@GunstPhilip Philip Gunst
Philip Gunst posts on X about $cadv, det, har, in the the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
Mentions: [--] #
Followers: [------] #
CreatorRank: [-------] #
Social Influence
Social category influence finance countries stocks cryptocurrencies technology brands social networks currencies automotive brands travel destinations exchanges
Social topic influence $cadv #1, det, har, in the, $cbrv, india #6882, $ccarf #1, canada #2730, investment, gold
Top accounts mentioned or mentioned by @bodilgantzel @nmdclimited @africanlonghorn @24syv @vine1982 @itswarrenirwin @skyharboursyh @jordanptrimble @theroaringkitty @mrzackmorris @kasperk55459652 @daveeby @juniorminingpro @blakchinnieblue @pernillenggaard @madsc007 @tomhougaard @newsfilecabralgolddrills34m54gtgoldincluding13m @stockjunction @kaiserresearch
Top assets mentioned Teck Resources Limited (TECK) Zack Morris (ZACK) Gamer Arena (GAU) BHP Group Limited (BHP)
Top Social Posts
Top posts by engagements in the last [--] hours
"Wow - what a day. Portfolio up with more than 16% and seeing great stuff in not only the rocket $NICKMTF but also seeing a great strength in $TSRO $GSAT and $GOMX as well as some of my favorites on the watchlist are getting at attractive levels such as $TEVA $JD $MAHA etc"
X Link 2018-09-07T15:47Z 10.3K followers, [--] engagements
"Portfolio Update (Week 41): $ABX $AVEO $FTNW $GSAT $HEMC $JD $NICKMTF $ONCS $PAT.V $PHI $PLX $TSRO $XBRANE"
X Link 2018-10-07T20:38Z 10.3K followers, [--] engagements
"Merry Christmas everyone While celebrating Christmas Eve in Scandinavia Americans had the pleasure of a half day on the market with 2-3% declines again. $DOW down 15.5% from the top $DAX 22%. Congratulations to all shorts and bears screaming and shouting for the last decade 👏"
X Link 2018-12-24T19:14Z 10.3K followers, [--] engagements
"@danielkawa @JensiJe Not solely. Reasons why I like $AMRH: - Following the 'hype' among smart money and traders - Down from $2 and bottomed at [----] so confirmed bottom - Rumors about $GOOG news - Book/sh [----] - P/S [----] - P/B [----] - Positive RSI - Low mcap and quite limited float - Tech stock"
X Link 2019-03-06T23:19Z 10.2K followers, [--] engagements
"Gode tilbud i dag: - Unity ( $U ) - Gravity ( $GRVY ) - Net Element ( $NETE ) - GoodFood ( $FOOD.TO ) - Quantafuel ( $QFUEL ) - Cryoport ( $CYRX )"
X Link 2020-11-16T15:34Z 10.1K followers, [--] engagements
"Daily update - 28/12 📈 📈 $PTOTF +21% 📈 #Zaptec +19% 📈 $IPOC +14% 📈 #MahaEnergy +10% 📈 $BFT +7% 📈 $AMCI +4% 📉 $XL -10% 📉 $XONE -8% 📉 $RMBL -5% Changes ♻ 💡 #MahaEnergy - B (13.47) 💡 #Zaptec - S (39.99) Update below 👇🏻👇🏻👇🏻"
X Link 2020-12-28T21:16Z 10.1K followers, [--] engagements
"Not worth chasing $ACTC at current prices - this will have a setback. But this surely is one of those special ones. Just like $BFT $XL or $FEAC (now $SKLZ) - this is one of those SPACs you need to hold until after merger. I just made my biggest investment in climate change. $ACTC is merging with @Proterra_Inc to help take it public. I led the $415M PIPE. @Proterra_Inc is NAs #1 EV bus OEM. The companys technology their lead and their revenues made this a no brainer for me. 1-pager attached. https://t.co/Lv1Q6zkQwj I just made my biggest investment in climate change. $ACTC is merging with"
X Link 2021-01-12T16:09Z 10.1K followers, [--] engagements
"The Reddit investors after my post last night 😂 The squeeze continues in $AMC $GME $NAKD in pre-market Seems like the gamma squeeze party is over - at least in the names weve been used to lately $AMC $GME $BBBY $NOK $BB Catastrophic that @RobinhoodApp restricted people from buying today. Will surely have consequences 🧨 Interesting to see what is next up from the Reddit crew 🙈 Seems like the gamma squeeze party is over - at least in the names weve been used to lately $AMC $GME $BBBY $NOK $BB Catastrophic that @RobinhoodApp restricted people from buying today. Will surely have consequences"
X Link 2021-01-29T10:28Z 10.3K followers, [--] engagements
"An increase in a business price point is a true profitability driver 💰 Simultaneously a shift to a subscription-based business model will lead to recurring revenue and thus starting every year with cash flow 💎 But increasing price may also lead to unsatisfied customers ⚠"
X Link 2021-02-01T21:42Z 10.3K followers, [--] engagements
"Wondering if JP Morgan made any risk analysis before initiating the development of a new European Super League indicating that the idea would be killed within [--] hours. They were probably blinded by the commercial potential that they didnt see it coming 🙄"
X Link 2021-04-21T15:16Z 10.3K followers, [--] engagements
"Insider buying in Colonial Coal $CAD.V +10% security holder Rosseau Management has acquired another 50k shares at [----] to take their stake to 26.18M shares. In beginning of May they acquired 100k shares at [----]. https://ceo.ca/api/sedisymbol=CAD&amount=&transaction=&insider= https://ceo.ca/api/sedisymbol=CAD&amount=&transaction=&insider="
X Link 2022-06-02T11:55Z 10.1K followers, [--] engagements
"Met Coal in a nutshell⛏ Double-clicking on met there are [--] different types based on quality highest to lowest: 1) Hard coking coal; 2) Semi-soft coking coal; 3) Pulverized coal injection (PCI). Quality assessments from Huguenot and Flatbed indicate very high quality $CAD.V"
X Link 2022-12-08T13:05Z 10.1K followers, [--] engagements
"Met Coal in a nutshell⛏ Interested parties in met coal are steel producers coal miners and mining conglomerates with the likes of: Teck $TECK Anglo $AAL.L Peabody $BTU Glencore $GLEN.L Coal India #CIL NipponSteel (5401.T) $CAD.V"
X Link 2022-12-08T13:05Z 10.1K followers, [--] engagements
"@AllStreetsWolf @Skyharbour_SYH @JordanPTrimble When all the uranium bugs in love with the darlings Strathmore $SUU $SUU.V and F3 Uranium $FUU $FUU.V will need to diversify and allocate their returns into other names I think Skyharbour $SYH.V will be one of the first ones to get some attention given coming news flow"
X Link 2023-02-23T17:41Z 10.3K followers, [----] engagements
"Insider buying is a sign of confidence ⚜ Skyharbour $SYH.V CEO has been a frequent buyer in the open market to increase his 2% stake. But looking at Skyharbours investor list is even more interesting 🧐 Denison $DNN Sprott Rio Tinto $RIO Marin Katusa. Best of the best 🎖 More insider buying for @Skyharbour_SYH Resources today. $SYH CEO @JordanPTrimble has really been scooping up shares👀👀 #uranium $SYH.v $SYHBF https://t.co/kJkvcPPkBP More insider buying for @Skyharbour_SYH Resources today. $SYH CEO @JordanPTrimble has really been scooping up shares👀👀 #uranium $SYH.v $SYHBF"
X Link 2023-02-25T15:42Z 10.3K followers, [----] engagements
"@PeritusRecta Hi Niclas Have followed you for [--] months now and have been very impressed with your conviction and passion for Oncozenge. How did you find Oncozenge initially and what was the key driver(s) for your quite significant investment Best Philip"
X Link 2023-08-03T20:33Z 10.3K followers, [----] engagements
"News in Cabral Gold $CBR.V Cabral Gold Re-Commences Drilling at Cui Cui The 25-hole RC and 21-hole power-auger drilling program at Cui Cui is aimed at expanding and better defining higher-grade mineralization within the near-surface blankets"
X Link 2023-08-15T10:33Z [----] followers, [--] engagements
"The great thing about investing in small cap companies is that you are able to make venture-like investments with greater liquidity to buy/sell more frequently yet in an illiquid market providing attractive opportunities every now and again when large players exit rapidly 👇🏻"
X Link 2023-08-18T15:10Z 10.2K followers, [----] engagements
"Obviously investing in the small cap exchanges (like First North in the Nordics or the TSX/CSE/OTC in ) comes at a greater risk and thus it should never be an all in-kind of strategy (unless your risk profile allows that) 🎢"
X Link 2023-08-18T15:10Z 10.2K followers, [---] engagements
"#Coal #metcoal names are breaking out from a year long consolidation after the coking coal price took a breather from the explosion in [----]. Most names ran 200-400% from bottom in [----] to the top. We are on a good path again - but $CAD.V is lagging $AMR $HCC $NRP $CEIX"
X Link 2023-09-18T20:10Z 10.2K followers, [----] engagements
"Will be exciting to see what Q4 have for us 💡 #gold is 7% off its ATH levels yet $GDXJ 80% off. #copper is having a disappointing year despite supply shortage yet we know a demand push is ahead. 25% to ATH. #oil on a run the past [--] months to a 52w high - 2% off 5y highs 🤯"
X Link 2023-09-19T11:58Z [----] followers, [----] engagements
"All that while the $SPY and $NDAQ is up by 16% and 31% respectively. Its no surprise that what can end as a huge year for long investors comes from the birth of Generative #AI and a revival of #BigTech $NVDA $TSLA $META $NFLX $GOOG $MAZN But what about the rest"
X Link 2023-09-19T11:58Z [----] followers, [---] engagements
"While it may be frustrating to wait for the exit in Colonial $CAD.V lots of M&A activity is going on in the space. Its a positive sign as those questioning the black angle of #metcoal can put it to bed. The producing assets are up for grabs first but the options are drying"
X Link 2023-09-26T19:45Z 10.2K followers, [----] engagements
"The fortunate price development in #cokingcoal futures continues as the October [--] futures hit $361/mt today. The fundamental case for an exit price target in Colonial $CAD.V improves day for day while the share price plummets on impatient souls exiting. Bought more today ✅"
X Link 2023-10-05T14:07Z [----] followers, [----] engagements
"Im continuing to have a close dialogue with David Austin which probably makes my patience with $CAD.V longer than most. We are on the right path imo. #cokingcoal futures continues the trend the past [--] months crossing $363 today. RSI should soon bottom - stock at [----] now 📉"
X Link 2023-10-16T13:46Z [----] followers, 20.6K engagements
"Compensation season is over and all capital has been allocated. Im not super proud to say that all of it has been allocated to Colonial $CAD.V but my belief in this outrageous R/R case is a first in my [--] years on the stock market. [--] buys the past year [--] since July 🎯 👇🏻👇🏻"
X Link 2023-10-18T18:27Z [----] followers, [----] engagements
"Ive added [-------] shares while only having one (swing trade) sale of [-----] shares. My average buying price is [----] (overall) after I sold majority of my position in [----] after the run from [----] [----]. My own take on the R/R is: - Bear: $4.80 - Base: $9.60 - Bull: $14.40"
X Link 2023-10-18T18:27Z [----] followers, [----] engagements
"In December I published my "Portfolio Zoom" on Colonial Coal $CAD.V (not paid by or associated with the company). [--] pages of why I believe it's the R/R case of a life time. Probably quite useful for new investors in this #Cokingcoal gem 💎"
X Link 2023-10-21T19:12Z [----] followers, [----] engagements
"News in Cabral Gold $CBR.V Cabral Gold Drills 20m @ [---] g/t and 15m @ [---] g/t Gold in Oxidized Material at the MG Gold Deposit Cui Cui Gold Project Brazil News flow is picking up as Gold is approaching ATH"
X Link 2023-11-29T12:49Z [----] followers, [----] engagements
"Colonial Coal $CAD.V with highest volume day since the $TECK $GLEN.L deal was announced [--] weeks ago (still modest volume tho). Up 7% just before the weekend - guess someone dont dare staying on the sidelines before a potential Friday trading halt as in [----] with Western #Coal"
X Link 2023-12-01T19:34Z 10.2K followers, [----] engagements
"Let's unfold the Chinese story a little further. $CAD.V Starting in 2010/2011 where Chinese Kailuan Group Dehua International Mining and Shougang Group formed a partnership to invest in the Canadian steelmaking coal industry. First focus was to develop the Gething Coal mine [--] kilometres south of Hudson's Hope. Another investment from the same time is by Dehua together with mining giant Shandong Energy (Feicheng Mining). The Gething Coal mine still sits under CKD ownership but hasn't been under development since [----]. CKD is tho still active (at least their corporate phone number is active)."
