PEABODY ENERGY CORP — Form 8-K
Filed August 11, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 52/100
What the filing says
Peabody presented its Centurion hard coking coal mine in Australia, targeting 2.0–2.5 million tons FY26 output. The longwall transitioned from startup (Feb 2026) through mechanical and roof-control issues (Mar–July) to full production ramp in Q3 2026. Centurion carries $2.1B net present value (at $225/tonne HCC, 13.5% discount) with 25+ year mine life, 4.7M tons annual run-rate, $90/ton adjusted EBITDA margin, and ~$100M quarterly EBITDA potential at current pricing. No material financing, M&A, or financial restatement disclosed.
Why this rating
Centurion ramp is material to growth (seaborne met EBITDA only $56M in 2025) but remains execution-dependent. $100M quarterly upside = ~8% of $1.2B market cap if achieved. Typical mine commissioning commentary; no contract wins, material cost overruns, or strategic shifts announced.
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