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    George Eady

    Research Analyst at UBS

    No publicly available information or LinkedIn profile could be identified for George Eady as an analyst at UBS. Therefore, a comprehensive professional profile—including details regarding their title, companies covered, performance metrics, career history, or professional credentials—cannot be provided at this time.

    George Eady's questions to PEABODY ENERGY (BTU) leadership

    George Eady's questions to PEABODY ENERGY (BTU) leadership • Q2 2025

    Question

    George Eady of UBS asked about the potential financial liability for Peabody if it terminates the Anglo American deal under the Material Adverse Change (MAC) clause and is later found liable. He also inquired about the timing for a potential sell-down of the Centurion mine and whether any sale contract might include clauses related to production hurdles.

    Answer

    President and CEO Jim Grech expressed high confidence in the company's MAC position, stating they would not set aside a reserve for a hypothetical negative arbitration ruling and that the shareholder return program would not change. Regarding Centurion, Mr. Grech clarified that a sell-down is a possibility, not a commitment, and declined to comment on potential terms or a specific timeline, noting there is no hurry to make a decision.

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    George Eady's questions to PEABODY ENERGY (BTU) leadership • Q2 2025

    Question

    George Eady of UBS asked about Peabody's potential liability in the Moranbah North MAC dispute, how the company would handle a negative outcome, and its impact on cash returns. He also inquired about the timing of a potential sell-down of the Centurion project and whether a sale contract might include production-related clauses.

    Answer

    President and CEO Jim Grech expressed high confidence in the company's MAC position, stating they are prepared for arbitration and will not change the shareholder return program. Regarding Centurion, Mr. Grech noted a sell-down is a possibility but not a commitment, and he declined to comment on hypothetical contract terms or provide a specific timeline, stating there is no hurry to make a decision.

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    George Eady's questions to PEABODY ENERGY (BTU) leadership • Q2 2025

    Question

    George Eady of UBS questioned Peabody's confidence in its Material Adverse Change (MAC) position regarding the Anglo American asset acquisition, asking about potential liabilities and the impact on cash returns during a possible arbitration period. He also inquired about the timing for a potential sell-down of the Centurion mine and whether any sale contract might include production-related clauses.

    Answer

    President and CEO Jim Grech expressed high confidence in the company's MAC position, stating they are prepared for arbitration and see no need to reserve for hypothetical damages. He affirmed that the shareholder return policy of returning at least 65% of adjusted free cash flow remains unchanged. Regarding the Centurion mine, Mr. Grech clarified that a sell-down is a possibility, not a commitment, and declined to provide a timeline or comment on potential terms, noting there is no hurry to make a decision.

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    George Eady's questions to PEABODY ENERGY (BTU) leadership • Q2 2025

    Question

    George Eady of UBS inquired about Peabody's potential liability and financial strategy if the Moranbah North MAC dispute results in an unfavorable arbitration ruling. He also asked about the timing for a potential sell-down of the Centurion project and whether the sale contract might include performance-based clauses.

    Answer

    President and CEO Jim Grech expressed high confidence in the company's MAC position, stating they are prepared for arbitration and do not see the need for a financial reserve for a negative outcome. He affirmed the shareholder return program is not expected to change. Regarding Centurion, Grech noted a sell-down is a possibility, not a commitment, and declined to provide a timeline or comment on hypothetical contract terms.

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