Professional
Added to YB: 2025-07-15
Pitch date: 2025-07-10
CNR [neutral]
Core Natural Resources, Inc.
+18.37%
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
$71.80
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): Met coal producer from Consol-Arch merger, $106.6M in Q1 shareholder returns. Mine fire impact & low pricing means 2025 FCF $250-550M ($5-10/share, 7-14% yield) vs normal $500M-1B ($9-19/share, 13-27% yield). Met coal demand growing 25yrs from Asia urbanization, but export-dependent; tariff risk.
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