Use this Opportunity to Sell Alliance
Why is Alliance trading at a market premium to Australian thermal coal producers? It makes no sense in terms of long-term shareholder value.
ARLP
CONSOL vs Alliance
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view
Coal News & Price Data – August 1, 2023 – ARLP Earnings Summary
ARLP reported a net income of $169.8 million, or $1.30 per unit in Q2 2023, up from $163.5 million and $1.23 per unit in Q2 2022.
Q4 2022 Highlights & Recent MSHA Data
Along w/ a markets and technical analysis review of each US coal producer
ARLP Update & Discussion
ARLP Update & Discussion – Something big could be brewing at Alliance Resource Partners
Q3 2021 Thermal Producer Earnings Revisions
Q3 2021 Thermal Producer Earnings Revisions; Reviewing my Q3 estimates vs consensus
A Potential Windfall for ARLP & BTU
A Potential Windfall for ARLP & BTU – A run of bad luck for an ILB competitor could give ARLP & BTU a boost
Alliance Resource Partners (ARLP)
Alliance Resource Partners (ARLP) – Summary & Back of the Napkin Proforma