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Posted by
Two Blokes Jul 28 -
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Stock
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Alliance Resource Partners, L.P. is well-managed with strong cash reserves, but faces a long-term decline in coal demand and increasing regulatory pressures. Management's dividend cut and diversification into royalties, exports, and energy-adjacent businesses reflect a strategic pivot for survival beyond U.S. coal. Despite near-term operational resilience and undervaluation, falling coal prices and shrinking profits limit upside and highlight structural industry headwinds.
