Mammoth And Buchanan Expansion Will Drive Mixed Metallurgical Coal Trends

Published
02 May 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
AU$0.22
40.6% overvalued intrinsic discount
15 Aug
AU$0.32
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1Y
-76.1%
7D
40.0%

Author's Valuation

AU$0.2

40.6% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on15 Aug 25

Despite the consensus analyst price target for Coronado Global Resources remaining unchanged at A$0.224, a sharp rise in the future P/E ratio from 6.40x to 9.80x suggests a deterioration in earnings expectations relative to valuation. What's in the News Coronado is preparing to launch a formal asset sale process, opening a data room for potential buyers to acquire 20–30% stakes in either the Curragh or Buchanan mines, following failed talks with JSW Steel and Tata Steel.

Shared on30 Jul 25
Fair value Increased 49%

A dramatic improvement in net profit margin and a steep decline in the future P/E ratio suggest meaningfully enhanced profitability and valuation, supporting the increase in Coronado Global Resources’ consensus analyst price target from A$0.151 to A$0.161. What's in the News Coronado is in advanced talks with JSW Steel for a potential minority stake sale in its Curragh mine, amidst ongoing asset sale discussions with multiple parties including BUMA, Sinar Mas, Golden Energy Resources, and New Hope Coal.