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.
Tag: METC
Met Producer Forecasts
September 20, 2023
Now that I’ve wrapped up the forecasts for the US met producers, I figured I would share it here so that we can compare and contrast.
Downgrading Ramaco (METC)
September 12, 2023
Thinking through the poor relative performance of Ramaco vs the peer group, and I think the situation is going to get worse from here.
US Met Coal Margin Comparisons
August 16, 2023
US metallurgical producers comparison of costs and profit margins to get a sense of their inherent competitive advantages.
Coal News & Price Data – August 9, 2023 – Ramaco & Corsa Earnings Summaries
August 9, 2023
Demand for Asian thermal coal remains. Miners are offering limited spot cargo due to high production costs and royalties.
Q2 2023 MSHA Update
July 24, 2023
With most of the Q2 2023 MSHA coal production numbers in, I think its time to look under the hood and see what’s going on.
Something to Chew on for Earnings Season
July 24, 2023
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Q4 2022 Highlights & Recent MSHA Data
April 23, 2023
Along w/ a markets and technical analysis review of each US coal producer
Q3 2021 Met Producer Earnings Revisions
October 19, 2021
Q3 2021 Met Producer Earnings Revisions: Reviewing my Q3 estimates vs consensus
Ramaco Post-Q2 2021 Earnings Update
August 4, 2021
Ramaco Post-Q2 2021 Earnings Update – Revised Proforma & Discussion
Ramaco Resources (METC)
July 23, 2021
Ramaco Resources (METC) – Summary & Back of the Napkin Pro Forma