The Coal Trader

Category: CSO.V

Mt Pleasant

Downgrading Thermal

I’m going to kick this off by reiterating my avoidance call on all thermal coal, that is US domestic and seaborne thermal.

Corsa Coal Mine Entrance

Downgrading Corsa Coal

I initiated the Strong Buy assessment on July 14, it’s currently trading at CAD$0.73 per share – which is an implied gain of 59%

Q2 2023 MSHA Update

With most of the Q2 2023 MSHA coal production numbers in, I think its time to look under the hood and see what’s going on.