2023 Q4 MSHA Production Review
January 26, 2024
Let’s start with the big overall trend, and for that we need to think in terms of thermal coal, generally when discussing US coal production.
Tag: METC
Updated Producer Comps
January 3, 2024
Met & Thermal Coal Producer Valuations along with a theoretical framework on how I think about valuing coal companies.
Updated Met Comps (EV/EBITDA & FCF Yield)
December 7, 2023
In light of the Ramaco 2024 Guidance Update, I updated my metallurgical coal price deck and valuations for each of the US met producers.
Ramaco Announced Div Increase, 2024 Guidance & RE Update
December 7, 2023
The Company is issuing initial guidance for the 2024 calendar year. For production volumes, sales and cash costs.
Ramaco CEO Says Wyoming Deposit Include Gallium & Germanium
December 7, 2023
Ramaco Resources Inc. said it found two more rare minerals, adding to its discovery of one of the largest deposits of REEs in the US.
Coal News & Price Data – December 7, 2023 – US & Australian Met Exports Update
December 7, 2023
US metallurgical coal exports stood at 3.91 mmt, down 5% on a daily average basis compared to September but up 13% YoY.
Ramaco’s Atkins on CNBC discuses REEs
November 15, 2023
Randall Atkins, CEO of Ramaco Resources, discusses the discovery of rare earth elements in a coal mine bought in 2011.
Coal News & Price Data – November 15, 2023 – Ramaco’s Atkins Promotes Brook Mine REE’s
November 15, 2023
Randall Atkins, CEO of Ramaco Resources, discusses the discovery of rare earth elements in a coal mine bought in 2011.
Metallurgical Comps
November 14, 2023
I spent some time updating metallurgical producer financial models today, so this will be a chart heavy post.
Coal News & Price Data – November 8, 2023 – Ramaco Q3 Earnings
November 8, 2023
In Q3 2023, Ramaco Resources, a U.S. metallurgical coal producer, reported net income of $19.46 million and adjusted EPS of $0.45/share
Ramaco News Update
October 17, 2023
Ramaco Resources (METC) pre-announced earnings, providing a tight range for Net Income and EBITDA. They also revised FY 2023 guidance.