Professional
Added to YB: 2025-04-11
Pitch date: 2025-04-08
CNR [neutral]
Core Natural Resources, Inc.
+24.5%
current return
Author Info
No bio for this author
Company Info
Core Natural Resources, Inc., together with its subsidiaries, produces, sells, and exports metallurgical and thermal coals in the United States and internationally.
Market Cap
$4.0B
Pitch Price
$68.25
Price Target
N/A
Dividend
0.53%
EV/EBITDA
8.10
P/E
22.89
EV/Sales
1.49
Sector
Oil, Gas and Consumable Fuels
Category
value
Black Bear Value Partners Portfolio Holding: Core Natural Resources, Inc.
CNR (holding update): Merged Consol & Arch Resources, leading met & thermal coal producer. Met coal demand projected to grow 25yrs, driven by Asia. Underinvestment due to ESG concerns. Cheap producer with strong balance sheet. Heavily export-dependent; tariffs risky. Valuation compelling; potential for buybacks. Long-term beneficiary despite short-term pain.
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