Professional
Added to YB: 2024-07-12
Pitch date: 2024-07-09
HCC [bullish]
Warrior Met Coal, Inc.
+22.07%
current return
Author Info
No bio for this author
Company Info
Warrior Met Coal, Inc. engages in the production and export of non-thermal steelmaking coal for the steel production by metal manufacturers in Europe, South America, and Asia.
Market Cap
$3.4B
Pitch Price
$68.41
Price Target
N/A
Dividend
0.49%
EV/EBITDA
16.45
P/E
84.33
EV/Sales
2.63
Sector
Metals and Mining
Category
growth
Black Bear Value Partners Portfolio Holding: Warrior Met Coal, Inc.
HCC: Top met coal exporter w/ 2-wk EU/SA shipping advantage. Met coal demand rising 25yrs, driven by Asia. Supply shortage likely due to ESG-driven underinvestment since 2014. Growth project in 2yrs adds value. 97% exports. Cost advantage vs Australian competitors (2wk vs 5wk shipping).
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