Dona Ferentes
Did the Thessalonians write back?
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NHC - New Hope Corporation
- Thread starter laurie
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Dona Ferentes
Did the Thessalonians write back?
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.
the 5 year story isn't too bad, seeing how much anything organic is on the nose.
Bengalla is a good asset.
Dona Ferentes
Did the Thessalonians write back?
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New Hope Corporation has downgraded its guidance for coal output and sales this financial year due to āchallenges with rail capacity and performanceā at its New Acland mine.
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Will probably fall more
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As above ^^^
FY25 Coal sales revised down 10% for New Acland mine but only 2% for group sales.
Held
Accumulate
FY25 Coal sales revised down 10% for New Acland mine but only 2% for group sales.
Held
Accumulate
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Held
Accumulate
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Added 5k at 3.665.long term
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I have a question for you guy's?.....are any of you Accumulating WHC
On the last Cycle.....NHC was a 5 Bagger!............WHC was a 10 Bagger!
??
On the last Cycle.....NHC was a 5 Bagger!............WHC was a 10 Bagger!
??
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I Can See Mr Millner & friends Have been Buying a Lot of Stock.?
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not currently ( on either NHC or WHC )
NHC target price $2 ( or less )
WHC target price $1.50 ( or less )
but am looking to accumulate YAL ( and have an initial toehold )
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Yeah i bought in on YAL around the $2 mark & sold on the double.....can't Talk myself into buying Again?.....I Did Buy into WHC Too early, probably because i stu***d up on the last cycle when i bought into below $1 & sold out just above $3
I know we will Not get the upside we got in the last Cycle, but i think i will be Happy with a Double on WHC.....As for NHC, I'm Patiently waiting to buy into the Big Daddy in SOL & Through that i will hold NHC for the Long term!
My Target Price for Each is NHC $2.65......WHC.....$3.25.....YAL.....$3.25....Will we Get there?.... "Mr Market will determine That!
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I did.Have enough whc now so topping nhc , and may start yal
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Yep, it was a toss up between adding a few WHC today or NHC but I went for NHC because it had a bigger drop.
Caveat - I've been buying both of these a lot of the way down - holding at a decent loss.
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i bought both when activists made them smell worse than skunk , some am holding both at a decent profit
however some other coal miners MIGHT benefit from the mining giants offloading established coal assets ( not just BHP and S32 are offloading ) some coal miners might score a 'transitional change ' very cheaply
WHC has to digest the BHP assets , and NHC has to develop Acland 3 so neither will be overly quick to snap up new assets ( unless NHC can buy some QLD rail infrastructure )
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Comment from Market Matters today
marketmatters.com.au
New Hope Corp (NHC) $3.65
"NHC ā7.12%: Posted their third-quarter results adding insult to injury on a day where energy names were already drastically lower; the coal producer posted softer production figures and cut saleable coal production guidance for FY25.
3rd quarter saleable coal production 2.76 million tonnes, +1.1% q/q
3Q25 earnings before interest tax depreciation and amortization (EBITDA) $155.2 million, -27% q/q
FY25 saleable coal production guidance 10.58 million to 11.57 million tonnes vs prior guidance of 10.83 million to 11.87 million
Management noted a sustained excess of thermal coal supply during the quarter, which has been clearing, and it appears the market is now finding a floor around the $US100/t mark. Whilst a disappointing quarterly from a production perspective, lower numbers are now baked into the share price. Management has a track record of excellent cost control so with coal prices supported by the seasonal uptick in electricity demand during the Northern Hemisphere summer, we see the stock as well positioned through the rest of the year.
NHC
MM remains long and bullish NHC"
Market Matters | Leading Australian Stock Market Views And Advice
Get the latest Australian stock market views from top investors with real money in the markets. ASX investment advice and share recommendations. Find out more.
marketmatters.com.au
New Hope Corp (NHC) $3.65
"NHC ā7.12%: Posted their third-quarter results adding insult to injury on a day where energy names were already drastically lower; the coal producer posted softer production figures and cut saleable coal production guidance for FY25.
