@AlchemyofFinan1 Avatar @AlchemyofFinan1 RockBaron

RockBaron posts on X about $whcax, $whc, debt, $yalax the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance 27% stocks 13% countries 8% cryptocurrencies 6% technology brands 2% currencies 1% luxury brands 1% exchanges 1% travel destinations 1%

Social topic influence $whcax 14%, $whc 10%, debt 9%, $yalax 8%, $yal 7%, $nem 6%, $mek 6%, $mekax 6%, $nemax 5%, $nhcax 4%

Top accounts mentioned or mentioned by @k311126 @lukeytrags @respeculator @markikn @lambdownunder @bowtiedstocks @tboneal @hsiuchinchen168 @ronshamgar @ryutay @mattbarrie @meekametals @blackswan2023 @croninpd @jwisegeology @gardnerrhod @realhagetaka @chuckchunder007 @blackalex58 @eadatt

Top assets mentioned Newmont Corporation (NEM) Minswap (MIN) Bitgesell (BGL) Alphabet Inc Class A (GOOGL) Agilon Health, Inc. (AGL) BHP Group Limited (BHP) NuScale Power Corporation (SMR) SafeMoon Inu (SMI) Realio Network (RIO) Alcoa, Corp. (AA) Atlassian Corporation PLC (TEAM) Peabody Energy Corporation (BTU) Teck Resources Limited (TECK) American Airlines Group Inc (AAL)

Top Social Posts

Top posts by engagements in the last [--] hours

"@BlackAlex58 @Mark_IKN Whats your wish list - Skeena - Tudor - OceanaGold buys or merges into something bigger - Thesis into Centerra"
X Link 2026-02-10T10:54Z [---] followers, [--] engagements

"@eadatt When does Double Bay Jesus need to sell $AGL $AGL.AX - a divorce imploding net worth and carbon burning private jet all demand him sell this exposure"
X Link 2026-02-12T23:24Z [---] followers, [----] engagements

"@LambDownUnder @LukeyTrags and if they hit those numbers and the dividend yields stay consistent (say 7%+)"
X Link 2026-02-14T04:02Z [---] followers, [--] engagements

"@respeculator So you are suggesting none of these restart / come online by [----] - Cobre Panama - 350kt - Grasberg - 560kt - OT - 500kt - Kamoa-K - 550kt - Kansanshi - 250kt"
X Link 2026-02-14T06:01Z [---] followers, [---] engagements

"@ScottNorth64736 Whats the debt burden of this white elephant"
X Link 2026-02-15T02:23Z [---] followers, [--] engagements

"@RonShamgar ETFs should be mandated to abstain not follow proxy advisors - more power to active / retail"
X Link 2026-02-15T09:47Z [---] followers, [--] engagements

"@BLSHigh And clowns buy $BHP $BHP.AX for its copper exposure"
X Link 2026-02-15T21:33Z [---] followers, [---] engagements

"Anyone listen to the New Hope call $NHC $NHC.AX Hoarding a pile of cash"
X Link 2026-02-16T00:21Z [---] followers, [---] engagements

"@John_Hempton Joe Fernandes"
X Link 2026-02-16T00:51Z [---] followers, [----] engagements

"@fulovitboss The audio is terrible $WHC $WHC.AX"
X Link 2025-02-19T23:45Z [---] followers, [---] engagements

"$WHC $WHC.AX can someone ask about the review capital allocation framework point"
X Link 2025-02-19T23:58Z [---] followers, [---] engagements

"Kev is on fire $WHC.AX $WHC"
X Link 2025-02-20T00:11Z [---] followers, [---] engagements

"@bowtiedstocks Biggest buyers of $MIN have been Norges Bank (last public position 9.2m shares) L1 (4.7m) Geode Capital (1.3m) ALPS Advisors (16k). Those leaving Teachers Mirae GWL"
X Link 2025-02-20T02:23Z [---] followers, [---] engagements

"$YAL.AX No disagreement"
X Link 2025-02-20T08:44Z [---] followers, [---] engagements

"@boolishcoal Fully Franked $YAL"
X Link 2025-02-20T08:54Z [---] followers, [---] engagements

"No pressure on the financial engineers at New Hope Corp. Are they generating fat alpha arbing the related party convertible 4.25% to invest in sick proprietary private credits $NHC $NHC.AX #coaltwitter"
X Link 2025-02-20T09:28Z [---] followers, [---] engagements

