Quarterlytics / Energy / Coal / Alliance Resource Partners

Alliance Resource Partners

arlp · NASDAQ Energy
Claim this profile
Ticker arlp
Exchange NASDAQ
Sector Energy
Industry Coal
Employees 1001-5000
← All annual reports
FY2017 Annual Report · Alliance Resource Partners
Sign in to download
Loading PDF…
F O C U S E D

2017 ANNUAL REPORT

A L L I A N C E   R E S O U R C E   PA R T N E R S ,   L . P.
A L L I A N C E   H O L D I N G S   G P,   L . P.

FOCUSED ON

FOCUSED  ON EXCELLENCE

FELLOW UNITHOLDERS, 2017 was a year of focused efforts and positive results. Through a  

challenging market in 2016, we made strategic decisions designed to lay a foundation for  

long-term performance, value and reliability for our unitholders. Last year, we remained true  

to those decisions, building on our foundation and executing plans with an unwavering focus.

The results speak for themselves. In 2017, Alliance delivered an impressive performance by 

increasing sales and production volumes, reducing operating expenses and debt outstanding, 

and generating strong EBITDA, distributable cash flow and distribution coverage. 

We also set and accomplished a number of significant objectives last year. We entered 2017 with 

a goal of alleviating uncertainty in the debt capital markets. We accomplished this through the 

successful placement of a $400 million, eight-year bond offering and a four-year extension  

of our revolving credit facility. As a result, we exited the year with a stable, long-term capital 

structure with ample liquidity. 

The Alliance Partnerships also took the first step toward simplifying our structure through an 

Exchange Transaction. The Exchange Transaction eliminated AHGP’s incentive distribution 

rights and converted its general partner interest in exchange for the issuance of 56,100,000 

ARLP common units. Completed in July, it further enhanced our capital markets capacity and 

access. We are also moving forward to complete the process of fully simplifying the Alliance 

Partnership structure, which will result in ARLP being the only publicly traded reporting entity.

2017’s strong operating and financial performance was the result of long-term thinking, smart 

planning, and hard work by many people. I’m grateful to our team for their steady focus on the 

road ahead. In a market full of distractions, their single-minded pursuit of excellence has served 

the Alliance family well.

JOSEPH W. CRAFT III 
President, Chief Executive Officer, and Director of ARLP 

and AHGP, and Chairman of the Board of AHGP

March 30, 2018

1

ALLIANCE HAS CONSISTENTLY 

ALLIANCE HAS A TRACK 

DELIVERED STRONG RESULTS 

THROUGHOUT MARKET CYCLES.

RECORD OF OPERATIONAL 
AND FINANCIAL EXCELLENCE.1

1 Company filings and estimates. ARLP has met or exceeded production guidance for five consecutive  

years and revenue and adjusted EBITDA guidance four of the last five years.

2

FOCUSED  ON PERFORMANCE

We’re proud of our performance in 2017. Even with a market reset, focused 

planning and faithful execution of our plans led to increased sales and 

production volumes, lower operating expenses and improved Segment  

Adjusted EBITDA Expense. Revenues, net income and EBITDA met expectations. 

The contribution to net income and EBITDA from our investments in oil and  

gas minerals and compression services also increased.

TONS
PRODUCED
GREW 

6.7% 

WHILE
TONS SOLD
INCREASED 

3.1% 

AS EXPECTED, 
COAL SALES PRICE 
REALIZATIONS FELL

10.9%

TO

$45.24

per ton sold due to 
the expiration of 
higher-priced legacy 
contracts in 2016 
leading to a decrease 
in coal sales revenue 
(8.1%) and total 
revenues (7.0%).

SEGMENT ADJUSTED EBITDA EXPENSE
per 
IMPROVED
ton 
sold.1

5.9% 

OPERATING EXPENSES

FELL

2.6% 

even as sales and production  
volumes increased 1.1 million tons and  
2.4 million tons, respectively.

SEGMENT ADJUSTED 
EBITDA MARGINS1  
WERE A HEALTHY

39.9% 

($18.05 per ton sold).

1 Please see inside back cover for a reconciliation of these non-GAAP measures to the most closely comparable GAAP measures.

3

FOCUSED ON

RELATIONSHIPS

Our top 13 customers have been with us a combined 252 years.

