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Added to YB: 2026-07-15

Pitch date: 2026-07-12

CNR [neutral]

Core Natural Resources, Inc.

+4.06%

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

$4.2B

Pitch Price

$83.10

Price Target

N/A

Dividend

0.48%

EV/EBITDA

8.28

P/E

-68.75

EV/Sales

1.01

Sector

Oil, Gas and Consumable Fuels

Category

special_situation

Show full summary:
CoalAI. - Core Natural Resources: Coal Cannibal

CNR (preview): Core Natural Resources, Jan 2025 merger of Consol (thermal) + Arch (met coal). Diversified across coal segments, ~$150M annual cost synergies promised. Net cash balance sheet, returns 75% of FCF to shareholders (mostly buybacks). Pitched as AI-adjacent trade that actually makes money, with more predictable cycle vs peers like RIG.

Read full article (3 min)