The coal stock that defies the odds

A contrarian take on a sector that many investors are overlooking

Coal isn’t exactly the trendiest investment these days, but that’s what makes this company interesting. While everybody is talking about renewables, demand for high-quality coal is actually holding up, especially in Asia. This company is one of Australia’s leading coal producers and they’re seeing strong sales to countries that still rely on coal for reliable energy.

Even as the market is shifting towards renewables, the company’s business is growing.

Their production is up and they’re focused on running efficient, low-cost operations. They are paying solid dividends, but they are also investing in responsible land management and exploring new opportunities.

This company is currently trading at only 6.89x of its owner earning while having 33% net income margin and 18% FCF margin, so valuation looks attractive

If you’re open to a contrarian idea, it is definitely a stock to keep on your radar.

In this article you will learn about:  
- The introduction of the company 
- How the company is making money
- Ownership structure 
- Competitive landscape and the company’s position 
- Market outlook and trends 
- Deep dive into business operations per business segment 
- The company's growth strategy
- Business risks 
- The moat 
- Financial analysis of the company 
- Valuation 
- Verdict