WHC +2.95%: We had CEO Paul Flynn in this morning and it was interesting to see so many people on the call, including a bunch of institutions. 6-12 months ago there was very little interest in the stock as ESG issues cast a shadow over the future of coal. While that is a valid and important concern, there is long road to travel as we transition to more renewable energy sources and from an investment perspective, owning WHC in MM’s view still stacks up.
MM is long & bullish WHC
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