PRESENCE

In 2017, we were the largest coal producer in the Illinois Basin and  
the second-largest coal producer in the eastern United States.

STRENGTH

Our balance sheet remains strong, with LTM total debt/adjusted  
EBITDA at a conservative 0.95x 1.

1 Please see inside back cover for a reconciliation of this non-GAAP measure to the most closely comparable GAAP measures.

4

Illinois

Indiana

Ohio

8

Pennsylvania

Maryland

7

2

1B

1A

3

4

5

West Virginia

Kentucky

6

Virginia

ILLINOIS BASIN 
current operations

APPALACHIA 
current operations

1. GIBSON COMPLEX

6. MC MINING COMPLEX

1A. GIBSON SOUTH

1B. GIBSON NORTH EXPECTED 

       T O RESUME PRODUCTION 

             IN 2018.

2. HAMILTON COMPLEX

3. RIVER VIEW COMPLEX

4. DOTIKI COMPLEX

5. WARRIOR COMPLEX

7. METTIKI COMPLEX

8. TUNNEL RIDGE COMPLEX

MOUNT VERNON 
TRANSFER TERMINAL

HENDERSON/UNION 
RESERVES

5

 
 
 
6

FOCUSED ON BALANCE

ARLP’s balance sheet is the result of a disciplined strategy focused on long-term 

performance and stability. At the end of 2017, total debt remained conservative 

at 0.95 times trailing twelve months Adjusted EBITDA.1  Liquidity was a healthy 

$587.0 million. The bonds we issued last April have performed well. 

With our conservative balance sheet, ability to generate attractive cash flows, 

strong bond market performance and simplified financial structure, we believe 

ARLP has ample debt and equity capital market access and the capacity to 

execute our plans and pursue future opportunities …

ARLP’S PERFORMANCE HAS 

IT’S HARD TO FIND A 

EARNED BEST-IN-CLASS 

COMPANY THAT CAN RELIABLY 

RATINGS FROM MOODY’S   
AND S&P.2

PAY INVESTORS SUCH [AN 
ATTRACTIVE] YIELD.3

1 Please see inside back cover for a reconciliation of this non-GAAP measure to the most closely  

comparable GAAP measures, “net income attributable to ARLP.”  

2 Moody’s/S&P corporate ratings of Ba3/BB+  

3 The Motley Fool, “3 Top Value Stocks to Buy in February,” February 2018.

7

FOCUSED  ON THE FUTURE

We built Alliance by creating sustainable, long-term growth in cash flows to 

support increased distributions to unitholders. We see numerous opportunities  

to continue, both within our core coal business and in areas outside of coal:

1

INVEST TO BUILD FUTURE CASH FLOW GROWTH.  

In coal, ARLP is positioned to expand production to capture more market share, as domestic and/or 

international opportunities present themselves. Outside of coal, we expect cash flow from investments already 

made to grow meaningfully and we will continue to seek opportunities we believe will provide long-term 

sustainable cash flow and/or attractive returns.   

2

FOCUS ON RETURNING CASH TO UNITHOLDERS.  

The Board of Directors increased the ARLP cash distribution for the 2017 Fourth Quarter by one  

half of one cent per unit to an annualized rate of $2.04 per unit (a 16.6% increase over the cash  

distribution for the 2016 Fourth Quarter). Based upon on our current outlook, management expects  

to recommend to the Board similar distribution increases for each quarter in 2018. 

AS WE EXECUTE OUR STRATEGY, ARLP REMAINS COMMITTED TO 

MAINTAINING THE FINANCIAL DISCIPLINE, SOLID DISTRIBUTION COVERAGE 

AND CONSERVATIVE BALANCE SHEET THAT HAS SERVED US SO WELL.

