Alpha Metallurgical Resources: America’s Met Coal King Is A Long-Range Buyback Investment

Summary:

• Alpha Metallurgical Resources is a significant player in the met coal industry, crucial for steel production, with a strong export business, especially to India.
• Despite a stock price drop from $400 to $200, AMR’s fundamentals and valuation suggest a potential value opportunity for investors.
• AMR passes key investment factors: it is an important company, and founder-led with insider alignment. It fails on gross margins and predictable revenue growth due to coal price volatility.
• Both a bear and bull case scenarios demonstrate potential for strong returns.

Alpha Metallurgical Resources (NYSE:AMR) is a coal mining and wholesaler with several operations in the United States. The company doesn’t “fit the bill” for my typical investment, but it also appears to be a high-quality opportunity in its own right. Further, having

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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