The Coal Trader

Tag: Warrior

Coal News Coal Markets Black Thunder Coal Mine

Met Stocks are Re-rating

This seasonal pullback in PLV Futures has not caused such a bad commensurate pullback in met coal stocks.

Technical Analysis Update

Herewith the monthly technical analysis update along with some quick commentary on each coal producer.

Coal Markets Coal News Kinder Morgan Coal Terminal

Met Producer Comps

Now that we’ve seen another annual rug pull in metallurgical coal markets, I thought it appropriate to revise forecasts and valuation comps

Warrior Post-Earnings Thoughts

Warrior has the arguably the best met assets in the USA. They have the lowest cost per ton and the most favorable (cheapest) transportation

Coal Mining Coal Markets Longwall Mine Foresight

Pre-Earnings Narratives & Review

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.