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May 19Liked by AlmostMongolian

Peabody expects around $300 million of annual free cash flow from Centurion beginning around 2026. That's over 10% of the current market cap and about 13% of the current enterprise value and that's all incremental free cash flow. I just hope they buy lots of stock before 2026

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Usd? Assuming current coking coal prices?

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Nice article! Longe BTU

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