"@respeculator Glencore guiding LT 35mtpa with FY25F costs US110/t Trump has made WC Canada production cheap"
X Link 2025-02-20T10:37Z [---] followers, [---] engagements

"When does Albo nationalise Banpu / Centennial Coal #coaltwitter"
X Link 2025-02-21T01:44Z [---] followers, [---] engagements

"CCP providing security during the delivery of $687m in divvies to Yancoal shareholders $YAL $YAL.AX"
X Link 2025-02-21T07:11Z [---] followers, [----] engagements

"@ryu_tay $REA has the laziest balance sheet in the ASX no reason they cant move to 2.5-3.0x and fund a massive fully franked off market buyback"
X Link 2025-02-21T07:34Z [---] followers, [---] engagements

"Great result and nice FF divvy. These guys are demonstrating themselves to be great operators [----] guidance is chefs kiss. $SMR $SMR.AX"
X Link 2025-02-23T22:20Z [---] followers, [----] engagements

"@Will_UKing Want to see Fiona Robertson lodge a 3Y. Shes been on the Board for [--] years and holds less than $500k in stock. She should also be buying $BGL.AX and $29M #skininthegame #2yearsfeesin2years $WHC.AX"
X Link 2025-02-24T23:19Z [---] followers, [--] engagements

"Is the $MIN $MIN.AX social media team just trolling the short sellers now. Is Chris yacht Anya part of the fuel bill part of the fleet"
X Link 2025-02-26T05:30Z [---] followers, [---] engagements

"@k311126 Yet to get a producer re-rate hasnt really kept up with peers. Mill exp. plan soon (self funded) no debt no hedging good mgmt. That said the heading sizes are massive and they are digging a lot of waste for that type of ore body they wont be a first quartile miner"
X Link 2025-10-20T04:05Z [---] followers, [--] engagements

"@Filapek And how is Morrison remunerated would it be 0.80% of Infratils enterprise value Incentive outcome stuff"
X Link 2025-10-20T08:11Z [---] followers, [--] engagements

"@matt_barrie @Vista_GoldCorp @KaiserResearch Id stay well away from Vista $VGZ.CA"
X Link 2025-10-20T18:59Z [---] followers, [---] engagements

"@ausstockchick $NEM $NEM.AX in less than 24hrs will absolutely murder estimates and reset guidance the only GoldCo in the S&P500 - value today"
X Link 2025-10-22T00:04Z [---] followers, [---] engagements

"Sam Neill gets his Robert Redford moment. a role to squash a copper developer Santana. He could do with a short course on cyanide destruction $SMI.AX $SMI"
X Link 2025-10-22T01:09Z [---] followers, [---] engagements

"@Kaizen__8 True"
X Link 2025-10-22T03:02Z [---] followers, [--] engagements

"@Mark_IKN Reserve Banks - they aint done"
X Link 2025-10-22T09:47Z [---] followers, [---] engagements

"@JuriMontana Cant wait - Earnings beat and guidance upgrade incoming $NEM $NEM.AX"
X Link 2025-10-22T09:59Z [---] followers, [---] engagements

"@Mark_IKN A lazy consensus [----] EPS to beat (just 1c higher than last quarter). Wait for the momentum/algo flows the only GoldCo in the S&P Ride the wave"
X Link 2025-10-22T22:25Z [---] followers, [---] engagements

"What more did the punters expect from $NEM $NEM.AX down 4.5% on a massive EPS beat nil net debt assets humming assets sale records plus a BB #mintwit"
X Link 2025-10-24T00:45Z [---] followers, [---] engagements

"@Comlbr24 @LukeyTrags $SMR.AX have the best management team esp. for the assets they have. The performance improvements are impressive. $NHC.AX just a zombie the convert was shocking. $WHC.AX is a bull market stock. They tread water for now (which given the deferred payment structure is positive)"
X Link 2025-10-24T01:11Z [---] followers, [---] engagements

"@pastperformerAU Acquisition of Barricks Nevada Assets or all of Barrick doing the rounds https://www.mining.com/could-barricks-next-ceo-break-up-the-company/ https://www.mining.com/could-barricks-next-ceo-break-up-the-company/"
X Link 2025-10-24T20:00Z [---] followers, [--] engagements

