$BTU — what investors on X are saying · SpikePanel
$BTU — investor discussion on X
About the company
Peabody Energy digs up and sells coal to power plants and steelmakers across the US, Australia, and Asia—think of it as a global pickaxe for the fossil-fuel era.
Revenue comes from selling thermal and metallurgical coal, with gross margins swinging wildly from 31.6% in 2023 to 2.2% in 2025—a boom-bust commodity business, not recurring income.
Peabody's 2.5 billion tons of reserves and 17 mine sites give it scale, but competitors like Glencore and BHP can match that, and the shift to renewables is shrinking demand—moat_level: eroding.
Peabody Faces Securities Fraud Class Action Over Centurion Mine Misstatements
Lawsuit alleges inflated 2026 shipment guidance and concealed commissioning issues, causing ~10% stock drop
D1 +2.8% · +5d +9.9%
›7 waves of this story
2026-07-30 Q2 EPS loss of $0.74 misses estimates, revenue tops $1B but margins severely deteriorated
2026-08-11 Q2 loss wider than expected, lowers met coal sales forecast, Centurion issues persist
2026-08-07 Q2 revenue beat but loss wider than expected; lowered FY met coal guidance; Centurion issues persist
2026-08-12 Q2 loss widened to $90.6M; H2 Centurion sales guided to 1.5-2M tonnes
2026-08-11 Q2 net loss $90.6M; Centurion longwall progress; lowered met coal sales outlook
2026-08-11 Q2 loss widens; Centurion key development complete, H2 sales guided at 1.5-2M tons
2026-08-21 Lawsuit alleges inflated 2026 shipment guidance and concealed commissioning issues, causing ~10% stock drop
RegulationBear
Lead Plaintiff Deadline Nears in Peabody Securities Fraud Suit
Firms flag Aug 24 deadline; case centers on Centurion output and 2026 guidance
D1 +1.0% · +5d -2.8%
›32 waves of this story
2026-07-13 Multiple law firms filed or reminded investors of class actions alleging misrepresentations about Centurion Mine issues.
2026-07-14 Multiple law firms announce class actions alleging investors misled about Centurion mine issues
2026-07-15 Multiple law firms issued notices on July 14, flagging the August 24 lead plaintiff deadline, alleging the company misled investors about Centurion mine production.
2026-07-16 Multiple law firms remind investors of deadlines for securities fraud class actions covering purchases from Oct 2024 to May 2026.
2026-07-17 Multiple firms remind investors of August 24 deadline for class action lead plaintiff, reinforcing existing litigation.
2026-07-17 Multiple law firms issued August 24 deadline reminders on July 17 for investors who purchased BTU stock between Oct 14, 2024 and May 2026.
2026-07-18 Robbins LLP and Rosen Law Firm remind investors of deadlines on Jul 17-18
2026-07-20 Multiple law firms issue class action notices alleging mine production misrepresentations; investors note Aug 24 deadline.
2026-07-21 Multiple law firms issued class action notices; lead plaintiff deadline is Aug 24, 2026, covering purchasers from Oct 14, 2024 to May 4, 2026.
2026-07-22 Multiple firms remind investors of Aug 24 deadline, alleging Centurion production misrepresentation
2026-07-22 Multiple law firms issue reminders, August 24 lead plaintiff deadline, allegations over Centurion mine equipment failures
2026-07-24 Multiple law firms issued class action reminders July 22-24, alleging concealed Centurion mine failures and inflated 2026 met coal guidance.
2026-07-25 Multiple law firms issue class action notices, reminding investors of deadlines, with allegations of misrepresentations about mine production issues.
2026-07-25 Multiple firms remind investors of Aug 24 deadline, encouraging contact, litigation continues.
2026-07-27 Multiple law firms remind investors of deadlines; suits cover purchasers from Oct 2024 to May 2025
2026-07-28 Multiple law firms issue class action reminders, alleging misleading statements on Centurion coal production, stock fell over 9%
Company plans to announce results for quarter ended June 30, 2026, with conference call.
