Added to YB: 2025-03-05
Pitch date: 2025-03-04
NC [bullish]
NACCO Industries, Inc.
+3.42%
current return
Author Info
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Company Info
NACCO Industries, Inc., together with its subsidiaries, engages in the natural resources business. The company operates through three segments: Coal Mining, North American Mining, and Minerals Management.
Market Cap
$235.5M
Pitch Price
$32.21
Price Target
N/A
Dividend
2.82%
Sector
Oil, Gas and Consumable Fuels
Category
value
Nacco Industries is a strong pre-earnings setup
NC: Coal, limestone, & lithium miner. Thacker Pass project funded, reimbursements coming. Coal rebounds post-concessions. Natgas prices up. Limestone contracts renegotiated. Mid-term PBT ~$50M, <6x P/E. Risks: coal decline, recession, poor capital allocation. Bullish on near-term earnings beat.
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