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Bryan Harvey's avatar

Joe Craft is in early 70’s = is there a loss of leadership risk to ARLP in your opinion? I would think they’ve got a pretty strong team bench of other people that are tasting the Kool-Aid.

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Unemployed Value Degen's avatar

Keyman risk is real for any CEO over 60. Joe Craft signed the Giving Pledge, but I don't know who he has chosen to trustee his shares. Best case and its like the Milton Hershey Foundation, worst case and the business goes to drek

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Pete W's avatar

I realize ARLP has a unique blend of Permian and coal exposure. What I don't like is that it issues a K-1. Are you aware of any alternatives -- or something close-ish -- that doesn't have the same annoyance?

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