Category: USA

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.

July 19, 2023

Quick Note on Corsa Coal (CSO.V)

June 28, 2023

Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)

May 10, 2023

Corsa Coal (CSO.V) appears to have made significant progress as production levels have risen across all three of its deep mines.

February 13, 2023

I dig into the fundamentals of Warrior Met (HCC) and discuss how this coal producer is different from it’s peers in quite a provocative way.

February 8, 2023

Here’s the quarterly details, including average sales price realizations, costs, and sales volumes for Arch Resources.

October 26, 2022

Herewith a quick preview of the big three US metallurgical coal producers quarterly estimates heading into earnings in the coming week or so.

July 25, 2022

A review of the big three metallurgical coal producers quarterly estimates heading into earnings in the coming weeks.

May 4, 2022

Q1 2022 Met Coal Producer Earnings

February 21, 2022

Warrior Met Q4 2021 Earnings Review; What to expect & proforma for 2022

February 11, 2022

Arch Q4 2021 Earnings Review; What to expect & proforma for 2022