#  @ImmaYieldGuy Yield Guy
Yield Guy posts on X about $whcax, $whc, in the, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
### Engagements: [-----] [#](/creator/twitter::1504617499987701761/interactions)

- [--] Week [-----] -75%
- [--] Month [-------] +48%
- [--] Months [-------] -38%
- [--] Year [---------] -99%
### Mentions: [--] [#](/creator/twitter::1504617499987701761/posts_active)

- [--] Week [--] -33%
- [--] Month [---] +16%
- [--] Months [---] +117%
- [--] Year [-----] +142%
### Followers: [-----] [#](/creator/twitter::1504617499987701761/followers)

- [--] Week [-----] +0.53%
- [--] Month [-----] +5.60%
- [--] Months [-----] +30%
- [--] Year [-----] +99%
### CreatorRank: [-------] [#](/creator/twitter::1504617499987701761/influencer_rank)

### Social Influence
**Social category influence**
[finance](/list/finance) 17.83% [stocks](/list/stocks) 10.85% [countries](/list/countries) 6.98% [cryptocurrencies](/list/cryptocurrencies) 5.43% [travel destinations](/list/travel-destinations) 2.33% [technology brands](/list/technology-brands) 0.78%
**Social topic influence**
[$whcax](/topic/$whcax) #10, [$whc](/topic/$whc) #3, [in the](/topic/in-the) 10.08%, [gold](/topic/gold) 6.98%, [$yal](/topic/$yal) 6.2%, [$yalax](/topic/$yalax) 6.2%, [met](/topic/met) 5.43%, [copper](/topic/copper) 4.65%, [$mtm](/topic/$mtm) 4.65%, [$1b](/topic/$1b) 4.65%
**Top accounts mentioned or mentioned by**
[@respeculator](/creator/undefined) [@lukeytrags](/creator/undefined) [@sniffrocks](/creator/undefined) [@realhagetaka](/creator/undefined) [@vunguye50157456](/creator/undefined) [@sr71blackbirds](/creator/undefined) [@carlo_cocca](/creator/undefined) [@sustainabledud1](/creator/undefined) [@cowboybeeshop](/creator/undefined) [@edark94](/creator/undefined) [@rekurencja](/creator/undefined) [@abbydphillip](/creator/undefined) [@calvinfroedge](/creator/undefined) [@alpaca_capital](/creator/undefined) [@neilringdahl](/creator/undefined) [@longarmlopez](/creator/undefined) [@travmoneyofmine](/creator/undefined) [@chuckchunder007](/creator/undefined) [@scottnorth64736](/creator/undefined) [@showercapam](/creator/undefined)
**Top assets mentioned**
[Republic Services, Inc. (RSG)](/topic/$rsg) [Minswap (MIN)](/topic/$min) [Realio Network (RIO)](/topic/$rio) [Public Masterpiece Token (PMT)](/topic/$pmt) [Peabody Energy Corporation (BTU)](/topic/$btu) [Nextracker Inc. (NXT)](/topic/$nxt) [StakeStone (STO)](/topic/$sto) [Blockchain Bets (BCB)](/topic/$bcb) [Emerson Electric Co. (EMR)](/topic/$emr) [Elevance Health Inc (ELV)](/topic/$elv) [Equity Residential (EQR)](/topic/$eqr)
### Top Social Posts
Top posts by engagements in the last [--] hours
"$GMG $GMG.AX Opening below placement price"
[X Link](https://x.com/ImmaYieldGuy/status/1892359800656212386) 2025-02-19T23:45Z [----] followers, [----] engagements
"$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter"
[X Link](https://x.com/anyuser/status/1934920552361414699) 2025-06-17T10:26Z [----] followers, 14.3K engagements
"$WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter"
[X Link](https://x.com/anyuser/status/1947614803448471664) 2025-07-22T11:08Z [----] followers, 18.4K engagements
"Welcome back to $8 $WHC.AX #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/2006949416490713281) 2026-01-02T04:43Z [----] followers, [----] engagements
"Hindsight tells me this was the easiest short ever lol $PME $PME.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2021815900476002524) 2026-02-12T05:17Z [----] followers, [----] engagements
"Drop in the bucket but this timing is hilarious $SDF $SDF.ax $CBA $CBA.ax"
[X Link](https://x.com/ImmaYieldGuy/status/1833361651271119288) 2024-09-10T04:27Z [----] followers, [---] engagements
"$REA.AX adamant to get this deal over the line for $RMV.L .using their *propped up*() scrip for 56% of the offer to further expand their monopoly. #realestate"
[X Link](https://x.com/ImmaYieldGuy/status/1838028547673481704) 2024-09-23T01:32Z [----] followers, [----] engagements
