@StevenShadduck Avatar @StevenShadduck Steve

Steve posts on X about $whcax, $whc, debt, met 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 24.78% stocks 13.27% cryptocurrencies 7.08% technology brands 6.19% countries 3.54% currencies 3.54% exchanges 2.65% social networks 2.65%

Social topic influence $whcax 20.35%, $whc 9.73%, debt #1513, met 6.19%, paid #1185, $hcc 4.42%, $btu 4.42%, $nrp 4.42%, $bned 4.42%, cycle 3.54%

Top accounts mentioned or mentioned by @dantesilverr @tenhagera @triangulate @yellowlablife @beefhappy @michelleriveraa @vizsla @james56487175 @adamschefter @meistersports @rampcapitalllc @ffbirdgang @rolltribe1987 @patrickcantlay @rydercupusa @rydercup @rydercupeurope @calvinfroedge @ds4scanner7 @finchatio

Top assets mentioned Warrior Met Coal, Inc. (HCC) Peabody Energy Corporation (BTU) Barnes & Noble Education, Inc (BNED) Sigma Lithium Corporation Common Shares (SGML) Gasspas (GASS) Purr (PURR) VALE S.A. (VALE) Alphabet Inc Class A (GOOGL) Cleveland-Cliffs, Inc. (CLF)

Top Social Posts

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

"$pbi Rebuilt my long position in advance of Q4 results. Still expecting YoY declining revenues but executing to the cash flow guidance plus the pending debt pay down in March will bring some wind to the sails. A stabilized biz in '26 gives 40-50% upside by year end imo"
X Link 2026-01-26T15:33Z [---] followers, [----] engagements

"Gold (again) showing why you have to have some reasonable allocation to the space. Been overweight the developers and have cut that back over the last two months to 10% from a peak of 30%. Feels like the right exposure given the cycle"
X Link 2026-02-09T00:45Z [---] followers, [---] engagements

"I will buy ADBE when I see an insider buy. That means I'll miss the bottom but I'll avoid the bleed out. First $325 was the generational level to buy. Then $300. Then $275. Now $265"
X Link 2026-02-09T23:34Z [---] followers, [---] engagements

"They are telling you what they want the dollar to do. And it's their only option for monetizing the debt. Then look at what I posted a few days ago around gold/copper movements and DXY. It's not rocket science folks. LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY LUTNICK: DOLLAR WAS MANIPULATED HIGHER OVER MANY YEARS LUTNICK: FOREIGNERS USED TRADE SURPLUSES TO BUY OUR COUNTRY"
X Link 2026-02-10T15:53Z [---] followers, [---] engagements

"Wild stuff coming out on $vzla Government line is "misunderstanding" - sounds like anything but @beef_happy @michelleriveraa @vizsla Here's an English translation summary of the key interview points (video is [---] min anonymous miner speaking): - We changed vests from orange to yellow so one criminal group could identify us and not harm us. - Pablo was likely taken by mistake; he wasn't a miner grabbed from @beef_happy @michelleriveraa @vizsla Here's an English translation summary of the key interview points (video is [---] min anonymous miner speaking): - We changed vests from orange to yellow"
X Link 2026-02-10T19:53Z [---] followers, [---] engagements

"Look Ma I made it"
X Link 2026-02-11T02:44Z [---] followers, [---] engagements

"So far we have a CYA press release saying the site is closed and conspicuously missing any commentary about meeting SEC regulations. Happy to be @James56487175 's contra if it means I make money off him. Sold a chunk of puts +37% because I do enjoy making money. Take no pleasure in why but short $VZLA Canadian Co US listed Paid monthly bribes to cartel cartel asked for more VZLA said no employees kidnapped VZLA wouldn't pay ransom. At least [--] now dead. Lawsuits damages US/Can/Mex investigations - going to be VERY ugly. Take no pleasure in why but short $VZLA Canadian Co US listed Paid monthly"
X Link 2026-02-12T18:49Z [---] followers, [---] engagements

"Somebody else might need to thank him for me. He's clearly only able to critique others and run"
X Link 2026-02-12T18:51Z [---] followers, [---] engagements

"$GASS Paid off $86m in debt in '25 Q1-3. Net cash $70m. EV 180m. $21m buyback remaining - only retired $1.8m YTD. 32% insider ownership. 46% of fleet days contracted for '26. Vessels all built ex-china. Majority 3000-8000 cbm with more stable rates. Started a 2% position"
X Link 2025-12-23T17:49Z [---] followers, [----] engagements

"$PBI benefiting from the breadth push. Management has been quiet (which I like). Focus on the job and let the quarterlies do the talking. Restructuring the bank into a capital light model via sell down is still something I'm watching for. $pbi Rebuilt my long position in advance of Q4 results. Still expecting YoY declining revenues but executing to the cash flow guidance plus the pending debt pay down in March will bring some wind to the sails. A stabilized biz in '26 gives 40-50% upside by year end imo $pbi Rebuilt my long position in advance of Q4 results. Still expecting YoY declining"
X Link 2026-02-07T03:28Z [---] followers, [----] engagements

