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Wilkie Creek - betting on a thermal coal price rebound

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Report summary

In May 2014 Peabody struck a conditional deal to sell its Queensland thermal coal asset Wilkie Creek to the Nathan Tinkler controlled Bentley Resources. In the current environment dominated by margin pressure cost cutting and mine closures this is an interesting deal where the buyer is prepared to gamble on a rebound in thermal coal prices. We estimate a benchmark thermal coal price of more than US$87/ tonne is required to make the deal NPV positive.

What's included

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  • Document

    Cost and implied prices table.xls

    XLS 2.21 MB

  • Document

    Betting on a thermal coal price rebound with the Wilkie Creek acquisition

    ZIP 851.73 KB

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    Wilkie Creek - betting on a thermal coal price rebound

    PDF 470.35 KB

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    Wilkie Creek - betting on a thermal coal price rebound

    ZIP 1.91 MB

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Tables

  • Wilkie Creek - betting on a thermal coal price rebound: Table 1

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