"$REA.AX $RMV.L saga continues $REA.AX adamant to get this deal over the line for $RMV.L .using their *propped up*() scrip for 56% of the offer to further expand their monopoly. #realestate https://t.co/scakBWKdwp $REA.AX adamant to get this deal over the line for $RMV.L .using their *propped up*() scrip for 56% of the offer to further expand their monopoly. #realestate https://t.co/scakBWKdwp"
[X Link](https://x.com/ImmaYieldGuy/status/1838840408857809106) 2024-09-25T07:18Z [----] followers, [----] engagements
"$RMV.L rejects 4th proposal bid and the pursuit from $REA.AX is seemingly over"
[X Link](https://x.com/ImmaYieldGuy/status/1840716413037695021) 2024-09-30T11:32Z [----] followers, [---] engagements
"Propadeeeee goes brrrr πΈ $REA $REA.AX"
[X Link](https://x.com/ImmaYieldGuy/status/1887259453457834091) 2025-02-05T21:58Z [----] followers, [---] engagements
"$STO $STO.AX"
[X Link](https://x.com/ImmaYieldGuy/status/1934118894152958371) 2025-06-15T05:20Z [----] followers, [----] engagements
"$BCB $BCB.AX #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/1951109110696669693) 2025-08-01T02:33Z [----] followers, [----] engagements
"This says it all about Australia lolthis gets taken over for more down the line. $STO.AX https://www.afr.com/companies/energy/massive-36-4b-santos-takeover-deal-collapses-as-adnoc-walks-away-20250916-p5mvfw https://www.afr.com/companies/energy/massive-36-4b-santos-takeover-deal-collapses-as-adnoc-walks-away-20250916-p5mvfw"
[X Link](https://x.com/ImmaYieldGuy/status/1968290483240874031) 2025-09-17T12:26Z [----] followers, [----] engagements
"@respeculator Any new/change of thought on $STO.AX here now"
[X Link](https://x.com/ImmaYieldGuy/status/1968515010583273615) 2025-09-18T03:18Z [----] followers, [---] engagements
"Twiggy big Copper guy $FMG $FMG.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2000323415417471341) 2025-12-14T21:54Z [----] followers, 20.1K engagements
"$COI.AX finally take over full control from $STO.AX for the Mahalo JV"
[X Link](https://x.com/ImmaYieldGuy/status/2001061520394821973) 2025-12-16T22:46Z [----] followers, [----] engagements
"Looks like the retarded seller has now turned into a retarded buyer $AUE $AUE.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2001418795563335817) 2025-12-17T22:26Z [----] followers, [----] engagements
"Remember that the updated resource (which should see 4Moz+) and PFS is expected very soon in Q1 and then an aggressive target for a DFS in H2. Now compare to these Africa peer deals and the metrics they traded on at those stages. $AUE $AUE.AX Most simple way to describe relative cheapness of $AUE $AUE.AX : https://t.co/H75JgN5Uq0 Most simple way to describe relative cheapness of $AUE $AUE.AX : https://t.co/H75JgN5Uq0"
[X Link](https://x.com/ImmaYieldGuy/status/2002931670580908403) 2025-12-22T02:38Z [----] followers, [----] engagements
"Gold up 4% $AUE.AX .best I can is"
[X Link](https://x.com/ImmaYieldGuy/status/2013750710144290924) 2026-01-20T23:09Z [----] followers, [----] engagements
"Sometimes you just have to seek quality in a world of shitco's. $EMR $EMR.AX I really really like Emerald $EMR $EMR.AX here in the late $3's. Okvau will continue to punch out 100koz pa @ U$1000 AISC. I do think Dingo Range will get developed before Memont to consolidate that Cambodia/Australia diversification before it ramps back up to about 2/3 I really really like Emerald $EMR $EMR.AX here in the late $3's. Okvau will continue to punch out 100koz pa @ U$1000 AISC. I do think Dingo Range will get developed before Memont to consolidate that Cambodia/Australia diversification before it ramps"
[X Link](https://x.com/ImmaYieldGuy/status/2013790439992922305) 2026-01-21T01:47Z [----] followers, [----] engagements
"Time to revisit this $ELV $ELV.AX $SYA $PLL #lithium https://t.co/laAW15271W $SYA $PLL #lithium https://t.co/laAW15271W"
[X Link](https://x.com/ImmaYieldGuy/status/2016290817217069545) 2026-01-27T23:22Z [----] followers, [----] engagements
"The one that got away $EQR $EQR.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2016361719103393998) 2026-01-28T04:04Z [----] followers, [----] engagements
"The rotation into defensive assets has just begun"
[X Link](https://x.com/ImmaYieldGuy/status/2017164057191796905) 2026-01-30T09:12Z [----] followers, 12.4K engagements
