Core Points - Peabody has notified Anglo American Plc of a Material Adverse Change (MAC) affecting its planned acquisition of steelmaking coal assets due to issues at the Moranbah North Mine, which has been inactive since a gas ignition event on March 31, 2025 [1][2] - The uncertainty surrounding the Moranbah North Mine has raised concerns about the acquisition's value, as a significant portion of it was tied to this mine, and there is currently no known timetable for resuming production [2] - If the MAC is not resolved satisfactorily within the specified timeframe, Peabody may choose to terminate the acquisition agreements [2] Company Overview - Peabody is a leading coal producer that provides essential products for affordable and reliable energy and steel production [3] - The company's commitment to sustainability is a core aspect of its strategy and operations [3]

Group 1 - The article highlights Paul Franke's extensive experience in trading and investment, emphasizing his successful track record as a stock picker and his innovative investment strategies [1] - Franke's "Victory Formation" system focuses on identifying supply/demand imbalances through specific stock price and volume movements, which are critical for successful stock selection [1] - The "Bottom Fishing Club" articles target deep-value stocks or those showing significant positive technical momentum reversals, while the "Volume Breakout Report" discusses stocks with strong price and volume trends [1] Group 2 - Franke recommends a diversified investment approach, suggesting that investors hold at least 50 well-positioned stocks to achieve consistent outperformance in the stock market [1] - He advises using stop-loss levels of 10% or 20% on individual stock choices to manage risk effectively [1]

Core Viewpoint - Peabody (NYSE: BTU) is set to announce its financial results for the quarter ending March 31, 2025, on May 6, 2025, with a conference call scheduled for 10 a.m. CT on the same day [1]. Company Information - Peabody is a leading coal producer that plays a crucial role in providing products essential for the production of affordable and reliable energy and steel [1]. - The company's commitment to sustainability is a fundamental aspect of its operations and strategic planning for the future [1]. Conference Call Details - Instructions for participating in the conference call and accessing a replay will be available on PeabodyEnergy.com prior to the call [1]. - Participants can access the call using the following phone numbers: - U.S. Toll Free: 1 833 816 1387 - Canada Toll Free: 1 855 669 9657 - International Toll: 1 412 317 0480 [1].

Group 1 - The VanEck Vectors Coal ETF, trading under the ticker "KOL," was closed on December 22, 2020, due to low demand, marking the end of the market's only coal-focused exchange-traded fund [1] - The closure of the ETF reflects a broader trend of declining interest in coal investments, which may indicate shifting market dynamics and investor preferences [1] Group 2 - The article does not provide specific financial data or performance metrics related to the coal industry or the ETF itself [2][3] - There are no current positions or plans to initiate positions in any companies mentioned, indicating a neutral stance on potential investment opportunities in the coal sector [2]

Peabody Energy (BTU) shares soared 9.2% in the last trading session to close at $11.26. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 20.1% loss over the past four weeks.Peabody Energy, is likely to gain from President Trump's recent executive order, aimed at revitalizing the coal industry. The new order is seen as a positive boost for the company, indicating a potential increase in coal demand and usage.Peabody Energy is expec ...

ST. LOUIS, April 8, 2025 /PRNewswire/ -- Following an ignition event last week at Anglo American Plc's Moranbah North Mine, Peabody (NYSE: BTU) today announced that it is reviewing all options related to its acquisition of steelmaking coal assets from Anglo American. The company remains in conversation with Anglo American to better understand the impacts of the event. Peabody is preserving all rights and protections under its purchase agreements. Peabody is a leading coal producer, providing essential produ ...

Core Viewpoint - The Trump administration's tariff-related policies have led to significant volatility in U.S. equity markets, contributing to recession fears and a slowdown in the domestic economy, with major stock indexes in negative territory year to date [1]. Group 1: Market Conditions - Tariff-related market turmoil and rising inflation are expected to continue causing volatility in the near term [2]. - Despite market challenges, investors are encouraged to consider stocks favored by brokers, such as Cleveland-Cliffs, Peabody Energy, CVR Energy, Delek US Holdings, and Centene Corporation [2]. Group 2: Stock Screening Criteria - A screening process has been established to identify stocks based on improving broker recommendations and upward revisions in earnings estimates over the past four weeks [3]. - The screening criteria include net upgrades in ratings, percentage change in earnings estimates, price-to-sales ratio, market capitalization, and trading volume [4][5][6]. Group 3: Company Highlights - Cleveland-Cliffs is a leading iron ore producer in the U.S., benefiting from low-cost production and operational synergies from its merger with AK Steel, with a projected earnings growth of 20.6% for the current year [6][7]. - Peabody Energy, engaged in coal mining, has a current dividend yield of 2.9% and has seen a 5.9% decrease in its earnings estimate for 2025 [7][8]. - CVR Energy focuses on renewable energy and petroleum refining, with a mixed earnings performance but a commitment to reducing carbon emissions [8][9]. - Delek US Holdings operates as an independent refiner and has consistently beaten earnings estimates, with an average beat of 22.3% [10]. - Centene Corporation is expanding its market presence through contract wins, surpassing earnings estimates in three of the last four quarters with an average beat of 21.8% [11].