X Link 2023-12-11T14:40Z [----] followers, [----] engagements
"Merry Christmas to all my followers and fellow investors 🎄 I hope youll have a wonderful time with your family and close ones and take the opportunity to find some peace and harmony these days Ill revert with an update on Colonial Coal $CAD.V in the coming week 📈"
X Link 2023-12-24T14:30Z [----] followers, [----] engagements
"@peterepstein2 is member of a small exclusive club of people with a significant stake in Colonial Coal $CAD.V that also is quite active in sharing his due diligence and input received from CEO David Austin. A small club I also perceive myself as part of. Peter has done an CEO interview and updated the underlying fundamental case of Colonial in December which he has shared today. Will recommend everybody to read it carefully as there are some golden nuggets in there. I have highlighted below what I find interesting: 1) I've only recently been made aware of this but 94% of Colonial's 696m"
X Link 2024-01-08T13:50Z [----] followers, [----] engagements
"The volume strength and increase in Colonial Coal $CAD.V continues. In the past year or so we havent had this type of consistent high volume. Averaging 300-400k daily at the minute with a lot of it happening on the alternative exchange ATS (which makes it non-visual on for instance Yahoo Finance). While I was very certain that the action last week was manipulators loading the boat (thus the unnatural development with [--] consistent closes at 1.90) this week it simply seem to be long-term holders interfering in the market. This also means that we have broken through the major psychological"
X Link 2024-01-09T17:17Z 10.1K followers, [----] engagements
"Slow past couple of days in Colonial $CAD.V after the past [--] weeks breathtaking price action. From 497k shares on Friday to 327k on Monday and 110k on Tuesday. Share price has found somewhat of a plateau at [----] after multiple testing of both [----] and [----] without being able to maintain the level(s) in a sustainable way. Should anyone be so graceful that they would push us down below $2 Im sitting ready with a hammer to smash my piggy bank for my final stash of cash (now coins only). On the fundamental note David is back from his vacation in Mexico (if you can call it that). Chinese New Year"
X Link 2024-01-24T14:45Z [----] followers, [----] engagements
"@JSpitTrades Or maybe squeeze the last bits out of the coal cycle Colonial Coal $CAD.V on the verge of a major exit - fair value and peer transactions indicate a 3-5x from current levels. 695Mt of high-quality #cokingcoal in the best jurisdiction and coal belt in the world"
X Link 2024-01-28T20:25Z [----] followers, [---] engagements
"@evan_dutil @IanCulley Definitely agree Evan One of the only coal stocks in Canada Colonial Coal $CAD.V is probably worth looking into right now. 695Mt of high-quality #cokingcoal in the best jurisdiction in the world. CEO David Austins third rodeo. [--] NDAs signed with global juggernauts 🫡"
X Link 2024-01-28T20:28Z [----] followers, [---] engagements
"Agree Colonial Coal $CAD.V is probably one of the most interesting bets on the Canadian exchanges right now. Seems like a 3-5x in the making. [--] NDAs 695Mt of high-quality coming coal and in documentation stage / deal structure development with a handful of those [--] NDA signers 🫡 David Austins 3rd rodeo. His sale of [----] in Western Coal sets the precedence for this sale too"
X Link 2024-01-28T20:33Z [----] followers, [---] engagements
"@RichardKlein75 100k after the January ramp up - was 50k in Q4 2023"
X Link 2024-02-10T07:21Z 10.1K followers, [---] engagements
"@madaznfootballr Happy Lunar New Year. Hows the Chinese culture around this time of the year Are they off work for a week or whats the common principles lived by the Chinese people"
X Link 2024-02-10T21:24Z 10.1K followers, [---] engagements
"@Preciousmetalsz Absolutely. At least displays the upside quite clearly in $CAD.V"
X Link 2024-02-11T17:03Z 10.1K followers, [----] engagements
"After a couple of weeks of lower than average volume (2024 avg) Colonial Coal $CAD.V is having another green day on abnormal volume today (250k in 3.5hrs). Consolidation and accumulation continues with a significant pattern of climbing on high volume and ascending on low volume. A very healthy price action. Fundamentally it seems that the busyness continues for David and the team based on the small chats I have every now and again. Now [--] months since the BHP/BMA divestment of Blackwater & Daunia and [--] months since the $TECK / $GLEN.L transaction of Elk Valley. Difficult to assess how close we"
X Link 2024-02-29T17:56Z 10.1K followers, [----] engagements
"@Alexand51943682 Flippers people rushing into precious metals or people on margin maybe"
X Link 2024-04-17T16:06Z 10.1K followers, [--] engagements
"News in Cabral Gold $CBR.V (follow position) Cabral Gold Extends Drilling Program at Cui Cui Gold District Brazil A press release that takes me back to 2020/2021 as an investor in Cabral. Allan is expanding the RC program now also focusing on new undrilled targets. If Allan and the new VP of exploration can hit some high grade cores or expand the blankets in a frenzy Gold bull market Cabral could be a fun one to own again. Continued full focus on Colonial for me for now though 💪🏻 https://ceo.ca/@newsfile/cabral-gold-extends-drilling-program-at-cui-cui-gold"
X Link 2024-05-09T10:39Z 10.1K followers, [----] engagements
"Ive watched Dumb Money a couple of times. Apart from being a very decent movie the true story behind it is also crazy. Even though @TheRoaringKitty believes in the underlying fundamental case of $GME what happened in [----] was solely driven by the @wallstreetbets community and their agenda to slaughter Melvin Capital (and thus Citadel too). Back then GME went from $3 (around Keith Gills entry if I recall) to +$350 when it topped. Thats $80 after the stock split. Gills position was worth $48M at the top but he didnt sell. Today $GME hit $76 in the pre market - solely driven by a string of"
X Link 2024-05-14T13:50Z 10.1K followers, [----] engagements
"News in Alta Copper $ATCU.TO Alta Copper Announces Robust Economics for Caariaco with US$2.3 billion After-Tax NPV and 24% IRR https://altacopper.com/news-releases/news-releases/2024/alta-copper-announces-robust-economics-for-canariaco-with-us-2.3-billion-after-tax-npv-and-24- https://altacopper.com/news-releases/news-releases/2024/alta-copper-announces-robust-economics-for-canariaco-with-us-2.3-billion-after-tax-npv-and-24-"
X Link 2024-05-15T13:37Z 10.1K followers, [----] engagements
"Accumulation and consolidation continues in Colonial Coal $CAD.V on low volume for the 2nd week now. After the massive jump Friday the 26th of April to [----] (intraday [----] Monday the 29th) Colonial is building a new floor around [----] these days. Whats interesting is that buyers show up as soon as weakness shows in the L2 - and its CIBC who has been a major upside blocker this spring. Looks to me as we are preparing ourselves for the next leg up which is targeting [----] and [----] - a close above [----] will take us towards ATH levels at $3.70. Still cant believe that its possible to load the boat"
X Link 2024-05-16T14:16Z 10.1K followers, [----] engagements
"Ive been pretty firm in this narrative the past [--] months but I believe its a combination of those being aware of Colonial is already positioned and has been for years together with the fact that the stock is too illiquid for big funds and institutions to add in the market while nobody is willing to do large crosses at these prices"
X Link 2024-05-16T20:47Z 10.1K followers, [---] engagements
"At danskere kber en canadisk junior er jeg ikke sikker p jeg har gavn af da mange formentlig vil miste tlmodigheden og interessen. Mit primre rationale for at vre s aktiv som jeg er er egentlig at der ikke er meget IR arbejde omkring CAD og jeg snakker ugentligt med CEO. S det er en service for aktionrerne. Jeg ville selv have mistet tlmodigheden hvis ikke jeg havde den dialog og adgang jeg har"
X Link 2024-05-20T11:51Z 10.1K followers, [--] engagements
"Another round of buying at $2.53 and $2.55 today in Colonial Coal $CAD.V. Enjoy seeing Cabral $CBR.V $REG.V and $ATCU.TO doing well too - my core gold and copper picks from the past few years 💪🏻🗻 Buying a few more Colonial Coal $CAD.V shares to the portfolio today at [----] 🫡 Buying a few more Colonial Coal $CAD.V shares to the portfolio today at [----] 🫡"
X Link 2024-05-28T19:38Z 10.1K followers, [----] engagements
"Which should have what implications Waltdisney has notoriously been the biggest troll on the CAD ceo forum since I joined [--] years ago so wouldnt put too much into his words. But Im sorry youve sold half your position - and on the path to sell the full position. But obviously your own decision. Dont jump off a cliff if a bid happens in first week of Q3"
X Link 2024-06-01T20:23Z 10.1K followers, [---] engagements
"In [----] when the $GME pump subsided the memecoin wave was born with $SHIB and $DOGE absolutely ripping. Now that @TheRoaringKitty is back and sending $GME to the stratosphere once again guess whos next in line $ZACK The value of $SHIB and $DOGE today is $14b & $23b respectively. $ZACK 60M"
X Link 2024-06-03T10:53Z 10.1K followers, [---] engagements
"A fellow large shareholder in Colonial Coal $CAD.V did the below write-up in the investor facebook group. I can definitely echo these words: Colonial Coal - Let the party begin Following the recent elections in India Prime Minister Narendra Modi will continue to govern. This has removed the last obstacle for Colonial Coal International (TSXV: CAD). Now state-owned companies from India have finally regained their freedom of action to secure coal supplies from abroad. Now Citi has all interested parties on the dance floor. When will DJ Citi start Who will start pogoing first Or will an"
X Link 2024-06-17T07:46Z 10.1K followers, [----] engagements
"@RasmusSkovgaard There will be plenty of volume in an exit scenario to sell or sit through approval and get your buyout in an extraordinary dividend"
X Link 2024-06-24T20:30Z 10.1K followers, [---] engagements
"and a very quick press release on it as well; Teck Receives Regulatory Approval for Sale of Steelmaking Coal Business $TECK $GLEN.L $CAD.V https://ceo.ca/@GlobeNewswire/teck-receives-regulatory-approval-for-sale-of-steelmaking LETS. FUCKING. GO. $CAD.V $TECK $GLEN.L https://t.co/7R7gimT4vq https://ceo.ca/@GlobeNewswire/teck-receives-regulatory-approval-for-sale-of-steelmaking LETS. FUCKING. GO. $CAD.V $TECK $GLEN.L https://t.co/7R7gimT4vq"
X Link 2024-07-05T04:50Z 10.1K followers, [----] engagements
"$FRG.CN up more than $CAD.V on the $TECK / $GLEN.L news 😂 Anonymous is trying their best to keep us down. Unsure whether its those shorter continuing to try and buy themselves a life vest or whether its a potential suitor wanting to continue accumulating. But it makes zero sense regardless 😂 LETS. FUCKING. GO. $CAD.V $TECK $GLEN.L https://t.co/7R7gimT4vq LETS. FUCKING. GO. $CAD.V $TECK $GLEN.L https://t.co/7R7gimT4vq"
X Link 2024-07-05T13:51Z 10.1K followers, [----] engagements
"Friday before close and you know it could be Buying a few more shares just in case 🫢 $CAD.V Ring the coal alarm 🚨"
X Link 2024-07-19T19:31Z 10.3K followers, [----] engagements
"In a (maybe not so) surprising turn of events Biden has announced he will not seek re-election in [----]. This development potentially paves the way for Donald Trump to return to the Oval Office 🌍 For investors in the global coking coal market this could have significant implications. As we witness major M&A activity in the past 12-18 months such as Whitehaven's acquisition of Daunia and Blackwater from BHP Glencore's acquisition of Teck Nippon's acquisition of US Steel and Cleveland Cliff's acquisition of StelCo the political landscape becomes increasingly important. Renewable Energy vs."
