Now, live broadcast of #FSC2023 2nd Edition, Day 1 https://t.co/VKRkXb14H7

$BTU still seeking out a DCL/ ICL https://t.co/yYBkd42bfL

Hey $btu management - see $amr today? See what happens to your share price when you commit to taking out a ton of stock?

Bought more $btu at $24.50 @contrarian8888

53% of $btu market cap is cold hard cash as we speak. 53%.

#CoalTwitter great day to layer on some bull call spreads on top of long position, IMO. If price keeps dropping, can always recoup cost by selling front end of spread. $ARCH $AMR $BTU

$BTU 4/21 P just give me 20% lets get it...noticed the reject took that monthly reversal. https://t.co/IydYEzsVNi

$BTU Update as to where we are today. Need to adjust peers for their ARO liabilities to properly compare. https://t.co/5GAS2TDGkC

$BTU a few months ago someone posted a search string to search twitter without the annoying discord ads that was something like “$BTU -:) discord” or something that effect. Would you be so kind as to remind me and others how to do this? Thank you!

$btu current market cap is almost 3x my fwd 4 (non calendar) quarter estimate of $1.3B. IF they utilize the entire $700M in excess cash at this price level they can buy around 28M shares. The calculated share price for equivalent market cap becomes $31. The power of buybacks!

Excess cash at end of Q1 for $btu? $1.3B + $150M ARO + $200M hedge + $200M ops - $750M surety -$400M ops = $700M. If they don’t spend every damn penny of that on buybacks at $25 I’m gonna be soooo pissed. They can essentially take out the entire convertible debt dilution

On 12/31/21 $btu closed at $10/sh. Since that date [counting Q1] they have added $13 per share in net intrinsic book value to the company - that’s real money. In addition, the company’s off book prospects have mightily increased:

As of today, $btu EV down to $1.8B counting Q1 fcf to date. Over the next 4 non calendar year quarters they should reasonably fcf $1.3B. Even counting ARO npv as debt, that’s a 50% return on adjusted EV.

After Friday, I just gotta wonder where $btu keeps that $2B in cash?

Weekly cycle chart #11 $BTU is nearing the weekly low - now on week 35 (average timing). The big question is, what happens once ICL is printed? Do we print an early HCH and then dip to Yearly Cycle Low (YCL)? I'm leaning toward early HCH & subsequent failure into YCL https://t.co/OFiiMjPThS

$BTU just too cheap in mid-$25 range, especially with shareholder return plan imminent. You know what else is too cheap now? Frickin’ Corsa $CSO.V $CRSXF …started a small position this AM. ¯\_(ツ)_/¯

$btu has a valuation allowance against taxes totaling $1.4B+. They used up $600M in 2022 to get to that amount. Granted, Aussie taxes may kick in earlier, but in general they have two more years like 2022 before they start paying income tax.

Insider Trading for Peabody Energy $BTU doesn't look very encouraging 0 Buys, 10 Sells (3.7M shares) over the last 3 months https://t.co/AH2zoPFjbo

If $btu buys 30 year T bills at 4%, $650M becomes $1.3B in 18 years. That would defray a lot of recovery costs.

Gotta love how $BTU lags the pureplay thermal names on the way up, but matches them all the way down 😂 https://t.co/KYxXJ1mOtS

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$BTU. Interesting perspective from someone i definitely respect. My 2 cents and why I respectfully disagree on selling. At a shade above 1x ebitda , with 70% of the market cap at the end of the year in cash there isnt much residual value baked into the stock. @JohnPolomny argues https://t.co/5rT1pkpAu6

Why I Sold Peabody Energy Stock. AIA Weekly 3-4-23 https://t.co/jL3l2e9HuZ #coal $BTU