Seeking Alpha

Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't...

Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't enjoying the benefits, buffeted by headwinds including increased regulations. Simmons analysts say most coal names do not screen as cheap, and the firm sees near-term volatility as investors trade around macro events; its sector favorites are Cloud Peak Energy (CLD) and Walter Energy (WLT).
Comments (9)
  • maverta
    , contributor
    Comments (329) | Send Message
     
    why would anyone like walter? purely a met coal name. with china slowdown, steel piling up and demand weak, prices low, what does the future say?
    23 May 2013, 11:52 AM Reply Like
  • cfb5006
    , contributor
    Comments (84) | Send Message
     
    Don't forget one of the worst balance sheets in and industry of bad balance sheets. They have to start raising money in any way they can.
    23 May 2013, 12:00 PM Reply Like
  • sikkabooyah
    , contributor
    Comments (473) | Send Message
     
    They're raising money by selling stock to ME! Now, what?
    23 May 2013, 04:22 PM Reply Like
  • wil3714
    , contributor
    Comments (2058) | Send Message
     
    did you even notice that Europe is coming back? Europe is larger then the US and consumes the most exports from China
    23 May 2013, 10:12 PM Reply Like
  • chuck lewis
    , contributor
    Comments (413) | Send Message
     
    Editor The Lewis Letter
    Omitting Peabody Energy is like leaving off Chevron in the oil space. BTU, the largest coal miner on the planet has more reserves and assets than any other.
    23 May 2013, 11:56 AM Reply Like
  • The Patriot
    , contributor
    Comments (327) | Send Message
     
    CNX. Low cost production, exposure to export, exposure to Utica and Marcellus shale, developed methane sales, low exposure to strip mining and IMO, good mgnt. team.
    23 May 2013, 12:54 PM Reply Like
  • nemonemo
    , contributor
    Comments (324) | Send Message
     
    Coal is taking back share of NG for thermal. CNX is nearly a pure met coal play. Not sure what are you talking about.
    23 May 2013, 01:36 PM Reply Like
  • The Patriot
    , contributor
    Comments (327) | Send Message
     
    True, high met coal production. CNX is gaining as a nat gas producer. NG will only take share until price dictates a switch. A balance may be reached where its a win/win for CNX.
    23 May 2013, 02:11 PM Reply Like
  • rlahoti
    , contributor
    Comments (42) | Send Message
     
    oh my god. Insider are very bullish on WLT. 8 insider bought more than 100,000 shares just this month.
    23 May 2013, 09:57 PM Reply Like
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