Alliance Resource Partners $ARLP: Coal, a Gift to Mankind, Powering the Planet!

#oilandgas #wti #wticrude #brentcrude #energy #climatecrisis #coal #mining #rareearth #minerals #dividends #uranium
My videos are educational. I do not offer financial advice. I do not receive or accept direct payment for my content. If you view my videos as investment advice you will probably lose all your money... so do your own research before making investment decisions!
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[@adchalet]

Thanks Rudi! Love the vids. Today was a great earnings call for ARLP. I'm long and adding to my position. Cheers!

[@BesterInvestor]

Thank you, and best of success!

[@steventaylor5283]

THANKS FROM AUSTRALIA

[@ahmetszn4484]

Im everytime happy to see you🎉 Thank you 😊

[@BesterInvestor]

You're too kind, thank you.

[@mazharsoufi5270]

thank you so much for the nice review Rudy as usual

[@BesterInvestor]

My pleasure!

[@artconfidential]

Energy investments ! Thanks for this video

[@BesterInvestor]

Thanks for watching!

[@Invest.Impact]

Great review! Awesome!

[@paulf3353]

Worth checking out Whitehaven Coal and Yancoal

[@BesterInvestor]

Thank you, will do.

[@TheRustyLM]

YPF,
Vista VIST,
Prudhoe Bay Royalty BPT👍

[@Arte_Vivo]

Great video 🎉 Thank you

[@BesterInvestor]

Thank you!

[@mattbittner775]

Do you know how much of ARLP business is based on coal exports to other countries?

[@BesterInvestor]

In 2023, approx. 80.9% of tons sold were purchased by domestic electric utilities, 15.7% were sold into international markets, and 3.4% were sold to domestic industrial customers (ARLP website)

[@mattbittner775]

@@BesterInvestor What do you think the future holds for ARLP if they export such a small percentage of the coal they produce? Natural gas in the US is very cheap

[@BesterInvestor]

Coal provides about 20% of U.S. electricity today, so the market is still huge. But, they could also export more e.g. to India & China, if required. But they also reported revenue of ~$650 million from oil and gas royalties, and ~$27 million in bitcoin (mining & token assets generated).

[@mattbittner775]

@@BesterInvestor I wander what it would take for ARLP to significantly increase exports to foreign markets?

[@BesterInvestor]

I guess a dramatic downturn in U.S. demand might be the biggest threat. Politicians (US dems) have been threatening to shut down coal plants for years, but they're still producing making decent profit.

[@MichaelBeirneVettedCapital]

arlp a good one- just still not getting enough bites of these at their lows… did you explore that they are starting to do some btc mining at plants? not seeing much commentary on that anywhere

[@BesterInvestor]

Yeah, maybe I should cover that in another video?

[@constantinemandylas715]

How significant is Citi's agreement with Colonial? Is it a sign that a bid is near? Would Citi sign such a deal if it wasn't?

[@BesterInvestor]

@constantine, it's significant because Citibank is a major player in the investment banking space, incl met coal, and Colonial is potentially a very small deal (for Citi). I'm not sure a deal is near because we'll only know if they tell us, or if e.g. trading is suddenly halted. David (CEO) is probably quite frustrated by now, but investors have been patiently waiting. Are you long Colonial?

[@constantinemandylas715]

@@BesterInvestor yes, l have a long position. I'm quite optimistic a bid will come in before q4.

[@BesterInvestor]

Best of success (to us) 😁

[@blublood2090]

Thx Rudy! Miss u.

[@thejokerspeaks]

I own this and ET, but wouldn't mind expanding my MLP exposure into the future. I ended up selling all of my Alas Energy position and putting it into DVN. I missed its $40 bottom but the profits on Alas beforehand wasn't bad either. Hydroelectric is something I'll have to look into.

[@BesterInvestor]

Best of success with $DVN, it's taking the long road back to the top!

[@MikeSmith-cl4ix]

👍.