Core Natural Resources (CNR) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 4 calls on Core Natural Resources (CNR) from 3 tracked investors: 2 bullish, 0 bearish and 2 neutral. The most recent is bullish, posted by @kingdomcapadv on Oct 21, 2026 when CNR last closed at $87.55. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on CNR?
Consensus: bullish. Every current directional call on CNR points the same way (Kingdom Capital (@kingdomcapadv) and Arda Arkun (@ardaarkun)). Peter Lukacs Research (@Peter_Lukacs_R) takes a neutral or watch-only view, which is the closest thing to dissent here.
Every logged CNR call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 21, 2026 | Kingdom Capital (@kingdomcapadv) | Bullish (long) | $87.55 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 20, 2026 | Arda Arkun (@ardaarkun) | Bullish (long) | $89.90 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 13, 2026 | Kingdom Capital (@kingdomcapadv) | Neutral / watch | $91.62 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 12, 2026 | Peter Lukacs Research (@Peter_Lukacs_R) | Neutral / watch | $88.46 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for CNR
- Earnings-season preview: feels better about Core Natural Resources than met-coal peers given its buyback and thermal coal strength. (Kingdom Capital (@kingdomcapadv), Oct 21, 2026; source)
- Calls Core Natural Resources his favorite coal name on asset quality, low cost, met/thermal diversification and an over-15% FCF yield. (Arda Arkun (@ardaarkun), Oct 20, 2026; source)
The bear case for CNR
No tracked investor has a current bearish thesis on CNR.
Neutral and watch-list views
- Cites B. Riley estimate that Core Natural Resources trades at a 14% FY27 free-cash-flow yield at spot prices. (Kingdom Capital (@kingdomcapadv), Oct 13, 2026; source)
- Breaks down Core Natural Resources EBITDA by segment (PRB 51% of volume, little EBITDA; met coal 47% of EBITDA on 12% of volume) and flags that met profits are inflated. (Peter Lukacs Research (@Peter_Lukacs_R), Oct 12, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @kingdomcapadv (Oct 21, 2026): "Feel better about $CNR w/ buyback and thermal strength"
- @ardaarkun (Oct 20, 2026): "$CNR is my favorite coal name due to its high quality, low cost and diversified (met and thermal) assets with over 15% fcf yield."
- @kingdomcapadv (Oct 13, 2026): "B Riley has $HCC and $CNR at 14% FCF yield in FY27 at spot"
- @Peter_Lukacs_R (Oct 12, 2026): "However, metallurgical profits are inflated"
Track records of the players calling CNR
| Player | Calls on CNR | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Peter Lukacs Research (@Peter_Lukacs_R) | 1 | 0-0 | - | - | No scored calls yet |
| Arda Arkun (@ardaarkun) | 1 | 0-0 | - | - | No scored calls yet |
| Kingdom Capital (@kingdomcapadv) | 2 | 4-14 | .222 | -17.3 | Ranked #11 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Core Natural Resources (CNR)?
As of November 5, 2026, @ardaarkun and @kingdomcapadv have logged bullish calls on CNR. Current bullish voices: @kingdomcapadv and @ardaarkun.
Who is bearish on CNR?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on CNR.
What is the consensus on CNR among tracked investors?
Current calls on CNR lean bullish; no tracked investor is on the other side right now.
What price was CNR at when these calls were made?
Prices at call ranged from $87.55 to $91.62. The most recent call was made when CNR last closed at $87.55. We use the last close known when each post went up.
How have past CNR calls performed?
No CNR call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on CNR?
Consensus: bullish. Every current directional call on CNR points the same way (Kingdom Capital (@kingdomcapadv) and Arda Arkun (@ardaarkun)). Peter Lukacs Research (@Peter_Lukacs_R) takes a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the CNR page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.