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Ramaco's METCB tracking stock offers no merger upside, because any conversion back into METC shares would happen at the last 20 days' weighted average price, so holders can't even speculate on a merger without getting scammed. It is the icing on the cake of a scam run by fraudulent management. x.comÂ
Ramaco Resources offers attractive risk/reward because its rare-earths project is effectively valued at zero. At current prices it trades at a similar valuation to Alpha Metallurgical Resources, another steelmaking met coal producer, which is probably the higher-quality pure play. Bears could fairly argue the rare-earths project will drain cash for quarters to come. x.comÂ
Ramaco Resources offers coal and rare earth exposure in a war that is lifting both, after being beaten down from 57 to 13 with huge short interest. Coal prices are spiking and the coal sector is at all-time highs, with structural changes in energy markets, including natural gas capacity lost to strikes in Qatar and Iran, adding commodity upside. Its rare earths are needed to replenish military stockpiles spent in the conflict. x.com x.comÂ
