Disappointing China Stimulus Puts Downward Pressure on Coal Stocks
October 8, 2024
A rundown of today’s price action and an updated view on re-entry levels…
Category: NRP
Coal Stocks Rip, Time to Flip?
September 24, 2024
A quick rundown of the post-China stimulus rip in coal stocks, and how to think about positioning using some advice from our Substack and Twitter friend Le Shrub…
Thoughts on NRP
April 28, 2024
I’ve been looking through NRP’s 10-Ks, as well as many of their public or formerly public lessees, and I’ve found enough public information to present a comprehensive analysis
Coal News & Price Data – August 4, 2023 – AMR & NRP Earnings Summaries
August 4, 2023
Earnings summaries for Alpha Metallurgical Resource (AMR) and Natural Resource Partners (NRP)