Peabody Energy Corp (NYSE:BTU) stock is up 3.5% to trade at $13.81 at last glance, after President Donald Trump said he will authorize "clean coal" energy production. The move comes in response to China's coal-fired power plants, which Trump noted them an economic edge.The shares are on track for a fourth-straight daily gain, looking to trim their 36.2% year-to-date deficit. The security is bouncing off a March 6, three-year low of $12.15, while testing overhead pressure at $14 and its 20-day moving average ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _____________________________________________ FORM 10-K (Mark One) For the Fiscal Year Ended December 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-16463 ____________________________________________ PEABODY ENERGY CORPORATION (Exact name of registrant as specified in its charter) Delaware 13-4004153 ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SE ...

Financial Data and Key Metrics Changes - In Q4 2024, Peabody Energy Corporation recorded net income attributable to common stockholders of $31 million or $0.25 per diluted share, with adjusted EBITDA of $177 million [30] - For the full year 2024, net income attributable to common stockholders was $371 million and adjusted EBITDA was $872 million [30] - The company generated $613 million of operating cash flow from continuing operations in 2024 [31] - As of December 31, 2024, Peabody had $700 million in cash and available liquidity of $1.1 billion [32] Business Line Data and Key Metrics Changes - The Seaborne Thermal segment recorded $112 million of adjusted EBITDA in Q4 2024, with margins of 36% and shipments ahead of expectations [35] - The Seaborne Met segment reported $23 million of adjusted EBITDA in Q4 2024, with shipments increasing by 500,000 tons compared to Q3 [37] - US thermal mines generated $93 million of adjusted EBITDA in Q4 2024, with PRB mines shipping 23 million tons, exceeding expectations [40] Market Data and Key Metrics Changes - US coal prices increased by 45% over the past year, although US coal demand has not yet fully caught up with growing domestic power demand [9] - China increased total coal imports to 543 million metric tons in 2024, a 14.4% increase from 2023, with Australian coal imports rising by over 50% [26] - China's apparent steel consumption declined by approximately 5% in 2024, impacting global met coal demand [22] Company Strategy and Development Direction - Peabody is focusing on transforming into a company that serves growing met coal demands at Asian steel mills, with plans to ramp up production at the Centurion mine [10][50] - The planned acquisition of premium hard coking coal mines from Anglo American is progressing well, expected to significantly enhance Peabody's financial profile [12][13] - The company aims to leverage low-cost US coal production to capitalize on favorable policy and commercial themes [52] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the US coal market, citing a strong confluence of policy and commercial tailwinds not seen in over two decades [16] - The company anticipates continued growth in global coal use, with the International Energy Agency projecting that global coal use will grow for several years [52] - Management remains committed to financial discipline and growing free cash flow per share, with 2025 expected to be a busy year shaped by the Anglo acquisition and advancing Centurion [49] Other Important Information - Peabody returned $221 million to shareholders in 2024 while continuing to reinvest in the business [7] - The company achieved a record for the lowest accident rates in its 140-plus year history and reclaimed 70% more land than it disturbed [7] Q&A Session Summary Question: Can you provide an update on the preemption rights process? - Management indicated that the preemption process is progressing well, with a deadline expected in mid-March [59] Question: What is the status of the Anglo acquisition regulatory approvals? - Management stated that several regulatory approvals have been received, with one remaining in Australia, and everything is proceeding smoothly [71] Question: How is the company addressing the impact of China's new tariff on US coal imports? - Management noted that while the tariff affects price competitiveness, the market will readjust, potentially leading to shifts in trade flows [86][88] Question: Can you elaborate on the cost impacts from Capabella? - Management explained that costs are expected to be higher due to operational adjustments and a weaker Australian dollar, but overall guidance remains consistent [96] Question: What are the realizations for Shoal Creek? - Management indicated that realizations are currently between $120 and $130 FOB for Shoal Creek, impacted by freight differentials [124][129]