All posts by Tom Sartor

Tom Sartor

Whitehaven Coal: Cash machine

By Tom Sartor

21 April 2022, 7:00 AM

3Q sales for Whitehaven Coal (ASX:WHC) were more resilient to NSW wet weather than we had forecast and we upgrade our 2H volume and price assumptions generating EPS/NPV upgrades.

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Reporting Season Feb 2022: Key takeaways

By Tom Sartor

01 March 2022, 10:35 AM

February results were very strong, as we’d flagged was likely. Important large-cap stocks were the stars, beating expectations at a near record rate (37% of the ASX50 Beat) with their prices jumping a record amount (+7%) reflecting a flight to quality.

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