"Take no pleasure in why but short $VZLA Canadian Co US listed Paid monthly bribes to cartel cartel asked for more VZLA said no employees kidnapped VZLA wouldn't pay ransom. At least [--] now dead. Lawsuits damages US/Can/Mex investigations - going to be VERY ugly"
X Link 2026-02-10T01:32Z [---] followers, 18K engagements

"Company calls [---] on 1/23 proceeds to do nothing else. Attorney General now seeking out directors. This is. Something. $vzla https://www.cbc.ca/news/world/sinaloa-vizsla-chapitos-9.7074596 https://www.cbc.ca/news/world/sinaloa-vizsla-chapitos-9.7074596"
X Link 2026-02-11T03:16Z [---] followers, [----] engagements

"$GASS Barclays 13g yesterday dropped from 5.81% to 4.36% beneficial owner. Reduction of around 500k shares. Stock has appreciated $6.75 - $8.11 since the December buy below rates remain strong thesis unchanged going into Q4 earnings (coming by end of month). Holding. $GASS Paid off $86m in debt in '25 Q1-3. Net cash $70m. EV 180m. $21m buyback remaining - only retired $1.8m YTD. 32% insider ownership. 46% of fleet days contracted for '26. Vessels all built ex-china. Majority 3000-8000 cbm with more stable rates. Started a 2% position. $GASS Paid off $86m in debt in '25 Q1-3. Net cash $70m. EV"
X Link 2026-02-12T14:21Z [---] followers, [---] engagements

"It's interesting to look back at interactions from people who blocked you on this app. S&P closed the month of Nov at $4080 and was already coming off the cycle bottom. I don't understand how that man still has 391k followers"
X Link 2026-02-14T17:48Z [---] followers, [---] engagements

"Putting this out there for posterity: As a sizeable long holder of $HCC this pop seems overdone and I would be fading it as a short term play if I was a market timer / trader. The supply impacts are real but not +15%+ imo. Not changing my position long term very bullish"
X Link 2024-07-01T17:44Z [---] followers, [----] engagements

"$x is under the radar some right now - but seeing $clf pay a 100% premium for their acquisition should make people pay attention. If a Trump win is being priced in Nippon has materially higher odds of being approved in a lame duck session. Japan is an ally - $55/sh incoming. I've talked $x a few times and I entered back at $37 and have been writing calls at $42 just as I don't see it moving during the election cycle but the premiums are pretty high making it with the capital now. And while I raised cash to 26% this week I actually added to my X. I've talked $x a few times and I entered back"
X Link 2024-07-15T16:05Z [---] followers, [---] engagements

"whew $whc.ax"
X Link 2024-12-09T00:37Z [---] followers, [----] engagements

"Two undervalued names I talked a lot about in the last year: $immr and $pbi Both have large buybacks authorized. Only one is actually using theirs to the maximum extent allowed. I rolled every $ from IMMR to PBI in spring and it's been the best allocation move of my year"
X Link 2025-08-13T13:25Z [---] followers, [----] engagements

"$gass Fleet size: [--] Avg age: [----] LPG fleet vessels typically are considered for scrap around [--] yrs old. You're buying a debt free cash generating machine on the cusp of either: [--]. Huge capital returns [--]. M&A expansion [--]. Buyout $GASS Paid off $86m in debt in '25 Q1-3. Net cash $70m. EV 180m. $21m buyback remaining - only retired $1.8m YTD. 32% insider ownership. 46% of fleet days contracted for '26. Vessels all built ex-china. Majority 3000-8000 cbm with more stable rates. Started a 2% position. $GASS Paid off $86m in debt in '25 Q1-3. Net cash $70m. EV 180m. $21m buyback remaining - only"
X Link 2026-01-01T21:27Z [---] followers, 14.2K engagements

"Hyperliquid Volatility= volume Volume = fee revenue Fee revenue = token burning/buybacks Crypto pukes BTC -7% Hype +2% L1 protocol on chain settling DEX perpetual futures. This is the best case I've ever seen for owning anything crypto related. Long $purr $PURR Have a 1.5% position from last week - don't fully understand it but when things are compelling I don't let lack of knowledge stop me. Would appreciate any resources/references on HYPE my network may have. 🙏 $PURR Have a 1.5% position from last week - don't fully understand it but when things are compelling I don't let lack of"
X Link 2026-02-01T02:23Z [---] followers, [---] engagements

"@DanteSilverr Why Not to be rude but what benefit is it to the US to step into this mess created by military+govt corruption in Mex"
X Link 2026-02-10T15:25Z [---] followers, [---] engagements

"Nice to see Christian making the rounds. [--] tier [--] jurisdiction brownfield assets - covering everything from copper/gold to Tungsten. Spending $150m on development + drilling in '26 going to be a wild [--] months. $bmm Fresh off the presses ::📰 Interview #1 of the Resource Update✅ I sat down with Christian Kargl - Simard of Bluemoon Metals to discuss their key brownfield development projects located in Norway and the United States $MOON $BMM #Mintwit #JuniorMining #copper #gold Fresh off the presses ::📰 Interview #1 of the Resource Update✅ I sat down with Christian Kargl - Simard of Bluemoon"
X Link 2026-02-11T04:10Z [---] followers, [----] engagements

