HALLADOR ENERGY CO — Form 8-K
Filed October 8, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Hallador Power Company executed a 6-year capacity and energy agreement with an investment-grade MISO Zone 6 utility for Merom Generating Station (June 2029–May 2035). The deal includes ~$271M in capacity revenue and ~$422M in energy revenue (total ~$693M over term), priced at $80+/MWh—the company's highest capacity price to date, 20%+ above March 2026 contract. This raises total forward sales to $3B at segment level, with ~95% of Merom's accredited capacity contracted through 2035 and ~67% for 2036–2040.
Why this rating
~$700M contract is 134% of company market cap; meaningfully de-risks revenue and validates pricing power for growth strategy. Reduces execution risk for Turtle Creek expansion.
Tradability signal
NO TRADE
No trade: positive news with only +3.2% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: -0.60% over 4 hrs, n=174). (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
at our read · unknown $15.01 | +10 min · unknown $14.77 ▼ 1.60% | +30 min · unknown $14.53 ▼ 3.20% | +1 hr pending | +4 hrs pending |
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 8, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.