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Peabody Energy Corp

  • The Best Way to Play the Coal Rebound

    By Piyush Arora - May 7, 2013 | Tickers: ACI, BHP, BTU

    Those who thought that coal was a fuel of the past are gravely mistaken. Natural gas may have replaced coal in the U.S, but rising energy demand in Asia is forcing countries like India, Japan and China to shift toward coal gasification technology. As a result, global coal demand is expected to grow at a rate of 17% over the next four years, which has revived hope for coal-mining more »

  • Buy This MLP for Its Dividend Yield and Long-Term Growth

    By Shas Dey - May 6, 2013 | Tickers: ARLP, ACI, BTU

    Alliance Resource Partners (NASDAQ: ARLP) operates in the coal industry, which has been going through a rough phase over the last few years. All companies in the industry suffered because of the slowing coal demand and low average coal price. Alliance was one of the least affected companies in the industry.

    Alliance is the nation’s first publicly traded Master Limited Partnership (MLP) involved in production and marketing of coal more »

  • Another Record Quarter for This Spectacular Coal MLP

    By Robert Ciura - May 5, 2013 | Tickers: ARLP, ANR, BTU

    Investors who dive into socially controversial and economically troubled industries need to have a thick skin. That’s especially true if the industry in question is coal. For a variety of reasons, coal is under fire.

    Operating in the coal industry might give pause to a potential investor. It’s true that coal is under pressure with cheap natural gas and the prevailing push for clean energy sources such as more »

  • Cloud Peak Energy, What Will Make it Peak?

    By Peter Epstein - May 3, 2013 | Tickers: ARLP, ACI, CLD, CNX, BTU

    Cloud Peak (NYSE: CLD) is a very good coal producer. As a result, its stock has held up far better than U.S. peers, many of which have been slaughtered. Only Alliance Resource Partners, (NASDAQ: ARLP) a coal MLP and Consol Energy, (NYSE: CNX) have performed better. Alliance has benefited most from the rebound in natural gas prices to above $4 per mcf from $2-$3 per mcf last year more »

  • How Will Solar Affect U.S. Coal Miners?

    By Joshua Bondy - May 3, 2013 | Tickers: ACI, BTU, SPWR

    Solar is growing and U.S. coal has been in a tough market. A simple extrapolation of recent growth rates points to the complete dominance of solar over coal. Taking account of legal constrictions and solar's inherent constraints, it is highly unlikely that solar will completely replace coal. Also, the increase in coal exports shows that U.S. coal miners have other growth avenues. 

    US Electricity Net Generation From more »

  • Are There Diamonds in the Coal Patch?

    By James Catlin - May 3, 2013 | Tickers: ACI, KOL, BTU

    Recently the coal market has operated under increasing pressure as natural gas usurps coal as the fuel of choice for energy production. The coal ETF Market Vectors Coal (NYSEMKT: KOL), which tracks miners, is down 32% in the last year alone and almost 60% over the last two years. Some 42.7% of this ETF is composed of US-based companies, and a majority are pure coal plays.

    But before value more »

  • Down Sharply from its 2011 High, Is Walter Energy a Buy?

    By Peter Epstein - May 1, 2013 | Tickers: CLD, CNX, BTU, WLT

    Forget the 52-Week Low, Walter Energy is Down 88% Since March 2011

    Few natural resource stocks have been hit as hard as Walter Energy (NYSE: WLT). Even among its peer group of horribly performing U.S. coal stocks, Walter is off considerably more than Peabody Energy (NYSE: BTU), Cloud Peak (NYSE: CLD) and Consol Energy (NYSE: CNX). Trading at about $17 per share, down from a high of about $141 more »

  • Is Alpha Natural Resources a Good Stock to Buy?

    By Meena Krishnamsetty - May 1, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    Along with many other stocks in the coal industry, Alpha Natural Resources (NYSE: ANR) has seen its stock price fall dramatically over the last couple years (it is currently down 87% from two years ago, and 56% in the last year). Alpha provides both steam and metallurgical coal, each of which has been encountering demand problems over this time. Steam coal, which composes about 80% of Alpha’s production volumes more »

  • This Coal Stock Can Still Give You Returns

    By Shas Dey - April 28, 2013 | Tickers: ACI, BTU, WLT

    Walter Industries (NYSE: WLT) is a leading metallurgical coal producer for the global steel industry with strategic access to steel markets around the world. Recently, it has been facing a number of issues, due to which the financial performance has declined. Some of these issues are not company specific and are affecting the whole industry.