X Link 2024-07-21T18:50Z 10.2K followers, [----] engagements
"$CAD.V taking a breather after a massive run the past week. Hoping to see continuous accumulation around these levels so that we can build a new floor at 2.7-2.9. At least keep the share price here until Tuesday where I can load some more after payday 😂"
X Link 2024-07-24T14:02Z 10.3K followers, [----] engagements
"Already back in December when Colonial Coal $CAD.V was fighting around $1.9 it was pretty clear that something was different. The price action throughout more or less all of [----] was boring and illiquid and nobody really had Colonial on the radar. In December some volume started showing up on the bid as an international buyer was accumulating for a larger position (which more or less continued throughout Q1). The aggressive moves that the buying strategy of this international buyer was sold pretty heavily into and I think the narrative behind Warrens post (and theory the past few months)"
X Link 2024-07-31T19:09Z 10.3K followers, [----] engagements
"@jgrclarke Saw at ceo that someone had received at $3.7/t. But again not straightforward given the fact that its producing its in Australia etc. Regardless its fantastic news for us and the industry. The sentiment truly has changed and the ESG narrative has retracted. $CAD.V"
X Link 2024-08-22T06:49Z 10.3K followers, [----] engagements
"In the past [--] trading sessions Colonial Coal $CAD.V has been trading in a range of less than 12% (2.92-3.26). That is trading 1.2m shares ($3.5m). For a fairly illiquid small cap mining stock that is a pretty tight range on a 100k shares / day trading volume. Im not really sure what I want to conclude. But having studied the price action fairly close in the past [--] years where volatility and large fluctuations have been keywords this trading pattern is highly unusual. Throughout [----] we have been smashing resistance point after resistance point and taking 20-30% setbacks almost on a monthly"
X Link 2024-08-23T15:53Z 10.3K followers, 18.4K engagements
"Colonial Coal $CAD.V closing at $3.00 is as predictable as the rising of the sun by now. [--] of the last [--] trading days with a close at $3.00 to the last decimal. In the last [--] trading sessions the stock has closed in the range of [----] and [----] - thats a 5% range. Never seen anything alike. That greater powers are clearly involved like this is a major positive to me. Something is brewing. 🤞🏻 In the past [--] trading sessions Colonial Coal $CAD.V has been trading in a range of less than 12% (2.92-3.26). That is trading 1.2m shares ($3.5m). For a fairly illiquid small cap mining stock that is a"
X Link 2024-08-30T20:05Z 10.3K followers, 12K engagements
"Great buying opportunity today in Colonial Coal $CAD.V @ 2.7X as market trades down short-term coking coal futures down together with producing peers general recession fear and turmoil around $X sale to Nippon. Im a buyer - saved some of the paycheck cash to these levels (or if more red shows). $AAL.L bid deadline on Monday (09/09) for their steel making coal division. Should provide some direction for shareholders (as well as Citi and $CAD.V BoD). If Glencore is a buyer/bidder of the Canadian portfolio (Belcourt and Saxon particularly) we should gap up as it gives $GLEN.L enough motivation"
X Link 2024-09-06T15:26Z 10.3K followers, [----] engagements
"All around the world and back to where it all began. One heck of a year for Colonial Coal $CAD.V but what a disappointing way to end it. We started the year at [----] went all the way to $3.46 in the summer ans now back to scratch. I think the current weakness is a combination of tax loss selling for those that arrived this year and poor impatience for the many dependencies that have shown over the course of the year - from the closing of the Teck deal to geopolitical uncertainty and Anglos met coal sale in AU and PRC. While Im as frustrated as most the daily share price doesnt bother me much."
X Link 2024-12-09T16:04Z 10.2K followers, 10.4K engagements
"I asked Elons new AI feature to make me a post about Colonial Coal $CAD.V - pretty funny but also fairly accurate. _______ Here's a post to hype Colonial Coal despite the recent share price downturn: --- 🌟 Colonial Coal: The Sleeping Giant Ready to Awake 🌟 Despite the recent downturn in share price now is the time to look at the bigger picture with Colonial Coal (TSXV:CAD). Here's why: Premium Assets in Prime Location: Colonial Coal owns two high-quality coking coal projects in northeastern British Columbia one of the best coking coal jurisdictions globally. The Huguenot and Flatbed"
X Link 2024-12-11T20:25Z 10.2K followers, [----] engagements
"Been trying to find the right time to add to my position in Colonial Coal $CAD.V in the past few weeks. While we havent found a bottom yet it is starting to get too ridiculous from both a technical perspective on the RSI and fundamentally. I understand why many retail investors are frustrated with the lacking communication from management but they are spending their time trying to maximize long-term shareholder value by selling the company rather than doing tons of promotion saying the same things having been said the past 2-3 years. Citi has been on the tape for soon to be [--] months."
