Ramaco Resources, Inc. (METC)

Wolfpack Research · 2023-12
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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Slide inventory

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every slide · same image gating as the playbook
01
Slide 1
This is a classic short-seller 'expose' report cover page. It uses strong, accusatory language ('pumping and dumping', 'worthless dirt', 'failed ventures').diagnose_problem
02
This is a classic short-seller research note page focusing on 'villain' critique and fundamental business failure.diagnose_problem
03
Uses a table to compare specific element concentrations (Nd, Pr, Dy, Tb) and a quote from the CEO to highlight a discrepancy.expose_contradiction
Open slide detailBeat · Villain CritiqueLoop · Zoom In
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Includes a direct quote from the CEO to expose a contradiction regarding REE concentration levels.compare_peers
Open slide detailBeat · Villain CritiqueLoop · Zoom In
05
Includes two quotes from industry figures to support the argument that recoverability testing is standard and inexpensive.expose_gap
Open slide detailBeat · Villain CritiqueLoop · Zoom In
06
Uses quotes from Randall Atkins (METC CEO) and Rick Pobjoy (AR3 Founder) to frame the contradiction.expose_contradiction
Open slide detailBeat · Expose Contradiction
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Includes citations 26 and 27.diagnose_problem
Open slide detailBeat · Expose Contradiction
08
The slide uses a cartoonish image of a coal lump to mock the company's branding and claims.expose_contradiction
Open slide detailBeat · Expose Contradiction
09
The slide uses evidence of shared office space and overlapping business activities to link Ramaco Carbon and Ram Omni LLC.expose_contradiction
Open slide detailBeat · Expose Contradiction
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The slide uses red boxes to highlight the name 'Charlie Atkins' and his role as PI, likely to support an argument about his involvement in specific projects.expose_contradiction
Open slide detailLoop · Cost Of Inaction
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Includes specific citations (34-41) and a direct quote from a technical report.expose_contradiction
Open slide detailLoop · Cost Of Inaction
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The slide contains a direct quote from a legal judgment regarding misappropriation of assets.cite_precedent
Open slide detailLoop · Cost Of Inaction
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The slide uses a Bloomberg stock chart to visually correlate insider selling with price peaks.expose_contradiction
Open slide detailLoop · Cost Of Inaction
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Includes a step-by-step derivation process and a supporting table of source data.analyze_data
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The slide provides specific calculation logic for columns in a preceding table.analyze_data
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Includes detailed breakdown of REO values by element (Nd, Pr, Dy, Tb).analyze_data
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The table calculates a weighted average PPM of 256.5 by multiplying the average PPM of each range by its percentage distribution.analyze_data
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Provides methodology for REO conversion and lists source reports for each project.appendix
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Includes a screenshot of a LinkedIn post and a table of TREO distribution by lithology, alongside an image of Edvard Munch's 'The Scream'.expose_contradiction
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The slide uses social proof (expert commentary) to debunk a claim.expose_contradiction
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This is a standard disclosure/reference page for a research report.appendix
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This is a standard disclosure/reference page at the end of a research document.appendix