Added to YB: 2026-04-13
Pitch date: 2026-04-09
AMR [neutral]
Alpha Metallurgical Resources, Inc.
-21.18%
current return
Author Info
No bio for this author
Company Info
Alpha Metallurgical Resources, Inc., a mining company, produces, processes, and sells met and thermal coal in Virginia and West Virginia.
Market Cap
$1.9B
Pitch Price
$186.10
Price Target
300.00 (+105%)
Dividend
N/A
EV/EBITDA
11.60
P/E
-50.66
EV/Sales
0.74
Sector
Metals and Mining
Category
value
Margin of Sanity | Portfolio Update 03/31 - Alpha Metallurgical Resources, Inc.
AMR (holding update): 6.11% position. Met-coal essential for steel production. Top-tier mines, competent mgmt, strong balance sheet, shareholder-friendly. Big Beautiful Bill lowered US costs while Australia's royalties rose. Key risk: Chinese economy collapse hurting seaborne demand. Consider profit-taking near $300/share.
Read full article (1 min)