X Link 2025-01-13T17:40Z 10.2K followers, [----] engagements
"@Aweisenfeld Glencore Conuma or whoever is financing Conuma"
X Link 2025-01-13T18:00Z 10.2K followers, [---] engagements
"While Peabody is struggling with their Anglo AU acquisition due to market value diminishing of their equity it seems to be closing. However alternative buyers are not looking intensely at us anyways (Yancoal JSW) so impact here is highly limited"
X Link 2025-05-04T12:49Z 10.1K followers, [---] engagements
"The political landscape in Canada towards Far East has had greater impact than most would admit it seems. However with Trudeau out the likes of India China and Japan are looking towards Canada as a destination of interest - also with Trumps tariff show in mind"
X Link 2025-05-04T12:49Z 10.1K followers, [---] engagements
"This has only intensified in recent weeks after Indias Steel Secretary has published the urge for Indian companies to acquire overseas Coking Coal assets - and most recently confirming that they are diversifying away from Russia and Mozambique"
X Link 2025-05-04T12:49Z 10.1K followers, [---] engagements
"While Mark Carney is a bit of a wildcard as Canadian PM the federal politics is less important compared to provincial in B.C. and Eby has been extremely supportive of fast-tracking projects in recent months and his office in close dialogue with Colonial management"
X Link 2025-05-04T12:49Z 10.1K followers, [---] engagements
"It seems to be THE moment for an Indian Chinese or Japanese/Korean suitor to go after $CAD.V - either to initiate permitting for a production start in 2027-2028 - or to leave in the ground as an investment for future development (given long-term pricing used is around $300-500)"
X Link 2025-05-04T12:49Z 10.1K followers, [----] engagements
"What the likes of Glencore Conuma or maybe even a US or AU-based player would do should a first bid be put on the table by one of above mentioned suitors thats a good question. But as per usual all we need is that first bid to get the fun started"
X Link 2025-05-04T12:49Z 10.1K followers, [---] engagements
"Definitely some exciting weeks and months ahead for Colonial Coal $CAD.V. It seems that [----] will indeed be the year where we will get the exit. Whats gonna be interesting is 1) Value of first bid 2) Degree of bid tension 3) Exit value / China/Glencores willingness to pay"
X Link 2025-05-04T12:49Z 10.1K followers, [----] engagements
"@VinE1982 Quite crazy comparison. Their 70% stake in Southern Coal in South Africa has nothing to do with coal (delivering sinter reductants). CAF is a bet on the South African economy - not a coal investment"
X Link 2025-07-05T10:40Z 10.1K followers, [---] engagements
"@VinE1982 Its highly misleading to say that you get a coal exposure from Southern Coal. Calcined Anthracite is a niche product. 5-10Mt per annum primarily used in China extremely carbon intensive. The only potential positive story for Southern is in an EAF Steel scenario"
X Link 2025-07-05T11:35Z 10.1K followers, [---] engagements
"@VinE1982 Dont know the case at all apart from whats readable on CAFs webpage which makes it clear that they are investing solely into South Africa - not Coal as a theme. Comparing to $CAD.V is like comparing apples to gummy bears not even pears or bananas"
X Link 2025-07-05T11:44Z 10.1K followers, [---] engagements
"@KasperK55459652 Not really. Both of them are or have been exiting met coal. The merger makes sense strategically"
X Link 2025-09-09T08:32Z 10.1K followers, [----] engagements
"Its always intriguing for me to get in touch with shareholders in Colonial Coal $CAD.V that are questioning me how I am handling the situation if my belief in the case has changed if Im not fatigued or why I still trust David Honestly I still have the same view as in 20"
X Link 2025-09-26T18:53Z 10.1K followers, [----] engagements
"Of course its annoying to sit with a big position like myself and many others in a somewhat illiquid stock like this but I couldve easily exited over time if I didnt believe in the case anymore or if I found something else more appealing"
X Link 2025-09-26T18:54Z 10.1K followers, [---] engagements
"Even though many Gold and Silver bugs get a lot of love these days with Gold hitting $4000/oz and Silver $50 its rare that you have a fairly low-risk (patience) play like $CAD.V with no dilution and a potential 3-6x exit around the corner. Im still waiting for payday 💪🏻"
X Link 2025-09-26T18:54Z 10.1K followers, [----] engagements
"I think many of the listeners of Millionrklubben have been critical about Lau Svenssen's strategy so far in [----]. However his buy and hold strategy seems to pay-off now with great developments in $MATAS $FING $BAVA $ZEAL and $SAS. However should have waited buying of course"
X Link 2018-09-07T10:16Z 10.2K followers, [--] engagements
"An old ghost of mine $ABIG could be interesting around these levels. New CEO with great visions and focus on delivering a consistent news flow will benefit the shareholders. Fairly low market value in my opinion. High risk though - don't own it myself"
X Link 2018-09-10T09:11Z 10.1K followers, [--] engagements
"⛏ My Mining Portfolio by size ⛏ Cabral Gold $CBR.V Wolfden Resources $WLF.V Adventus Mining $ADZNV Altamira Gold $ALTA.V [----] Gold $AUMB.V Candente Copper $DNT.V Nexus Gold $NXS.V Colonial Coal $CAD.V Blackrock Gold $BRC.V Regulus Resources $REG.V"
X Link 2021-02-10T20:46Z 10.2K followers, [--] engagements
"Bloody last couple of days in growth stocks leading to significant revaluations relative to value stocks - no surprise really 📉 Many are actually down more than 50% from their respective top so it could make sense to start scanning for those well performing growth stocks now 🤔"
X Link 2021-03-04T17:52Z 10.2K followers, [--] engagements
"@TheLastDegree Seems like a decent cup with a handle to me"
X Link 2021-04-01T09:03Z 10.1K followers, [--] engagements
"Made my last add today at [----] in $AUMB. Now my second largest position after $CBR.V and I agree with Lasse the valuation seem to be ridiculous with the upside and the tailings in mind. I sold my swing from [----] at [----] and have been adding at [----] [----] and [----] since then"
X Link 2021-05-20T16:35Z 10.1K followers, [--] engagements
"Adding zone in Wolfden Resources - $WLF.V [----] Sold half my position at [----] in end of May and now bought it all back here at [----]. Altius & Kinross invested at [----] so great price here"
X Link 2021-06-17T18:46Z 10.1K followers, [--] engagements
"@NeilRingdahl What companies do you like Neil Coking Coal legend David Austins Colonial Coal $CAD.V on the same path as his previous enterprise Western Coal [-------] tonnes of coking coal in British Columbia 🤯"
X Link 2021-11-18T22:15Z 10.1K followers, [--] engagements
"Been a while since weve seen this type of market 👀 Primarily driven by the uncertainty from #banks led by $SIVB ⚠ But almost everything have been smashed the past week 📉 Two largest positions $CAD.V & $DNT.TO strongest performers on the week $SYH.V slaughtered 💀"
X Link 2023-03-10T20:33Z 10.2K followers, [----] engagements
"Portfolio update - June 📊 YTD: +22% 📈 Benchmark: +32% 📈 Holdings by size: 🔖 - Colonial $CAD.V - Alta $ATCU.TO - SolGold $SOLG.TO - ROK $ROK.V - Regulus $REG.V - Cabral $CBR.V - Skyharbour $SYH.V - Xtra $XTRA.TO Follow positions: - $FUU.V - $SUU.V - $BRW.V - $TMIN.CN"
X Link 2023-07-01T10:35Z 10.1K followers, 12.5K engagements
"While $TECK delayed their process (still unclear whether $GLEN.L win or they bail the divestment) $BHP had their deadline for bids yesterday. Today 51% of $CRN.AX went to Sev.en. $CAD.V is next in line - and I suddenly see a sea full of potential suitors after recent activity"
X Link 2023-09-26T19:45Z 10.2K followers, [----] engagements
"Adjacent news to Colonial $CAD - news in $TECK Teck Announces Full Sale of Steelmaking Coal Business $9+1bn🤯 Majority stake to $GLEN.L and minority to $NPSCY Teck to retain all steelmaking coal cash flows until expected closing in Q3 [----] LETZ. GO https://ceo.ca/@GlobeNewswire/teck-announces-full-sale-of-steelmaking-coal-business https://ceo.ca/@GlobeNewswire/teck-announces-full-sale-of-steelmaking-coal-business"
X Link 2023-11-14T07:29Z 10.1K followers, 16.3K engagements
"Case update - Colonial Coal $CAD.V Okay so the past months events call for an update on the case of $CAD.V Things have changed gears here in Q3 and share price has corrected a little from $0.25/t to now $0.38/t (😂) Stock is up 47% YTD but still 20% off 52-week highs (2.26)"
X Link 2023-11-20T14:31Z 10.2K followers, 19.2K engagements
"On 17/10 Event #1 occurred as $BMA sold their two assets Daunia and Blackwater in Queensland Australia to $WHC.AX for $4.1bn. equal to $4.55/t including royalties and environmental liabilities. The assets are not perceived as high-quality #cokingcoal. Auction has run for +1Y"
X Link 2023-11-20T14:31Z 10.2K followers, [---] engagements
"Colonial currently has +16 NDAs signed and with the recent dev. it seems that majority of them are actually actively looking at $CAD.V to secure long-term supply. When revisiting previous interviews with David and looking at global footprint of asset owners likely buyers are:"
X Link 2023-11-20T14:31Z 10.2K followers, [---] engagements
": Hancock Fortescue Whitehaven : Peabody Cleveland Cliffs : JSW Jindal ArcelorMittal Adani CIL SAIL Tata Steel : Baowu Shenhua Dehua Yancoal Other: Glencore () Vale () Rio Tinto () Anglo () POSCO () Nippon () Mitsubishi ()"
X Link 2023-11-20T14:31Z 10.2K followers, [---] engagements
"Adjacent news to Colonial Coal $CAD.V $NPSCY acquires $X in huge deal. $X up 27% in PM. The plot thickens. All pieces of the puzzle are almost on the table. https://asia.nikkei.com/Business/Business-deals/Japan-s-Nippon-Steel-to-buy-U.S.-Steel-for-over-14bn https://asia.nikkei.com/Business/Business-deals/Japan-s-Nippon-Steel-to-buy-U.S.-Steel-for-over-14bn"
X Link 2023-12-18T13:26Z 10.1K followers, [----] engagements
"LETS. FUCKING. GO. $CAD.V $TECK $GLEN.L https://ca.finance.yahoo.com/news/canada-set-approve-glencore-takeover-231452849.html https://ca.finance.yahoo.com/news/canada-set-approve-glencore-takeover-231452849.html"
X Link 2024-07-05T00:52Z 10.2K followers, 13.9K engagements
"@BabaPudzanowski M&A cycle just continues the current craze. We are in the perfect storm here $CAD.V"
X Link 2024-08-19T14:48Z 10.2K followers, [----] engagements
"Now thats what you call a M&A super cycle 05/22: BHP (Mitsui) Stanmore $SMR.AX 07/22: Drummond (La Loma) Javelin 12/22: Teck Resources $TECK (Quintette) Conuma Coal 12/22: Peabody $BTU (North Goonyella) Bowen $BCB.AX 10/23: $BHP / BMA (Daunia & Blackwater) Whitehaven $WHC.AX 11/23: Teck Resouyecwa $TECK (Elk Valley) Glencore $GLEN.L 08/24: South32 (stake in Illawarra) JSW Steel 08/24: Arch $ARCH x Consol Energy $CEIX (pending confirmation) 09/24: Anglo $AAL.L (PRC + AU PF) (pending final bid) xx/24: Colonial Coal $CAD.V (Huguenot & Flatbed) (pending first bid) Have I forgot any Breaking:"
X Link 2024-08-21T02:48Z 10.2K followers, [----] engagements
