Joeri — I really like the risk-reward for Coal investments (both Met and Thermal) at the moment. Stocks came way down last couple months, for a reason that is not that obvious. $BTU $CNR $…↗
April 2026 · 1 mention
Apr 14
Joeri — two theme's here;
- Huge volume loss is very bad for shipping rates (yet share prices have been strong) $FLNG $CLCO $CCEC
- Asia (and EU) will replace with coal $BTU $AMR $CNR $W…↗
March 2026 · 2 mentions
Mar 28
Lawrence McDonald — Coal Equities in 2026
Peabody Energy $BTU +33%
Core Natural Resources $CNR +28%
Alliance Resources $ARLP +28%
Warrior Met Coal $HCC +12%
vs.
Nvidia $NVDA -10%
Meta $META -20%
Mi…↗
TheValueist — Thermal and met coal are both up very nicely YTD. Surprising given how weak gas is.
$BTU $CRN $ARLP https://t.co/NC8zE5MW1v↗
December 2025 · 2 mentions
Dec 22
KaizenInvestor — 5/5 Who are the main losers of this evolution?
Solar has a marginal cost of zero. Coal has a marginal cost of fuel + transport. In a grid flooded with cheap solar, coal plants are…↗
Dec 18
TheValueist — $BTU $CNR The 2027/2028 PJM Base Residual Auction (BRA) result is directionally supportive for the near-term economics and operating life of coal-fired generation inside PJM, while…↗
October 2025 · 1 mention
Oct 5
Lawrence McDonald — Meta, 10% off, unched since February.
Amazon, unched on the year.
Apple has been trading at a standstill since December.
*Coal equities ( $CNR - $BTU ) up 100-150% since June. Wil…↗
July 2025 · 2 mentions
Jul 11
Marhelm — Peabody has been a rough ride after announcing the acquisition of the Anglo American Australin coal mines. Where are the coal miners that prioritize shareholder returns over growt…↗
Jul 5
Marhelm — We were ahead of the recent move in coal thanks to our talk with Matt Warder. Alpha Metallurgical jumped 13 percent, but met coal doesn't look like the best buy and hold at the mom…↗
June 2025 · 3 mentions
Jun 28
Marhelm — "BTU is headed for a no man's land for some time and met coal will continue facing headwinds for years."
Dove into the power market and the coal miners today with @mfwarder and en…↗
Jun 26
Marhelm — The coal companies are quite a mixed bag after the booming post-covid years. Companies such as Alpha Metallurgical and BTU have been decimated whereas others are holding up well an…↗
Jun 13
Marhelm — Natural gas has been stealing the headlines in recent months, but what about coal?
Getting ready for a new talk with coal analyst Matt Warder and a discussion of the key coal name…↗