"@carlo_cocca @jtourzan They should have investigated selling a Stream/Royalty with a repurchase right - very common in North American financing and very cheap capital. The all-in cost of debt + losses on hedged gold sales will be insane. $NST.AX"
X Link 2025-10-27T08:57Z [---] followers, [--] engagements

"$WHC.AX AGM had the usual clowns. Mark signaling retirement was interesting. Paul in burgundy tie crushing all stupid questions. Sad to loose Ray Zage"
X Link 2025-10-30T01:03Z [---] followers, [---] engagements

"@k311126 @PeteWargent Can anyone confirm when assessing an investment propadee loan application Macquarie Bank doesnt require disclosure of a Director's total exposures and other personal liabilities and they dont require personal guarantees. $MGQ.AX"
X Link 2025-11-01T00:57Z [---] followers, [--] engagements

"@TwinTurboCe1ica Oh boi that was a real bear market"
X Link 2025-11-10T20:25Z [---] followers, [--] engagements

"Bought more Yancoal today $YAL $YAL.AX"
X Link 2025-11-11T05:12Z [---] followers, [---] engagements

"@MeekaMetals This stock is a frickin sleeper"
X Link 2025-11-11T06:26Z [---] followers, [--] engagements

"Wow CEs fucking done it $MIN $MIN.AX"
X Link 2025-11-11T22:25Z [---] followers, [---] engagements

"Bought more $WHC $WHC.AX"
X Link 2025-11-12T03:11Z [---] followers, [--] engagements

"@blackswan2023 @RonShamgar He sold out of Barrick $B in [----] way to early"
X Link 2025-11-15T08:58Z [---] followers, [--] engagements

"@MoonInvestr $WHC.AX - FY26 Accounts are going to look bulletproof post vendor finance paydown more cost outs and hopefully a commodity price rebound"
X Link 2025-11-16T07:25Z [---] followers, [----] engagements

"@ChalynRugby South Africa dropped that RWC game to get into the other side of the draw"
X Link 2025-11-21T10:40Z [---] followers, [--] engagements

"@croninpd Either way AUD goes down"
X Link 2025-11-25T11:24Z [---] followers, [--] engagements

"@acacia_exec Was she on the Mineral Resources board $min.ax"
X Link 2025-11-25T11:43Z [---] followers, [--] engagements

"@saulkavonic Whitehaven should be looking at this situation.$WHC.AX $WHC #coaltwitter"
X Link 2025-11-27T08:45Z [---] followers, [---] engagements

"@rhysdiab Really Its has all the hallmarks of Babcock & Brown and managed by the bloke who ran the bank which funded Greensill"
X Link 2025-11-27T09:02Z [---] followers, [---] engagements

"@AnthonyIves Meeka $MEK $MEK.AX is far from done. Producer re-rate (GDXJ inclusion) mill expansion exceeding DFS projections - future is bright"
X Link 2025-11-28T08:08Z [---] followers, [---] engagements

"@KatusaResearch $RIO $RIO.AX needs to solve the Chinalco arrangement"
X Link 2025-12-04T22:12Z [---] followers, [---] engagements

"Breakout $WHC.AX $WHC #coaltwitter"
X Link 2025-12-05T01:15Z [---] followers, [---] engagements

"@YellowLabLife $WHC $WHC.AX wont be doing anything until the Dingo/Tinkler Milestone Shares are resolved. #coaltwitter"
X Link 2025-12-06T02:06Z [---] followers, [---] engagements

"@BhagsNStonks This company would get funding just its global equity (KKR) and debt holders would have experienced some pain - why is the Australian taxpayer bailing them out Its a highly leveraged junk food business which manufactures a lot in NZ and doesnt pay much tax"
X Link 2025-12-08T08:43Z [---] followers, [--] engagements

"@plebcapital @KKR_Co Even if the business failed a vulture fund would have bought it Australians would still have junk food. Hard to rationalize this one"
X Link 2025-12-08T09:38Z [---] followers, [--] engagements

"@matt_barrie @Imm_listening She should step aside for Josh immediately"
X Link 2025-12-19T05:12Z [---] followers, [---] engagements

"@Tbone_Al @aus_pill These fucks should be on planes to Nauru for advanced waterboarding and sleep deprivation"
X Link 2025-12-19T07:36Z [---] followers, [--] engagements

"@J_Wise_geology @DOGE__news Shes a tax cheat who lives in the Bahamas and owed Spainsh tax authorities north of $15m"
X Link 2025-12-20T08:23Z [---] followers, [--] engagements