"Reminder We get the put up or shut up deadline re $RIO - $GLEN merger on Thursday 5pm London time / Friday morning Aus"
[X Link](https://x.com/ImmaYieldGuy/status/2017829596918653192) 2026-02-01T05:17Z [----] followers, [----] engagements
"The ASX to junior developer shitcos going into trading halt to raise capital on a historically down metals day"
[X Link](https://x.com/ImmaYieldGuy/status/2018233152498778350) 2026-02-02T08:00Z [----] followers, [----] engagements
"Welcome to the new world order"
[X Link](https://x.com/ImmaYieldGuy/status/2018831931409158381) 2026-02-03T23:40Z [----] followers, [----] engagements
"Sounds about right $CSL $CSL.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2021338821586190761) 2026-02-10T21:41Z [----] followers, [----] engagements
"@vunguye50157456 The met is a nightmare and not feasible at all @Sustainabledud1 has a few posts on it and Eudialyte specifically does a top job on it"
[X Link](https://x.com/ImmaYieldGuy/status/2021426443625148777) 2026-02-11T03:29Z [----] followers, [--] engagements
"@cowboybeeshop @respeculator @Edark94 @rekurencja My exact thoughts ASX always T+2 behind mintwit"
[X Link](https://x.com/ImmaYieldGuy/status/2021846287021486191) 2026-02-12T07:18Z [----] followers, [----] engagements
"Time to say goodbye for real my friend. $RSG $LLL $GOLD $FFX"
[X Link](https://x.com/anyuser/status/1855918433575350368) 2024-11-11T10:20Z [----] followers, 17.1K engagements
"Boom. $YAL $YAL.AX #coaltwitter"
[X Link](https://x.com/anyuser/status/1892498811186241810) 2025-02-20T08:57Z [----] followers, 13.4K engagements
"$MTM $MTM.AX I expect a rapidly aggressive approach to expansions within the US now"
[X Link](https://x.com/ImmaYieldGuy/status/2013742673858044344) 2026-01-20T22:37Z [----] followers, [----] engagements
"Oh it's so beautiful. $WHC $WHC.AX $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/2013812414148649108) 2026-01-21T03:14Z [----] followers, [----] engagements
"These guys havent even assayed for rare earths in a single drill core Lol $DTR $DTR.AX https://www.afr.com/street-talk/dateline-resources-launches-cash-call-shaws-on-hand-20260122-p5nwbb https://www.afr.com/street-talk/dateline-resources-launches-cash-call-shaws-on-hand-20260122-p5nwbb"
[X Link](https://x.com/ImmaYieldGuy/status/2014261102667047050) 2026-01-22T08:57Z [----] followers, [----] engagements
"How it feels to individually pick out junior developer shitcos that have outperformed the market during a generational metals super cycle (everybody is winning)"
[X Link](https://x.com/ImmaYieldGuy/status/2015689399053479974) 2026-01-26T07:32Z [----] followers, 18.1K engagements
"GIVE ME $10 $WHC $WHC.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2016661259828216056) 2026-01-28T23:54Z [----] followers, [----] engagements
"$AUE $AUE.AX IS RETARDED"
[X Link](https://x.com/ImmaYieldGuy/status/2016661397971894743) 2026-01-28T23:55Z [----] followers, [----] engagements
"These are actually absurd hits $PMT $PMET"
[X Link](https://x.com/ImmaYieldGuy/status/2018809657188651363) 2026-02-03T22:11Z [----] followers, [----] engagements
"Adding more $TTT $TTT.AX again here near 20"
[X Link](https://x.com/ImmaYieldGuy/status/2019589555373109341) 2026-02-06T01:50Z [----] followers, [----] engagements
"PH mining sector welcomes critical minerals accord with US Hopefully good for $BSX $BSX.AX drilling permits . https://business.inquirer.net/573046/ph-mining-sector-welcomes-critical-minerals-accord-with-us https://business.inquirer.net/573046/ph-mining-sector-welcomes-critical-minerals-accord-with-us"
[X Link](https://x.com/ImmaYieldGuy/status/2019972807241965638) 2026-02-07T03:13Z [----] followers, [----] engagements
"This must mean something $TTT $TTT.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2021718877420577086) 2026-02-11T22:51Z [----] followers, [----] engagements
"In a copper starved ASX I'm sure this runs $CBE $CBE.AX"
[X Link](https://x.com/ImmaYieldGuy/status/2021769786406088792) 2026-02-12T02:14Z [----] followers, [----] engagements
"Can someone explain to me how $TVN.AX is now almost capped the same as #WA1 (hold neither)"
[X Link](https://x.com/ImmaYieldGuy/status/2023277269142393250) 2026-02-16T06:04Z [----] followers, [----] engagements
