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Wilkie Creek - betting on a thermal coal price rebound


Wilkie Creek - betting on a thermal coal price rebound

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 benchmark thermal coal price of more than US$87/ tonne is required to make the deal NPV positive.

What's included?

This report includes 2 file(s)

  • Wilkie Creek - betting on a thermal coal price rebound PDF - 470.35 KB 3 Pages, 1 Tables, 2 Figures
  • Cost and implied prices table.xls XLS - 2.21 MB

Description

This Coal Insight report highlights the key issues surrounding this topic, and draws out the implications for those involved.

Participants, suppliers and advisors can use it to look at the trends, risks and issues within the coal industry and gain an alternative point of view when making decisions.

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Our coal analysts are based in the markets they analyse. They work with objective, proprietary data to help you maximise your current and future decision making. From market dynamics to trade patterns, we give you confidence in your strategic planning.

  • Wilkie Creek costs and implied prices

In this report there are 3 tables or charts, including:

  • Wilkie Creek costs and implied prices
    • Wilkie Creek - betting on a thermal coal price rebound: Table 1
Requester's name : .............
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Date : .............
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