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发表于 2021-6-14 11:28
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katysail 发表于 2021-6-13 22:07
这股最近有什么故事？
下面是从HC上看到的，基本上可以回答你的问题。
As for a recent historical overview;
The price per tonne for thermal coal dropped down to around US$55t during the pandemic. Hence most of the industry was producing at a loss. Including WHC. It was looking likely they would need a capital raising. Hence the reason their SP was so low.
It wasn't helped by the negative anti coal messages in the media. New mines can't be approved. Coal plants shutting down. Banks aren't lending. The end of the coal age is at hand. However it ignores what is actually happening outside of Australia where coal demand in Asia is rising.
Then, coal prices started to rise, so did the SP. However, WHC announced that they had issues at their lowest cost mine (Narrabri). So it plummeted again. However in my view by too much for the issues that were defined.
The coal price then skyrocketed. Yet the SP stayed stagnant. Which is why a lot of people in this thread started buying (myself included)
At US$70t. most Aussie thermal coal miners are doing okay.
At US$90t, they are making serious money.
So for now, they are making seriously good money. Investor sentiment has shifted a bit and everyone realized that their SP does not match the money they are making. Hence the SP has been increasing significantly in the last few weeks.
Now (excluding external shocks (currency movements, market crashes etc) its just a question of how long the coal price will stay high for them to capitalise on the good times. |
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