Added to YB: 2026-03-09
Pitch date: 2026-03-06
HNRG [neutral]
Hallador Energy Company
Author Info
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Company Info
Hallador Energy Company, through its subsidiaries, engages in the production of steam coal for the electric power generation industry in Indiana.
Market Cap
$881.1M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.67
P/E
-4.67
EV/Sales
2.00
Sector
Independent Power and Renewable Electricity Producers
Category
special_situation
Hallador Pt. 2 — 'Massive' Data Center Incoming in Sullivan, IN? ($HNRG)
HNRG (update): OSINT suggests major data center deal w/ hyperscaler imminent. 1.5GW power (1GW Merom + 500MW natgas expansion) via cofiring to meet ESG reqs. Construction filings link Heartland Industrial Park LLC to Merom location; Stantec reps confirm datacenter talks. Raised $50M for cofiring despite strong FCF. Risks: coal stigma, early stage talks, past deal failures, wetlands constraints. Geopolitical energy spike adds optionality.
Read full article (6 min)