METCL News and Press, Ramaco Resources Inc. 9.00% Senior Notes due 2026 From 03/16/23

2023-03-16 02:38:39 ET Summary The management’s very optimistic outlook has me intrigued, but I’m not falling for it. The balance sheet can be improved on, as right now there are some minor red flags. Conservative assumptions are needed due to the highly volatile...

Summary In 2022, the blended total return of my two managed accounts was +5.3%. In baseball parlance, in 2022, I hit exactly 'zero' extra base hits and had to manufacture runs - meaning hitting a lot of singles, stealing bases, and hitting sacrifice flies. 2022 was one of the most d...

Summary VAMO is an ETF mixing market timing, value, and momentum. Its portfolio is overweight in energy and close to 100% hedged now. Valuation and quality metrics are attractive. Hedging has been a drag since inception, but performance in 2022 is outstanding. ...

The following slide deck was published by Ramaco Resources, Inc. in conjunction with their 2022 Q3 earnings call. For further details see: Ramaco Resources, Inc. 2022 Q3 - Results - Earnings Call Presentation

Ramaco Resources, Inc. (METC) Q3 2022 Earnings Conference Call November 8, 2022 9:00 am ET Corporate Participants Jeremy Sussman - Chief Financial Officer Randy Atkins - Chairman and Chief Executive Officer Chris Blanchard - Chief Operating Officer Jason Fann...

Summary Ramaco Resources produces coking coal, but some of its coal is sold based on a thermal coal index. After a weak Q2, I was expecting the situation to improve in the third quarter. I'm disappointed. The financial results are still excellent from an "absolute" point o...

Summary Year-to-date through August 31, 2022, in cumulative dollars, my two portfolios are up 6.2% compared to major losses for the broader indices. In my larger, flagship account, my three-year compound annual return is 43%. This piece discusses market strategy and what has d...

Ramaco Resources posted its Q2 results which were a tad light due to a delayed shipment of 90,000 tonnes (representing $9M+ in operating cash flow). Those tonnes will be shipped in the current semester so this is merely a delay in revenue and cash flow. The incoming cash flows sho...

Horos Value Internacional fund fell -2.0% over the quarter, compared to a -10.2% decline of its benchmark. Horos Value Iberia, on the other hand, was down by -1.0% over the period, compared to -1.1% in its benchmark index. The current sources of uncertainty, far from being contain...

The following slide deck was published by Ramaco Resources, Inc. in conjunction with their 2022 Q2 earnings call. For further details see: Ramaco Resources, Inc. 2022 Q2 - Results - Earnings Call Presentation