Matt Warder shares state of the coal markets + $AMR $HCC
Автор: Yet Another Value Podcast
Загружено: 2024-03-25
Просмотров: 10596
Описание:
To celebrate the launch of a new COAL ETF, Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more!
You can Follow Matt Warder on Twitter/X @mfwarder: / mfwarder
Range Global Resources Coal ETF: https://rangeetfs.com/coal
Chapters:
[0:00] Introduction
[1:27] High level thoughts on Coal
[6:07] Coal's investment narrative from last few years
[12:50] "Commodities don't die down, they die up" / down cycle in thermal coal
[16:07] Biden admin on coal
[21:38] Metallurgical coal ideas
[26:17] Global cost curve for metallurgical coal "met coal" / are we mining less efficiently?
[35:41] "Greening" of metallurgical coal?
[42:53] Domestic coal plays $AMR
[48:54] $HCC / Blue Creek Mine
[57:17] Does upcoming election matter for the coal investment case
[1:00:28] $HCC $AMR valuations
[1:06:09] Final thoughts on coal
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