"The definition of "full court press" Incredibly impressed with the plan - a lot to execute to - but an obvious path to challenge for a $1b+ valuation by '28. $bmm $MOON.V Blue Moon Metals maiden annual exploration primer. [-----] m of drilling over [--] projects and maiden tungsten drilling program Blue Moon Advances Four Core Assets with Comprehensive [-----] Meter [----] Infill and Step-Out Drilling Programs https://t.co/kGR57zd8lQ $MOON.V Blue Moon Metals maiden annual exploration primer. [-----] m of drilling over [--] projects and maiden tungsten drilling program Blue Moon Advances Four Core Assets"
X Link 2026-02-11T22:46Z [---] followers, [---] engagements

"SaaS selloff isn't about vibe coding. It's about the market realizing that the user / license growth is flat lining. White collar reductions AI powered efficiencies and competition drive revenues growth and margins down "
X Link 2026-02-15T13:47Z [---] followers, [---] engagements

"@AdamSchefter This is the kind of family rivalry the world needs 💯💯💯 #jd @Meister_Sports"
X Link 2021-12-29T19:46Z [---] followers, [--] engagements

"@RampCapitalLLC People need to understand that refinancing is possible and normal. 6% rate only should stop you if you actually don't qualify. A 2% premium for [--] years before a 4% refi costs far less than rent increases annually if you wait"
X Link 2022-06-15T03:31Z [---] followers, [--] engagements

"$PCT remains solidly behind schedule again now outside management's range for performance testing. We haven't even seen 50% met - let alone the 100% [--] day test that was guided to be done by the end of Aug. I have cash ready to be long but the risk here keeps me away for now"
X Link 2023-09-11T18:33Z [---] followers, [----] engagements

"@FFBirdGang Bahahaha amazing"
X Link 2023-09-29T20:15Z [---] followers, [----] engagements

"@RollTribe1987 @patrick_cantlay @RyderCupUSA @rydercup @RyderCupEurope Rory is the one who made a thing of it - was way out of his way and it's not even close"
X Link 2023-10-01T01:13Z [---] followers, [---] engagements

"Funny to watch #coaltwitter go wild arguing about Newcastle thermal prices and their impacts when all you need to focus on is this slide to know where $whc / $whc.ax is going. A few quarters of reduced performance followed by a few decades of cash compounding"
X Link 2023-11-01T13:26Z [---] followers, [----] engagements

"@calvinfroedge Taiwan election in a week China has done this for basically every election. Not abnormal. Only takes one time to be different but this isn't abnormal in of itself"
X Link 2024-01-06T03:55Z [---] followers, [---] engagements

"@ds4scanner7 I own [--] coal stocks and in order of size: [--]. $whc.ax / $whitf [--]. $hcc [--]. $btu I like Peabody but the product mix isn't as strong and if LNG isn't being exported then US thermal coal market dies even faster imo. Met is where you want to be and BTU is behind"
X Link 2024-01-28T18:08Z [---] followers, [----] engagements

"@TenHagEra Man I hope you're just emotional and not serious. Clearly leading studs up into the player - doesn't matter if he touches the ball"
X Link 2024-02-18T18:12Z [---] followers, 56.4K engagements

"@finchat_io Almost like anyone can cherry pick a single data point to make a bigger case $pypl"
X Link 2024-02-23T01:14Z [---] followers, [---] engagements

"Was annoying to see my #lithium stocks down on the day while spot market keeps moving higher. Not smart enough to know what $alb is going to do with the $2b raise but have to think we're on the cusp of some significant M&A across the industry"
X Link 2024-03-05T01:40Z [---] followers, [----] engagements

"Added [----] $whitf at $4.55 (6.90 AUD equivalent on $WHC.ax so slight premium). Again allocating from the proceeds from the $btu position closure"
X Link 2024-03-12T15:14Z [---] followers, [----] engagements

"$whc.ax is the setup I'm salivating over - 12+ m/t added & blackwater is one of the cheapest cost met mines in Aus per ton. 20% sell down should only happen at 750-800m range or it's not worth losing the profits imo. Be patient and trust the process"
X Link 2024-04-05T01:47Z [---] followers, [----] engagements

"@triangulate Here's mine in order from largest position to smallest not as much overlap as I thought but a decent amount: Hcc Whitf Laac Val Sgml Vale Afmjf Ie Igic CVE Baba Pmetf Soc X Ptalf Joe Hg Flmmf Jrngf Pypl Thxpf Jrvr"
X Link 2024-04-06T18:40Z [---] followers, [----] engagements

"@blondesnmoney It's a racket. Optum manages $17b in HSA funds and pays 0% interest on all balances. Only around 8% of accounts have their HSA in investments. Do the math on their interest rate arbitrage 👀 Oh and want to be an account with investments That's a $3/month fee for the option"
X Link 2024-04-20T20:03Z [---] followers, [----] engagements

