Seeking Alpha
  • J. Sheehan
    Thoughts on ANR earnings? BTU, ACI, WLT & ARLP all beat est - good sign for ANR?
    8/2/12
    Reply (8)
    • AlphaWulf: BTU did miss on revenue though. If they hadn't I think we would be at least 10% higher right now. Just hoping ANR beats on revenue and EPS.
      8/2/12
    • J. Sheehan: True. Rev. was a -.03% surprise, but EPS was a +38% surprise, after effects didn't seem just. Q3/Q4 forecasts were down too, so that hurt.
      8/2/12
    • J. Sheehan: Seems like most coal companies generated same rev in Q1 as Q2. Thinkin ANR could meet/beat $1.8B rev est - Q1 rev was $1.9B (might miss EPS)
      8/2/12
    • jmartz101: I think they'll beat but probably give low guidance but I'm sure it'll still rise it's a gamble.
      8/2/12
    • J. Sheehan: At this point, low guidance is no surprise. BTU took that bullet. Need ANR to beat - My ACI & ANR Aug 7 calls depend on it.
      8/2/12
    • jmartz101: You should be good even if the numbers are off I bet it still will rise cause wall st hasn't been to bright this year.
      8/2/12
    • J. Sheehan: Especially in coal. I hope you're right, and I do think I will be ok. EIA coal stockpile report at the end of Aug is what I am excited for
      8/2/12
    • mudderfubber: Fly in the oinment for ANR is material depletion and impairment charges Longterm problem is unfunded pension liability EPA UN and Obama
      8/6/12