The Gamma Squeeze is On for Coal Stocks
September 27, 2024
A quick rundown on today’s continued rip in coal stocks and actions I took…
Tag: AMR
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…
Q2 Earnings Preview – AMR
August 5, 2024
In this post, we take a look through our current projections for AMR’s Q2 earnings and the process of how we build them up…
Coal News & Price Data July 5, 2024 – Mine Fires Reignite Met Market Interest
July 5, 2024
Holy supply disruptions, Batman. Not one, not two, but these THREE separate incidents are going to tighten up metallurgical coal markets over the next month or so…
Technical Analysis Series – AMR
June 21, 2024
I don’t care for technical analysis much, but sometimes it is the best framework on which to build trade ideas. We examine that here, using AMR as an example…
US Met Coal Prices Don’t Reflect Reality
June 5, 2024
What to expect from the website and service over the next few months, and a
Service Updates and Met Market Thoughts
May 15, 2024
What to expect from the website and service over the next few months, and a
Alpha & Warrior Pre-Earnings Setup
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.
Alpha News Update
October 12, 2023
Alpha announced preliminary sales volumes and realizations for Q3 2023, and revised full year 2023 guidance.