"Adding to $x / us steel here. Big River [--] is going to fundamentally remake the company Nippon would owe $565m (over $2.50/share) for break up and if the US govt is going to block an ally nation from acquisition they will follow with material support/tariffs to protect"
X Link 2024-04-29T16:55Z [---] followers, [---] engagements

"$vale to $18 this year. Time to buy back stock. Could be $20+ but Brazil probably caps the upside. #IronOre back up to US$117/t 👀 $BHP $RIO $FMG $MIN $CIA #IronOre back up to US$117/t 👀 $BHP $RIO $FMG $MIN $CIA"
X Link 2024-04-30T00:21Z [---] followers, [----] engagements

"Things you like to see as a shareholder $val And $VAL was a good bit better than everyone had feared. If you learn one thing from my Twitter account its that winners keep winning. $VAL remains the best run offshore player Now we get into the fun part where every QoQ is a rocket ship as new contract starts roll And $VAL was a good bit better than everyone had feared. If you learn one thing from my Twitter account its that winners keep winning. $VAL remains the best run offshore player Now we get into the fun part where every QoQ is a rocket ship as new contract starts roll"
X Link 2024-05-02T02:34Z [---] followers, 25.5K engagements

"Officially cracking $150's on thermal for year end contracts. Looking very promising for my boys down under"
X Link 2024-05-03T03:17Z [---] followers, 10.3K engagements

"$igic moving into Lloyd's underwriting room is a nice step forward. $2.55 in [----] EPS and $.84 in Q1 strong capital return program while growing premiums. Just needs coverage and a higher profile to really re-rate. Forward PE around [--] when US insurance industry is [----] 👀"
X Link 2024-05-08T14:35Z [---] followers, [---] engagements

"Looking at December contracts for Newcastle and SGX Coking over the last year+ and it just seems so obvious to be long the hybrids like $whc.ax $yal.ax is close to it's 5yr high in the ICE space having saved their cash build vs $whc.ax -24% from peak. They're going to catch up"
X Link 2024-05-13T21:48Z [---] followers, [----] engagements

"@zhanginu Only until we hear Paul rustling around putting together a bidding pool 🤣"
X Link 2024-05-14T13:23Z [---] followers, [---] engagements

"$whc position is interesting here because the longer BHP/Anglo gets drawn out the better for their finances. Do you delay a BW sell down for another quarter+ to maximize operating cash flow and only close once closer to a possible bidding process"
X Link 2024-05-27T01:00Z [---] followers, [----] engagements

"This is a note I threw together quickly on 12/20 to give my pitch on $whc.ax / $whc to my finance friends. Was a fast type up didn't re-read edit or fix typos - but I think it still reads true and makes sense. All-in +8.23% since this date and it's just getting started"
X Link 2024-05-27T20:03Z [---] followers, 19.5K engagements

"Newcastle thermal contracts trading for '25 over $150. Update those DCF models the thermal boys are here to play $whc $yal"
X Link 2024-05-30T18:54Z [---] followers, 11.8K engagements

"When you have a strong thesis and mr market gives you entries like mid-march on $whc / $whc.ax you take the opportunity and build concentration. This took me to 15% portfolio and performance has taken it to just around 18% since. Added [----] $whitf at $4.55 (6.90 AUD equivalent on $WHC.ax so slight premium). Again allocating from the proceeds from the $btu position closure. Added [----] $whitf at $4.55 (6.90 AUD equivalent on $WHC.ax so slight premium). Again allocating from the proceeds from the $btu position closure"
X Link 2024-06-03T00:45Z [---] followers, [----] engagements

"My decision of the year so far was the exit from $btu: 1/3 sold at $24.50 to buy $igic at $12.05 2/3 sold at $27.xx for $hcc @ $56.15 and $whc via $whitf at $4.55"
X Link 2024-06-03T01:12Z [---] followers, [----] engagements

"I pitched $NRP to my finance friends thread a while back - hearing @YellowLabLife mention it on @moneyofminepod and I thought I'd share my pitch. It's an MLP so I own only in taxable accounts and I'm only 1/3rd of the position I want by year end. Front running myself a bit hah"
X Link 2024-06-10T17:01Z [---] followers, [----] engagements

"Twitter response to #coal pitch on $whc / $whc.ax vs $nrp could not be more opposite. Making me want $nrp position built out faster"
X Link 2024-06-12T19:13Z [---] followers, [----] engagements

"$sgml napkin math for nameplate: 520kt priced @ 9% of LME $483/t FOB + Royalties Est. 15m/q all other expenses (Q1 was $8.89m) LME today= $13557.50 (520kt * [--------] * .09) - (520kt * $483) - (15m * 4) = $323331000 EBITDA EV/EBITDA = 4.48"
X Link 2024-06-20T15:20Z [---] followers, [----] engagements

"The fire at Grosvenor has major implications for $aal.l and their coal business sale. Talking an extended closure - possible that it doesn't even reopen as the fire risk issue has been a persistent problem. Moranbah North has similar issues. Who bids for impaired #coal mines"
X Link 2024-06-29T14:22Z [---] followers, [----] engagements

"Bought [---] $hcc on margin pre-market for $65.70-$66 sold at open for $71.50. Tidy +$2808.93 to start my day"
X Link 2024-07-01T13:36Z [---] followers, [----] engagements

