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Earnings Call Summary | Alliance Resource(ARLP.US) Q1 2024 Earnings Conference

Earnings Call Summary | Alliance Resource(ARLP.US) Q1 2024 Earnings Conference

業績電話會議摘要 | Alliance Resource (ARLP.US) 2024 年第一季度業績會議
富途資訊 ·  04/30 00:32  · 電話會議

The following is a summary of the Alliance Resource Partners, L.P. Common Units (ARLP) Q1 2024 Earnings Call Transcript:

以下是聯盟資源合作伙伴有限責任公司(ARLP)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Alliance Resource Partners reported revenue of $651.7 million in Q1 2024, down 1.7% YoY but up 4.2% sequentially.

  • Coal sales volume increased 2.4% to 8.7 million tons, while production fell 1.4%.

  • Lower average coal sales price per ton and higher EBITDA expense made a negative financial impact.

  • Net income stood at $158.1 million or $1.21 per unit, down from $191.2 million or $1.45 per unit YoY.

  • EBITDA for the quarter was $235 million, a decrease from $270.9 million YoY.

  • Generated cash flows from operating activities of $209.7 million.

  • 聯盟資源合作伙伴報告稱,2024年第一季度收入爲6.517億美元,同比下降1.7%,但環比增長4.2%。

  • 煤炭銷量增長了2.4%,達到870萬噸,而產量下降了1.4%。

  • 每噸煤炭平均銷售價格的降低和息稅折舊攤銷前利潤支出的增加對財務產生了負面影響。

  • 淨收入爲1.581億美元,合每單位1.21美元,低於同比1.912億美元或每單位1.45美元。

  • 該季度的息稅折舊攤銷前利潤爲2.35億美元,低於同比2.709億美元。

  • 經營活動產生的現金流爲2.097億美元。

Business Progress:

業務進展:

  • $123.8 million was invested in capital expenditures as part of the 2024 capital program.

  • Infrastructure projects at Tunnel Ridge, Hamilton, Warrior, and River View complex are set to be completed within the year.

  • Exploring growth potential in oil and gas royalties and potential platforms for future lines of business.

  • Reported coal sales of 32.6 million tons for 2024, nearly hitting mid-point of their guidance.

  • Bitcoin mining contributed profitably, mined 69 in Q1, retained 51, with a Bitcoin inventory valued at $30 million at quarter end.

  • Longwall moves expected in Q2 and second half of the year.

  • Expanded into Bitcoin mining with an expectation to mine between 175-190 Bitcoins within the year.

  • Looking into potential technology investments, specifically in the field of data centers.

  • 作爲2024年資本計劃的一部分,1.238億美元投資於資本支出。

  • Tunnel Ridge、Hamilton、Warrior和River View綜合大樓的基礎設施項目將在年內完成。

  • 探索石油和天然氣特許權使用費的增長潛力以及未來業務領域的潛在平台。

  • 報告稱,2024年的煤炭銷售量爲3,260萬噸,接近預期的中點。

  • 比特幣採礦業爲盈利做出了貢獻,第一季度開採了69個,保留了51個,截至季度末,比特幣庫存價值3000萬美元。

  • 預計第二季度和下半年將出現長壁走勢。

  • 擴展到比特幣挖礦,預計年內將開採175-190個比特幣。

  • 研究潛在的技術投資,特別是在數據中心領域。

More details: Alliance Resource IR

更多詳情: 聯盟資源 IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:欲了解更多詳情,請訪問投資者關係網站。本文僅供投資者參考,不構成任何投資建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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