Added to YB: 2026-03-27
Pitch date: 2026-03-25
CNR [bullish]
Core Natural Resources, Inc.
Author Info
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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
$5.6B
Pitch Price
N/A
Price Target
200.00
Dividend
0.36%
EV/EBITDA
13.75
P/E
-36.79
EV/Sales
1.34
Sector
Oil, Gas and Consumable Fuels
Category
value
Single Stock Spotlight #5: Core Natural Resources (CNR)
CNR: Thermal coal export producer poised to benefit from Iran conflict disrupting LNG supplies, forcing Asia/Europe to shift to coal. Trading 6x normalized FCF ($925M-$1B w/ merger synergies vs 2023-2024 avg). 40-80% upside to $150-$200 PT. Aggressive 10% annual buybacks. Thermal coal $150/ton (up from $100, could reach 2022's $400). Stock broke out, golden cross Nov'25, overbought near-term but 200DMA support strong.
Read full article (6 min)