"@respeculator Point is you have the deferred contingent and capex associated all in there. So for a a$1.5b or so outlay you're still seeing 10%+ FCF yield on the investment at $220 met. It's paying for itself and your balance sheet builds while making decent FCF. It's a coup"
X Link 2024-07-02T03:39Z [---] followers, [----] engagements

"Holy bid Batman 👀 $whc $whc.ax"
X Link 2024-07-03T03:14Z [---] followers, [----] engagements

"@HomosexualMan1 Shougang Fushan is [---] and met - was a Twitter darling for a bit. But just comical with teck and yancoal https://finance.yahoo.com/quote/0639.HK/ https://finance.yahoo.com/quote/0639.HK/"
X Link 2024-07-04T22:54Z [---] followers, [--] engagements

"Some shifts as we go into Q3: Whc / whitf 19.78% Cash 11.64% Sgml 10.38% Hcc 10.08% Igic 7.82% X 7.05% Nrp 6.35% Afm.v / afmjf 5.84% Vale 5.84% Laac 4.68% Ie 4.2% Val 2.96% Pmet / pmetf 2.51% Thx.v / thxpf .9% Position weights: Whitf 16% Hcc 11.2% Igic 9% Sgml 8.2% Laac 7.8% Vale 7% Afmjf 7% Val 6.3% Para 5.4% X 5.1% Pmetf 3.5% Baba 3.4% Ptalf 2.7% Ie 2.4% Flmmf 2.1% Jrngf 2% Thxpf .9% Position weights: Whitf 16% Hcc 11.2% Igic 9% Sgml 8.2% Laac 7.8% Vale 7% Afmjf 7% Val 6.3% Para 5.4% X 5.1% Pmetf 3.5% Baba 3.4% Ptalf 2.7% Ie 2.4% Flmmf 2.1% Jrngf 2% Thxpf .9%"
X Link 2024-07-08T16:32Z [---] followers, [----] engagements

"-6% move in $hcc Probably a more reasonable price post-grosvenor. If no accidents or delays it's $110-120 in [----]. So a bit of a mute point for long term thinking but entries add up over time and making good ones helps. Putting this out there for posterity: As a sizeable long holder of $HCC this pop seems overdone and I would be fading it as a short term play if I was a market timer / trader. The supply impacts are real but not +15%+ imo. Not changing my position long term very bullish. Putting this out there for posterity: As a sizeable long holder of $HCC this pop seems overdone and I would"
X Link 2024-07-09T13:49Z [---] followers, [----] engagements

"$whc / $whc.ax production report drops Thursday night - I'll be on a golf trip and NGL it's going to be hard to focus on the golf at that point"
X Link 2024-07-16T01:38Z [---] followers, [----] engagements

"Not really a TA person but the base $NRP has been building in '24 is a beauty. Soda ash stabilized coal was so-so but $60m of FCF for Q2 should be baseline (Q1 $72m) and around a 20% levered / 18% unlevered yield"
X Link 2024-07-23T18:01Z [---] followers, [----] engagements

"Nothing to see here. Nothing at all. $vale"
X Link 2024-07-25T22:34Z [---] followers, [----] engagements

"#coal royalyies are my preferred safe haven"
X Link 2024-08-05T17:04Z [---] followers, [----] engagements

"Thermal #coal futures chain doesn't care about Yen tantrums. $whc $whc.ax is selling off today Yeah I'll absolutely bite"
X Link 2024-08-05T18:26Z [---] followers, [----] engagements

"$pct spent $34.7m in Q2 related only to Ironton + SGA/Payroll. Raised $18m yesterday which combined with $10.9m unrestricted from 6/30 end gets them through Q3. $117.5m left in bonds to remarket - best case at 80% that's $94m. Runway to May 2025"
X Link 2024-08-08T14:47Z [---] followers, [----] engagements

"11 shipments of 22kt in [--] months annualized at 242kt vs nameplate of 270kt. Not bad for a first year. Noticed they didn't mention price realized in this PR - that's a red flag from me. $sgml SIGMA LITHIUM COMPLETES FULL YEAR OF CONSISTENT OPERATIONAL CADENCE WITH 22000t OF QUINTUPLE ZERO GREEN LITHIUM LOADED AT THE PORT; ACHIEVED ZERO WORK ACCIDENTS FOR [---] DAYS $SGML https://t.co/Tnhockxgsh SIGMA LITHIUM COMPLETES FULL YEAR OF CONSISTENT OPERATIONAL CADENCE WITH 22000t OF QUINTUPLE ZERO GREEN LITHIUM LOADED AT THE PORT; ACHIEVED ZERO WORK ACCIDENTS FOR [---] DAYS $SGML https://t.co/Tnhockxgsh"
X Link 2024-08-13T13:05Z [---] followers, [----] engagements

"@triangulate And his math Q1 capex $5.6m All other Q1 sg&a + SBC $8.9m Production 54168t $26.75/t in maintenance capex + all sg&a costs"
X Link 2024-08-13T16:56Z [---] followers, [---] engagements