8

 
ARLP IS PLANNING TO BOOST 

ARLP EXPECTS TO MAINTAIN 

SALES AND PRODUCTION 

VOLUMES IN 2018 AND 

HAS ALREADY PRICED AND 

COMMITTED 94% OF ITS 
PROJECTED OUTPUT.1

A STRONG COVERAGE 

RATIO WHILE INCREASING 

UNITHOLDER DISTRIBUTIONS 
IN 2018.1

1 Company analysis and estimates [as of March 16, 2018].

Reconciliation of GAAP “net income attributable to ARLP” to non-GAAP “EBITDA,”  
“Adjusted EBITDA” and “Distributable Cash Flow”

(in thousands)

Net income attributable to ARLP

Net income (loss) attributable to noncontrolling interests

Net Income

Depreciation, depletion and amortization

Interest expense, net

Capitalized interest

Income tax expense (benefit)

EBITDA

Asset impairment

Acquisition gain, net

Debt extinguishment loss

Adjusted EBITDA

Interest expense, net

Income tax expense

Year Ended December 31

2017

2016

2015

2014

2013

$    303,638

$    339,398

$    306,198

$    497,229

$    393,490

563

304,201  

268,981

39,842

(551)

210

140

339,538  

336,509

31,017

(358)

13

612,683

706,719

-

-

8,148

620,831

(39,842)

(210)

-

-

-

706,719

(31,017)

(13)

(27)

306,171  

323,983

30,389

(695)

21

659,869

100,130

(22,548)

-

737,451

(30,389)

(21)

(16)

497,213

274,566

32,746

(833)

-

-

393,490

264,911

35,074

(8,992)

1,396

803,692

685,879

-

-

-

803,692

(32,746)

-

-

-

-

685,879

(35,074)

(1,396)

Estimated maintenance capital expenditures 1

(159,838)

(167,409)

(204,243)

(240,419)

(221,058)

Distributable Cash Flow

Distributions paid to partners

Distribution Coverage Ratio

$    420,941

$    508,280

$    502,798

$    530,527

$    428,351

$     240,812

$      247,915

$    346,799

$    317,626

$     288,439

1.75

2.05

1.45

1.67

1.49

1 Our maintenance capital expenditures, as defined under the terms of our partnership agreement, are those capital expenditures required to maintain, over the long-term, the operating capacity of our capital assets.  
We estimate maintenance capital expenditures on an annual basis based upon a five-year planning horizon.  

Reconciliation of GAAP “Operating Expenses” to non-GAAP “Segment Adjusted EBITDA 
Expense per ton”

(in thousands, except per ton data)

Operating expense

Outside coal purchases

Other income

Segment Adjusted EBITDA Expense

Divided by tons sold

Year Ended December 31

2017

2016

2015

2014

2013

$  1,095,167

$  1,124,848  

$ 1,386,783  

$ 1,383,360

$  1,398,763

-

(2,980)

1,514

(725)

327

(955)

14

(1,566)

2,030

(1,891)

$  1,092,187

$  1,125,637

$ 1,386,155

$ 1,381,808

$  1,398,902

37,824

36,680

40,247

39,731

38,835

Segment Adjusted EBITDA Expense per ton

$         28.88

$         30.69

$        34.44

$        34.78

$          36.02

Reconciliation of non-GAAP “Adjusted EBITDA” to “Segment Adjusted EBITDA” and “Segment 
Adjusted EBITDA per ton”

(in thousands, except per ton data)

Adjusted EBITDA (see above reconciliation)

General and Administrative expense

Segment Adjusted EBITDA

Divided by tons sold

Segment Adjusted EBITDA per ton

Year Ended December 31

2017

2016

2015

2014

2013

$    620,831  

$     706,719  

$    737,451  

$    803,692

$     685,879

61,760

72,529

67,484

72,552

63,697

$    682,591

$     779,248  

$    804,935

$    876,244

$     749,576

37,824

36,680

40,247

39,731

38,835

$         18.05

$         21.24

$         20.00

$         22.05

$         19.30

Partnership Tax Details
Unitholders are partners in the partnership and receive quarterly 
cash distributions. Cash distributions generally are not taxable as 
long as the individual unitholder’s tax basis remains above zero.

A partnership generally is not subject to federal or state income 
tax. The annual income, gains, losses, deductions or credits  
of the partnership flow through to the unitholders, who are 
required to report their allocated share of these amounts on  
their individual tax returns, as though the unitholder had  
incurred these items directly. 

Schedule K-1 
Unitholders of record receive Schedule K-1 packages that 
summarize their allocated share of the partnership’s reportable 
tax items for the fiscal year. It is important to note that cash 
distributions received should not be reported as taxable income. 
Only the amounts provided on the Schedule K-1 should be 
entered on each unitholder’s tax return.

