Kontrarian Korner

Kontrarian Korner

Share this post

Kontrarian Korner
Kontrarian Korner
Peabody Energy: Add Some Coal To Your Stocking For 2024
Copy link
Facebook
Email
Notes
More
Stocks

Peabody Energy: Add Some Coal To Your Stocking For 2024

An Update On Peabody & Why I Think Shares Could Catch Up To The Rest Of The Sector

BR Kelleran's avatar
BR Kelleran
Dec 07, 2023
∙ Paid

Share this post

Kontrarian Korner
Kontrarian Korner
Peabody Energy: Add Some Coal To Your Stocking For 2024
Copy link
Facebook
Email
Notes
More
Share

Last week I wrote a post about the coal sector and explained some of the parallels between coal today and the tobacco sector two decades ago. I wanted to follow up with an update on Peabody Energy, one of my larger holdings. There are a couple new developments since the most recent quarterly report, and while the stock has lagged others in the coal sector, I think the setup for investors is compelling looking forward into 2024.

Stocks

Peabody Energy: Buybacks & Dividends On The Way

BR Kelleran
·
April 30, 2023
Peabody Energy: Buybacks & Dividends On The Way

Summary While the energy sector is vilified, the coal sector is viewed even more pessimistically. In my opinion, there is a disconnect between the reality spun by the media and the reality on the ground when it comes to coal.

Read full story

Before I jump into Peabody, one thing that I saw that could have an impact on broader coal markets is the cyclone heading towards Queensland (the northeastern coast of Australia), which is home to many important coal exporting ports. It’s worth watching over the next couple weeks to see what happens, and how it might impact coal markets, but now I want to talk about Peabody.

Keep reading with a 7-day free trial

Subscribe to Kontrarian Korner to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Kontrarian Korner
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More