Professional
Added to YB: 2025-07-15
Pitch date: 2025-07-10
HCC [neutral]
Warrior Met Coal, Inc.
+63.96%
current return
Author Info
No bio for this author
Company Info
Warrior Met Coal, Inc. engages in the production and export of non-thermal steelmaking coal for the steel production by metal manufacturers in Europe, South America, and Asia.
Market Cap
$3.4B
Pitch Price
$50.87
Price Target
N/A
Dividend
0.49%
EV/EBITDA
16.45
P/E
84.33
EV/Sales
2.63
Sector
Metals and Mining
Category
growth
Black Bear Value Partners Portfolio Holding: Warrior Met Coal, Inc.
HCC (holding update): Met coal producer investing heavily in Blue Creek mine thru 2025, limiting FCF despite good cost control & 10% production growth. Q1 saw 40% rev drop on lower prices. From 2026, FCF set to surge to $200-850M ($4-16/share) as capex ends, yielding 9-35% FCF yield vs $46 share price.
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