Hi guys, Welcome to the Advanced Video Search Engine, and you are watching Matt Warder shares state of the coal markets + $AMR $HCC. That video is uploaded by Yet Another Value Podcast at 2024-03-25T08:58:54-07:00. We are promoting this video only for entertainment and educational purpose only. So, I hope you like & enjoy it. [DF0uGS4swLM]
| Name | Matt Warder shares state of the coal markets + $AMR $HCC |
| Video Uploader | Video From Yet Another Value Podcast |
| Upload Date | This Video Uploaded At 25-03-2024 15:58:54 |
| Video Discription | To celebrate the launch of a new COAL ETF, Matt Warder, @mfwarder on Twitter/X, joins the podcast to discuss all things Coal, including: high level thoughts on coal, investing narrative from last few years, regulation, "greening" of metallurgical coal, $AMR, $HCC, upcoming election's impact on coal investment case and more! You can Follow Matt Warder on Twitter/X @mfwarder: https://twitter.com/mfwarder Range Global Resources Coal ETF: https://rangeetfs.com/coal Chapters: [0:00] Introduction [1:27] High level thoughts on Coal [6:07] Coal's investment narrative from last few years [12:50] "Commodities don't die down, they die up" / down cycle in thermal coal [16:07] Biden admin on coal [21:38] Metallurgical coal ideas [26:17] Global cost curve for metallurgical coal "met coal" / are we mining less efficiently? [35:41] "Greening" of metallurgical coal? [42:53] Domestic coal plays $AMR [48:54] $HCC / Blue Creek Mine [57:17] Does upcoming election matter for the coal investment case [1:00:28] $HCC $AMR valuations [1:06:09] Final thoughts on coal DF0uGS4swLM |
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