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Gold/Mining/Energy : Big Dog's Boom Boom Room

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DinoNavarre

To: DinoNavarre who wrote (204739)	11/11/2022 6:25:49 AM
From: TampaCricket	1 Recommendation of 206093

Not sure how to answer your questions. Haven't heard anything about coal companies unable to receive insurance or financing. For the most part coal is mostly ignored as the US utilities have already taken steps to eliminate a large percentage of coal plants by 2030. I'm not excited about having any money invested in thermal coal, a downside to owning BTU. The opportunity is met coal and the ability to ship to China and SE Asia. BTU's met holdings in Australia make up the majority of earnings for the moment or at least until the PRB and Illinois basin hedges roll off. I'm interested in BTU for the opportunity for them to catch up with their peers. Also METC for their cash flows, very debt and 100% met position. The problem is the general market will not give these companies decent valuations. Unless there is M&A, possible privatization or a fast growing market, these companies are dead. Check out this chart.

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