"This is the cost curve for all Met Coal operations in Australia. $WHC's new Blackwater's Asset is highlighted; Production (updated to 12.4mt annually) is represented by the thickness of the bar with an extremely competitive total FOB cost of $89/t"
[X Link](https://x.com/anyuser/status/1775134740288618922) 2024-04-02T12:14Z [----] followers, 16.5K engagements
"$WHC updated sell-side price targets: Macquarie $9.00 Jefferies $9.00 Morgans $8.90 UBS $8.85 Ord Minnett $8.80 Bell Potter $7.70 $WHC.ax #CoalTwitter #ASX"
[X Link](https://x.com/anyuser/status/1782284349737767174) 2024-04-22T05:44Z [----] followers, 19.7K engagements
"From Macquarie's research: Interesting to see that at current spot prices $WHC MktCap is 3x of today's.and Blackwater itself represents the whole company's value as of now. The 13% WACC is fair considering current debt profile. But the value discrepancies between Spot and 'Macquarie forecasts' highlight how ridiculous their underlying forecasts are ( apparently we're going to stop using coal ). I don't blame analysts at these investment banks but because most of them have zero incentive to go against the tide it results in the same story line across [--] different research reports. If met &"
[X Link](https://x.com/anyuser/status/1782292282814894121) 2024-04-22T06:16Z [----] followers, 12.2K engagements
"surprise surprise.#coaltwitter been ahead of all major governments Coal will be the best 10yr investment $YAL.ax $WHC.ax $NHC.ax $AMR $BTU $HCC"
[X Link](https://x.com/anyuser/status/1796346744504270851) 2024-05-31T01:03Z [----] followers, [----] engagements
"Itochu continuing to hold 15% interest in $WHC's Maules Creek potential buyer of Blackwater sell-down (20%). The big co's are starting to change their tone now from comments and divestments made just a few years ago. #coaltwitter"
[X Link](https://x.com/anyuser/status/1800366240336359620) 2024-06-11T03:15Z [----] followers, [----] engagements
"Morgan Stanley $300/t HCC bulls #coaltwitter"
[X Link](https://x.com/anyuser/status/1808733738433728771) 2024-07-04T05:25Z [----] followers, 23.8K engagements
"Good luck now lads - interested to see the repercussions of Grosvenor $AAL.L #coaltwitter"
[X Link](https://x.com/anyuser/status/1809879147164127687) 2024-07-07T09:16Z [----] followers, [----] engagements
"$WHC $WHC.ax Don't see how anyone can value Blackwater at less than AU$5B now the 20% sell down should seek an absolute minimum of $1B and anything less is a joke. Confident management can execute accordingly especially with market disruptions #coaltwitter Good luck now lads - interested to see the repercussions of Grosvenor $AAL.L #coaltwitter https://t.co/O6j3LNdz9u Good luck now lads - interested to see the repercussions of Grosvenor $AAL.L #coaltwitter https://t.co/O6j3LNdz9u"
[X Link](https://x.com/anyuser/status/1809888375861842001) 2024-07-07T09:53Z [----] followers, [----] engagements
"$WHC $WHC.ax detailed in depth analysis on how FCF at Blackwater and Daunia should look using $250/t met prices πΈπ¨#coaltwitter"
[X Link](https://x.com/anyuser/status/1810267748964172132) 2024-07-08T11:00Z [----] followers, 35K engagements
"$WHC $WHC.ax Thermal business @ $135/t NEWC. Overall group cash generation is ridiculous #coaltwitter $WHC $WHC.ax detailed in depth analysis on how FCF at Blackwater and Daunia should look using $250/t met prices πΈπ¨#coaltwitter https://t.co/qBznTqQAVQ $WHC $WHC.ax detailed in depth analysis on how FCF at Blackwater and Daunia should look using $250/t met prices πΈπ¨#coaltwitter https://t.co/qBznTqQAVQ"
[X Link](https://x.com/anyuser/status/1810542537813405779) 2024-07-09T05:12Z [----] followers, 17.1K engagements
"$WHC $WHC.ax Wtf is the market pricing in on the BW sell-down with this price action US500m / AU750m for 20%. So A$3.75B val That is ridiculous. They've just proven those wrong with production concerns in the toughest transitional quarter. I'd say any valuation below A$4B is outright absurd. A$1B for 20% is the dream for 25% is more likely. Market will explode either way #coaltwitter"
[X Link](https://x.com/anyuser/status/1815922119320187116) 2024-07-24T01:29Z [----] followers, [----] engagements
