Natural Resource Partners LP

  • How to Reduce Emissions From Coal

    By Reuben Brewer - July 10, 2013 | Tickers: ARLP, NRP, RNO

    There are four ways to reduce emissions from a coal-fired electric plant, according to the U.S. Energy Information Administration (EIA). The options are a mixed bag for coal producers, but clearly show that there is a place for coal in this country over the long term.

    Reducing Emissions

    According to the EIA, the ways to reduce emissions from a coal fired electric plant are to close it, use it more »

  • Investors Beware, Only These 2 Coal Stocks Are Cheap!

    By Peter Epstein - July 9, 2013 | Tickers: ARLP, ACI, CLD, NRP, BTU

    A near-term, sustained rebound in coal stocks may be little more than wishful thinking. It's essential that investors understand key factors underlying the coal market and be cautious when reading bullish articles.

    Yes, the coal stocks have been slaughtered from their 52-week highs. However, consider this in the framework of other natural resource sectors. Risk-off strategies are impacting not just coal, but iron ore, copper, gold, silver, uranium and more »

  • Coal, Costs, and Profits

    By Reuben Brewer - July 1, 2013 | Tickers: ARLP, NRP, RNO

    Electric utilities are the primary consumers of thermal coal produced at U.S. mines. Coal's battle with natural gas is about costs, not the environment. That's why it still matters where you get your coal.

    Two dollar gas

    Electric utilities are highly regulated and keeping costs down is a vital part of remaining profitable. That's why utilities started to switch to natural gas fired plants when gas more »

  • 3 High-Dividend Companies to Buy

    By Madhukar Dubey - June 25, 2013 | Tickers: NRP, OAK, WIN

    Companies that pay high dividends are always popular among income investors, and why not? In the current environment of low interest rates, investors are attracted to dividend-paying companies. Here are three companies with a high dividend yield, and a look at why they've all got sufficient income opportunities to continue providing high returns to stockholders.

    Trona ore acquisition and growth potential in Illinois basin

    On Jan. 23, 2013, Natural more »

  • Major Coal MLP Continues to Diversify Its Assets

    By Alex Gray - June 25, 2013 | Tickers: NRP, PVR, RNO

    After suffering from the bloodshed in the coal markets over the last few years, Natural Resource Partners (NYSE: NRP) has recovered from its recent lows reached in the fourth quarter of last year. While coal will continue to supply the bulk of the revenue to this Master Limited Partnership (MLP), management recognizes the uphill battle in the coal industry. To that end, some recent acquisitions should serve to further diversify more »

  • Coal or Gas: How About Both?

    By Reuben Brewer - June 19, 2013 | Tickers: ARLP, CNX, NRP, PVR

    Electric utilities care about price more than fuel source, so natural gas and coal use will continue to seesaw back and forth for years. You can protect yourself by buying companies with exposure to both commodities like CONSOL Energy (NYSE: CNX), Natural Resource Partners (NYSE: NRP), and PVR (NYSE: PVR).

    The Future Is Variable

    In a recent presentation, Alliance Natural Resources (NASDAQ: ARLP) projected that global coal demand will increase more »

  • Natural Resource Partners Moves Into Bakken

    By Peter Epstein - June 19, 2013 | Tickers: ARLP, CLD, CNX, NRP

    Natural Resource Partners, LP (NYSE: NRP) a Master Limited Partnership, or "MLP," continues to make strong progress diversifying from the leasing of its owned coal reserves. Natural Resource Partners recently presented at an industry conference. Please see the latest corporate slideshow here

    In 2005, 54% of total revenues came from steam coal royalties in central Appalachia. Pro forma for the company's February acquisition of a 49% interest in OCI more »

  • Pipeline Giant Signals It's Time To Buy Coal

    By Reuben Brewer - June 18, 2013 | Tickers: ARLP, KMP, NRP

    Kinder Morgan Energy Partners (NYSE: KMP) is making a move into owning resource properties with the intent of leasing them to third parties to mine. The main focus appears to be coal. If Kinder sees value in coal, it might be time for investors to buy in, too.

    Pipelines

    Kinder Morgan is a giant in the mid-stream oil and gas business. It owns the terminals and pipelines that get such more »

  • Income Plays in Coal

    By Reuben Brewer - June 13, 2013 | Tickers: ARLP, NRP, RNO

    The coal industry has been hammered by low natural gas prices. However, 2013 is likely to be the year in which the industry starts to turn if early trends continue. Income investors should take a look at coal focused Alliance Resource Partners (NASDAQ: ARLP), Natural Resource Partners (NYSE: NRP), and Rhino Resource Partners (NYSE: RNO).

    A changed market

    Low gas prices led to a decline in coal demand and prices more »

  • Natural Resource Partners' Safe, Strong 9.5% Yield

    By Peter Epstein - May 23, 2013 | Tickers: ARLP, ANR, CLF, NRP

    Natural Resource Partners, LP (NYSE: NRP) continues to make good progress diversifying away from leasing its owned coal reserves in central Appalachia and the Illinois Basin. And that's a good thing because the Company's coal business has been under significant pressure. The reason for my update on this company is that Natural Resource Partners recently presented at an industry conference. Please see the corporate slide show and listen more »

  • Is Alliance Resource Partners a Buy After Massive Out-Performance?