"Adjacent news to Colonial Coal $CAD.V British Columbia finally approved Conumas acquisition of Anglos PRC portfolio. Final domino piece has fallen (hopefully) https://tumblerridgelines.com/2025/02/11/its-official-conuma-buys-peace-river-coal/ https://tumblerridgelines.com/2025/02/11/its-official-conuma-buys-peace-river-coal/"
X Link 2025-02-12T11:03Z 10.2K followers, [----] engagements
"Already talking about how to tackle Trend & Roman in the article but no mention of Belcourt. As my hypothesis has been the entire time I think they are looking for a back-to-back deal with a larger player. Multiple options - Glencore Nippon ArcelorMittal CIL Jindal etc"
X Link 2025-02-12T11:03Z 10.2K followers, [---] engagements
"@KasperK55459652 A bit early to conclude as we dont have the final conclusions on the inspections of the respective regions in China. But if its a tendency that they domestically produce above permitted volumes there will be a supply shortage in favor of non-producing assets $CAD.V"
X Link 2025-07-22T15:12Z 10.1K followers, [----] engagements
"News in Colonial Coal $CAD.V $CCARF COLONIAL COAL PROVIDES CORPORATE AND ANNUAL GENERAL MEETING UPDATES (1/4) https://ceo.ca/content/sedar/CAD-2025-11-10-news-release-english-1d2f.pdffbclid=IwZnRzaAN_vgVleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEepQE1J6DVXUIrj-OUhB8bvzhdIyFg9lqsT5IaKM4Bo4Pim0jhlFh-YJg1QD8_aem_IRgtEatHm41qxysn7Oscaw https://ceo.ca/content/sedar/CAD-2025-11-10-news-release-english-1d2f.pdffbclid=IwZnRzaAN_vgVleHRuA2FlbQIxMQBzcnRjBmFwcF9pZAo2NjI4NTY4Mzc5AAEepQE1J6DVXUIrj-OUhB8bvzhdIyFg9lqsT5IaKM4Bo4Pim0jhlFh-YJg1QD8_aem_IRgtEatHm41qxysn7Oscaw"
X Link 2025-11-11T07:01Z 10.1K followers, [----] engagements
"Colonial Coal reports that discussions with several interested parties have recently accelerated such that the same are expected to be meeting with the Company over the coming weeks. (2/4) $CAD.V $CCARF"
X Link 2025-11-11T07:01Z 10.2K followers, [----] engagements
"Such discussions involve various proposed strategic relationships respecting the Company and its core assets; the particulars of certain of which the Company is hopeful will result in enhanced shareholder value for Colonial Coal. (3/4) $CAD.V $CCARF"
X Link 2025-11-11T07:01Z 10.2K followers, [----] engagements
"The Company will continue to keep its shareholders and the market apprised of any material information that becomes available in connection with any of the same. (4/4) $CAD.V $CCARF"
X Link 2025-11-11T07:01Z 10.1K followers, [----] engagements
"Canada eyes fresh start in trade talks with India says minister Sidhu. Canada to revive trade talks under 'new process' Focus on critical minerals Canada looking for investments from Indian companies Says Indian trade minister likely to visit Canada soon $CAD.V $CCARF 👀👀 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. https://t.co/9eDBPZ084G Exciting times for the company Following this week's Material Change Report in"
X Link 2025-11-17T16:07Z 10.1K followers, [----] engagements
"November [--] [----] https://www.reuters.com/world/india/canada-eyes-fresh-start-trade-talks-with-india-says-minister-sidhu-2025-11-13/ https://www.reuters.com/world/india/canada-eyes-fresh-start-trade-talks-with-india-says-minister-sidhu-2025-11-13/"
X Link 2025-11-17T16:07Z 10.1K followers, [---] engagements
"Big day for $CAD.V $CCARF yesterday. 📈 +14% to [----] (1.72 1.97) 🔝 Close at high of day (1.90 [----] in final 30min pre-close) 📈 Volume 45x 65d avg (449k vs. 100k on TSX - 712k across exchanges) proper expansion not noise Short term this screams someone is accumulating Next resistance zone is [----] and 2.1-2.25 (2025 highs) before potentially revisiting 2.4-2.5 if we smash through. First support around [----] and then [----] if it doesn't hold. Major support at [----]. Were pushing back into the [----] high zone after the MCR + volume spike. Next few days tell us if this is a real breakout or just a"
X Link 2025-11-18T09:03Z 10.2K followers, [----] engagements
"One more puzzle piece for the strengthening of the geopolitical ties between & Official Global Affairs Canada readout on Maninder Sidhus (Canadian Minister of International Trade) India trip: - Critical minerals & energy front and centre - Renewed the Ministerial Dialogue on Trade & Investment - Canada pitching itself as reliable supplier to India - Framed India as a key partner for Canadas Indo-Pacific strategy - Sidhu + Goyal renew Ministerial Dialogue and agree to deepen supply-chain cooperation - Sidhu expects to host Goyal in Canada soon This is the kind of plumbing we like to see before"
X Link 2025-11-18T15:00Z 10.2K followers, [----] engagements
"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$1.52 per tonne why is the share price still around C$2 I have tried to reflect a bit on how to illustrate the discount to potential exit value and how it impacts the present value of the stock. Basically it comes down to the markets implied probability of a deal. Over the time the fatigue amongst shareholders have increased significantly and after five years - despite management's extensive experience and track record the fact that we have"
X Link 2025-11-20T11:01Z 10.1K followers, [----] engagements
"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 high quality coking coal in Canada. I think a key question that I believe most of these companies are asking themselves right now is. "Where should I own coal assets in the future" If you need big long-life met-coal tonnes for the next [----] years if not NE British Columbia then where Met coal isnt going away. You dont"
X Link 2025-11-21T10:25Z 10.1K followers, [----] engagements
"Big macro day for Canadas 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 aimed at doubling non-U.S. exports. That money is earmarked for ports rail and roads plus a dedicated Arctic fund. In other words Canada is explicitly saying we want more stuff moving to Asia and Europe not just south to the U.S. and were going to build the corridors to make that happen. (2) Canada just locked in a US$50bn"
X Link 2025-11-22T15:01Z 10.1K followers, [----] engagements
"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 its going well. People think in straight lines: NDA ➡ DD ➡ interest ➡ LOI ➡ bid ➡ 🍾 In reality the closer you get to a serious non-binding term sheet the more it turns into calendar gymnastics politics and lawyers fees. I have been an M&A consultant for the past [--] years - heres a few realities from deal land 👇 First once a process moves beyond casual interest you dont just flip from talks to offer. You typically go through a phase where: - Multiple"
X Link 2025-11-26T16:18Z 10.1K followers, [----] engagements
"The IndiaCanada CEPA restart is not just trade diplomacy. If youre thinking about an Indian bid for Colonial Coal $CAD.V $CCARF its a structural risk re-pricing event. Colonial owns two big met coal projects in BC - Huguenot and Flatbed - exactly the kind of long-life export-oriented tonnes steelmakers obsess over. The choke point for getting a first bid imo hasnt been industrial logic or the lack of need/demand for high quality coking coal; its political regulatory and financing risk for a foreign SOE or strategic buyer walking into Canada. Thats where CEPA matters. If a high-ambition CEPA"
X Link 2025-11-29T12:58Z 10.1K followers, [----] engagements
"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 @HCI_Ottawa tweet confirming BC Premier David Eby's meeting with the Indian High Commission is a game-changer for the $CAD.V acquisition thesis. This isn't just diplomacy - it's a direct de-risking of the bid process and a powerful signal in the ongoing bidding war for Canada's last major undeveloped Hard Coking Coal assets (Huguenot & Flatbed). Why this is CRITICAL: Provincial Green Light: Mining projects in BC require"
X Link 2025-12-02T18:27Z 10.1K followers, [----] engagements
"It almost feels like perpetuity having talked about the met coal supply deficit situation in India but its getting pretty serious and I think theres a reason why we also see the Indian government stressing about the outlook of not being able to supply the future demand by requesting SOEs to source foreign assets. I think this is part of the geo-economic rationale for why Colonial $CAD.V $CCARF end up being taken out with a premium to previous exit valuations. Colonial might end up becoming THE national security solution for India's steel industry. The @EconomicTimes article from yesterday"
X Link 2025-12-04T05:43Z 10.1K followers, [----] engagements
"I had the pleasure of "welcoming" @ItsWarrenIrwin 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 Asset Management ever since I joined Colonial Coal $CAD.V $CCARF as a shareholder +5 years ago. Therefore it was also a pleasure to finally meet him in person and have a chat about the current situation in Colonial. With the Material Change report released by David Austin and the rest of CAD's Executive Management and BoD"
X Link 2025-12-05T12:44Z 10.1K followers, [----] engagements
"CanadaIndia channel keeps tightening. Yesterday Canadas Trade Minister Maninder Sidhu and Indias Commerce Minister Piyush Goyal spoke to advance commercial ties and build on Novembers Ministerial Dialogue. The focus was explicitly on preparing the approach and modalities for launching CEPA negotiations. Sidhu also signaled hes looking forward to welcoming Goyal and a trade & investment delegation to Canada next year. Another incremental derisking brick in the geopolitical ties and what we want to see. $CAD.V $CCARF Today I met with Minister Goyal to further strengthen the commercial ties"
X Link 2025-12-05T14:21Z 10.1K followers, [----] engagements
"Exciting Friday close in Colonial Coal $CAD.V $CCARF - [----] HOD decent volume and 52-week high close. Wonder if we are just seeing chart warriors position as we break resistance on resistance towards ATH at $3.4 or someone are actively positioning themselves in the market ahead of a potential takeout. We can only speculate. I will be in #Millionrklubben - leading Danish investing podcast and radio show - on Monday to discuss Colonial Coal. Im sure @BodilGantzel also has other familiar names in the Christmas stocking for the listeners. Happy weekend from Vienna 🎄"
X Link 2025-12-19T23:01Z 10.1K followers, [----] engagements
"The price action on Colonial Coal $CAD.V $CCARF over the last [--] hours is no longer about retail sentiment - it is the signature of a state-level chess match entering the endgame. While CIBC is putting a lid on the continued momentum with 20-50k blocks from [----] and all the way to [----] attempting to suppress the breakout the fundamental and geopolitical convergence is now undeniable. Todays New Delhi briefing confirmed that India and Canada have officially launched the Terms of Reference (ToR) for a Comprehensive Trade Pact. Minister Piyush Goyal just closed a landmark FTA with New Zealand"
X Link 2025-12-24T15:21Z 10.2K followers, [----] engagements