"Surprise surprise #coaltwitter"
[X Link](https://x.com/anyuser/status/1821071828674343220) 2024-08-07T06:32Z [----] followers, [----] engagements
"$WHC $WHC.ax time to get the ball rolling #coaltwitter"
[X Link](https://x.com/anyuser/status/1821713018855813373) 2024-08-09T01:00Z [----] followers, [----] engagements
"$YAL $YAL.ax (didn't previously hold) picked up a very large parcel here @ [----] I'd be fuming at myself if I didn't take advantage of this entry when it rebounds in [--] months time.a long sustaining $150/t NEWC is on the cards. Idc about those slagging management about them being a div co and not a growth co.sitting on over $1.5B I say f*** it pick up some quality met at a discount. #coaltwitter"
[X Link](https://x.com/anyuser/status/1825729831851671845) 2024-08-20T03:01Z [----] followers, [----] engagements
"$WHC $WHC.ax I was laughed at for putting a AU$5B price tag on Blackwater.HERE WE GO #coaltwitter"
[X Link](https://x.com/anyuser/status/1826397866589564929) 2024-08-21T23:15Z [----] followers, 15.9K engagements
"Paul when asked about any interest in the Anglo assets "No." $WHC $WHC.ax #coaltwitter"
[X Link](https://x.com/anyuser/status/1826427791740731877) 2024-08-22T01:14Z [----] followers, [----] engagements
"Some notes from the $WHC $WHC.ax call: Paul was reluctant to share exact seperate unit costs for NSW and QLD says group costs is essentially all that matters. - Can probably estimate somewhere along the lines of $165/t QLD and $130/t NSW. - Paul said they were being conservative with QLD costs considering only 5mths into ownership Higher NSW costs mostly correlated with lower overall volumes. - Higher strip area at Tarrawonga - Narrabri longwall efficiencies - Maules should perform in line US$100m tax bill on sell-down.9.25% effective rate **$272m QLD EBITDA in just Q4** Another legendary"
[X Link](https://x.com/anyuser/status/1826439889803698215) 2024-08-22T02:02Z [----] followers, [----] engagements
"#Lithium players since 14th September [--] $PLS.ax -41% $LTR.ax -80% $MIN.ax -50% $AKE.ax / $LTM.ax -72% $CXO.ax -77% $GLN.ax -82% $LKE.ax -78% $SYA.ax -77% $PLL.ax -83% $DLI.ax -73% $PMT -73% #WR1 -67% $LLL.ax 0% π"
[X Link](https://x.com/anyuser/status/1831277458202767697) 2024-09-04T10:25Z [----] followers, 10.2K engagements
"$NXT $NXT.ax again"
[X Link](https://x.com/ImmaYieldGuy/status/1833397573270573563) 2024-09-10T06:50Z [----] followers, [----] engagements
"$NXT $NXT.ax"
[X Link](https://x.com/ImmaYieldGuy/status/1833410717686632685) 2024-09-10T07:42Z [----] followers, [---] engagements
"@abbydphillip The fact that this would actually swing so many votes lol"
[X Link](https://x.com/anyuser/status/1833706936614936884) 2024-09-11T03:19Z [----] followers, 28.8K engagements
"Sign of the times #coaltwitter"
[X Link](https://x.com/anyuser/status/1838736784186052878) 2024-09-25T00:26Z [----] followers, [----] engagements
"China Stimmy -- Inject the Coke $WHC.AX #coaltwitter β‘All commodity futures opened up in #China on Wednesday. INE Freight Index jumped by over 8%. Crude oil rose 1.9%. #OOTT #Shipping Dalian #IronOre rebounded by 6.3% and #steel rebars are up 3.7%. Shanghai #silver +4.1% #gold +0.6%. #Zinc +3.2% #copper +2% #nickel +1.5% https://t.co/vTWUSeFdCs β‘All commodity futures opened up in #China on Wednesday. INE Freight Index jumped by over 8%. Crude oil rose 1.9%. #OOTT #Shipping Dalian #IronOre rebounded by 6.3% and #steel rebars are up 3.7%. Shanghai #silver +4.1% #gold +0.6%. #Zinc +3.2% #copper"
[X Link](https://x.com/ImmaYieldGuy/status/1838762376772096091) 2024-09-25T02:08Z [----] followers, [----] engagements
"Now when you hear about the potential supply constraints in the long-term coking coal market this right here from MS explains it all. It's a quality issue simple as that. The project pipeline ex. China highlights the lack of PLV HCC capacity expected to come online.call it only +15Mtpa of PLV by end of decade (essentially just another Goonyella).sounds like it can become pretty tight to me. Not to mention those incentive prices too at an average of US$194/t - above current spot. #coaltwitter"
