Whitehaven
13
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10
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Search complete. 13 mentions across 10 episodes found for "Whitehaven".
Oct 23, 2026
Matt SnodgrassHOST
We had a full year production and cost guidance maintained, so that is positive there.
Matt SnodgrassHOST
Elsewhere, we did have Whitehaven Coal, WHC.
Matt SnodgrassHOST
We own this one in the active growth portfolio, trading down 3.4%.
Matt SnodgrassHOST
Production increased 22% year-on-year to 11 million tonnes.
Matt SnodgrassHOST
However, export terminal disruptions delayed shipments and lifted net debt by 100 mil to approximately $1.4 billion.
Matt SnodgrassHOST
So a bit of...
Matt SnodgrassHOST
A few flow-on effects of a couple of those delayed shipments there for Whitehaven.
Matt SnodgrassHOST
They expect sales to recover in December quarter and maintain their full-year production sales and cost guidance.
Henry JenningsHOST
Coal stocks were better.
Henry JenningsHOST
Whitehaven up 3.4%.
Henry JenningsHOST
No Hope up 2.5%.
Henry JenningsHOST
But oil and gas stocks were a little mixed.
Henry JenningsHOST
Rio flagged a 1.2% spend.
Henry JenningsHOST
Certainly, sorry, Rio fell after the miner flagged it will spend $1.9 billion developing a bauxite project in Queensland.
Henry JenningsHOST
And we had Whitehaven Coal.
Henry JenningsHOST
With their September quarterly numbers, production rising 22%.
Matt SnodgrassHOST
Its flagship, Maxwell Mine, is expected to produce a mix of steelmaking and thermal coal with at least 75% of outputs suitable for steelmaking.
Matt SnodgrassHOST
So that, once again, shows in the likes of Whitehaven as well as New Hope the spread to diversify their coal earnings through met coal and thermal coal.
Matt SnodgrassHOST
The combined group will have a $6.3 billion market cap, and the combination creates a pathway to around 19 million tonnes per atom of saleable coal production, with New Hope and management expecting the transaction to be accretive to earnings and cash flow as the Maxwell mine ramps up over the next year or two.
Matt SnodgrassHOST
Onto Asian markets now.
Tapa StricklandHOST
And the reason why I wanted to highlight that, that seems to have lit a fire under the coal sector.
Tapa StricklandHOST
New Hope was up 5.8% and Whitehaven was up 5.2%.
Tapa StricklandHOST
So it seems like more investors getting a little bit more comfortable with coal.
Tapa StricklandHOST
And there is that coal LNG gas switching rate, which does favour coal producers at the moment.
Matt WarderHOST
Um, when we move over to Australia, um, I think Australia's past is probably the US' future.
Matt WarderHOST
Let's start with the big boy, Whitehaven.
Matt WarderHOST
Uh, another...
Matt WarderHOST
L- look at that consolidation there as well.
Tom KreagerGUEST
So you run the risk of some teams may – you may be scheduling some teams that can beat you.
Tom KreagerGUEST
You know, there are times when, you know, Whitehaven has come to Innsworth a lot.
Tom KreagerGUEST
I mean, some of those – I'm not sure if some of those were pay games or what to say, hey, we'll pay you to help take care of your costs.
Tom KreagerGUEST
I would think it's a safe bet that for a lot of those schools in D2AAA, their budget is going to increase either with travel or with the economics of just paying opponents to come to your place to play you.
Tom KreagerGUEST
So you run the risk of some teams may, you may be scheduling some teams that can beat you.
Tom KreagerGUEST
Um, you know, there are times when, um, you know, Whitehaven has come to, to, to Ensworth a lot.
Tom KreagerGUEST
I mean, some of those, I'm not sure if some of those were paid games or what to say, "Hey, we'll, we'll pay you to help take care of your costs." Um, I would think it's a safe bet that for a lot of those schools in D2 triple A, their budget is going to increase either with travel or with the economics of just paying, paying opponents to come to your place to play you.
Tom KreagerGUEST
Um-
Henry JenningsHOST
Coal stocks bounced after a drubbing yesterday.
Henry JenningsHOST
Whitehaven up 3.8%.
Henry JenningsHOST
No Hope up 1.6% there.
Henry JenningsHOST
In corporate news today, we saw Premium, their CEO, stepping down, jumped 9.1%.
Henry JenningsHOST
And we saw the coal stocks come under significant pressure.
Henry JenningsHOST
Whitehaven down 4.5%.
Henry JenningsHOST
Yancol down 7%.
Henry JenningsHOST
No Hope down 3.9%.
Henry JenningsHOST
In the, uh, energy space, we had the oil and gas stocks better.
Henry JenningsHOST
Woodside up 1.3, Santos up 1.5. Coal stocks better, Whitehaven up a countdown, three, two, one.
Henry JenningsHOST
And, uh, uranium stocks under some pressure.
Henry JenningsHOST
Boss, well, Peter Botten has started as Boss's chairman.