Met Producer Forecasts
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
METC
Downgrading Ramaco (METC)
Thinking through the poor relative performance of Ramaco vs the peer group, and I think the situation is going to get worse from here.
US Met Coal Margin Comparisons
US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.
Coal News & Price Data – August 9, 2023 – Ramaco & Corsa Earnings Summaries
Demand for Asian thermal coal remains. Miners are offering limited spot cargo due to high production costs and royalties.
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.
Something to Chew on for Earnings Season
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Q4 2022 Highlights & Recent MSHA Data
Along w/ a markets and technical analysis review of each US coal producer
Q3 2021 Met Producer Earnings Revisions
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Ramaco Post-Q2 2021 Earnings Update
Ramaco Post-Q2 2021 Earnings Update – Revised Proforma & Discussion