May. 11 at 10:24 PM
$METC Pretty decent report. Raised coal production guidance pretty considerably. Bought back 5% of shares (~
$60MM buyback remaining). It's like the market is assigning negative value to the REE biz, because fair value on the coal business is upwards of
$24 per share. I'll keep accumulating opportunistically. Looks like 10%+ FCF Yld too (
$80-120MM '26 FCF).