Warrior Post-Earnings Thoughts
February 22, 2024
Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation
Tag: Blue Creek
US coal miners expand production via investment in relatively new met coal mines
February 22, 2024
Metallurgical coal miners are chasing favorable prices and forging ahead with development and ramp-up plans for new mining projects
Pre-Earnings Narratives & Review
February 5, 2024
Earnings is tough to trade. It’s like betting against the spread in NFL or NCAA Football games, and Vegas is very smart and typically spot on.