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@LukeyTrags
"Are we entering a new #coaltwitter cycle Some typical indicators have stacked the last few months: - Capitulation from πs - Noisy π»s - Supply coming offline - Chart b/outs (equities + index) - Coal px greenshoots - AI M2 etc. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU $AMR $HCC"
X Link @LukeyTrags 2025-07-21T04:15Z 4605 followers, 18.8K engagements
"So because $YAL.AX is paying a 6c div instead of a 26c div it has rinsed 80c which is the equivalent of $1B cash torched into thin air. remember what followed last time this happened. rinse repeat #coaltwitter #wealthtransfer"
X Link @LukeyTrags 2025-08-22T00:36Z 4606 followers, 12.7K engagements
"The world is transitioning to #coal @realhagetaka $YAL.AX $WHC.AX $NHC.AX etc. etc"
X Link @LukeyTrags 2025-09-15T09:22Z 4606 followers, 4633 engagements
"$WHC.AX - costs coming to low end & vol to high end of guidance - XXX more staff gone - QLD spec testing will likely result in relativity bump - recent M&A makes WHC v cheap - negligible contingency at spot - BS healthy - 2H div bump likely - thermal v strong in SS #coaltwitter"
X Link @LukeyTrags 2024-11-27T22:45Z 4605 followers, 15.1K engagements
"Make it X in X days π€― #coaltwitter $WHC.AX $YAL.AX $NHC.AX $BTU"
X Link @LukeyTrags 2025-09-19T21:40Z 4604 followers, 11K engagements
"Lots of noise out of QLD that the current coal royalty scheme risks β the industry despite relying on the taxes. There is upside risk to equities if they get wound back (a necessisity IMO as some tax is than none due to a β industry) #coaltwitter $WHC.AX $YAL.AX $SMR.AX $BTU"
X Link @LukeyTrags 2025-08-06T07:32Z 4605 followers, 11.1K engagements
"Follow the quoted post chain. π #coaltwitter #cyclebottomthings $YAL.AX $WHC.AX $SMR.AX $NHC.AX $CRN.AX $BTU"
X Link @LukeyTrags 2025-09-17T23:08Z 4604 followers, 2325 engagements
"Whoever bought $3.5M on the close to match $YAL.AX up X% yesterday knew that US coal stocks were going to fly overnight. should be a good Monday. $WHC.AX $NHC.AX $SMR.AX #coaltwitter"
X Link @LukeyTrags 2025-09-06T00:21Z 4604 followers, 11.6K engagements
"Please FIRB don't let us down. $YAL.AX $YAL #coaltwitter #firesale #countercyclicalMandA"
X Link @LukeyTrags 2025-08-19T12:05Z 4604 followers, 3430 engagements
"$YAL.AX is now trading X% green in a sea of red. probs cause it just printed its lowest EV since having the asset base is currently does (madness) #coaltwitter"
X Link @LukeyTrags 2025-04-07T02:19Z 4607 followers, 10.6K engagements
"Were inevitably going full circle back to what has always driven prosperity. #coaltwitter $YAL.AX $NHC.AX $WHC.AX $BTU"
X Link @LukeyTrags 2025-08-01T09:31Z 4604 followers, 3229 engagements
"Business as usual from $YAL.AX adding $136M cash at bank for the qrt & sitting on $2B post divi. I like the sound of this counter cyclical M&A approach - as much as I'd love $SMR.AX to be bought they're most likely sniffing for a $BTU firesale (pun intended) π₯#coaltwitter"
X Link @LukeyTrags 2025-04-17T08:40Z 4606 followers, 16.8K engagements
"The π might just start healing. let the inevitable hydrocarbon multiple expansion games begin Essential stuff that trades on 2-3x mid cycle cash flows may no longer be priced as terminal beyond 3yrs. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $CRN.AX #coaltwitter #OOTT #coal #oil #gas"
X Link @LukeyTrags 2025-08-22T03:37Z 4605 followers, 3494 engagements
"We'll keep saying it renewable energy is blatant & utter fraud. #coaltwitter $YAL.AX $NHC.AX $WHC.AX"
X Link @LukeyTrags 2025-07-30T03:30Z 4604 followers, 5634 engagements
"Your weekly reminder the world is short energy & coal is not dead but rather it remains king $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter"
X Link @LukeyTrags 2025-08-27T11:10Z 4605 followers, 4159 engagements
"Thats X in X days. Sad to see so many job cuts & destruction of industry due to a greedy economically incompetent govt. They will soon learn XX% of X is X. this is bullish for the other producers. #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX etc"
X Link @LukeyTrags 2025-09-17T21:52Z 4604 followers, 15.8K engagements
"IYKYK π $BRE.AX $BRE $WHC.AX $WHC #coaltwitter #RareEarths"
X Link @LukeyTrags 2025-10-14T00:22Z 4606 followers, 2491 engagements
"Time to pull out @realhagetaka's meme. #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU etc"
X Link @LukeyTrags 2025-09-30T04:41Z 4606 followers, 3800 engagements
"@k311126 approaching X bags from IPO i think ππ"
X Link @LukeyTrags 2025-10-14T00:41Z 4604 followers, XXX engagements
"The π. $WHC.AX $WHC #coaltwitter"
X Link @LukeyTrags 2025-08-28T02:47Z 4607 followers, 16.5K engagements
"The total energy demand pie is rapidly rising & coal is taking the lions share of this expansion. case in point with India #coaltwitter $YAL.AX $NHC.AX $WHC.AX $CRN.AX"
X Link @LukeyTrags 2025-08-14T22:59Z 4606 followers, 4828 engagements
"Great graph showing the oil cost curve. aussie big boys are under some pressure $WDS.AX $STO.AX lower oil prices means lower operating costs for everyone else #OOTT"
X Link @LukeyTrags 2025-04-09T00:20Z 4608 followers, 3575 engagements
"Here we go again. #coaltwitter $YAL.AX $WHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter"
X Link @LukeyTrags 2025-08-05T07:44Z 4605 followers, 16.3K engagements
"Your daily reminder that renewables are fraud. lucky there's this thing called coal. $YAL.AX $WHC.AX $NHC.AX #coaltwitter"
X Link @LukeyTrags 2025-08-12T10:28Z 4605 followers, 6049 engagements
"@DVSignals Nice post. May I suggest you explore $YAL.AX - thermal beast"
X Link @LukeyTrags 2025-08-01T07:01Z 4606 followers, XXX engagements
"Late to the party $YAL.AX div tourists taking a whack on capital & rage selling it down $2/s from recent highs to chase a X% yield in good ol'faithful $CBA.AX. #coaltwitter be like:"
X Link @LukeyTrags 2024-08-26T05:57Z 4606 followers, 23.4K engagements
"Need some more details but $10B double acquisition is LARGE π€― $YAL.AX #coaltwitter"
X Link @LukeyTrags 2025-09-09T22:40Z 4605 followers, 13.8K engagements
"Daily reminder renewables are fraud. Go woke go broke $AGL.AX #coaltwitter $WHC.AX $YAL.AX $NHC.AX $CRN.AX (@realhagetaka)"
X Link @LukeyTrags 2025-08-13T01:34Z 4605 followers, 5130 engagements
"Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie π§ π€πΈπͺ³ #coaltwitter #reverseroach"
X Link @LukeyTrags 2025-08-20T01:54Z 4604 followers, 14.5K engagements
"Are we back degens #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC etc"
X Link @LukeyTrags 2025-09-26T05:33Z 4604 followers, 6046 engagements