[X Link](https://x.com/anyuser/status/1838825855323377901) 2024-09-25T06:20Z [----] followers, 27.5K engagements
"#coaltwitter"
[X Link](https://x.com/anyuser/status/1839213900937466235) 2024-09-26T08:02Z [----] followers, [----] engagements
"To my fellow $YAL.AX & $WHC.AX buyers at $5 and $6 #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/1839462022012153997) 2024-09-27T00:28Z [----] followers, [----] engagements
"Quick bounce that was π #coaltwitter"
[X Link](https://x.com/anyuser/status/1839931775025349010) 2024-09-28T07:34Z [----] followers, [----] engagements
"$WHC $WHC.ax 50% of 3mth average volume traded hands within first hour of session #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/1840559608504688861) 2024-09-30T01:09Z [----] followers, 13.5K engagements
"If you all ask your grandparents about their $YAL.AX position and they say theyve liquidatedtell them YG said thanks for the cheap shares bozos #coaltwitter Plot twist. Yankuang is actually just an alias group formed by #coaltwitter pretending to be the CCP because we dont want any boomers on the register. degenerates only pls $YAL.AX Plot twist. Yankuang is actually just an alias group formed by #coaltwitter pretending to be the CCP because we dont want any boomers on the register. degenerates only pls $YAL.AX"
[X Link](https://x.com/anyuser/status/1840644062556438798) 2024-09-30T06:45Z [----] followers, [----] engagements
"Wow #coaltwitter"
[X Link](https://x.com/anyuser/status/1840894062087586047) 2024-09-30T23:18Z [----] followers, 10.6K engagements
"Quarterly reminder of the real life money printing machine $YAL $YAL.AX #coaltwitter"
[X Link](https://x.com/anyuser/status/1846838206882291726) 2024-10-17T08:58Z [----] followers, [----] engagements
"A lot to like with this $WHC.AX quarterly. Management starting to really prove themselves since being handed the keys from BMAalmost seamless transition. The 84% realisation of PLV is a highlight for me - which was the figure in my original model. Naturally unit costs will start to settle when production strengthens including in NSW thermal. #coaltwitter https://twitter.com/i/web/status/1849600807450079617 https://twitter.com/i/web/status/1849600807450079617"
[X Link](https://x.com/anyuser/status/1849600807450079617) 2024-10-24T23:56Z [----] followers, [----] engagements
"The current state of #lithium supply cuts globally"
[X Link](https://x.com/anyuser/status/1854359148613550479) 2024-11-07T03:04Z [----] followers, 17.5K engagements
"Exactly how I want to wake up on a Sunday morning - Mali attacking my portfolio yet again $RSG $RSG.AX"
[X Link](https://x.com/anyuser/status/1855394689622679992) 2024-11-09T23:39Z [----] followers, 11.5K engagements
"$SYA $PLL #lithium"
[X Link](https://x.com/anyuser/status/1858737889536078127) 2024-11-19T05:03Z [----] followers, [----] engagements
"The year is [----] $CBA just crossed [---] bucks a share and trading on 10x book value. $SIG / CW and $GYG use their obnoxiously expensive scrip to merge and form a mega pharmacy-burrito outlet. Mali just detained $RSG executives for the 6th year running and now demanding them to operate Syama for free. $SYA / $PLL MergeCo has officially joined the 100B SOI club Paul Flynn $WHC just somehow financially engineered himself into acquiring the entire $BHP coal portfolio. https://twitter.com/i/web/status/1859212749198532720 https://twitter.com/i/web/status/1859212749198532720"
[X Link](https://x.com/anyuser/status/1859212749198532720) 2024-11-20T12:30Z [----] followers, [----] engagements
"$YAL and as predicted. The risk/reward on this trade was so skewed it was ridiculous the market turned such a blind eye to itand as proven the shares in the low 5s were a transfer of wealth to the patient as I made it my largest position. Fingers crossed Kestrel isnt on their radar and if so FIRB will continue to be a problem anyway. Monster divvy incoming πͺπΌ $YAL.AX #coaltwitter Okay so Anglo are closing bids for coal assets on the 9th Sepand we now assume $YAL $YAL.ax are going for at least some of them. Considering they hired IBs two weeks ago and bids close in less than [--] weeks the 0"
