{
  "symbol": "CNX",
  "company": "CNX Resources Corporation",
  "generated_at": "2026-06-24T07:36:46.572Z",
  "event_count": 3,
  "events": [
    {
      "type": "pipeline_event",
      "ts": "2026-05-11T20:43:52.389Z",
      "stage": "analyst",
      "outcome": "skip",
      "reason": "Cheap valuation is offset by lowered guidance, weak technicals, and a material convertible dilution overhang; no smart-money cluster or asymmetric catalyst justifies a position.",
      "trigger": "[insider_cluster_universe] 4 Form 4 filings in last 14 days · at least one open-market P/S trade verified",
      "source": "idle_hunter"
    },
    {
      "type": "analyst_decision",
      "ts": "2026-05-11T20:43:52.373Z",
      "skip": true,
      "reason": "Cheap valuation is offset by lowered guidance, weak technicals, and a material convertible dilution overhang; no smart-money cluster or asymmetric catalyst justifies a position.",
      "score": 18,
      "breakdown": {
        "smart_money": 0,
        "options_flow": 0,
        "catalyst": 5,
        "mispricing": 13,
        "quality": 0,
        "technical": 0
      },
      "debug_path": "drafts/2026-05-11-CNX.analyst.debug.json"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-05-11T20:43:21.399Z",
      "summary": "CNX Resources is an Appalachian-basin natural gas E&P company with exceptional EBITDA margins (97.5%) and a forward P/E of ~7.9x, presenting a historically cheap valuation. The investigation trigger cited 4 Form 4 filings in 14 days, but upon reading each filing all are restricted stock unit vestings at $0 exercise price (compensation awards), not open-market purchases. Director Nicholas DeIuliis holds ~$86M+ in direct/trust shares representing meaningful alignment, but no new cash commitment was made. The company recently lowered full-year guidance and faces ~12M share dilution from convertible note conversion. Technical picture is bearish: below both 50DMA and 200DMA with RSI at 34.6. No material mispricing relative to commodity-exposed sector peers; stock at 17% discount to 52-week high but lacking near-term catalyst for re-rating.",
      "verdict": "range_bound_or_income",
      "confidence": 4,
      "tool_calls": 20,
      "walltime_min": 13,
      "debug_path": "dossiers/2026-05-11-CNX.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": {
    "ticker": "CNX",
    "call": "HOLD",
    "confidence": 2,
    "score": -1,
    "factors": {
      "below_200dma": "-2",
      "below_50dma": "-1",
      "momentum_flat": "0 (2.0%)",
      "rsi_neutral": "0 (44.6)",
      "macd_above_signal": "+1",
      "recent_macd_bullish_cross": "+1 (5d ago)",
      "from_high": "0 (-21.4%)"
    },
    "summary": "HOLD (score -1) · 12-1 mom 2.0% · RSI 44.6 · below_both · -21.4% from high",
    "last_close": 33.5,
    "one_month_ago_close": 35.55,
    "twelve_month_ago_close": 34.85,
    "twelve_one_momentum_pct": 2.01,
    "rsi_14": 44.6,
    "ma_stack": "below_both",
    "from_period_high_pct": -21.38,
    "period_high": 42.61,
    "price_targets": {
      "bear": 29.83,
      "fair": 36.07,
      "bull": 49,
      "bear_return_pct": -11,
      "fair_return_pct": 7.7,
      "bull_return_pct": 46.3,
      "method": "street_targets ⨯ chart_floors",
      "street": {
        "target_low": 34,
        "target_mean": 38.81818,
        "target_high": 49,
        "analyst_count": 11
      }
    },
    "generated_at": "2026-06-24T07:36:46.567Z"
  }
}