Peabody Energy Corp

BTU-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about BTU-N

Signal
Opinion
Expert
COMMENT
COMMENT
November 4, 2014

A coal company that stands out for quality of the balance sheet. They also have operations in Australia. Somewhat diversified by having some oil/gas assets. Very strong balance sheet and will be a survivor. Hasn't bought this yet as he doesn't have the confidence that things are poised to turn in the next year or so. If you were going to buy coal it would be this one.

Show full opinionHide full opinion

A coal company that stands out for quality of the balance sheet. They also have operations in Australia. Somewhat diversified by having some oil/gas assets. Very strong balance sheet and will be a survivor. Hasn't bought this yet as he doesn't have the confidence that things are poised to turn in the next year or so. If you were going to buy coal it would be this one.

COMMENT
COMMENT
June 2, 2014

When stocks act positively on bad news that is always a great indicator that maybe the news has already been discounted in the market place. He looked at this one. If natural gas prices continue to move higher, coal does represent an attractive alternative. It is always going to come down to the economics. A very strong lobby and very regionally focused industry. There is going to be a big, big push to keep jobs. This is something you could look into.

Show full opinionHide full opinion

When stocks act positively on bad news that is always a great indicator that maybe the news has already been discounted in the market place. He looked at this one. If natural gas prices continue to move higher, coal does represent an attractive alternative. It is always going to come down to the economics. A very strong lobby and very regionally focused industry. There is going to be a big, big push to keep jobs. This is something you could look into.

BUY
BUY
December 5, 2013

(Market Call Minute.) They are swimming upstream here because long-term coal is going to be a problem, and there’s a big push to replace with natural gas.

Show full opinionHide full opinion

(Market Call Minute.) They are swimming upstream here because long-term coal is going to be a problem, and there’s a big push to replace with natural gas.

WAIT
WAIT
November 12, 2012

A lot of bad news is priced into the coal sector. You have to wait for the lows to confirm themselves.

Show full opinionHide full opinion
Peabody Energy Corp (BTU-N)
November 12, 2012

A lot of bad news is priced into the coal sector. You have to wait for the lows to confirm themselves.

HOLD
HOLD
September 5, 2012

Probably one of the biggest coal producers. Coal has come under pressure like a lot of commodities. Expects China will do something. So as soon as growth in China starts to pick up, certainly by the 4th quarter this year, coal prices will pick up.

Show full opinionHide full opinion
Peabody Energy Corp (BTU-N)
September 5, 2012

Probably one of the biggest coal producers. Coal has come under pressure like a lot of commodities. Expects China will do something. So as soon as growth in China starts to pick up, certainly by the 4th quarter this year, coal prices will pick up.

TOP PICK
TOP PICK
April 15, 2008
Largest coal company in the US. Positive energy pricing will continue to drive revenues higher. Have many contracts that have been signed a year in advance that are starting to roll off. Chinese demand will continue to drive up prices. The biggest negative is political because of it’s carbon.
Show full opinionHide full opinion
Largest coal company in the US. Positive energy pricing will continue to drive revenues higher. Have many contracts that have been signed a year in advance that are starting to roll off. Chinese demand will continue to drive up prices. The biggest negative is political because of it’s carbon.
DON'T BUY
DON'T BUY
April 3, 2008
His model price is $39.96, a negative 24% differential. Coal is one of the most overvalued sectors in the US.
Show full opinionHide full opinion
His model price is $39.96, a negative 24% differential. Coal is one of the most overvalued sectors in the US.
BUY
BUY
March 1, 2007
Outlook for coal companies going forward is pretty good. There are environmental issues, but far less expensive than other methods. Demand for coal is increasing.
Show full opinionHide full opinion
Outlook for coal companies going forward is pretty good. There are environmental issues, but far less expensive than other methods. Demand for coal is increasing.
Alex Ruus

Unlock Ratings

Price
$40.380
Owned
Unknown
DON'T BUY
DON'T BUY
May 10, 2006
His model price is $47.76. A -33% differential. Way too expensive.
Show full opinionHide full opinion
His model price is $47.76. A -33% differential. Way too expensive.
TOP PICK
TOP PICK
April 23, 2004
Cash flow per ton margin is currently about $6 per ton. Last year they were $3. Thinks the ultimate margin will be $12/15. Great assets in the West.
Show full opinionHide full opinion
Cash flow per ton margin is currently about $6 per ton. Last year they were $3. Thinks the ultimate margin will be $12/15. Great assets in the West.
Showing 1 to 10 of 10 entries
  • «
  • 1
  • »