Added to YB: 2026-09-10
Pitch date: 2026-09-08
BTU [bullish]
Peabody Energy Corporation
-1.28%
current return
Author Info
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Company Info
Peabody Energy Corporation engages in the production of metallurgical and thermal coal. It operates through Seaborne Thermal, Seaborne Metallurgical, Powder River Basin, and Other U.
Market Cap
$3.5B
Pitch Price
$29.74
Price Target
42.75 (+45%)
Dividend
1.04%
EV/EBITDA
10.97
P/E
-19.26
EV/Sales
0.86
Sector
Oil, Gas and Consumable Fuels
Category
value
Over 90% upside on a three-month delay - Peabody Energy Corporation
BTU: Peabody’s nearly 30% Q2 selloff prices Centurion as impaired rather than delayed, despite resolved mechanical and electrical problems and a stated ramp toward 1.5-2.0Mt of second-half 2026 sales. The strongest support is $350M of confirmed collateral release, alongside higher coal prices and West Coast test shipments for PRB coal. At 2.5x estimated 2027 EBITDA after the confirmed release, the $42.75 target offers 91% upside; another ramp slip could mean 25-30% downside.
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