Category: Met Coal

August 16, 2023

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%

August 16, 2023

US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.

August 16, 2023

What do you think about Coronado Global Resources Inc?

August 15, 2023

July’s high summer temperatures and heatwaves in many parts of the country led to increased thermal coal burn.

August 14, 2023

After accounting for contingent legal fees, Corsa anticipates receiving net proceeds of $23.3 million from PennDot.

August 14, 2023

Cleveland-Cliffs made an offer to acquire US Steel, valuing each share at $32.53, a 43% premium over US Steel’s last closing price.

August 9, 2023

Demand for Asian thermal coal remains. Miners are offering limited spot cargo due to high production costs and royalties.

August 9, 2023

After the close today, Warrior Met announced a tender offer for its 7.875% senior secure notes due in 2028:

August 8, 2023

Glencore Plc has reported a 50% drop in first-half profit due to disappointing Chinese demand affecting commodity prices.

August 8, 2023

The market had a positive reaction to Alpha’s earnings, up 8% on the day in sharp contract to Warrior’s earnings reaction, which was down 11%.

August 5, 2023

I’m starting to change my outlook on BTU from bad to better.

August 4, 2023

Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)