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Coal company deep dives, quarterly outlooks, production updates, earnings analysis, and more.
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Peabody Post-Earnings Thoughts
I’m starting to change my outlook on BTU from bad to better.
Warrior Post-Earnings Discussion
Things I got wrong… Erroneous items I failed to anticipate… Going forward and the investment thesis.
Warrior Met Earnings on Deck
HCC is set to release earnings tomorrow (Aug. 2) after the bell.
Chinese Stimulus Dud?
In terms of Chinese economic growth and steel demand, here’s what we know.
Annual Met Contract Pricing Discussion
I had lunch with a met producer sales guy yesterday and while discussing the upcoming domestic sales negotiating season, he mentioned that met buyers (North American end-users) seemingly “have all the power.”
Q2 2023 MSHA Update
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
Herewith a few points really quick to give you something to chew on in preparation for earnings season in regards to METC, ARCH & BTU.
Quick Note on Corsa Coal (CSO.V)
Quick Note on Corsa Coal (CSO.V)
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