Mid-Cap

Two stocks that soared – Whitehaven Coal and Village Roadshow

September 06, 2016 | Team Kalkine
Two stocks that soared – Whitehaven Coal and Village Roadshow


 
Whitehaven Coal Ltd


WHC Details
  • More upside in the stock:Whitehaven Coal Ltd (ASX: WHC) stock surged over 8.5% on September 06, 2016 driven by the commodity prices. The stock already surged over 7.8% in the last four weeks (as of September 05, 2016) driven by the favourable fiscal year of 2016 performance leading to a total gain of over 185.7% in the stock during this year to date. We believe the stock has more upside left, as the recovery in the coal prices coupled with the group’s solid production, would drive the stock. The group’s EBITDA reached $224.1 million in fiscal year of 2016, which rose over 72% on a year over year (yoy) basis. WHC generated an equity saleable coal production of 15.1Mt, which rose 34% on a yoy basis while equity coal sales rose 42% yoy to 15.4Mt. WHC controlled their cash cost by 8% yoy to $56/t. The group controlled their net debt to $859 million.
  • Recommendation:We believe investors need to stay invested in the stock as we give a “Hold” recommendation in the stock at the current price of $2.17
 

Net Debt to EBITDA Ratio (Source: Company Reports)
 
Village Roadshow Ltd


VRL Details
  • Strong FY17 Pipeline:Village Roadshow Ltd (ASX: VRL) stock rose over 7.03% on September 06, 2016 after falling over 7.8% in the last four weeks. VRL’s fiscal year of 2016 results indicated profit before tax falling to $69.3 million as compared to $71.2 million in fiscal year of 2015. The group generated a negative free cash flow of $16.6 million during the year as compared to a free cash flow of $30.3 million in the same period of last year. On the other hand, the group undertook efforts for a better fiscal year of 2017 year. For gold coast theme parks, the group is launching DC Comics Super Villains and Doomsday Destroyer ride launch while realigning Paradise Country as “spend a family day on the farm”. The group undertook a ground-breaking virtual reality initiative on the Arkham Asylum Rollercoaster and forecasts better results from the Easter Carnivale. The group is undertaking cost savings program for FY17 for film distribution and has a pipeline of JK Rowling’s Fantastic Beasts, Power Rangers, Sully, King Arthur: Legend of the Sword and Lego Batman for FY17.
  • Recommendation:We maintain our “Buy” recommendation on the stock at the current price of $4.87


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