    The stock reached an all-time high price of around $143 in April 2011. But it more »

  • Will More Debt-Laden Spin-offs Sue Their Parent Companies?

    By Mike Thiessen - April 28, 2013 | Tickers: OSH, PCXCQ.PK, BTU, SHLD | Editor's Choice

    Editor's Note: This article has been amended to better reflect Orchard's debt position pre and post spin-off.

    An ongoing lawsuit between now-bankrupt Patriot Coal Corporation (NASDAQOTH: PCXCQ.PK) and its former parent Peabody Energy (NYSE: BTU) has reignited the debate over the tendency of parent companies to load their spin-offs up with undesirable retirement, healthcare and pension debts. After citing an unmanageable burden of over $600 million in long-term more »

  • 2 Coal Stocks to Buy, 1 to Sell

    By Zain Abbas - April 19, 2013 | Tickers: CLD, CNX, BTU

    The recent rebound in natural gas prices depicted by Henry Hub natural gas prices has given investors some ‘food for investment.’ Moreover, Goldman Sachs has also revised its future estimate of Henry Hub gas from $4/MMBtu to $4.5/MMBtu. This has sent bullish signals in the coal market. Higher gas prices would definitely mean some shift back to coal from natural gas as a source of power. Let more »

  • 2 Coal Stocks to Buy, 1 to Sell

    By Zain Abbas - April 17, 2013 | Tickers: CLD, CNX, BTU

    The recent rebound in natural gas prices depicted by Henry Hub natural gas prices has given investors some ‘food for investment’. Moreover, Goldman Sachs has also revised its future estimate of Henry Hub gas from $4/MMBtu to $4.5/MMBtu. This has sent bullish signals in the coal market. Higher gas prices would definitely mean some shift back to coal from natural gas as source of power. Let’s 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 »

  • 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 »

  • Coking Coal Fundamentals Remain in the Dumps

    By Peter Epstein - April 12, 2013 | Tickers: ANR, BTU, WLT

    Coking Coal Prices Have Most Likely Bottomed, Now What?

    Analysts and pundits, including a handful of equity research analysts, point to a bottoming of coking coal prices as a positive indicator. Some suggest this bottoming marks the time to be bullish on coal stocks as the worst is behind them. I disagree. The coal stocks are dead money for at least the next 3-6 months. Nothing good is happening and more »

  • Where is Coal's Future without Ontario?

    By Joshua Bondy - April 10, 2013 | Tickers: CCJ, BTU, RIO

    Ontario, Canada will finally cut its ties with coal. A year ahead of schedule, they will shut down the province's last remaining coal plant by the end of 2013. It would be dangerous to make a linear projection and say this trend will continue worldwide. The reality is that Ontario's special geography and history makes it uniquely suited to say adios to coal.

    Where Does Canada Get its more »

  • Where is Coal's Future without Ontario?

    By Joshua Bondy - April 8, 2013 | Tickers: CCJ, BTU, RIO

    Ontario, Canada will finally cut its ties with coal. A year ahead of schedule, they will shut down the province's last remaining coal plant by the end of 2013. It would be dangerous to make a linear projection say this trend will continue worldwide. The reality is that Ontario's special geography and history makes it uniquely suited to say adios to coal.

    Where Does Canada Get its Power more »

  • Coking Coal Fundamentals Remain in the Dumps

    By Peter Epstein - April 7, 2013 | Tickers: ANR, BTU, WLT

    The News in the Coking Coal Space Remains Horrible

    Analysts and pundits, including a handful of equity research analysts, point to a bottoming of coking coal prices as a positive indicator. Some suggest this bottoming marks the time to be bullish on coal stocks as the worst is behind them. I disagree. The coal stocks are dead money for at least the next 3-6 months. Nothing good is happening and more »

  • Coal Will Rebound Slowly but Surely

    By Joshua Bondy - April 6, 2013 | Tickers: ACI, KOL, BTU

    Natural Gas and coal are two of the basic fuels for generating electricity. Natural gas is difficult to transport, but it is more environmentally friendly than coal. In the midst of low prices, natural gas drillers reduced their drilling and now coal has slowly started to come back. Picking the best coal miner to invest in is critical because many miners are stuck in expensive formations or faraway from growth more »

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