D1 -2.0% · +5d +1.4%
8-K filing
8-K: Item 1.01, Item 9.01
D1 -4.0% · +5d +5.5%
8-K filing
8-K: Item 1.01, Item 1.02, Item 7.01, Item 9.01
D1 -5.0% · +5d -6.9%
8-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 +1.9% · +5d -8.4%
8-K filing
8-K: Item 8.01, Item 9.01
D1 -7.0% · +5d +3.9%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +10.5% · +5d +7.3%
8-K filing
8-K: Item 5.02, Item 9.01
D1 +4.5% · +5d +10.8%
8-K filing
8-K: Item 5.02, Item 5.07, Item 8.01, Item 9.01
D1 -3.6% · +5d +0.8%
8-K filing
8-K: Item 2.02, Item 8.01, Item 9.01
D1 -5.7% · +5d -0.9%
Earnings
Earnings report
D1 -5.7% · +5d -0.9%
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
15 items
EarningsBear🔥Developing
Peabody Faces Securities Fraud Class Action Over Centurion Mine Misstatements
Lawsuit alleges inflated 2026 shipment guidance and concealed commissioning issues, causing ~10% stock drop
D1 +2.8% · +5d +9.9%
›7 waves of this story
2026-07-30 Q2 EPS loss of $0.74 misses estimates, revenue tops $1B but margins severely deteriorated
2026-08-11 Q2 loss wider than expected, lowers met coal sales forecast, Centurion issues persist
2026-08-07 Q2 revenue beat but loss wider than expected; lowered FY met coal guidance; Centurion issues persist
2026-08-12 Q2 loss widened to $90.6M; H2 Centurion sales guided to 1.5-2M tonnes
2026-08-11 Q2 net loss $90.6M; Centurion longwall progress; lowered met coal sales outlook
2026-08-11 Q2 loss widens; Centurion key development complete, H2 sales guided at 1.5-2M tons
2026-08-21 Lawsuit alleges inflated 2026 shipment guidance and concealed commissioning issues, causing ~10% stock drop
RegulationBear
Lead Plaintiff Deadline Nears in Peabody Securities Fraud Suit
Firms flag Aug 24 deadline; case centers on Centurion output and 2026 guidance
D1 +1.0% · +5d -2.8%
›32 waves of this story
2026-07-13 Multiple law firms filed or reminded investors of class actions alleging misrepresentations about Centurion Mine issues.
2026-07-14 Multiple law firms announce class actions alleging investors misled about Centurion mine issues
2026-07-15 Multiple law firms issued notices on July 14, flagging the August 24 lead plaintiff deadline, alleging the company misled investors about Centurion mine production.
2026-07-16 Multiple law firms remind investors of deadlines for securities fraud class actions covering purchases from Oct 2024 to May 2026.
2026-07-17 Multiple firms remind investors of August 24 deadline for class action lead plaintiff, reinforcing existing litigation.
2026-07-17 Multiple law firms issued August 24 deadline reminders on July 17 for investors who purchased BTU stock between Oct 14, 2024 and May 2026.
2026-07-18 Robbins LLP and Rosen Law Firm remind investors of deadlines on Jul 17-18
2026-07-20 Multiple law firms issue class action notices alleging mine production misrepresentations; investors note Aug 24 deadline.
2026-07-21 Multiple law firms issued class action notices; lead plaintiff deadline is Aug 24, 2026, covering purchasers from Oct 14, 2024 to May 4, 2026.
2026-07-22 Multiple firms remind investors of Aug 24 deadline, alleging Centurion production misrepresentation
2026-07-22 Multiple law firms issue reminders, August 24 lead plaintiff deadline, allegations over Centurion mine equipment failures
2026-07-24 Multiple law firms issued class action reminders July 22-24, alleging concealed Centurion mine failures and inflated 2026 met coal guidance.
2026-07-25 Multiple law firms issue class action notices, reminding investors of deadlines, with allegations of misrepresentations about mine production issues.
2026-07-25 Multiple firms remind investors of Aug 24 deadline, encouraging contact, litigation continues.
2026-07-27 Multiple law firms remind investors of deadlines; suits cover purchasers from Oct 2024 to May 2025
2026-07-28 Multiple law firms issue class action reminders, alleging misleading statements on Centurion coal production, stock fell over 9%
