Following this week's Material Change Report in Colonial Coal $CAD.V $CCARF, I have done a write-up / commentary on how I currently see the situation and what we should be looking for in the coming weeks and months. drive.google.com/file/d/1Wbkgsc… Exciting times for the company!

Big day for $CAD.V $CCARF yesterday. 📈 +14% to 1.97 (1.72 >> 1.97) 🔝 Close at high of day (1.90 >> 1.97 in final 30min pre-close) 📈 Volume ~4–5x 65d avg (449k vs. ~100k on TSX - 712k across exchanges) – proper expansion, not noise Short term this screams “someone is

One more puzzle piece for the strengthening of the geopolitical ties between 🇨🇦 & 🇮🇳 Official Global Affairs Canada readout on Maninder Sidhu’s (Canadian Minister of International Trade) India trip: - Critical minerals & energy front and centre - Renewed the Ministerial

Met coal in Canada just had a big narrative shift and it’s very bullish for Colonial Coal $CAD.V 🙏 The Coal Association of Canada is formally asking Ottawa to classify steelmaking coal as a critical mineral - not just another fossil fuel to be phased out. Their argument in a

One of the most common questions I have been asked by Colonial Coal $CAD.V $CCARF shareholders over the past years is “If Colonial Coal is really worth US$1.5–2 per tonne, why is the share price still around C$2?” I have tried to reflect a bit on how to illustrate the discount

While we wait for more news in Colonial Coal $CAD.V $CCARF on the accelerated discussions with several suitors, I wanted to dive a bit into why I believe that miltiple large steel mills, coal producers or even trading companies would be interested in owning a minimum of 695Mt of

Big macro day for Canada’s resource & export story - and indirectly very bullish context for names like Colonial Coal $CAD.V $CCARF Two headlines worth paying attention to…: (1) Ottawa just announced C$6bn in new trade & transportation infrastructure funds over seven years,

I am really optimistic about the geopolitical and macro situation and how it’s currently evolving. Not only is the narrative around critical minerals (and the implications of this) strengthening, but also the collaboration between Carney and Modi. I hope they had a specific

The Canada–India channel just leveled up again, and it matters a lot more than people think if you care about big cross-border resource deals as the one we believe Colonial Coal $CAD.V is hopefully approaching shortly. A few datapoints from the last few days 👇 🇨🇦🤝🇮🇳 (1) A

One thing that gets badly misunderstood in junior mining FinTwit is what a “late-stage” M&A process actually looks like in real life – even when it’s going well. People think in straight lines: NDA ➡️ DD ➡️ “interest” ➡️ LOI ➡️ bid ➡️ 🍾 In reality, the closer you get to a

I love this, thanks to whoever created it. Pretty funny. I am hoping that there is no coal in my stocking this year. Colonial Coal . .

The India–Canada CEPA restart is not just trade diplomacy. If you’re thinking about an Indian bid for Colonial Coal $CAD.V $CCARF it’s a structural risk re-pricing event. Colonial owns two big met coal projects in BC - Huguenot and Flatbed - exactly the kind of long-life,

This is another pretty significant milestone and tick mark in the list of things to be in place before a LoI/Term Sheet is signed for Colonial Coal $CAD.V $CCARF 🚨 The India in Canada tweet confirming BC Premier David Eby's meeting with the Indian High Commission is a game-changer

It almost feels like perpetuity having talked about the met coal supply deficit situation in India but it’s getting pretty serious and I think there’s a reason why we also see the Indian government stressing about the outlook of not being able to supply the future demand by

I honestly don’t want to post this much. But the stories, links and connections keep coming. It seems everything is lined up. The meeting between the High Commissioner of India and BC's Minister of State for Mining & Minerals (Jagrup Brar) is the strongest signal yet of India’s

I had the pleasure of "welcoming" Warren Irwin to my home turf today in Denmark. A trip to Hart Bakery for some of the best pastries in Denmark and a quiet sit-down at Implement Consulting Group's office in inner Copenhagen. I have admired Warren and his work at Rosseau