Technical Analysis Series – HCC
June 24, 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 HCC as an example…
Tag: HCC
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
Coal News & Price Data – May 26, 2024 – CSX Resumes Coal Shipments from Baltimore After Key Bridge Disaster
May 26, 2024
After being unable to export coal with the Port of Baltimore’s main channel blocked in the wake of the Francis Scott Key Bridge disaster, the CSX railroad said its terminal here has resumed coal shipments and expects to be back to normal early next week…
Service Updates and Met Market Thoughts
May 15, 2024
What to expect from the website and service over the next few months, and a
Met Stocks are Re-rating
April 16, 2024
This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.
Warrior Met Coal Upgraded at Citigroup
April 16, 2024
Warrior Met Coal (NYSE: HCC) was upgraded by research analysts at Citigroup from a “neutral” rating to a “buy” rating
Coal News & Price Data – April 11, 2024 – Analysts Issue More Upgrades & Downgrades
April 11, 2024
Citi has raised its rating on April 11 for Warrior Met Coal to ‘Buy’ from ‘Neutral’ and increased the target price to $75
Technical Analysis Update
April 5, 2024
Herewith the monthly technical analysis update along with some quick commentary on each coal producer.
Met Producer Comps
March 20, 2024
Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps
Warrior Met Coal’s Ballooning Development Costs Prompt RBC Capital To Rethink Projections
February 26, 2024
RBC Capital analysts this week lowered their price target for Warrior Met Coal as costs balloon at thecompany’s Blue Creek mine project.
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