With the fiscal year end closing down under this weekend, we come to a very special time, the North American summer. For most this means baseball games, holidays, days at the beach or lake, golf, children at home all day or away at camp if you planned ahead, but for a select few insane people it’s the blackout period into Australian fiscal year reporting season.
Great write up
Well written!
Well Done Sir
Welcome back to Substack, Koala! I'm a huge-but-silent fan of yours on Twitter!
Reading this after Whitehaven won the bid and this analysis is spot on. Will be adding to the Whitehaven share count.
Nice analysis. What do you think of the deal now that it is done?
Great piece! But to piss us all the purchase price will be higher than A$3.6 billion.