Risks for Arch vs the Peer Group
June 28, 2023
Let’s discuss Alpa (AMR) vs Arch (ARCH) and Warrior Met (HCC)
Tag: AMR
Coal Producer Price Action – A Quick Note
June 7, 2023
Coal Producer Price Action – A Quick Note: Coal producers continue to bounce as I write this around noon on Wednesday.
Alpha Met Site Visit & Management Meeting
May 18, 2023
Thoughts on management & how I see an investment in AMR playing out.
Alpha’s Earnings Update
May 9, 2023
Alpha Metallurgical Resources (AMR) achieved its best output in over 5 years in Q1, producing 4.4 million tons.
Q4 2022 Highlights & Recent MSHA Data
April 23, 2023
Along w/ a markets and technical analysis review of each US coal producer
Reviewing Alpha’s Valuation & Outlook
January 24, 2023
I thought it prudent to update financials on Alpha Metallurgical Resources (AMR) to see how cash flows look on a go forward basis.
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.
Alpha Met Q4 2021 Earnings Review
March 4, 2022
What to expect for Alpha’s Earnings along with a proforma for 2022.
Q3 2021 Met Producer Earnings Revisions
October 19, 2021
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Alpha Metallurgical Resources (AMR)
September 20, 2021
Alpha Metallurgical Resources, ticker symbol AMR, is a met coal producer which operates both underground and surface mines in the Central Appalachia (CAPP) coal basin.