"$laac reported after the close. Stable financial position the $70m sell down obviously is big for setting up their debt reduction. 99.5% being hit but with excess processing so not quite there yet but that's expected. 70% capacity and on track for guidance level"
X Link 2024-08-13T23:35Z [---] followers, [----] engagements

"Would like to see Ana's resignation notice tomorrow morning. You can't just not release earnings the date you set. $sgml"
X Link 2024-08-16T02:56Z [---] followers, [----] engagements

"I don't own $yal.ax because I effectively can't (only work compliant brokers I can use have access to YACAF which does no volume many days). If I could I would be buying this selloff"
X Link 2024-08-20T01:28Z [---] followers, [---] engagements

"1.08b so 20% equivalent is 720m a touch below the 750-800 I was looking for. Not going to cry about it - values BW at $3.6b which is higher than the acquisition cost once Daunia is taken out. Slice of the bread worth more just like we've been saying here. $whc.ax $whc.ax is the setup I'm salivating over - 12+ m/t added & blackwater is one of the cheapest cost met mines in Aus per ton. 20% sell down should only happen at 750-800m range or it's not worth losing the profits imo. Be patient and trust the process https://t.co/mIJqwl1Mnu $whc.ax is the setup I'm salivating over - 12+ m/t added &"
X Link 2024-08-21T23:02Z [---] followers, [----] engagements

"Huge fan of $whc.ax but given the cost guidance I sold down 25% of my position and moved those $ to $nrp. I can sell options on NRP and this balances my coal $ as: 40% NRP 35% WHC 25% HCC"
X Link 2024-08-26T18:20Z [---] followers, [----] engagements

"Really great announcement out of $sgml - [---] brl financed at 7.45% over [--] years when Brazilian sovereign debt is priced at 10.5% is phenomenal. Keeps a solid cash position on the B/S and shores up risk of a prolonged downturn in #lithium prices. Commissioning summer '25"
X Link 2024-08-29T19:25Z [---] followers, [---] engagements

"$modd with FDA approval and sub $75m market cap after news broke means it's a new 2% position for me. SHOULD mean patent/IP is distinct and seeing Medtronics $738m EOFlow purchase fall apart last year indicates big potential for suitors to line up at a healthy premium"
X Link 2024-09-09T20:46Z [---] followers, [---] engagements

"@realhagetaka I'll short [---] for kicks. Just hoping the kick isn't to my nuts 🤣"
X Link 2024-11-22T00:53Z [---] followers, [---] engagements

"Napkin math without modeling says A$1.8-2b in ebitda and 900m-1b in NPAT on $whc.ax for FY25. A$7b EV with A$1.7b coming from sell down means we're going to see something in the realm of +A$2.5b in the coffers by June '25 👀"
X Link 2024-11-28T16:09Z [---] followers, [----] engagements

"Beta Bionics coming to market at $600m+ what does that say about $modd sitting here at $50m market cap Beta also wants to develop a "patch pump" - what's to stop them from fast tracking and doing a cash + stock deal for MODD"
X Link 2025-01-22T14:57Z [---] followers, [----] engagements

"Hey Google show me "free fall" 🫢 $whc.ax Newcastle curve moved higher today no difference. Everyone front running a low div poor Q"
X Link 2025-02-19T04:41Z [---] followers, [----] engagements

"Own your mistakes - but also fix them. $maiff // $mai.v I sold some and rebought some of what I sold a bit higher. I think the confusion was legitimate as the quotes on concessions were eyebrow raising. Will never claim to be the smartest person around but correcting a mistake is better than letting a mistake ride. I sold some and rebought some of what I sold a bit higher. I think the confusion was legitimate as the quotes on concessions were eyebrow raising. Will never claim to be the smartest person around but correcting a mistake is better than letting a mistake ride"
X Link 2025-07-22T15:42Z [---] followers, [----] engagements

"Amateur hour over at $acog Release to come after market close per the earnings scheduled event with a 4:30pm call. Actually drops results pre-market with no messaging on deck until end of day"
X Link 2025-08-14T13:54Z [---] followers, [---] engagements

"If anyone is still asking if "anyone has validated" $ipx and their process well - I think you have seen your answer in real time"
X Link 2026-01-15T23:17Z [---] followers, [---] engagements

"$PURR Have a 1.5% position from last week - don't fully understand it but when things are compelling I don't let lack of knowledge stop me. Would appreciate any resources/references on HYPE my network may have. 🙏 Hyperliquid Hyperliquid"
X Link 2026-01-27T04:38Z [---] followers, [----] engagements

"Spent every $ of cash I had in the last [---] hours. Some silly reactions in the market today. Music will stop some day - but I'm betting that day isn't today"
X Link 2026-01-29T16:56Z [---] followers, [---] engagements

"@madcap_cap It's pretty wild. The solar recycling saves the company if it works - and gives a huge upside. But how you can take that bet with the myriad of red flags is beyond me"
X Link 2026-01-29T18:23Z [---] followers, [---] engagements