"Colonial Coal $CAD.V $CCARF just delivered one of those pay attention tape days. 1.6M shares traded across all exchanges including ATS - the highest volume day in years - and up 18% to $2.84. Thats not a normal retail-only print for an illiquid TSXV name in Canada - even with some incremental social buzz. This is in line with previous analyses that someone is buying shares in big batches since the MCR was released on November [--]. This wasnt just a green day - it was a regime shift: - Break + hold above recent highs confirms the prior breakout was real not a head fake - Volume expansion"
X Link 2025-12-29T21:09Z 10.2K followers, [----] engagements
"India isnt managing coal decline - its institutionalising coal growth by designing their governance system around it. On December [--] it was announced that India plans to launch coal exchanges to formalise pricing improve liquidity standardise grades and reduce bilateral opacity as production ramps toward 1.5bn tonnes by [----]. This is a governance upgrade of the coal market - not a sunset policy. You dont build exchanges benchmarks and market infrastructure for a commodity you expect to fade. Crucially this coincides with Indias steel expansion: blast-furnace capacity is still being built"
X Link 2025-12-31T11:41Z 10.2K followers, [----] engagements
"@juniorminingpro @juniorminingpro $CAD.V is met coal not thermal though"
X Link 2025-12-31T15:35Z 10.2K followers, [---] engagements
"EY / Indian Steel Association recently published a very telling report on Indias coking coal strategy (Sep 2025). If youre trying to understand why will keep hunting overseas met coal assets then this is the blueprint. 1) Met coal isnt a nice-to-have in India - its the backbone of steel this decade. Indias steel production is still dominated by the BFBOF route which structurally relies on coking coal. EY explicitly calls out that as decarb technologies scale most countries see coking coal demand fall - however India (and China) are the big exceptions because BFBOF remains central. 2) Import"
X Link 2026-01-06T08:07Z 10.2K followers, [----] engagements
"There was one of our key signals. David Eby leads trade mission to India to boost B.C. economy. Lets fucking go $CAD.V $CCARF https://www.cfnrfm.ca/2026/01/06/premier-david-eby-leads-trade-mission-to-india-to-boost-b-c-economy/ https://www.cfnrfm.ca/2026/01/06/premier-david-eby-leads-trade-mission-to-india-to-boost-b-c-economy/"
X Link 2026-01-06T21:58Z 10.2K followers, [----] engagements
"The timing is convenient 😉 Carney to visit China to talk trade with Xi as U.S. tariffs hit growth It will be the first trip to China by a Canadian prime minister in nearly a decade after a diplomatic row was sparked by [----] arrest of Huawei Technologies Co. executive Meng Wanzhou $CAD.V $CCARF https://nationalpost.com/news/canada/mark-carney-china-trade-talks https://nationalpost.com/news/canada/mark-carney-china-trade-talks"
X Link 2026-01-07T15:39Z 10.2K followers, [----] engagements
"One of the clearest confirmations yet of Indias met coal strategy just came from Coal Indias $COALINDIA.NS own mouth. In BCCLs IPO interview management states plainly: - Coking coal demand will never come down - Steel demand is structural - Domestic supply remains insufficient - even with aggressive expansion Crucially BCCLs IPO proceeds are not needed for its own CapEx. They flow directly to Coal Indias diversification program. Wonder what they are looking at to diversify Thats capital being freed at the parent level - for overseas assets. Add this to: - Foreign access to coal e-auctions -"
X Link 2026-01-08T07:44Z 10.2K followers, [----] engagements
"Why the Market is 😴 on a Generational Macro Pivot Im well aware that we have had a good run the past 2-3 weeks in Colonial Coal $CAD.V $CCARF but Im actually quite surprised that the share price have not exploded by 20-30% on the news the past two days. What we are witnessing with these two Canadian political leader trips is the most bullish macroeconomic signal for a deal with India or China in a decade as it fundamentally de-risks the exit thesis. First the "India Alpha 📈 Premier David Ebys trade mission to India (Jan 12-17) is no mere formality. India is projected to hit 300Mt of steel"
X Link 2026-01-09T10:20Z 10.2K followers, [----] engagements
"Do you need a bigger signal "Premier David Eby is facing pressure to come back with deals as he prepares to lead a B.C. trade mission to India" David Eby needs results. He have a joker in his deck of cards. Colonial Coal is the name $CAD.V $CCARF Full stop. https://vancouver.citynews.ca/2026/01/07/pressures-on-for-bc-premier-eby-to-make-indian-trade-deals/ https://vancouver.citynews.ca/2026/01/07/pressures-on-for-bc-premier-eby-to-make-indian-trade-deals/"
X Link 2026-01-09T15:38Z 10.2K followers, [----] engagements
"The narrative expands: Trade diversification push will bring Carney to India in a few weeks 🫡 Canada & India are actively resetting bilateral ties after years of friction - with PM Mark Carney preparing a visit to India to deepen economic cooperation & trade following a formal agreement to restart high-level engagement and CEPA talks aimed at boosting bilateral trade to $50B by [----]. Whats the underlying narrative 📈 India needs secure metallurgical coal - critical for steel production - and is strategically looking beyond traditional suppliers amid supply chain and tariff pressures. 🤝"
X Link 2026-01-13T12:58Z 10.2K followers, [----] engagements
"Spin doctor: David I know you want to announce a Colonial Coal $CAD.V deal but you cant yet @Dave_Eby: Please Spin doctor: No not yet Dave. @Dave_Eby: Call David Austin I need some election tailwind"
X Link 2026-01-13T18:50Z 10.2K followers, [----] engagements
"Insane 🤯 Coal Indias #COALINDIA spin out and IPO of BCCL was oversubscribed 147x. They are not as woke in India as in Europe. Good thing they are the key growth driver of #MetCoal #CokingCoal in the next decade(s) together with China. $CAD.V $CCARF Thank you investors for reposing confidence in Coal Indias arm BCCL. Its IPO was subscribed 146.8X. #CoalIndia #GoldenJubileeYear #CoalIndiaAt50 @PMOIndia @kishanreddybjp @satishdubeyy @CoalMinistry @KishanreddyOfc @PIB_Coal @SecyDIPAM @DFS_India @mygovindia https://t.co/k4UIYckKW2 Thank you investors for reposing confidence in Coal Indias arm"
X Link 2026-01-14T11:29Z 10.2K followers, [----] engagements
"@BlakchinnieBlue Quite high. M&A is always about cycles market cycles commodity price but also geopolitics and macroeconomics. The latter two are for the first time aligned with everything else on the check list at the same time for $CAD.V it seems"
X Link 2026-01-14T13:03Z 10.2K followers, [---] engagements
"Picking up a bunch of shares in $CAD.V today on the 4th red day in a row following the strong Friday action where we broke through $3 on 1.2m shares traded. We are testing previous low so would like to see it churn here. Pattern of the past few months since the release of the MCR has been that we go up on big volume and consolidate / fall back on lower volume. Also seems to be the case this time. With David Eby in India and Mark Carney in China the geopolitical and macroeconomic landscape has never been better for a deal for Colonial Coal $CAD.V"
X Link 2026-01-15T16:01Z 10.2K followers, [----] engagements
"The past week has been quite eventful in the geopolitical and macroeconomic landscape around Colonial Coal $CAD.V $CCARF. And while many shareholders dont feel the tension due to lack of updates from management (of obvious reasons) I wanted to summarize what weve seen the past week. 1) David Ebys India trade mission mining front and center BC Premier David Eby was leading a trade mission to India with a clear focus on mining critical minerals and energy. Multiple Canadian and Indian outlets have confirmed that mining projects are among the primary commercial outcomes being discussed with"
X Link 2026-01-18T11:53Z 10.2K followers, [----] engagements
"Warren has been very up front with all of us. I am sure he is selling the bare minimum like he said [-----] per day so that he owns as much as he can at a buyout yet is not chastised for letting Colonial get to be too big in his portfolio. It is a gentle balance that retail investors do not have to worry about. So Rosseau is still a seller https://twitter.com/i/web/status/2013148107068801515 https://twitter.com/i/web/status/2013148107068801515"
X Link 2026-01-19T07:14Z 10.2K followers, [---] engagements
"I sat left with a feeling of whats next for Colonial Coal $CAD.V $CCARF following the past weeks trade missions in China and India. What can possibly be missing now before a first bid can land from either India or China I guess its fair to assume that we are anticipating a gear shift from diplomatic groundwork to (hopefully) documentation of a deal mode. I tried to synthesize a few steps and hypotheses about what could be happening behind the scenes (without any confirmation) (1) From trade missions to written commitments Trade missions font usually close public deals especially not if you"
X Link 2026-01-20T17:55Z 10.2K followers, [----] engagements
"When I see people selling their shares for [----] in $pat.v after the Raytheon announcement and with the TSX uplisting in mind"
X Link 2019-04-03T19:25Z 10.3K followers, [--] engagements
"Tak til @BodilGantzel for at ville have mig med i dagens udgave af #Millionrklubben. Recap af de aktier jeg anbefalede: $SPAQ $CBR.V $GAU Afvent: $JD $PAT Andet: $PTON $NKLA"
X Link 2020-09-18T08:13Z 10.3K followers, [--] engagements
"A sneak-peek into the DD engine of Philip Gunst 💡 It is no secret that Im quite diligent and thorough in my DD and while it sometimes are causing me to miss rockets it is also ensuring that Im only positioning myself in top quality cases (unless we are trading of course)👇🏻👇🏻"
X Link 2020-12-27T10:28Z 10.3K followers, [--] engagements
"Updated portfolio 1/1-2021 (1/2) - Cabral $CBR.V - Wolfden $WLF.V - Altamira $ALTA.V - New Placer $NGLD.V - Nexus $NXS.V - Adventus $ADZN.V - CloverHealth $IPOC - GoodFood $FOOD.TO - Luminex $LR.V - Gravity $GRVY - LightSpeed $LSPD.TO - #MahaEnergy - #Zaptec - #PatientSky"
X Link 2020-12-31T11:30Z 10.3K followers, [--] engagements
"@pernillenggaard @MadsC007 @TomHougaard Lau ser sgu ikke s ekstatisk ud. Har I sagt til ham at han ikke m investere i tank i r 😂"
X Link 2021-01-04T09:37Z 10.3K followers, [---] engagements
"World fucking class $CBR.V Cabral Gold Drills 34m @ [---] g/t gold Including 13m @ [----] g/t gold at the Machichie target Cuiu Cuiu District Brazil https://ceo.ca/@newsfile/cabral-gold-drills-34m-54-gt-gold-including-13m https://ceo.ca/@newsfile/cabral-gold-drills-34m-54-gt-gold-including-13m"
X Link 2021-01-07T13:34Z 10.3K followers, [---] engagements
"Currently screening the Norwegian market for some hidden gems (apart from the few I already own). Green Energy stocks yet to experience the same insane growth ("under the radar" plays) are in my scope. Have found a few I will do some DD on during the weekend. Stay tuned ♻"
X Link 2021-01-08T09:47Z 10.3K followers, [---] engagements
"Weekly Thread - Week [--] Overall performance: +5% 📈 / 📉 Performers (Only +/- 5%) 📈 $ADZN.V +14% 📈 $AMCI +13% 📈 $ALTA.V +11% 📉 $NGLD.V -24% 📉 $CLOV -16% 📉 $DNT.TO -15% 📉 $BRC.V -13% 📉 $GRVY -12% 📉 #Zaptec -7% 📉 $CAD.V -6% 📉 $NXS.V -6% Changes & Update 👇👇👇"