    By Peter Epstein - April 16, 2013 | Tickers: ARLP, ANR, KOL, NRP, BTU

    I've written several articles on coal Master Limited Partnership Alliance Resource Partners, LP (NASDAQ: ARLP) here on TMF. Late last year I opined that Alliance and Natural Resource Partners, LP (NYSE: NRP)were over sold due to fiscal cliff fears. In the past 12 months, Alliance's units are up ~20% while the Market Vectors Coal ETF, (NYSEMKT: KOL) is down close to 25%. Does this substantial out-performance mean more »

  • Is Alliance Resource Partners a Buy After Massive Out-Performance?

    By Peter Epstein - April 16, 2013 | Tickers: ARLP, ANR, KOL, NRP, BTU

    I've written several articles on coal Master Limited Partnership Alliance Resource Partners, LP (NASDAQ: ARLP) here on TMF. Late last year I opined that Alliance and Natural Resource Partners, LP (NYSE: NRP)were over sold due to fiscal cliff fears. In the past 12 months, Alliance's units are up ~20% while the Market Vectors Coal ETF, (NYSEMKT: KOL) is down close to 25%. Does this substantial out-performance mean more »

  • The Safest Big Yielder in Coal

    By Reuben Brewer - April 16, 2013 | Tickers: ARLP, NRP

    Alliance Resource Partners (NASDAQ: ARLP) is the top choice for investors looking for a high-yielding coal play.

    Hating on Coal

    Coal is an unloved natural resource today. Although abundant, it is dirty compared to alternatives like natural gas, nuclear, and renewable energy like solar or wind. Historically, however, its price advantage had cemented the fuel source as the low cost option for base-load electric power, its primary market.

    With new more »

  • The Safest Big Yielder in Coal

    By Reuben Brewer - April 16, 2013 | Tickers: ARLP, NRP

    Alliance Resource Partners (NASDAQ: ARLP) is the top choice for investors looking for a high-yielding coal play.

    Hating on Coal

    Coal is an unloved natural resource today. Although abundant, it is dirty compared to alternatives like natural gas, nuclear, and renewable energy like solar or wind. Historically, however, its price advantage had cemented the fuel source as the low cost option for base-load electric power, its primary market.

    With new more »

  • Alliance Resource Partners, a Safe Coal Play

    By Peter Epstein - April 14, 2013 | Tickers: ARLP, ANR, KOL, NRP, BTU

    Is Alliance Resource Partners a Buy After Massive Out-performance?   

    I've written several articles on coal Master Limited Partnership Alliance Resource Partners, LP (NASDAQ: ARLP) here on TMF and on Seekingalpha. Late last year I opined that Alliance and Natural Resource Partners, LP (NYSE: NRP)were over sold due to fiscal cliff fears. In the past 12 months, Alliance's units are is UP ~20% while the Market Vectors Coal more »

  • The Safest Big Yielder In Coal

    By Reuben Brewer - April 14, 2013 | Tickers: ARLP, NRP, RDS-B

    Alliance Resource Partners (NASDAQ: ARLP) is the top choice for investors looking for a high-yielding coal play.

    Hating on Coal

    Coal is an unloved natural resource today. Although abundant, it is dirty compared to alternatives like natural gas, nuclear, and renewable energy like solar or wind. Historically, however, its price advantage had cemented the fuel source as the low cost option for base-load electric power, its primary market.

    With new more »

  • This Company Is Changing Its Stripes

    By Reuben Brewer - April 1, 2013 | Tickers: NRGY, NRP, PVR

    Penn Virginia Resource Partners (NYSE: PVR) is making a change from coal to natural gas pipelines. This shift coupled with the still weak coal market has left the market concerned about the limited partnership's distribution. Management, however, seems pretty confident that it won't be an issue.

    Out with the Old

    PVR's history in the coal industry dates back to 1882. Up until a few years ago, coal more »

  • Is it Worth Investing in Dividend Kings?

    By Lior Cohen - March 28, 2013 | Tickers: SAN, NRP, VGR

    Many investors seek high paying dividend stocks that will also maintain their value over time. Big companies such as Altria or BP offer around 5% annual yield for their dividend, which is very high. Let’s examine several smaller companies from different sectors that offer much higher dividend yield. Is it worth investing in these companies?

    Coal Making a Comeback

    Natural Resource Partners (NYSE: NRP) has a market cap of more »

  • Commodities To Hate, But Own Anyway

    By Reuben Brewer - March 22, 2013 | Tickers: ARLP, XOM, NRP, RDS-B

    Goldman Sachs says buy commodities. Hedge funds are trimming their bets. What's an investor to do? Try buying stocks with exposure to unloved commodities like natural gas and coal.

    Who's Right?

    Bloomberg.com ran an interesting article about the confusion in the commodity market. The article's first sentence sums it up pretty well: “Hedge funds cut bets on a commodity rally to a four-year low on signs more »

  • Will Coal Make a Comeback in 2013?

    By Lior Cohen - March 21, 2013 | Tickers: ACI, NRP, BTU

    Major coal mining companies haven't performed well in recent years. Perhaps the recent increase in the price of natural gas will help rally the coal industry: Since the price of natural gas didn't reach the low prices it did back in 2012, this should raise the demand for coal in the electricity industry. Will the recent rally in the price of natural gas help raise the revenues of more »

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