Category: USA
Risks for Arch vs the Peer Group
June 28, 2023
Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)
Corsa Coal’s Earnings Update
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.
Warrior Met Coal’s Valuation & Outlook
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.
Arch Resources Valuation & Outlook
February 8, 2023
Here’s the quarterly details, including average sales price realizations, costs, and sales volumes for Arch Resources.
Met Producers Q3 2022 Earnings Preview
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.
Met Producers Q2 2022 Earnings Preview
July 25, 2022
A review of the big three metallurgical coal producers quarterly estimates heading into earnings in the coming weeks.
Warrior Met Q4 2021 Earnings Review
February 21, 2022
Warrior Met Q4 2021 Earnings Review; What to expect & proforma for 2022
Arch Q4 2021 Earnings Review
February 11, 2022
Arch Q4 2021 Earnings Review; What to expect & proforma for 2022
Rumors in Alabama – And a possible event-driven trade
February 1, 2022
Rumors in Alabama – And a possible event-driven trade for Warrior Met Coal
Arch Resources (ARCH)
October 8, 2021
Arch Resources, ticker symbol ARCH, is a metallurgical and thermal coal producer headquartered in St. Louis, MO. ARCH operates seven mines, three of which are thermal mines in the western US, and the remaining four are met mines located in Central Appalachia (CAPP).