Investment Q&A

Q: Coal has proven very resilient in resisting climate change activism. Which positions, in addition to METCB, might be worth consideration, if any?
Thanks,
David

Q: What are the best high quality ideas to look at in the coal space currently. It seems that usage of coal will continue to rise internationally despite the direction being taken in North America.

Q: Down over 13% even though earnings and guidance look ok. Any reason you can see?

Q: I've enjoyed a little pop in the last month or two on a few coal stocks (ceix, amr). Do you think the demand for steel (arising from Biden's USA infrastructure builds) will continue to create demand for steel. I note that when you've been asked about Ceix in the past, you've pointed to coal being in secular decline, presumably referring to the heating-use application of coal. What do you think about the thesis that coal will enjoy a boom due to the anticipated demand for steel arising from the upcoming massive USA infrastructure projects? One must also assume that Ukraine will need some steel build out when the war ends.

I am trying decide whether to take profits or whether to let it roll.


Thank you,

Jason

Q: What are your thoughts on this coal miner. Are they buying back shares?
Thanks

Q: What do you think of the prospects for these companies; ITRM, QURE, CEIX

Q: Hi Team,

Grateful if you could update your views on CEIX. Is it a hold or a sell for the short term ?

Thank you for your assistance,

Jacques IDS

Q: Hi team,

Looking for performing stocks with strong growth potential, and reasonable risks. What is your present evaluation of the followings: TH-Q, NEX-N, PGY-Q and ASML-Q ? Would you buy it now ? If not, what would be your favorite in the same sector ?

Have a good day,

Jacques IDS

Q: Using ARCH:US as an example, are there any U.S. or Canadian listed coal stocks that, while heavily “beaten up”, have some longer-term growth and/or income potential?

Q: Hi 5i Team,

I am interested in buying some US Coal company stocks, do you have any suggestions? I found three big US Coal company BTU, ARCH, and CLD, which do you think has better potentials?

Thanks
Adam