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Author: Matthew Warder

METC Q1 2026 Earnings Preview

May 11, 2026

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BTU Q1 2026 Earnings Preview

May 4, 2026

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HCC Q1 2026 Earnings Preview

April 29, 2026

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ARLP Q1 2026 Earnings Preview

April 24, 2026

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Yancoal Acquires Kestrel: A Deal Built for a Buyer’s Market

April 15, 2026

Yancoal Australia has agreed to pay up to $2.4 billion for one of the largest underground coking coal mines in the world — $1.85 billion upfront, the rest contingent on price recovery. Our DCF puts fair value at $1.29 billion on the 80% stake at current market assumptions, indicating Yancoal paid a 40%+ premium to acquire the asset…

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