"@realcorycortez Fees Hyperliquid Docs What fees exactly They're incredibly low for the crypto space - look at Sol and what the gas costs there alone. It's actually exceptionally low fee here https://share.google/yGbeIw9z0Fm9WOuFb https://share.google/yGbeIw9z0Fm9WOuFb"
X Link 2026-02-01T04:24Z [---] followers, [--] engagements

"@AhmedAbouhalawa @zerohedge Tell me you don't understand what a mixed shelf offering is without telling me you don't understand what a mixed shelf offering is. Literally has nothing to do with current status all about future flexibility. They did one for $93b in Feb. Every bank does these over time"
X Link 2023-03-14T21:42Z [---] followers, [----] engagements

"@DavidSacks @DanielSLoeb1 Explain how that's any different than somebody who is long advocating for a bailout Any bank or business facing losses asking for intervention is as guilty or actually maybe more because they are asking for the rules to change to protect them"
X Link 2023-03-18T22:08Z [---] followers, [----] engagements

"@TenHagEra Hahahaha you guys are cute. Obviously open bottom of clear obviously takes out trailing leg from behind. Cope harder"
X Link 2024-02-18T18:48Z [---] followers, [----] engagements

"My expectation was $600-900m depending on scale of bidding war. $1b would be wild. $3.8b market cap on $whc selling a 20% stake in blackwater netting over 25% of cap in cash Insane value. Why are the Indian newspapers all over this $WHC $WHC.AX https://t.co/Hz9EKIPK95 Why are the Indian newspapers all over this $WHC $WHC.AX https://t.co/Hz9EKIPK95"
X Link 2024-02-20T16:58Z [---] followers, [----] engagements

"It's my fault guys - I knew this would cause an immediate dump. Today's the day: YTD portfolio +10.13% YTD s&p +9.85% I'm sure it'll reverse tomorrow because I bragged but feels celebration worthy Today's the day: YTD portfolio +10.13% YTD s&p +9.85% I'm sure it'll reverse tomorrow because I bragged but feels celebration worthy"
X Link 2024-04-10T13:39Z [---] followers, [---] engagements

"5% downside happened fast - now at 21.50ish. Now I'm happy to go long - but in a managed way. Long [--] call spreads on 10/2024 expiration: $22/$27. $1.50 to make $5.00 BE at $23.50. I've got a lot in coal obviously so keeping it small but think this move is overdone. Right around the 11/2023 low - probably a range that's "safe" in that there's probably not more than 5% more on the downside. I think there's more upside elsewhere but if somebody were to say they were buying $btu here I'd totally get it. https://t.co/9QHxsJD3Iu Right around the 11/2023 low - probably a range that's "safe" in that"
X Link 2024-05-01T17:01Z [---] followers, [---] engagements

"@YellowLabLife Nobody has a model that's why 🤣 Better IRRs for the rest of us who keep adding"
X Link 2024-07-01T14:23Z [---] followers, [---] engagements

"All I see is #coal Morgan Stanley estimates the total cost of a liquid cooling system for an $NVDA GB200 NVL72 rack is $82K or 15-20x the cost of an air-cooling system for an H100 rack. $VRT $SBGSY $HNHPF https://t.co/pMyxdPql0a Morgan Stanley estimates the total cost of a liquid cooling system for an $NVDA GB200 NVL72 rack is $82K or 15-20x the cost of an air-cooling system for an H100 rack. $VRT $SBGSY $HNHPF https://t.co/pMyxdPql0a"
X Link 2024-07-31T04:12Z [---] followers, [---] engagements

"Cost overruns are real but this acquisition is self-financing even with lower met + higher costs. [--] yrs from now $1.3ish billion cash will have turned into a $3-3.5b asset (70% BW 100% Daunia). And reality is that may be too conservative by $1b. $whc.ax One year since the announcement of the Whitehaven $WHC.AX acquisition of Daunia & Blackwater AND they've announced the 30% selldown of Blackwater for $1.1 billion Assuming that selldown closes you can basically say the company has "banked" the $1.1 billion of deferred payments One year since the announcement of the Whitehaven $WHC.AX"
X Link 2024-10-23T23:22Z [---] followers, [----] engagements

"$nrp +28.2% $whc.ax -13.9% Shame I only sold down 25% to roll into NRP. It made it my biggest individual position so can't really have too many regrets - but the outperformance in the #coal space has been huge. Buying back units paying debt. Disciplined management FTW. Huge fan of $whc.ax but given the cost guidance I sold down 25% of my position and moved those $ to $nrp. I can sell options on NRP and this balances my coal $ as: 40% NRP 35% WHC 25% HCC Huge fan of $whc.ax but given the cost guidance I sold down 25% of my position and moved those $ to $nrp. I can sell options on NRP and this"
X Link 2025-01-08T15:50Z [---] followers, [----] engagements

"Do I dare hope we found a durable bottom at A$6 $whc.ax Newcastle coming back a bit - was interesting to read about met being sold into the thermal market definitely could have played a role in the fast pricing erosion"
X Link 2025-01-14T04:11Z [---] followers, [----] engagements

