Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-09
HCC [neutral]
Warrior Met Coal, Inc.
+14.06%
current return
Author Info
No bio for this author
Company Info
Warrior Met Coal, Inc. engages in the production and export of non-thermal steelmaking coal for the steel production by metal manufacturers in Europe, South America, and Asia.
Market Cap
$5.0B
Pitch Price
$78.43
Price Target
N/A
Dividend
0.34%
EV/EBITDA
10.96
P/E
22.57
EV/Sales
2.90
Sector
Metals and Mining
Category
value
Black Bear Value Partners Portfolio Holding: Warrior Met Coal, Inc.
HCC (holding update): Premium met coal producer, -13% Q2/-8% YTD to ~$81. Blue Creek project complete, now low-cost producer w/ FCF accruing to shareholders. Est $300-700M FCF ($6-13/sh), 7-16% unlevered yield even in lower-for-longer prices. Growth optionality adds $3-30/sh, implying 8-25% yield.
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