Warrior Met Coal: Above Expectations In Q2 And Likely Higher Coal Prices Ahead

Company Overview - Warrior Met Coal is a U.S. metallurgical coal mining company operating in Alabama with two producing mines and a development project named Blue Creek, which is expected to commence longwall mining in Q1 [1] Investment Strategy - The focus is on investing in turnarounds within the natural resource industries, typically holding investments for 2-3 years, emphasizing value for downside protection while still allowing for significant upside potential [2] - The portfolio has achieved a compounded annual growth rate of 29% over the last 6 years [2]