Added to YB: 2025-08-08
Pitch date: 2025-08-02
BTU [bullish]
Peabody Energy Corporation
+84.43%
current return
Author Info
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Company Info
Peabody Energy Corporation engages in coal mining business. It operates through Seaborne Thermal, Seaborne Metallurgical, Powder River Basin, Other U.
Market Cap
$3.5B
Pitch Price
$15.81
Price Target
30.00 (+3%)
Dividend
1.04%
EV/EBITDA
6.61
P/E
-112.57
EV/Sales
0.85
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Why a Coal Cynic Is Betting on Peabody Energy ($BTU)
BTU: Severely undervalued at 2.6x EV/EBITDA vs peers at 4-6x. Key catalyst: Aug 19 decision on $3.8B Anglo deal - likely termination would unlock value via potential buybacks. Hidden upside from rare earth elements exploration. Tailwinds: AI data centers increasing power demand, pro-coal policy changes ($15-20M royalty savings), stable prices. 50% upside target.
Read full article (10 min)