The Coal Trader

Category: Earnings

Earnings Season!

Herewith a quick note before earnings season kicks off tomorrow morning with Arch Resources results before the bell and earnings call at 10 am.

Warrior Post-Earnings Thoughts

Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation

Coal Mining Arch Resource Longwall Coal Mine

Arch Post-Earnings Thoughts

Arch is the leading producer of High-Vol A metallurgical coal globally. They operate four met mines, two large scale longwall operations.

Coal Mining Consol Energy

CONSOL ALERT

As the earnings call is just getting started, I just wanted to share I high conviction thought with you:

Coal Mining Coal Markets Longwall Mine Foresight

Pre-Earnings Narratives & Review

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.

Coal News Coal Markets US Steel Nippon

US Steel loses money in Q4 2023

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

Alpha & Warrior Q3 Results

Alpha reported net income of $6.65 per share, surpassing analysts’ estimates but that’s mainly due to the buybacks making less shares.

Coal Markets Coal News

Alpha & Warrior Pre-Earnings Setup

Earnings schedule: Warrior earnings later today following the market close at 4:30 pm ET. Alpha earnings tomorrow morning, before the bell.