Added to YB: 2024-09-20
Pitch date: 2024-09-18
AMR [neutral]
Alpha Metallurgical Resources, Inc.
-7.71%
current return
Author Info
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Company Info
Alpha Metallurgical Resources, Inc., a mining company, produces, processes, and sells met and thermal coal in Virginia and West Virginia.
Market Cap
$2.4B
Pitch Price
$207.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.57
P/E
-51.75
EV/Sales
0.87
Sector
Metals and Mining
Category
value
The Forgotten Commodity: Coal’s Quiet Resilience in a Changing World - $AMR
AMR (coal industry dive): Met coal miner aggressively buying back shares (15% more planned). 71% of 2024 production secured at $157.97/ton vs $110 cost. Potential catalysts: new buyback program, China real estate recovery, US construction rebound. Long-term FCF $250M-$500M+ annually. Risks: natural gas, faster green transition.
Read full article (8 min)