"Go Champion Iron - long life good grades great jurisdiction incremental bet vs. $FMG $FMG.AX crazy FFI with 1000s of meaningless renewable LOIs and never-never Peru cooper Happy Shareholder $CIA.AX $CIA.CA #capitaldiscipline"
X Link 2025-12-22T09:33Z [---] followers, [---] engagements

"Time to sell Bellevue take profits/de-risk or keep playing Its been on a run $BGL $BGL.AX"
X Link 2025-12-23T08:24Z [---] followers, [---] engagements

"@MeekaMetals @StockheadAU Youre goddamn right - production re-rate index inclusion mill expansion project ramp-up volume and budget delivery min. liabilities no hedging A$7000/oz coming - Free Cash Juggernaut $MEK $MEK.AX"
X Link 2025-12-24T23:48Z [---] followers, [--] engagements

"@SmallCaps_asx @inglouriouscap They should all be buying Yancoal right fuckin now $YAL $YAL.AX"
X Link 2025-12-25T06:05Z [---] followers, [--] engagements

"@k311126 @GardnerRhod At $25 get a Macallan 25"
X Link 2025-12-26T00:25Z [---] followers, [--] engagements

"@J_Wise_geology Do you think the block cave at Red Chris ever gets built $NEM"
X Link 2025-12-27T23:20Z [---] followers, [--] engagements

"@realhagetaka @LukeyTrags @bowtiedstocks @hsiuchinchen168 @k311126 [----] is the year of thermal coal could easily double in [--] months just to keep pace with inflation and gold relativity add data centres its an easy lay up $YAL $YAL.AX"
X Link 2025-12-30T05:46Z [---] followers, [---] engagements

"@LukeyTrags @realhagetaka @bowtiedstocks @hsiuchinchen168 @k311126 Per Google Gemini - the challenge is coal didnt trade on a spot market rather long term inflation adjusted contracts or cost + fixed margin"
X Link 2025-12-30T06:03Z [---] followers, [--] engagements

"I purchased more Yancoal today $YAL $YAL.AX"
X Link 2026-01-06T06:59Z [---] followers, [----] engagements

"@croninpd $BHM.AX will be a printing press + buying out the Chinese = turning Broken Hill into Kalgoorlie"
X Link 2026-01-12T08:25Z [---] followers, [---] engagements

"First site visit of [----] Time to head down the hole and see if the rocks actually match the slide deck The spreadsheets are all well and good but the real alpha is 400m deep #IYKYK"
X Link 2026-01-13T08:43Z [---] followers, [--] engagements

"@riteshmjn @respeculator Rockbaron likes Alcoa $AA"
X Link 2026-01-13T10:09Z [---] followers, [---] engagements

"@theAZtrader This is the peak - shes getting out to dump her stock"
X Link 2026-01-13T11:41Z [---] followers, [--] engagements

"I like this set up $AGL.AX"
X Link 2026-01-14T09:53Z [---] followers, [---] engagements

"@k311126 🤷♂ no idea about today but coal powers Australia and AGL has the best coal assets and some of the best gas contracts (and the worst management team and incompetent Board) coal powers Australia"
X Link 2026-01-14T10:34Z [---] followers, [---] engagements

"@k311126 Double Bay Jesus cant back a capital raise especially on the margin hes borrowed and $TEAM is a turd"
X Link 2026-01-14T11:25Z [---] followers, [---] engagements

"@ChuckChunder007 G&A up 26% to $9m/qtr while Sustaining CapEx skyrockets 141% vs same quarter last year. I guess those corporate offices don't pay for themselves. Moving from Subi to the Terrace. Cost inflation or lack of discipline Either way Houston we have a problem $CYL $CYL.AX"
X Link 2026-01-15T00:50Z [---] followers, [---] engagements

"@k311126 $NHC.AX is a special situations private credit business - received $16.9m interest income yet paid $20m for the convertible interest 🤪🤪🤪"
X Link 2026-01-15T02:56Z [---] followers, [---] engagements

"@LambDownUnder @ChuckChunder007 Hold $BGL.AX - the management and Board are incompetent and collectively protecting each other. BUT the grades are simply insane. Itll get taken out just need to wait for the majors to move into the expansion phase of the cycle. I dont think CDC is a seller"
X Link 2026-01-15T02:59Z [---] followers, [--] engagements

