Added to YB: 2026-02-11
Pitch date: 2025-11-21
BTU [bullish]
Peabody Energy Corporation
+30.05%
current return
Author Info
No bio for this author
Company Info
Peabody Energy Corporation engages in coal mining business. It operates through Seaborne Thermal, Seaborne Metallurgical, Powder River Basin, Other U.
Market Cap
$4.2B
Pitch Price
$26.12
Price Target
N/A
Dividend
0.87%
EV/EBITDA
8.72
P/E
-79.62
EV/Sales
1.06
Sector
Oil, Gas and Consumable Fuels
Category
growth
Peabody Energy Corporation - $BTU
BTU: Coal miner w/ 3 catalysts: 1) Centurion project valued ~$1.5B (~$30-35/sh core biz at ~$900M FY27 EBITDA) 2) Critical minerals/REE extraction from clay deposits, potential govt partnerships (~$25/sh value) 3) AI power demand driving coal plant capacity factors up 15% YOY (~$25/sh at higher coal prices $18-20/MMst vs current levels).
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