Sign in

    Katja Jancik

    Research Analyst at BMO Capital Markets

    Katja Jancic is an Equity Analyst at BMO Capital Markets, specializing in covering key companies within the materials, industrials, and energy sectors, including Commercial Metals Company, United States Steel, Peabody Energy, Century Aluminum, Reliance Steel & Aluminum, and Constellium SE. She has issued over 67 ratings with an average success rate of approximately 41% and average returns ranging from -0.57% to +14.7%, highlighted by notable investment calls such as a +91.9% return for Stelco Holdings. Jancic began her analyst career at Sidoti & Company before joining BMO Capital Markets in January 2016 and holds an MBA and CFA charter from Fairleigh Dickinson University. Her professional credentials include CFA certification, and she is registered with FINRA as an industry analyst.

    Katja Jancik's questions to ARCH leadership

    Katja Jancik's questions to ARCH leadership • Q1 2024

    Question

    Asked for details on the Q2 met coal sales guidance range, contingency plans for extended Baltimore port delays, and sought confirmation on the Q2 met cost forecast and the full-year production target for the Leer South mine.

    Answer

    The Q2 met sales range depends on vessel timing and the Baltimore port reopening date, which is expected in late May. If delays persist, the company will utilize its DTA terminal and other alternatives like midstreaming. Q2 met costs are expected to be in the mid-to-high $80s range. The company confirmed the 3 million ton production target for Leer South for 2024, with higher output expected in Q4 and into 2025.

    Ask Fintool Equity Research AI