Core Insights - Peabody reported a net income of $34.4 million for Q1 2025, a decrease from $39.6 million in the same quarter of the previous year, with diluted earnings per share at $0.27 compared to $0.29 [1][19] - Adjusted EBITDA for Q1 2025 was $144 million, down from $160.5 million year-over-year, indicating a focus on cost management amid low seaborne coal prices [1][19] - The company signed a multi-year contract to supply coal to Midwestern generating stations, reinforcing its market position [1][6] Financial Performance - Total tons sold in Q1 2025 reached 28.9 million, compared to 27.4 million in Q1 2024 [19] - Revenue for Q1 2025 was $937 million, down from $983.6 million in the same quarter of 2024 [19] - Operating cash flow for the quarter was $120 million, demonstrating strong cash generation capabilities [10] Segment Performance - Seaborne Thermal segment sold 4.4 million tons, with an Adjusted EBITDA of $84.2 million and a margin of 32% despite an 18% reduction in realized prices from Q4 2024 [4][6] - Seaborne Metallurgical segment reported 1.8 million tons sold, with Adjusted EBITDA of $13.2 million, reflecting a 9% reduction in benchmark pricing [7][8] - Powder River Basin segment achieved 19.6 million tons sold, with Adjusted EBITDA of $36.3 million, benefiting from strong U.S. coal demand [8][10] Operational Updates - The Centurion Mine is progressing ahead of schedule, with a target of 500,000 tons of sales in 2025 and expected longwall production starting in Q1 2026 [10][11] - Peabody's balance sheet remains strong, with over $1 billion in liquidity and a cash-positive net-debt position [10][11] Market Outlook - The company anticipates a light demand in Q2 2025 due to seasonal effects but is sold out for planned production in the Powder River Basin [13] - Metallurgical coal prices have rebounded from lows in March, indicating potential for improved revenue in upcoming quarters [13] Strategic Developments - Peabody notified Anglo American of a Material Adverse Change affecting its planned acquisition of steelmaking coal assets, related to issues at the Moranbah North Mine [11] - The company continues to focus on cost management and operational efficiency across all segments to navigate challenging market conditions [2][6]

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 ...

Peabody围绕收购英美资源（Anglo American）的资产研究若干选项。 Peabody（BTU）美股盘后涨幅扩大至14.92%，此前（美股收盘之后），美国总统特朗普签署关于煤炭行业的 命令。 ...

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 ...