X Link 2021-01-15T21:00Z 10.3K followers, [---] engagements
"♻ Norwegian Green Energy/Tech shortlist ♻ - Zaptec - PatientSky - Kahoot - Quantafuel - Xplora Tech - ELOP - Airthings - Agilyx - Cloudberry Clean Energy - Kalera - Vow - HydrogenPro - Everfuel - Aker Carbon Nature - Hexagon Purus - Pexip - Tomra - Scatec Solar - NEL"
X Link 2021-01-19T09:26Z 10.3K followers, [---] engagements
"In [----] I suffered from gambling disorder 🎲 I emptied my savings account ($20k) within [--] months 📉 I said to myself that I wanted to earn all of it back working within [--] months 🎯 [--] months later it was all back - and since then up 500% from investing 💰 Motivation is 🗝"
X Link 2021-01-20T10:07Z 10.3K followers, [---] engagements
"Weekly Thread - Week [--] Overall performance: +2% 📈 / 📉 Performers (*Only +/- 5%) 📈 $SPCE +30% 📈 $XONE +23% 📈 $IPOE +15% 📈 $ALTA.V +10% 📈 $WLF.V +9% 📉 #PatientSky -7% 📉 $DNT.TO -8% 📉 $FOOD.TO -9% 📉 $XL -10% 📉 #Zaptec -12% 📉 $CBR.V -14% 📉 $ADZN.V -14% 📉 $FVRR -15%"
X Link 2021-01-30T11:42Z 10.3K followers, [--] engagements
"You cant win em all 😶 In [----] I bought Chemometec at [--] kr - today it costs [---] kr; +2267% 🤯 In [----] I bought Plejd at [--] kr - today is costs [---] kr; +1600% 😱 In [----] I bought $TRIL at $0.55 - today it costs $13.3; +2318% 😑 I own none of them today. Have patience"
X Link 2021-02-12T13:04Z 10.3K followers, [---] engagements
"News in Candente Copper $DNT.TO Candente Copper Announces Private Placement With Fortescue (CA$4M) 20% premium to the market - quite stunning Fortescue $FMG.AX now owns +25% of the shares in Candente. Cash used for working capital and loan repayment https://pro.ceo.ca/@GlobeNewswire/candente-copper-announces-private-placement-with-fortescue https://pro.ceo.ca/@GlobeNewswire/candente-copper-announces-private-placement-with-fortescue"
X Link 2022-12-14T21:15Z 10.2K followers, [--] engagements
"Recently started working on my next Portfolio Zoom on Candente $DNT.TO released later in Feb. I am curious to hear investors or Copper aficionados' perspective on what Candente has done "wrong" when looking at shareholder appreciation relative to value in the ground Your take"
X Link 2023-02-12T16:07Z 10.2K followers, 11.4K engagements
"IMO Candente $DNT.TO is well managed by one of the most experienced and respected Cu geos in Peru. Value in the ground Take a look. Obviously Peru is a theme - difficult jurisdiction recently. And then maybe IR marketing a bit low But equity structure - $FMG.AX owns 23%"
X Link 2023-02-12T16:07Z 10.3K followers, [----] engagements
"Speculations on regarding potential synergies and price tag if you are combining Colonials $CAD.V Huguenot asset and Anglos $AAL.L as indicated by David Austin this Tuesday in the webinar. Conservative estimates - yet $14 per share just for Huguenot 😅 http://ceo.ca http://ceo.ca"
X Link 2023-03-05T17:21Z 10.2K followers, [----] engagements
"News in Candente Copper $DNT.TO (released by $FMG.AX) NASCENT EXPLORATION PTY LTD. ANNOUNCES INCREASED INVESTMENT IN CANDENTE COPPER CORP. Recent financing closed (at 0.18) Now IR/Marketing can begin - news are surely coming 👀 https://ceo.ca/@newswire/nascent-exploration-pty-ltd-announces-increased-investment https://ceo.ca/@newswire/nascent-exploration-pty-ltd-announces-increased-investment"
X Link 2023-03-08T13:21Z 10.2K followers, [----] engagements
"Adjacent News to Colonial #Coal $CAD.V Anglo American $AAL.L is raising $15bn in Euro Medium-Term Note Program 💰 Anyone think they want to spend that money on acquiring some Met Coal assets and/or maybe put Belcourt and/or Trend & Roman into production 🤔👀"
X Link 2023-03-09T14:18Z 10.2K followers, [----] engagements
"Apart from the hibernation IR and activity-wise in Candente the past 3-5 years I also believe the political environment in plays a vital role in the huge discount relative to Copper peers globally (10x to peer avg. valuation). It culminated in the [----] election. $DNT.TO"
X Link 2023-05-02T18:00Z 10.3K followers, [---] engagements
"It is rarely that you see a mining junior with a valuation short of CA$ 50M that is owned 25% by a mining giant like Fortescue. But the reasoning behind $FMG.AX's 25% stake in $DNT.TO lies in the asset portfolio where the proven deposit at Canriaco Norte is the centerpiece 💎"
X Link 2023-05-02T18:00Z 10.3K followers, [----] engagements
"1/2 of the major #cokingcoal M&A processes reached closure today as $WHC.AX acquired Daunia & Blackwater from $BHP at a $4.1bn price tag valuing the assets at $4.55 pT 🤯 With $TECK planning to close their process by YE $CAD.V high quality assets are the only left on the radar"
X Link 2023-10-18T13:40Z 10.2K followers, [----] engagements
"$CAD.V Let's go David"
X Link 2024-01-17T11:40Z 10.3K followers, 17.7K engagements
"Its always a fascinating mental journey when you are investing long-term based on a robust investment thesis where you have identified a very compelling risk/reward and have been monitoring that for 4-5 years in close dialogue with management of that case. Colonial Coal $CAD.V closed up 20% on Friday to $2.39 - the highest daily weekly monthly and 52-week close for the #cokingcoal player. The close on Friday was driven by the highest daily volume since the announcement of the Elk Valley divestment by $TECK on November [--] - a major milestone in the storyline the past year so no wonder. Despite"
X Link 2024-02-11T15:52Z 10.3K followers, 11.1K engagements
"The past few weeks have been a little rough on the share price in Colonial Coal $CAD.V as weve left 52-week high levels at [----] and is back in low 2.1Xs (15% setback) which I can only see is due to the recent strength in precious metals that have been revitalized the past week with Gold testing $2400 and Silver striving for $30. And its difficult to blame anyone for selling as weve reached Q2 territory which is further into [----] than I expected David needed to sell Huguenot & Flatbed. While I love David after [--] years in this stock we cant blame anyone but him for not having managed to follow"
X Link 2024-04-12T20:20Z 10.3K followers, 19.6K engagements
"Oh well. Its probably nothing 🥸 $CAD.V There we go Ive talked quite a bit with David Austin David Emri and Warren Irwin the past few weeks and the public speculation about a new banking group / negotiator was right Last night a major milestone was achieved by David & team which has been underway for the past There we go Ive talked quite a bit with David Austin David Emri and Warren Irwin the past few weeks and the public speculation about a new banking group / negotiator was right Last night a major milestone was achieved by David & team which has been underway for the past"
X Link 2024-04-26T21:10Z 10.3K followers, 11K engagements
"More eyes on Colonial Coal $CAD.V. After Fridays rather abnormal development (+24% on 3x avg volume) multiple sources have double clicked on the story this weekend which has led to a couple of coverages. @KaiserResearch: Colonial Coal is closing up on a buyout at $5-10 per share Kaiser also publishing on Colonial in [----] updated their members on the informal news of Citi Group taking on the role as M&A advisor for Colonial - rather atypical size of engagement and client for a global player like Citi involved in both the $TECK / $GLEN.L deal and the Nippon Steel / $X transaction. Tormont50:"
X Link 2024-04-28T21:48Z 10.3K followers, 10.4K engagements
"Adjacent news to Colonial Coal $CAD.V BHP says Anglo American rejected $42.7 billion revised proposal" _______ Japanese steelmaker JFE eyes overseas investments amid slower profit growth JFE Holdings (5411.T) plans to ramp up overseas investments as part of a long-term drive to double profits Japan's No. [--] steelmaker said on Tuesday as it posted a 21.4% rise in annual net profit but also flagged a smaller increase for this year. https://www.reuters.com/markets/asia/japanese-steelmaker-jfe-eyes-overseas-investments-amid-slower-profit-growth-2024-05-07/ Just in: Anglo American has rejected a"
X Link 2024-05-13T13:25Z 10.3K followers, [----] engagements
"After [--] years as an investor in Colonial Coal $CAD.V Im starting to recognize David as a close relation of mine (important side note that hes living on the other side of planet earth). After all Ive talked to him rather frequently in that period and especially in the past [--] years the cadence of our talks have picked up. Yesterday we talked for close to an hour discussing mostly fundamental elements related to the dependency between Anglo Americans B.C. portfolio and Colonials two assets Huguenot & Flatbed. Looking at the map Huguenot (400Mt) sits just in the middle of Belcourt and Saxon that"
X Link 2024-06-28T15:17Z 10.3K followers, [----] engagements
"investors are underestimating supply constraints in China Indias import demand expected to rise. $290/t price in Q4. Shougang Fushan. So many well known theses and names in this analysis from Morgan Stanley. $CAD.V Morgan Stanley $300/t HCC bulls #coaltwitter https://t.co/skolZn1dyX Morgan Stanley $300/t HCC bulls #coaltwitter https://t.co/skolZn1dyX"
X Link 2024-07-04T18:23Z 10.3K followers, [----] engagements
"I must admit that I wasnt expecting much from yesterdays news release about the closing of $GLEN.L acquisition of EVR ( $TECK ). It has been known for a while that it was only a formality. And while one could fear that the Canadian government would interfere I think it was the majority that knew it was a box that should simply be ticked. Regardless here we are. Almost [--] months since the announcement of the acquisition. November [--] [----]. Surely a quick approval in the greater picture. Yet it feels like a long wait. Did I expect $CAD.V not to have received a first bid by now No. Did I expect"
X Link 2024-07-05T21:58Z 10.2K followers, [----] engagements
"More gasoline on the already huge flames of the $CAD.V fire. $AAL.L pushing forward with their #metcoal divestment despite the Grosvenor fire account for 30% of the valuation according to sources close to the matter. Now they have engaged bankers as well. https://ca.finance.yahoo.com/news/anglo-american-hires-banks-coal-113953917.html https://twitter.com/i/web/status/1810696982215680332 https://ca.finance.yahoo.com/news/anglo-american-hires-banks-coal-113953917.html https://twitter.com/i/web/status/1810696982215680332"
X Link 2024-07-09T15:26Z 10.2K followers, [----] engagements
"For some reason Im a sucker for diving into the price action of the stocks Im investing in. Thats despite majority of the positions Ive had the past couple of years have been small cap illiquid names. Colonial Coal $CAD.V is no different story even though the volume has been improving here in [----]. In the past few weeks Ive noticed that theres a rather significant interest from the involved parties on the bid and ask to ensure that the share price development is somewhat controlled. Today is a good example of this. For the 5th trading day in a row we are experiencing abnormal high volume."
