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Stock impact report

Alpha Metallurgical Resources: Cyclical Opportunity, India-Linked Demand Tailwinds [Seeking Alpha]

Alpha Metallurgical Resources, Inc. (AMR) 
US:NYSE Investor Relations: altamesa.net/investors/ir-tmplt
Company Research Source: Seeking Alpha
AMR exported around ~39% to India over last five years, while India also emerging as an important demand source for metallurgical coal with over 85% percent procured by imports. AMR has significantly reduced its sharecount, by ~30% post buyback start program, returning significant amounts via buybacks while also increasing the earnings attributable to holding shareholders. AMR is rated a buy, due to favourable risk reward prospects, prudent capital allocation in form of returning back to shareholders and structural demand outlook, with current moderate Metcoal prices.. AMR has a strong cash flow yield structurally in cyclical adjustedprices along with potential for an asymmetric windfall in case of price rise dueto external shocks. corrigan201/iStock via Getty Images Investment Thesis Alpha Metallurgical Resources ( AMR ) is a premium producer of high-quality coking (metallurgical) coal and mentions itself to be the number 1 US producer of Met Coal. With reference to bu Show less Read more
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