"Short Sellers heading for the exit $WHC $WHC.AX #coaltwitter"
X Link 2026-01-15T05:20Z [---] followers, [----] engagements

"@hsiuchinchen168 $25 long term"
X Link 2026-01-17T10:33Z [---] followers, [---] engagements

"@respeculator @LambDownUnder $MEK $MEK.AX - producer re-rating index inclusion mill expansion no debt no hedges tangible exploration upside a real operational management team - dont fuck about back the truck up"
X Link 2026-01-18T10:07Z [---] followers, [---] engagements

"@GardnerRhod @Ruycorto Agree when the June Balance Sheet is released and its near on debt free. The market needs to give it credit. Just gotta wait"
X Link 2026-01-18T22:28Z [---] followers, [--] engagements

"@LukeyTrags @Tbone_Al Rockstar performance - hold"
X Link 2026-01-19T09:15Z [---] followers, [--] engagements

"@LukeyTrags @I_am_Lake_Macq They are in a position to walk into Vancouver and offer Anglo Teck the same terms as Peabody. Initial cash component was A$3.15bn. Itll be subject to FIRB. $YAL.AX $BTU $TECK $AAL"
X Link 2026-01-19T09:47Z [---] followers, [---] engagements

"Yancoal call - now placed to consider dividends $YAL $YAL.AX"
X Link 2026-01-20T01:15Z [---] followers, [----] engagements

"@LukeyTrags Nothing too exciting: - Sales volumes likely to match production 4Q was a bit of disgorging a surplus. - Hunter Valley Ops probaby over performing on volumes anticipate this dropping. All good on cost control. Plus some AI / DataCentre fairy dust"
X Link 2026-01-20T03:18Z [---] followers, [---] engagements

"@DemoniacoASX Amanda resigning might be the sign we are at the very tippy top. Shell be dumping as soon as she can"
X Link 2026-01-21T03:12Z [---] followers, [---] engagements

"Whitehaven $WHC $WHC.AX"
X Link 2026-01-21T04:17Z [---] followers, [---] engagements

"@ryu_tay It took Google Vehicle Ads 18mths to take 40% of the UK market - if you think $CAR $CAR.AX has a moat youre delusional"
X Link 2026-01-21T10:27Z [---] followers, [--] engagements

"Meeka continues to ramp-up and stack cash & gold $67m cash $23.9m cash flow for the quarter no debt no hedges and look at the exploration hits 23m @ 1.05g/t $MEK $MEK.AX"
X Link 2026-01-27T22:24Z [---] followers, [---] engagements

"@k311126 @respeculator Honestly the ASX copper sector is just [--] shades of "barren crap." We let OZ Minerals go for spare coins thanks to a spineless board & shell be right" institutions. Now were left staring at the TSX with absolute envy. Where are the Ivanhoes The McEwans The Hudbays the FQMs"
X Link 2026-01-29T08:40Z [---] followers, [---] engagements

"@k311126 @respeculator $WIRE holds a lot of shite (India) or copper trapped in conglomerate stew - room on the ASX for a more quality pure play copper ETF"
X Link 2026-01-29T08:42Z [---] followers, [---] engagements

"@Mark_IKN Hopefully enough Boards remember the last cycle. Paper mergers are ok debt funded auctions less so. Capital returns are always delicious"
X Link 2026-01-29T10:07Z [---] followers, [--] engagements

"Im buying today $NEM $NEM.AX $MEK $MEK.AX"
X Link 2026-01-30T05:14Z [---] followers, [---] engagements

"@mattmichaelOG Matt meet Mark @Mark_IKN"
X Link 2026-01-31T08:38Z [---] followers, [---] engagements

"@KimDotcom Inflation is raging"
X Link 2026-01-31T10:22Z [---] followers, [---] engagements

"Toll helicopter landing on Maroubra Beach any ideas"
X Link 2026-02-01T05:27Z [---] followers, [----] engagements

"Buckle up todays going to be one to say youve survived $NEM $NEM.AX $BGL $BGL.AX $MEK $MEK.AX $MNRS"
X Link 2026-02-01T20:52Z [---] followers, [---] engagements

"Cant stop and wont stop the Haven $WHC $WHC.AX #coaltwitter"
X Link 2026-02-04T02:39Z [---] followers, [---] engagements

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