Category: USA

January 25, 2024

In Wyoming, a trivial zoning change approved by Campbell County this month could open the door to a new economic development strategy

January 23, 2024

Met coal producer Coronado Global Resources navigated a challenging final quarter of 2023 marked by production disruptions & shipping delays

December 7, 2023

In light of the Ramaco 2024 Guidance Update, I updated my metallurgical coal price deck and valuations for each of the US met producers.

November 1, 2023

Earnings schedule: Warrior earnings later today following the market close at 4:30 pm ET. Alpha earnings tomorrow morning, before the bell.

October 3, 2023

Arch released a Q3 update, revised guidance lower, and announced their Q3 earnings call, scheduled to take place October 26 at 10am.

September 12, 2023

Thinking through the poor relative performance of Ramaco vs the peer group, and I think the situation is going to get worse from here.

August 16, 2023

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

August 14, 2023

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

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

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 4, 2023

Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.

August 2, 2023

HCC is set to release earnings tomorrow (Aug. 2) after the bell.