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.

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.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$10.290
Owned
No
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.

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.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$16.140
Owned
No
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.

(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.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$18.970
Owned
Unknown
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.

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.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$26.490
Owned
Unknown
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.

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.

Terry Shaunessy
President & portfolio manager, Shaunessy Investment Counsel
Price
$21.200
Owned
Unknown
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.
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.
Alan Kral , CFA, CIC
Vice President, Trevor Stewart Burton & Jacobsen Inc.
Price
$63.970
Owned
Yes
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.
His model price is $39.96, a negative 24% differential. Coal is one of the most overvalued sectors in the US.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$55.190
Owned
No
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.
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
Portfolio Manager, Arrow Capital Management
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.
His model price is $47.76. A -33% differential. Way too expensive.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$72.100
Owned
No
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.
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.
Dan Rice
Portfolio Manager, State Street Research
Price
$49.270
Owned
Yes
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