[X Link](https://x.com/anyuser/status/1859752911842181158) 2024-11-22T00:17Z [----] followers, [----] engagements
"I really hope this deal becomes an eye-opener for the rest of the world. Coeus is spot on here. $BTU essentially paid 5x EBITDA for non-tier [--] assets.when the likes of $YAL is trading @ just over 2.5x. Different products but we live in a world where starting a greenfields coal project is nearing impossible it's not even summer yet but we are already getting warnings of blackouts in NSW due to influx demand from A/C etc. Aggressive demand growth from SE Asia in the coming years minimal new thermal supply expected.I can only see this going one way. Love it or hate it thermal specifically has to"
[X Link](https://x.com/anyuser/status/1861214767198937114) 2024-11-26T01:05Z [----] followers, 10.1K engagements
"I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX"
[X Link](https://x.com/anyuser/status/1863760966946902312) 2024-12-03T01:43Z [----] followers, 14.8K engagements
"$WHC $WHC.AX Enjoyed modelling out Whitehaven's thermal business as NEWC continues to hold strong US$135-150/t. Very attractive numbers before industry catalysts even considered. Key highlights: Narrabri $170m CapEx. Have this chunky number due to some hefty obligations coming up ie. environmental costs & a planned longwall move. Happy to share Blackwater & Daunia model in the near future. #coaltwitter https://twitter.com/i/web/status/1866689487071482235 https://twitter.com/i/web/status/1866689487071482235"
[X Link](https://x.com/anyuser/status/1866689487071482235) 2024-12-11T03:40Z [----] followers, [----] engagements
"Some weekend reading for my fellow coal degens π€ $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final numbers are pretty conservative here. Quite amazing the torque on this one ie. plugging in a 10% increase in HCC @ US$220/t and FCF improves 45%.20% rise in HCC = 100% FCF uplift. #coaltwitter https://twitter.com/i/web/status/1867542218455879806 https://twitter.com/i/web/status/1867542218455879806"
[X Link](https://x.com/anyuser/status/1867542218455879806) 2024-12-13T12:08Z [----] followers, 13K engagements
"$WHC $WHC.AX FCF Matrix for BW&D using a range of HCC prices and total costs/t. #coaltwitter Some weekend reading for my fellow coal degens π€ $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final numbers are pretty conservative here. Quite amazing the torque on this https://t.co/RGfiIwobcl Some weekend reading for my fellow coal degens π€ $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final"
[X Link](https://x.com/ImmaYieldGuy/status/1868473955977425258) 2024-12-16T01:51Z [----] followers, [----] engagements
"This is the journey of $IPX $IPX.AX and that catalysts that steered them from a market cap of $50m when Ti metal HAMR rights were first acquired to the $1.5B of today where commissioning has been a success. $MTM $MTM.AX looks to be the next market disruptor"
[X Link](https://x.com/anyuser/status/1868861856435388569) 2024-12-17T03:32Z [----] followers, 12.3K engagements
"Who dis π€£ $MTM $MTMCF"
[X Link](https://x.com/ImmaYieldGuy/status/1871338469861294310) 2024-12-23T23:33Z [----] followers, [----] engagements
"Heading into [----] and my portfolio looks quite different to usual regarding sector allocations: Resources: $YAL is by far my biggest holding as I struggle to find value in FCF yield producers and late stage developers. I still like #gold but hold no exposure since RSG debacle look to deploy somewhere. #Copper is tough some of my favourites on my watchlist are TSX explorers/resource definers in Argentina with takeover potentialwant ASX exposure but very grim. No concrete stance on #uranium yet and these equities are as unreliable as it gets. Starting to find #nickel attractive but feel its too"
[X Link](https://x.com/anyuser/status/1873897519870251013) 2024-12-31T01:02Z [----] followers, [----] engagements
"Overall solid quarter from $WHC $WHC.AX More selling out of QLD stockpiles NSW production all up across the board Unit costs/t lower end of guidance (A$140) + group royalties of A$25/t Sell down payment to be received this quarter (Q3).net cash position Capital allocation to be discussed further from there #coaltwitter https://twitter.com/i/web/status/1884366775284031798 https://twitter.com/i/web/status/1884366775284031798"