X Link 2024-07-22T18:31Z 10.3K followers, [----] engagements
"New report out from Tormont50 on Colonial Coal $CAD.V after JSWs acquisition of a stalker in Illawarra. Just Announced Coking Coal Transaction in Australia Has Positive Implications for Colonial Coal: On August [--] JSW Steel a giant Indian steel producer based in Mumbai announced the acquisition of a two-thirds stake in the Australian coking coal miner M Res NSW Pty Ltd for US$120 million plus the obligation to invest an additional US$50 million in M Res NSW by [----]. M Res NSW owns a 30% stake in Golden M NSW Pty Ltd which in late February [----] reached an agreement to buy the Illawarra met"
X Link 2024-08-14T19:47Z 10.3K followers, [----] engagements
"Another day another met coal deal. $WHC.AX sells 30% of Blackwater to Nippon & JFE Steel for $1.1bn - an implied value that surpasses that Whitehaven acquired Blackwater & Daunia for in November from BHP at $3.7bn. Nippon who is also a likely suitor for Colonial Coal $CAD.V due to their existing investments in Peace River commented: Nippon Steel has a strong sense of urgency to shore up its supplies of metallurgical coal amid the threat of shrinking investment in new mines the Japanese firm said in a statement. The company doesnt have specific plans to acquire more mine assets but if there"
X Link 2024-08-22T05:33Z 10.3K followers, [----] engagements
"Adjacent news to Colonial Coal $CAD.V Anglo American $AAL.L to sell Peace River Coal asset to Conuma Will be interesting to see if clean sale or Glencore or others have been involved. Im hearing rumors that financing has been provided by third party. Also rumors that the Australian portfolio is already sold too pending press release. Final domino has fallen - its time for a first bid. Lets go https://www.cjdctv.com/mobile/anglo-american-to-sell-peace-river-coal-to-conuma-resources-1.7061640referrer=https%3A%2F%2Fwww.google.com%2F https://twitter.com/i/web/status/1842199597457822155"
X Link 2024-10-04T13:46Z 10.3K followers, 10.1K engagements
"The weak trend continues on somewhat low volume in Colonial Coal $CAD.V as the impatience and questioning of the situation seems to be tightening amongst retail investors. The sentiment on ceo is at all time lows where most are now expecting another 6-12 months of waiting time. Tax loss selling has probably also started and will likely continue. Im actually on the opposite team. I think we are getting there. We are close. With Anglos divestment process coming to an end it seems that we are finally past all former dependencies. All producing assets seem to have been sold and the losers of the"
X Link 2024-11-17T13:56Z 10.3K followers, 12K engagements
"Adjacent news to Colonial Coal $CAD.V Anglo American to generate up to US$4.9 billion of total cash proceeds from sale of steelmaking coal business: agrees sale of remaining steelmaking coal portfolio to Peabody Energy for up to US$3.8 billion Let the show begin. $AAL.L https://www.angloamerican.com/media/press-releases/2024/25-11-2024 https://www.angloamerican.com/media/press-releases/2024/25-11-2024"
X Link 2024-11-25T08:27Z 10.2K followers, [----] engagements
"Big volume day yesterday in Colonial $CAD.V with 350k shares traded - 400% above 3month avg on TSX alone. Continuation today on lower vol. but strong trend. Citi focusing on CAD following Nippons acquisition of $X is my guess. India lowball bid most likely opener. Come on"
X Link 2025-07-15T18:02Z 10.3K followers, 10.6K engagements
"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. Exciting times for the company https://drive.google.com/file/d/1WbkgsckRtKasmicthPdC3sVzF_96GyIr/viewusp=sharing https://drive.google.com/file/d/1WbkgsckRtKasmicthPdC3sVzF_96GyIr/viewusp=sharing"
X Link 2025-11-16T11:47Z 10.3K followers, 18K engagements
"@ArrakisGlobal They will buy Colonial Coal $CAD.V within the next [--] months - the upside is probably higher on that side of the equation even though $GLEN.L is a must-have in any diversified copper portfolio"
X Link 2025-12-28T19:50Z 10.3K followers, [----] engagements
"Comes down to timing really. We don't know how far they are in conversations with Rio and we don't know how close a bid is for $CAD.V. If something were to happen in the coming weeks I don't see why $GLEN.L couldn't bid and since Rio is happy to keep the coal portfolio now (previously a lot of chatter about a spin-out) expanding and strengthening the coal portfolio would be in the interest of the merged entity as well. https://twitter.com/i/web/status/2009580403636506847 https://twitter.com/i/web/status/2009580403636506847"
X Link 2026-01-09T10:57Z 10.3K followers, [---] engagements
"Okay stay with me for a second. This might be some House of Cards type shit but I cant stop thinking about it. Theres no doubt that over the past decade or so - especially under Trudeaus leadership - many have found Canada to be a doubtful jurisdiction due to political uncertainty (which is pretty insane for a western country). China has historically played a strong role in Canada from a trade point of view but publicly a Canadian PM hasnt visited China in a decade. With Carney visiting China in January (and talks of him going to India in February) making promises of trade agreements linked"
X Link 2026-01-25T14:11Z 10.3K followers, [----] engagements
"India took the next step yesterday to close their massive coking coal supply deficit. The Indian government moved from words to execution. They are actually taking action. It is really fascinating to experience this unfold in real time. The Indian government has officially designated coking coal as a critical and strategic mineral under the MMDR Act to cut steel import dependence and strengthen raw material security. This is a structural shift and only amplifies the importance of the discussions between Modi's administration and Canadian's ditto the past few weeks on critical minerals. This"
X Link 2026-01-29T11:47Z 10.2K followers, 14.8K engagements
"@baltostar Its a canadian company owning assets / resources - I.e. China is buying Canadas resources"
X Link 2026-01-29T12:06Z 10.2K followers, [---] engagements
"WE HAVE A LEAK India's NMDC exploring coal reserves in Canada to boost steel capacity minister says (Jan [--] 2026). Colonial Coal $CAD.V $CCARF https://www.reuters.com/world/india/indias-nmdc-exploring-coal-reserves-canada-boost-steel-capacity-minister-says-2026-01-29/ India took the next step yesterday to close their massive coking coal supply deficit. The Indian government moved from words to execution. They are actually taking action. It is really fascinating to experience this unfold in real time. The Indian government has officially https://t.co/EC5PKZjfWX"
X Link 2026-01-29T13:52Z 10.3K followers, 11.1K engagements
"Its not small media outlets that are picking things up now. Following Reuters article yesterday about NMDC exploring coal reserves in Canada - a comment from steel minister H.D. Kumaraswamy - several other outlets have brought the same story. Economic Times Globe & Mail. In total [--] outlets have covered the story. The Indian government has even put it in their own public brief of the meeting: He further noted that National Mineral Development Corporation (NMDC) is actively exploring coal reserves in Canada to enhance Indias steel manufacturing capacity and strengthen long-term energy"
X Link 2026-01-30T06:25Z 10.3K followers, 11K engagements
"@DeSondrup No its thermal and soft met coal. 13m mcap and no volume in the stock"
X Link 2026-01-30T10:40Z 10.2K followers, [---] engagements
"The Indian stock exchange yesterday requested a clarification from @nmdclimited on the commentary from the Steel Minister on NMDC's exploration of coking coal assets in Canada. Within hours of the Reuters' article release the Indian Stock Exchange (BSE) invoked SEBI Regulation 30(11) demanding an official clarification. NMDCs response: "No negotiation / binding agreement has been entered into by the company." To the untrained eye it looks like a denial. If you are bit more seasoned in M&A its a functional confirmation - and confirms my theory from yesterday that this was not coordinated"
X Link 2026-01-30T13:49Z 10.3K followers, [----] engagements
"@AfricanLonghorn Copper"
X Link 2026-01-30T19:26Z 10.2K followers, [----] engagements
"The Reuters article on NMDC exploring the acquisition of Canadian coking coal assets took the shine a bit this week from a news that by magnitude is almost as important - India classifying Coking Coal a strategic and critical mineral together with rare earths lithium etc. And its important to understand that this isnt just a policy label change. This puts coking coal on the top of the Indian governments agenda - where it should be. With their economic growth and industrial output needed to support it coking coal supply is critical for their steel production capacity. By designating coking"
X Link 2026-02-01T10:27Z 10.3K followers, [----] engagements
"Metallurgical Coal is so. THIS YEAR Billionaire Latimore prepares to hit the Nasdaq with new minerals play - Coal trader M Resources will list as the US moves to diversify supply chains beyond China. $CAD.V $CCARF https://www.afr.com/companies/mining/billionaire-latimore-prepares-to-hit-the-nasdaq-with-new-minerals-play-20260129-p5ny0z https://www.afr.com/companies/mining/billionaire-latimore-prepares-to-hit-the-nasdaq-with-new-minerals-play-20260129-p5ny0z"
X Link 2026-02-02T08:47Z 10.3K followers, [----] engagements
"Next leg in the Indian story. You simply cant make this shit up. I cant believe its happening like this. Its like a fucking consulting playbook that the intern is just slavishly executing step by step. The Indian Minister of Steel earmarked a significant CapEx increase in the Union Budget released on Sunday for NMDC and SAIL. 44% 😅 These investments are being funded through Internal and Extra Budgetary Resources (IEBR) meaning the cash is already on the balance sheet and ready to be deployed for "growth hopes." So now you have: 1) Jan 29: Govt declares Coking Coal a "Critical Mineral." 2)"
X Link 2026-02-04T19:29Z 10.3K followers, [----] engagements
"@REI_Norway I think first bid will be around 4.5-6.0. Think theres a realistic chance we get 2-3/t - 8.5-13.0"
X Link 2026-02-05T07:03Z 10.2K followers, [---] engagements
"To those that feared that a potential Glencore and Rio Tinto merger could distract Glencores M&A ambitions and appetite for potentially bidding on Colonial Coal $CAD.V $CCARF It was never really a concern of mine but of course nice to not have anything that can remove focus or ability to move on a bid from India or China. However also removes any short-term window to spin out the coal division into a NewCo (which would be ideal for a $CAD.V rationale). https://www.riotinto.com/en/news/releases/2026/no-intention-to-bid-statement"
X Link 2026-02-05T15:58Z 10.3K followers, [----] engagements
"Theres not a quiet day in India these days Following the announcement of the Wholly Owned Subsidiary (WOS) of @nmdclimited the other day the Minister of Steel has approved the establishment and is now on the table of the Ministry of Corporate Affairs (MCA) and DIPAM. Philip why are you boring me with more Indian bureaucracy Well Ive figured out that the Indians only create these subsidiaries when they have something to put into them. Yes a company or asset acquisition. Apparently in India you dont create a Wholly Owned Subsidiary (WOS) just to browse the aisles. In the Indian PSU system"
X Link 2026-02-05T19:28Z 10.3K followers, [----] engagements
"@BanioBoys Ibiza Is that third stop on the trip Vancouver x Copenhagen x Ibiza"
X Link 2026-02-07T14:57Z 10.3K followers, [----] engagements
"@AfricanLonghorn @baltostar Preference. Theyve been offered multiple times project financing to get it. Into production but thats not Davids goal"
X Link 2026-02-08T07:00Z 10.3K followers, [---] engagements
"Is Coal India (CIL) freeing up capital for closing Indias massive coking coal deficit While the retail crowd in Canada is distracted by the holidays Coal India $COALINDIA has just signaled a massive strategic pivot. On Dec 24th the board gave in-principle approval for the IPOs of its three biggest subsidiaries: BCCL MCL and SECL. The BCCL (Bharat Coking Coal) IPO is a 100% Offer for Sale (OFS). This is a critical distinction. In a normal IPO the company raises money for its own operations. In an OFS the parent company (Coal India) sells its stake and keeps EVERY SINGLE RUPEE. Likely a"
X Link 2025-12-27T11:17Z 10.3K followers, [----] engagements
"You are on to something @RealRickRule. Colonial Coal $CAD.V is very likely going to be acquired by a Chinese State Owned Enterprise. China already playing in British Columbia with Murray River in the Peace River Coal basin. Its coming. More coal production in Canada. And China as a taker"
X Link 2026-01-15T20:19Z 10.3K followers, [----] engagements
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