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#	AUTHOR DATE SUBJECT
4	member 3/23/17 1:01PM Re: Marginal cost of met coal supply 1
Thanks for the reply, China presents a headwind no doubt. While we dont disagree there is no edge handicapping the China black hole of information. We will err on what we do know and logically... login to read the rest view available tags
3	member 3/21/17 5:35PM Re: Steady-state FCF / valuation 2
i've spent some time in coal (unfortunately) and have a few things to add that might be worth considering. 1) Arch has spent the lowest amount of capex/ton by far in the PRB. i suspect... login to read the rest 1 view available tags
1	member 3/19/17 9:59AM Marginal cost of met coal supply
Seems like an investment in Arch comes down to the marginal cost of met coal supply,as met coal accounts for 50-60% of segment profits in my Base and High cases, and aview on what %... login to read the rest view available tags