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18	member 1/20/22 10:05AM coking coal futures near record highs
https://www.spglobal.com/platts/en/market-insights/latest-news/metals/011422-coking-coal-futures-hit-record-high-as-prompt-contract-sees-contango rosie, does this make you more constructive on management's decision to take price risk by not contracting more of their met coal? thanks view available tags
17	member 12/05/21 12:28PM Re: Re: Re: Re: Re: Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 16
MrTwister, point taken that it is not a certainty. I'd also argue that you aren't paying for it, so it's not priced in, either. On iron ore, I think the relevant facts are as follows: what... login to read the rest view available tags
16	member 12/05/21 5:54AM Re: Re: Re: Re: Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 15
It's not a certainty. It's a bet on a continously strong met coal market. But I would be happy to see them generating their stock price in FCF during the next year and a half. Check... login to read the rest 1 view available tags
15	member 12/04/21 10:46PM Re: Re: Re: Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 14
MrTwister, I'll take the other side of this. We are on the Value Investors Club forum, after all. From the original post: "Even then, I project ~$75 / share of FCF in the next 6 quarters... login to read the rest view available tags
14	member 12/04/21 5:13AM Re: Re: Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 12
After following whole steel supply chain sector (met, iron ore, bf/eaf producers) for a while it seems to me the only way to play these is to buy when it bottoms and sell when you... login to read the rest 1 view available tags
11	member 11/30/21 12:17PM Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 10
bump view available tags
9	member 11/05/21 10:15AM Re: Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 8
Apologies, didnt realize its a recent write-up. Thought its the one written-up last year. view available tags
8	member 11/05/21 3:28AM Re: Re: Re: Re: Rosie…Anything worth noting on the Q? 7
Thanks for the answer and the idea. Was a good set-up. Any idea what's next? Do you have any target you are aiming or you happy to hold in any environment? Prices are sky-high and seems like... login to read the rest view available tags
6	member 11/04/21 4:15PM Re: Re: Rosie…Anything worth noting on the Q? 3
On your 6) 2 vessels were shifted from 3Q into 4Q 7) For thermal, they said price increase of $3.5 translates into $1 increase in sales-sensitive cost, whatever that means. Perhaps similar logic for metcoal? view available tags
2	member 10/29/21 9:23PM Re: Rosie…Anything worth noting on the Q? 1
I'd be curious to hear your thoughts on the quarter, too. Especially on 1) strong thermal contracting for 2022 and 2) the lack of met contracting for 2022. thank you. view available tags

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			2020	2021
Price:	17.28	EPS	2.67	4.57
Shares Out. (in M):	86	P/E	7	3.5
Market Cap (in $M):	1,470	P/FCF	7	3.5
Net Debt (in $M):	1,200	EBIT	300	600
TEV (in $M):	2,670	TEV/EBIT	9	4.5

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