2,3月份做了一个波段20%小赚6000。
4月20号开始建仓,至5月12号买入40000股@1.16,最后持有[email protected],到今天感觉完全是中了彩票
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再持有一阵子,说不定还能翻倍呢。
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打算继续持有,后面的都是bonus
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牛人
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老鼠掉在米翁里,用我国内浙江的同事的话说
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今日拋5000股
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得意洋洋的时候就是股票要跌的时候。虽然我也持有这股
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同感。虽然我最不希望它跌。
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不让开新的煤矿了,现有的煤矿都成了限量版
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说得对,我应该保持冷静冷静。哎,没办法,P牌刚一年多点儿,没经历过
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这么说就有理了,有点像供给侧改革的味道
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国际煤炭价格创5年新高
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这股最近有什么故事?
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下面是从HC上看到的,基本上可以回答你的问题。
As for a recent historical overview;
The price per tonne for thermal coal dropped down to around US$55t during the pandemic. Hence most of the industry was producing at a loss. Including WHC. It was looking likely they would need a capital raising. Hence the reason their SP was so low.
It wasn't helped by the negative anti coal messages in the media. New mines can't be approved. Coal plants shutting down. Banks aren't lending. The end of the coal age is at hand. However it ignores what is actually happening outside of Australia where coal demand in Asia is rising.
Then, coal prices started to rise, so did the SP. However, WHC announced that they had issues at their lowest cost mine (Narrabri). So it plummeted again. However in my view by too much for the issues that were defined.
The coal price then skyrocketed. Yet the SP stayed stagnant. Which is why a lot of people in this thread started buying (myself included)
At US$70t. most Aussie thermal coal miners are doing okay.
At US$90t, they are making serious money.
So for now, they are making seriously good money. Investor sentiment has shifted a bit and everyone realized that their SP does not match the money they are making. Hence the SP has been increasing significantly in the last few weeks.
Now (excluding external shocks (currency movements, market crashes etc) its just a question of how long the coal price will stay high for them to capitalise on the good times.
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昨天晚上煤炭价格跌了,预计会回调所以今天早上全抛了,希望有再次上车的机会
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这股我四块钱买的
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