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…
Category: AMR
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.
Alpha Metallurgical Resources Announces Strong Fourth Quarter and Full Year 2023 Results
February 26, 2024
Alpha Met a leading US supplier of metallurgical products for the steel industry, released its financial results for the fourth quarter
Pre-Earnings Narratives & Review
February 5, 2024
Earnings is tough to trade. It’s like betting against the spread in NFL or NCAA Football games, and Vegas is very smart and typically spot on.
2023 Q4 MSHA Production Review
January 26, 2024
Let’s start with the big overall trend, and for that we need to think in terms of thermal coal, generally when discussing US coal production.