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.
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