3rd quarter saleable coal production 2.76 million tonnes, +1.1% q/q
3Q25 earnings before interest tax depreciation and amortization (EBITDA) $155.2 million, -27% q/q
FY25 saleable coal production guidance 10.58 million to 11.57 million tonnes vs prior guidance of 10.83 million to 11.87 million
Management noted a sustained excess of thermal coal supply during the quarter, which has been clearing, and it appears the market is now finding a floor around the $US100/t mark. Whilst a disappointing quarterly from a production perspective, lower numbers are now baked into the share price. Management has a track record of excellent cost control so with coal prices supported by the seasonal uptick in electricity demand during the Northern Hemisphere summer, we see the stock as well positioned through the rest of the year.
NHC
MM remains long and bullish NHC"
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Whereas Goldman Sachs today were saying:
(but forget them. Not reading)
(but forget them. Not reading)
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They had a $100m budget for their buyback. I think the majority of it is still to be spent?
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From Market Matters w/e edition:
marketmatters.com.au
@ShareSuccess
Whitehaven Coal (WHC) or New Hope Corp (NHC)?
Subscriber Question:
"If you had to choose between WHC and NHC, targeting a balance of growth and income which would you pick?
NHC appears to be paying around double-digit dividend yield alone but suspect growth outlook not as fruitful as WHC.
Will WHCās dividend increase in the coming year, if so does that make it a more compelling investment thesis than NHC?"
Answer:
"Hi Scott,
Short answer is Whitehaven Coal (WHC) that we own in our Active Growth Portfolio, but we do also hold NHC in our Active Income Portfolio.
The answer comes by looking forward as opposed to the present, plus of course we assume coal prices at least hold around their current, already depressed levels:
NHC is forecast to yield ~11% over the coming years from its primarily thermal coal operations, with the company paying out about 85% of its earnings as dividends.
WHC is currently expected to yield ~4.6% over the coming year from its primarily metallurgical coal operation, paying out ~45% of earnings as dividends, though we think WHC will grow earnings and thus dividends at a greater clip in coming years due to their recent acquisitions. We will find out more about future capital management at their FY25 result in August.
In short, WHC is more leveraged to a coal price uptick, making it a higher risk/higher reward, while NHC is investing less, giving more back to shareholders, making it lower risk/lower potential upside. A close call, but WHC gets the nod."
Market Matters | Leading Australian Stock Market Views And Advice
Get the latest Australian stock market views from top investors with real money in the markets. ASX investment advice and share recommendations. Find out more.
marketmatters.com.au
@ShareSuccess
Whitehaven Coal (WHC) or New Hope Corp (NHC)?
Subscriber Question:
"If you had to choose between WHC and NHC, targeting a balance of growth and income which would you pick?
NHC appears to be paying around double-digit dividend yield alone but suspect growth outlook not as fruitful as WHC.
Will WHCās dividend increase in the coming year, if so does that make it a more compelling investment thesis than NHC?"
Answer:
"Hi Scott,
Short answer is Whitehaven Coal (WHC) that we own in our Active Growth Portfolio, but we do also hold NHC in our Active Income Portfolio.
The answer comes by looking forward as opposed to the present, plus of course we assume coal prices at least hold around their current, already depressed levels:
NHC is forecast to yield ~11% over the coming years from its primarily thermal coal operations, with the company paying out about 85% of its earnings as dividends.
WHC is currently expected to yield ~4.6% over the coming year from its primarily metallurgical coal operation, paying out ~45% of earnings as dividends, though we think WHC will grow earnings and thus dividends at a greater clip in coming years due to their recent acquisitions. We will find out more about future capital management at their FY25 result in August.
In short, WHC is more leveraged to a coal price uptick, making it a higher risk/higher reward, while NHC is investing less, giving more back to shareholders, making it lower risk/lower potential upside. A close call, but WHC gets the nod."
