6 Comments
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mendo's avatar

What is your opinion on quality and valuation of NACCO?

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Matt Warder's avatar

It’s lignite so the lowest opinion for the lowest rank of coal 🤣

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The Coal Trader's avatar

Will the mines close?

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Matt Warder's avatar

Don’t know. The paywalled article linked in the piece says they will reopen soon (and is supposedly quoting Rosebud’s Jim Barker), but I have also heard conflicting information from other trustworthy sources.

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The Coal Trader's avatar

Yeah, the WARN notices make me think they'll supply the domestic contracts via their own production and idle these mines until the market improves.

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Matt Warder's avatar

Maybe - question would be if they have enough LV production at that spec to even do it

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