Matt Warder shares state of the coal markets + $AMR $HCC

Yet Another Value Podcast

Andrew Walker द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Andrew Walker या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

6M ago 1:09:48

MP3•एपिसोड होम

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: https://twitter.com/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

278 एपिसोडस

#Andrew Walker #Trading #Business #Value Investing