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Campaigns / Spruce Point Capital → Alpha Metallurgical Resources, Inc.
Spruce Point Capital vs. Alpha Metallurgical Resources, Inc.

Alpha Metallurgical Resources, Inc. · AMR

1 deck published between 2022-05-17 and 2022-05-17 — 105 pages, 105 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2022-05-17 initial thesis

    2022 05 64e79cca1360948b233866d5_amr_research_thesis_5 17 2022

    105pp · full_deck

    AMR masks production, revenues and liabilities while management quietly dumps stock at cyclical coal highs; Spruce Point sees 40-60% downside to $60-90 per share.