"$whc.ax Nobody cares until one day they suddenly do. What day is that Probably after the 4/2026 $500m USD payment is gone. Remaining contingency and milestone drops materially in the final year and this all coincides with getting past the '25 met oversupply. Patience wins"
X Link 2025-01-29T14:18Z [---] followers, [----] engagements

"$whc.ax Takeaways: - Paul with the under promise over deliver approach is good. - Buyback while small shows good capital awareness/management. - Cycle is tough and will stay tough for most of '25. Bottoming is a process - not sure that process is done but good things here. Hey Google show me "free fall" 🫢 $whc.ax Newcastle curve moved higher today no difference. Everyone front running a low div poor Q https://t.co/FWMOHRUG50 Hey Google show me "free fall" 🫢 $whc.ax Newcastle curve moved higher today no difference. Everyone front running a low div poor Q https://t.co/FWMOHRUG50"
X Link 2025-02-20T00:54Z [---] followers, [----] engagements

"Sitting on a chonky $bned + $immr position going into what SHOULD be earnings week. What SHOULD also happen is BNED needs to schedule earnings calls and PR dates in advance. Hasn't happened since early [----] and it's time to get investors back on direct lines with management"
X Link 2025-07-07T14:34Z [---] followers, [----] engagements

"$bned with the spicy ramp on not a lot of volume - only 75k shares over avg. We get a positive earnings drop now"
X Link 2025-07-08T20:14Z [---] followers, [----] engagements

"3149 volume on a strike with [---] OI coming into the day 👀 $bned 7/18 $12.50 calls @StevenShadduck Huge activity in the July [----] calls @StevenShadduck Huge activity in the July [----] calls"
X Link 2025-07-08T20:49Z [---] followers, [----] engagements

"Hey @RagingVentures can you at least give us a date on $bned Can be public info obviously and saves all of us lots of time. Sitting on a chonky $bned + $immr position going into what SHOULD be earnings week. What SHOULD also happen is BNED needs to schedule earnings calls and PR dates in advance. Hasn't happened since early [----] and it's time to get investors back on direct lines with management. Sitting on a chonky $bned + $immr position going into what SHOULD be earnings week. What SHOULD also happen is BNED needs to schedule earnings calls and PR dates in advance. Hasn't happened since"
X Link 2025-07-10T20:18Z [---] followers, [----] engagements

"$bned Q4 release dates: 7/1/24 8/4/23 6/29/22 Company hasn't announced an earnings date since the fiscal Q3 in [----]. I haven't seen this degree of sporadic reporting + lack of investor communication in. Ever Come on guys. Be better"
X Link 2025-07-15T13:29Z [---] followers, [----] engagements

"I felt dumb constantly seeing @ImmaYieldGuy printing on his $mtm.ax and wondering if I had just missed it altogether. Better late than never and +47% on $mtmcf since this post. Unique setup and potential for serious further gains. 125% long in my margin account adding everything that's "next" imo after the MP deal. Things like TMQ https://t.co/pY271jOU7r UAMY. Already chonky in IPX but may look to increase. What an insane race the DOD has started. 125% long in my margin account adding everything that's "next" imo after the MP deal. Things like TMQ https://t.co/pY271jOU7r UAMY. Already chonky"
X Link 2025-07-16T17:50Z [---] followers, [---] engagements

"Elite narrative play continues to build on $mtm.ax. Since the June post I averaged up and doubled my position. Will be fun to watch $mtmcf catch up today. @Modustollens4 https://t.co/pY271jOU7r is far more speculative but pulling metals from waste and they are scaling into the US. Again perfect narrative play for this administration. @Modustollens4 https://t.co/pY271jOU7r is far more speculative but pulling metals from waste and they are scaling into the US. Again perfect narrative play for this administration"
X Link 2025-09-04T12:15Z [---] followers, [----] engagements

"Some will build a basket Others buy the garbage for torque Post TMQ the two names I WANT to own regardless of what the admin does are where my TMQ gains are going. Both real disrupters on the verge of producing in critical spaces: $ipx $mtm.ax / $mtmcf Trump's focus for mining investments is simple. - critical minerals w/ defense + industrial demand and Chinese control - US or US-centric project (mgmt team processing) - near-term production (2-3yrs) or in production - EXIM/DOE/DFC/Pentagon support - an obvious catalyst Trump's focus for mining investments is simple. - critical minerals w/"
X Link 2025-10-07T13:23Z [---] followers, [----] engagements

"Word is the fellas at $mtm.ax / $mtmcf have been busy beavers in DC this week. Next [--] months could be just as spicy as the last 6"
X Link 2025-10-16T13:20Z [---] followers, [----] engagements

"Hit the sell on $ccrn at $8.75. Picked up a 3% position in CCRN near the close today. When the forced selling clears - which it may have this afternoon - there's a clear path to re-rate based on the $90m+ cash $40m BB $20m merger break payment coming and improving fundamentals. $245m market cap no debt. Picked up a 3% position in CCRN near the close today. When the forced selling clears - which it may have this afternoon - there's a clear path to re-rate based on the $90m+ cash $40m BB $20m merger break payment coming and improving fundamentals. $245m market cap no debt"
X Link 2026-01-14T18:30Z [---] followers, [---] engagements

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