Thx for the write up. i have read it with interest. I see you have a $5.5 margin on the thermal side. in the last CC an analyst used $4 for the margin for the PRB and the company thought this was too aggressive. So I was wondering if your $5.5 is not way too aggressive in that perspective?
I did the numbers and I agree with you completely under the price that you are using.
But commodities tend to be very cyclical, and I am wondering If the current prices are excessively extended, and I am buying into this stock at the peak of the cycle. I am bullish mid to long term on energy prices as this whole energy transition is been pushed with very unrealistic targets and that would mean higher prices for longer. And now $ARCH is in my watchlist!
I don’t have access to spot price sources, but I found this one: https://tradingeconomics.com/commodity/coal that is showing some very steep corrections. Do you have any good free source that you think might be a better one?
Thx for the write up. i have read it with interest. I see you have a $5.5 margin on the thermal side. in the last CC an analyst used $4 for the margin for the PRB and the company thought this was too aggressive. So I was wondering if your $5.5 is not way too aggressive in that perspective?
Twebs, thanks for the write up.
I did the numbers and I agree with you completely under the price that you are using.
But commodities tend to be very cyclical, and I am wondering If the current prices are excessively extended, and I am buying into this stock at the peak of the cycle. I am bullish mid to long term on energy prices as this whole energy transition is been pushed with very unrealistic targets and that would mean higher prices for longer. And now $ARCH is in my watchlist!
I don’t have access to spot price sources, but I found this one: https://tradingeconomics.com/commodity/coal that is showing some very steep corrections. Do you have any good free source that you think might be a better one?
THANKS!!
mh. I have some Arch. debatting adding even though im in the green.