Core Natural Resources (CNR) reported a mixed FY 2025 with a Q4 revenue of US$1.0 billion and a basic EPS loss of US$1.54, leading to a full-year loss of US$153.2 million. This contradicts the market narrative of a path towards profitability, especially with analyst forecasts for significant earnings growth by 2029. Despite a low P/S ratio, the company faces skepticism due to ongoing losses, volatile earnings, modest revenue growth forecasts, and insider selling.
Core Natural Resources (CNR) has announced a quarterly dividend of $0.10 per share, maintaining its previous distribution level. Despite facing challenges in the energy sector, the company is committed to returning value to shareholders and anticipates receiving $100 million in insurance proceeds. CNR also plans to increase its contracted High CV Thermal volume for 2026 to 29.1 million tons, reflecting a strategic move to enhance production capabilities.
Canadian National Railway (TSE:CNR) has received a consensus "Moderate Buy" rating from eighteen brokerages, with an average 12-month target price of C$158.00. The company recently reported Q1 EPS of C$1.80 and C$4.38 billion in revenue. Recent insider activity shows directors acquiring shares, increasing their ownership in the company.
