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Dec 31, 2019

CONSOL Energy Q4 2019 Earnings Report

CONSOL Energy reported strong results for Q4 2019, driven by its contracting strategy and consistent operational performance, despite challenging market conditions.

Key Takeaways

CONSOL Energy Inc. reported financial and operating results for the fourth quarter ended December 31, 2019. The company achieved a GAAP net income of $17.4 million. Despite industry challenges, the PAMC maintained production and sales levels largely unchanged from the previous year, supported by a strong contracting strategy and well-capitalized asset base.

GAAP net income was $17.4 million.

Adjusted EBITDA was $92.1 million.

The PAMC produced 6.7 million tons of coal.

Net payments on total debt were $25.7 million.

Total Revenue
$304M
Previous year: $348M
-12.6%
EPS
$0.54
Previous year: $1.41
-61.7%
Average Revenue per Ton
$45.1
Previous year: $49.8
-9.4%
Average Cash Costs of Coal Sold
$30.4
Previous year: $30.5
-0.5%
Average Cash Margin per Ton Sold
$14.8
Previous year: $19.3
-23.4%
Gross Profit
$281M
Previous year: $319M
-11.9%
Cash and Equivalents
$80.3M
Previous year: $236M
-65.9%
Free Cash Flow
-$16.9M
Previous year: -$62.5M
-73.0%
Total Assets
$2.69B
Previous year: $2.76B
-2.4%

CONSOL Energy

CONSOL Energy

CONSOL Energy Revenue by Segment

Forward Guidance

Based on the company's current contracted position, estimated prices, and production plans, the following financial and operating performance guidance for 2020 is provided:

Positive Outlook

  • Coal sales volumes (100% PAMC) - 24.5-26.5 million tons
  • Coal average revenue per ton sold - $43.00-$45.00
  • Average cash cost of coal sold per ton - $30.00-$31.50
  • CMT Adjusted EBITDA - $40-$45 million
  • Adjusted EBITDA (incl. 100% PAMC) - $295-$335 million

Challenges Ahead

  • Capital expenditures (incl. 100% PAMC) - $125-$145 million

Revenue & Expenses

Visualization of income flow from segment revenue to net income