Schedule K-1 information also is available on our web sites. 
Please visit www.arlp.com and www.ahgp.com. 

Unitholders should refer questions regarding their  
Schedule K-1 as follows:

By Mail

K-1 Support 
P.O. Box 799060 
Dallas, TX 75379-9060

By Phone/Fax

Alliance Resource Partners, L.P. 
Phone (800) 485-6875  Fax (866) 554-3842

Alliance Holdings GP, L.P. 
Phone (866) 867-4060  Fax (866) 554-3842

Transfer Agent and Registrar
Direct requests regarding transfer of units, lost certificates,  
lost distribution checks or address changes to:

American Stock Transfer and Trust Company 
Attn: Shareholder Services 
59 Maiden Lane – Plaza Level 
New York, NY 10038 
(800) 937-5449  

Investor Information and Form 10-K
For more information or free copies of the 2017 Form 10-K, 
please contact the appropriate e-mail address or phone number 
listed below. Form 10-K also may be downloaded from the 
Partnerships’ web sites.

Alliance Resource Partners, L.P.

investorrelations@arlp.com 
E-mail: 
Phone:  
(918) 295-7674 
Web site:  www.arlp.com

Alliance Holdings GP, L.P.

investorrelations@ahgp.com 
E-mail:  
Phone: 
(918) 295-1415 
Web site:  www.ahgp.com

Executive Officers & Directors 
ARLP  

  AHGP 

Joseph W. Craft III 
President, Chief Executive Officer, and 
Director of ARLP and AHGP, and Chairman 
of the Board of AHGP

Brian L. Cantrell 
Senior Vice President and  
Chief Financial Officer

R. Eberley Davis 
Senior Vice President,  
General Counsel and Secretary

Robert G. Sachse  
Executive Vice President

Charles R. Wesley 
Executive Vice President  
and Director

Timothy J. Whelan 
Senior Vice President,  
Sales and Marketing

Thomas M. Wynne 
Senior Vice President and  
Chief Operating Officer

Nick Carter 
Director, member of the Audit, 
Compensation and Conflicts 
Committees for ARLP 

John P. Neafsey 
Director, Chairman of the  
Board of Directors, Chairman of the 
Conflicts Committee, and member of the 
Audit and Compensation Committees

John H. Robinson 
Director, Chairman of the Compensation 
Committee, and member of the Audit and  
Conflicts Committees

Wilson M. Torrence 
Director, Chairman of the Audit Committee 
for ARLP and AHGP and member of the 
ARLP Compensation Committee

Thomas M. Davidson, Sr. 
Director, Chairman of the Conflicts 
Committee and member of the  
Audit Committee

Robert J. Druten 
Director and member of the Audit and 
Conflicts Committees

General Information
The following information applies to  
Alliance Resource Partners, L.P. (ARLP)  
and Alliance Holdings GP, L.P. (AHGP) 
unless specified otherwise.

Partnership Offices
1717 South Boulder Avenue, Suite 400 
Tulsa, OK 74119 
(918) 295-7600

Partnership Mailing Address
P.O. Box 22027 
Tulsa, OK 74121-2027

Contact
Brian L. Cantrell 
Senior Vice President and  
Chief Financial Officer 
(918) 295-7674 
brian.cantrell@arlp.com

Business Structure
Publicly traded master limited partnership. 

Common Unit Trading
Common units are traded on the NASDAQ  
Global Select Market.

NASDAQ Ticker Symbols
Alliance Resource Partners, L.P. (ARLP) 
Alliance Holdings GP, L.P. (AHGP)

Common Units Outstanding  
at 02/23/2018
ARLP 130,903,256 common units 
AHGP 59,863,000 common units

Independent Auditors
Ernst & Young LLP 
1700 One Williams Center 
Tulsa, OK 74172

Unitholder Information

Cash Distributions
The partnerships expect to make quarterly  
distributions to unitholders of record on the  
applicable record dates according to the  
following schedules:

Alliance Resource Partners, L.P.

Within 45 days after the end of each March,  
June, September and December. 

Alliance Holdings GP, L.P. 

Within 50 days after the end of each March,  
June, September and December. 

 
 
 
 
 
 
 
 
 
 
   
 
 
P.O. Box 22027, Tulsa, Oklahoma 74121-2027  |  www.arlp.com  |  www.ahgp.com