Crocodile Capital Bets on Alpha Metallurgical Resources After Stock More Than Doubles in Value

Company Overview - Alpha Metallurgical Resources, Inc. is a leading coal producer focusing on metallurgical and thermal coal markets, leveraging a portfolio of active mines and preparation facilities to supply coal to both domestic and international customers [2] - The company operates primarily in Virginia and West Virginia, generating revenue through coal mining, processing, and sales to industrial customers and utilities [3] Recent Developments - As of January 8, 2026, Alpha Metallurgical Resources shares were priced at $230.91, reflecting a 23.2% increase over the prior year and outperforming the S&P 500 by 4.39 percentage points [3] - Crocodile Capital Partners GmbH established a new position in Alpha Metallurgical Resources by acquiring 205,119 shares valued at approximately $41.00 million, representing 24.51% of Crocodile Capital's assets under management (AUM) [5][6] Stock Performance - AMR stock has experienced a strong rally over the last six months, with shares more than doubling in value and nearing a 52-week high, trading at around $230 per share [6] - An insider, Director Kenneth S. Courtis, purchased over $6 million worth of AMR stock last month, indicating confidence in the company's prospects [7] Market Position and Outlook - Alpha Metallurgical Resources is well-positioned heading into 2026, as demand for power is expected to rise due to the growth of artificial intelligence (AI) and related data centers, alongside increasing natural gas prices which enhance the economic appeal of coal [8]