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.
Category: HCC
Warrior Met Coal Upgraded at Citigroup
April 16, 2024
Warrior Met Coal (NYSE: HCC) was upgraded by research analysts at Citigroup from a “neutral” rating to a “buy” rating
Coal News & Price Data – April 11, 2024 – Analysts Issue More Upgrades & Downgrades
April 11, 2024
Citi has raised its rating on April 11 for Warrior Met Coal to ‘Buy’ from ‘Neutral’ and increased the target price to $75
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
Warrior Met Coal’s Ballooning Development Costs Prompt RBC Capital To Rethink Projections
February 26, 2024
RBC Capital analysts this week lowered their price target for Warrior Met Coal as costs balloon at thecompany’s Blue Creek mine project.
Warrior Post-Earnings Thoughts
February 22, 2024
Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation
US coal miners expand production via investment in relatively new met coal mines
February 22, 2024
Metallurgical coal miners are chasing favorable prices and forging ahead with development and ramp-up plans for new mining projects
Analyst Forecasts for Warrior Met Coal
February 19, 2024
Warrior Met Coal, Inc. shares fell 2.4% to US$57.71 in the week after its latest full-year results. Warrior Met reported in line w/ analyst..
Warrior Met Coal Delivers Q4 2023 Earnings
February 15, 2024
Warrior Met Coal reported solid financial results for Q4 2023, exceeding analyst expectations and building on the previous year’s performance
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.
Demopolis Lock Closure disrupts Alabama Coal Exports
January 27, 2024
A major artery for Alabama’s coal exports the Demopolis lock on the Black Warrior River remains closed after a concrete failure last week.
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.