Getting the Story Straight on BTU
May 2, 2024
The Twitterati love to trash BTU management after earnings calls…but that’s because they don’t understand the story.
Category: Earnings
Arch Resources, Inc. First Quarter 2024 Earnings Release Summary
April 25, 2024
The company experienced a decrease in net income and adjusted EBITDA compared to the same period last year, with revenues also showing a decline.
CONSOL ALERT
February 6, 2024
As the earnings call is just getting started, I just wanted to share I high conviction thought with you:
US Steel loses money in Q4 2023
February 5, 2024
Pittsburgh-based United States Steel reports a fourth-quarter 2023 net loss of $80 M, which contrasts with Q4 2022 net earnings of $174 M
Cleveland-Cliffs Steams Ahead in 2023, Eyes Growth and Buybacks in 2024
January 31, 2024
Vertically integrated steel giant Cleveland-Cliffs capped off a strong 2023 with solid Q4 results and optimistic forecasts for the year ahead
Alliance Resource Partners Reports Record Year
January 29, 2024
Alliance Resource Partners (ARLP) capped off a strong 2023 with record revenues and net income, driven by its well-contracted coal order book
Alpha & Warrior Q3 Results
November 3, 2023
Alpha reported net income of $6.65 per share, surpassing analysts’ estimates but that’s mainly due to the buybacks making less shares.
Alpha & Warrior Pre-Earnings Setup
November 1, 2023
Earnings schedule: Warrior earnings later today following the market close at 4:30 pm ET. Alpha earnings tomorrow morning, before the bell.
Coal News & Price Data – November 1, 2023 – Corsa Coal Earnings Disappoint
November 1, 2023
Corsa Coal Corp. reported adjusted EBITDA of $6.1 million, total revenue of $51.1 million, and EPS of $0.18 per diluted share.
Coal News & Price Data – October 31, 2023 – CONSOL Earnings Miss
October 31, 2023
CONSOL Energy Inc. reported its financial results for the period ending September 30, 2023.
Arch Post-Earnings Thoughts
October 29, 2023
Arch reported net income of $3.91 per diluted share, meeting analysts’ estimates but down from $8.68 in the same period last year.
Peabody Post-Earnings Thoughts
October 27, 2023
After Peabody released earnings on Thursday morning, the market sold the stock off heavy and there wasn’t a good reason why.