Hallador Energy Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
9.3%projected annual EPS growth
Analyst Coverage
3analysts covering
FY EPS (est.)
$0.19next fiscal year
Monitoring Framework
Key Performance Indicators
Total Sales and Operating Revenues Quarterly101.8MTarget: Maintain or exceed historical quarterly run-rate of $110M-$120M
Consolidated Forward Contracted Revenue Quarterly859.6MTarget: Expand forward sales book through multi-year PPAs and capacity agreements
Total Liquidity Quarterly97.5MTarget: Maintain robust liquidity above $50M to fund capital expenditures and planned outages
Outstanding Bank Debt Quarterly0.0Target: Maintain zero or minimal bank debt to preserve balance sheet flexibility
Watch Items
- Merom Generating Station Operational AvailabilityTrigger: Forced outage rates exceeding historical averages or prolonged maintenance shutdownsAction: Review third-party plant operator (CAMS) performance metrics, assess replacement-power purchase costs, and adjust dispatch strategies.
- Execution of Long-Term Power Purchase Agreements (PPAs)Trigger: Expiration of exclusivity agreements without definitive contracts (similar to the previous data center developer deal)Action: Re-evaluate pricing models, explore alternative load-serving entities or data center developers, and adjust forward capacity marketing.
- MISO Capacity Market Pricing and Regulatory ComplianceTrigger: Significant downward shifts in MISO capacity auction clearing prices or new EPA compliance mandatesAction: Assess the financial impact on the newly signed 12-year capacity agreement and evaluate capital expenditure requirements for environmental compliance.
Research as of 19 Jun 2026