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…
Tag: METC
Q&A: With Ramaco’s Randy Atkins
April 18, 2024
Randall Atkins is a founder and chief executive of metallurgical coal producer Ramaco Resources
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.
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
Ramaco Post-Earnings Thoughts
March 12, 2024
Ramaco Resources is a pure play metallurgical coal producer in Central Appalachia (CAPP) and primarily operates the following mining…
Ramaco Resources Aims to Double Met Coal Production
March 12, 2024
In a recent earnings call, Ramaco reported a strong finish to the year with record quarterly earnings and ambitious plans for expansion.
Ramaco Resources Inc (METC) Reports Strong Financial Performance Despite Market Challenges
March 8, 2024
Ramaco Resources a leading metallurgical coal producer, navigated a volatile market in 2023 to deliver solid financial results
Coal News & Price Data – February 13, 2024 – Ramaco Upgrades Guidance
February 13, 2024
Ramaco increased its 2024 sales and production guidance due to strong market demand. Sales guidance raised to 4.2-4.6 million tons
Ramaco Ups 2024 Guidance
February 13, 2024
Ramaco Resources has raised its 2024 sales and production guidance, which it says reflects the strong market acceptance of the company’s coal
Ramaco Resources Reports Strong Q4 and FY 2023
February 12, 2024
Ramaco Resources unveiled positive operational & financial updates today, highlighting a successful 2023 and an optimistic outlook for 2024.
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.