Q2 Earnings Preview – AMR
August 5, 2024
In this post, we take a look through our current projections for AMR’s Q2 earnings and the process of how we build them up…
Category: AMR
Coal News & Price Data July 5, 2024 – Mine Fires Reignite Met Market Interest
July 5, 2024
Holy supply disruptions, Batman. Not one, not two, but these THREE separate incidents are going to tighten up metallurgical coal markets over the next month or so…
Technical Analysis Series – HCC
June 24, 2024
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using HCC as an example…
Technical Analysis Series – AMR
June 21, 2024
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using AMR as an example…
US Met Coal Prices Don’t Reflect Reality
June 5, 2024
What to expect from the website and service over the next few months, and a
Service Updates and Met Market Thoughts
May 15, 2024
What to expect from the website and service over the next few months, and a
Met Stocks are Re-rating
April 16, 2024
This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.
Technical Analysis Update
April 5, 2024
Herewith the monthly technical analysis update along with some quick commentary on each coal producer.
Coal News & Price Data – March 27, 2024 – Bridge Collapse Implications
March 27, 2024
A vessel collision caused the Frances Scott Key bridge in Baltimore to collapse, suspending navigation in Baltimore Harbor.
Met Producer Comps
March 20, 2024
Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps
Is Alpha Metallurgical Resources Inc (AMR) Stock Near the Top of the Coking Coal Industry?
March 15, 2024
Alpha Metallurgical Resources Inc (AMR) leads the Coking Coal industry with an overall score of 57. AMR is up 96.74% so far this year
Alpha Post-Earnings Thoughts
February 29, 2024
Alpha is the largest met producer in the US, and the dominant player in Central Appalachia.