit last financial year, while the coal division of Wesfarmers was the stand-out in an otherwise lacklustre result for the conglomerate.


Read more: http://www.afr.com/business/mining/coal/tr...20170910-gyedqo
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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Jun 27 2017, 03:30 PM
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Posts: 6,791
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In Reply To: wren's post @ Nov 14 2014, 10:56 AM

Morgan Stanley has upgraded WHC to overweight with a price target of $3.55 - they seem to also have a positive outlook for thermal coal.

Someone believes them biggrin.gif the SP's up 6.23%

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--------------------
The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
wren
post Posted: Nov 14 2014, 10:56 AM
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Posts: 2,911
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6% fall today…a large number for a big cap stock.Reckon a query might be in order.WHC is now at a new multi year low.

 
 


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