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Who’s ready for 200 NEWC again.. #thermal $YAL.AX

Impressive quarterly from $WHC.AX.. Mrkt (inc. me) was anticipating softer so I think the stock should bottom out now as improved confidence will bring shorter duration capital back. Longer term guys will also be adding to positions IMO as equity is v cheap here.. #coaltwitter

On my numbers, $WHC.AX's met arm is self-funding at spot PLV (post selldown + deferred + contigent + royalties + relativities + tax) which is a credit to the financial engineering of the deal.. 2yrs & big long-term FCF is unlocked for minimal equity contribution.. #coaltwitter

After watching this thing fold from $2.40, I finally decided to take a tranche of $KAR.AX today.. sensing some capitulation at these levels... #oil #seewhathappens

This was a funny day full of angry div boomers & the easiest of buy signals $YAL.AX $YAL #coaltwitter

We love coal M&A.. 🍿 #coaltwitter $YAL.AX $SMR.AX $WHC.AX $GLEN etc. afr.com/street-talk/an…

Popcorn material.. Trav doing his bit for the SHs 🍿 $SNG.AX #gold

When the only bullish case was a short squeeze it was always going much lower & for longer than the mrkt expected - the EV was stupid at $4+.. ugly quarter & FY25 guidance slashed.. interesting times $PLS.AX #lithium

Love polar opposite takes.. that's what makes a market! $WHC.AX #coaltwitter 🍿

Can we please up the run-rate to daily $MIN.AX content.. cheers fellas 🍿 Travis Ricciardo MATTYmoneyofmine Jonas Dorling Money of Mine Podcast ⛏️

This displays #2 of the quote why electricty consumption CAGR will be parabolic. By 2030, we'll have seen +1.8B people in the middle/rich class over only a 10yr span.. growing both population + consumption/capita = a world short of energy #coaltwitter $YAL.AX $NHC.AX $WHC.AX $BTU

What I’m expecting to see when the $KAR.AX buyback recommences:

Have increased exposure from 3% to 10% of portfolio as time closes on the buy back restart.. #oil up $5/bbl & KAR hasn't moved just yet.. IMO it's pricing in $50/bbl here at 1.40 $KAR.AX

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US #coal stocks overnight 😳😱 #coaltwitter $AMR $HCC $ARCH $BTU $CEIX

There’s a reason $PLS.AX has been & still is 20% short 😜 #lithium