Sep. 2 at 3:16 PM
$BTU still looks like a Centurion execution story to me. On Aug. 11, Peabody said the shield-racking issue had been fully addressed and the mine was ramping toward targeted production. Management still targets 2.0–2.5 million tons of Centurion sales for 2026, including 0.5–0.7 million tons in Q3. That matters because Q2 was hurt by lower volumes and elevated start-up costs. The next real test is whether the Q3 ramp shows up in actual shipments and costs. The
$0.075 quarterly dividend is due to be paid Sept. 3. I also watch
$CNR as a useful read-through for coal-sector sentiment. Not financial advice. Do your own research.
