Hedge fund Bell Rock dumps $260m in Whitehaven shares
October 30, 2023
Bell Rock has effectively admitted it was in control of more Whitehaven shares than publicly disclosed at the annual shareholder meeting
Category: Thermal Coal
Coal News & Price Data – October 30, 2023 – Whitehaven’s Acquisition to Increase Earnings 93%
October 30, 2023
Whitehaven Coal’s acquisition of two coking coal mines from BHP is expected to boost earnings per share by 93% by 2025
Peabody Post-Earnings Thoughts
October 27, 2023
After Peabody released earnings on Thursday morning, the market sold the stock off heavy and there wasn’t a good reason why.
Coal News & Price Data – October 26, 2023 – Arch & Peabody Earnings
October 26, 2023
ARCH Resources & Peabody Energy reported Q3 earnings this morning. Earnings calls will take place at 10 and 10:30 am.
Coal News & Price Data – October 25, 2023 – Teck Reports Lots of Problems
October 25, 2023
Teck raised the cost estimate for its Quebrada Blanca 2 copper project due to further construction delays.
The PRB & US Power Plant Retirements
October 25, 2023
I’ve been hearing about US power plant retirements in the pipeline and although I knew it would hit the Powder River Basin (PRB) the hardest.
China’s Coal-Fired Future
October 8, 2023
It’s important to think about Chinese policy and ask ourselves why their actions don’t quite line up with their rhetoric.
Coal News & Price Data – October 6, 2023 – BHP to Keep Remaining Coal Assets
October 6, 2023
BHP Group plans to retain its remaining metallurgical coal assets, emphasizing a positive outlook for higher-quality raw materials.
Use this Opportunity to Sell Alliance
September 14, 2023
Why is Alliance trading at a market premium to Australian thermal coal producers? It makes no sense in terms of long-term shareholder value.
Power Plant Pipeline – More Thoughts
September 6, 2023
We’re beginning to see the inadequacy of Chinese coal production to meet their own power demands as production falters & demand climbs.
Thoughts on Chinese Permitted Coal Power
August 31, 2023
In the first half of 2023, China approved 52 GW of new coal power projects, a significant increase from the 15 GW permitted in H1 2022
CONSOL vs Alliance
August 29, 2023
I’ve been working on summarizing Alliance & CONSOL for the website & it got me thinking about both companies from a compare and contrast point of view