Coal Message Board - Msg: 35208297

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Gold/Mining/Energy : Coal

COAL 22.35

+0.8%

Oct 30 4:00 PM EDT

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To: The Barracuda™ who wrote (1988)	7/29/2025 10:34:56 AM
From: Paul Senior	Read Replies (1) of 2027

After his report I decided to substantially reduce BTU holdings (taking a good size loss) and move just a little into my smaller position in CNR. (He was negative now on BTU and more positive on CNR.) Although he did say he liked and was slowly adding to ARLP, I'll pass on that one because I don't want to deal with the limited partnership k-1. I am still holding HCC and betting on METC. He said METC might take a drop because the prices for rare-earths the company might eventually achieve, and it's an assumption that they can achieve production, were over priced in the company's reported estimates, in Warder's opinion.

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