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Metallurgical Coal
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 5, 2026 |
Black Bear Value Partners Adam Schwartz
|
View | AI, Energy, Private Credit, Housing, Regional Banks, Metallurgical Coal | BLDR, FLG, HCC, PSK.TO, TDW | banks, Coal, energy, Housing, Shorts, turnaround, value |
| 2025 Q4 | Feb 10, 2026 |
PM Capital Australian Companies Fund Paul Moore
|
View | Gold, Copper, Metallurgical Coal, Financials | APO, BHP.AX, CGF.AX, CMCL.TO, FDV.AX, HEIA.AS, INGA.AS, NEM, NST.AX, RYAAY, SHL.DE, SMR.AX, WDS.AX | Australia, banks, commodities, Copper, financials, gold, Mining |
| 2025 Q4 | Feb 8, 2026 |
Signia Capital Management Richard Beaven
|
View | FinTech, Natural Gas, Metallurgical Coal, Oilfield Sand | AESI, GDOT, METC, TBBK | catalysts, Coal, energy, Fintech, Microcap, Natural Gas, small cap, value |