[X Link](https://x.com/ImmaYieldGuy/status/1884366775284031798) 2025-01-28T22:23Z [----] followers, [----] engagements
"$WHC $WHC.AX Have to re-iterate the deferred payments to BMA US$500m due on first anniversary of acquisition completion (June). Then another [---] next FY and [---] after that. Could be close to zero net debt by end of FY25 but wouldnt count on divvies/buybacks until that second chunky payment is sent and balance sheet overall de-risked. #coaltwitter @LukeyTrags $1B net debt + 350m stamp duty (already paid but after Dec quarter) = 1.35B net debt - 1.7B from sell down = 400m net cash + US500m (A$800m) deferred = A$400m net debt before ops so could be around [--] net debt after 2H of cash flow"
[X Link](https://x.com/ImmaYieldGuy/status/1884410480980287861) 2025-01-29T01:17Z [----] followers, [----] engagements
"$WHC $WHC.AX This seems a mistake to me Can someone ensure i'm not losing my mind Assume the price realisation holds at US$167/t add 4mt in QLD sales this quarter. my numbers say U$42m for the year in contingency #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/1884437729435652367) 2025-01-29T03:05Z [----] followers, [----] engagements
"Buyback at top of cycle β Buyback at bottom of cycle β
$WHC $WHC.AX #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/1892330620505739426) 2025-02-19T21:49Z [----] followers, [----] engagements
"$WHC $WHC.AX Have ultimate respect for Paul and the team but another corporate cringe worth statement was made by CFO Kevin when referencing their counter-cyclical buyback: "When we have $1.7B incoming from the sell-down thats $2/sh alone ($3/sh including current cash) which means the market is valuing our operations at $3/sh." No Kev I think you have to consider the US$1.1B (A$1.7B) in deferred payments over next two years as well. π #coaltwitter https://twitter.com/i/web/status/1892376721565110401 https://twitter.com/i/web/status/1892376721565110401"
[X Link](https://x.com/anyuser/status/1892376721565110401) 2025-02-20T00:52Z [----] followers, [----] engagements
"Okay so $YAL closing the year on $2.5B cash after another $1B+ FCF yror $1.5B excluding last 2HFY24 dividends. Subtract the $687m for the 52cps divvy just announced and were sitting at north of $1.8B. From my view it seems like an obviously carefully picked number enough to please shareholders but also enough contingency cash left in the event on executing on -ve M&A. I think they really couldve hit the 75cps+ divvy mark on this and wouldve got real upbeat lift in the market tomorrow. Just one coal degens view wen $1 specially divvy $YAL.AX #coaltwitter"
[X Link](https://x.com/anyuser/status/1892513791658881443) 2025-02-20T09:57Z [----] followers, [----] engagements
"I think they found the starter pit #WA1"
[X Link](https://x.com/anyuser/status/1892690512894640342) 2025-02-20T21:39Z [----] followers, [----] engagements
"One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down 35% since. $REH Reece one earnings report I've been waiting for - encouraging half-year results however this is reflected in the share price in the last few months and more than priced in. Trading on multiples such as 40x P/E 20x P/CF & 18x EV/EBITDA. https://t.co/Ucx3hbvEVg $REH Reece one earnings report I've been waiting for - encouraging half-year results however this is reflected in the share price in"
[X Link](https://x.com/ImmaYieldGuy/status/1893814617530331190) 2025-02-24T00:06Z [----] followers, [----] engagements
"7:30pm on a Friday π΄ $SGR $SGR.AX"
[X Link](https://x.com/ImmaYieldGuy/status/1897938231091773902) 2025-03-07T09:11Z [----] followers, [----] engagements
"Tech goes brrrrr"
[X Link](https://x.com/ImmaYieldGuy/status/1899242868025553110) 2025-03-10T23:36Z [----] followers, [----] engagements
"Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down 35% since. https://t.co/FIiTQy8Hoy One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down 35% since. https://t.co/FIiTQy8Hoy"
[X Link](https://x.com/ImmaYieldGuy/status/1901455708425753071) 2025-03-17T02:09Z [----] followers, [----] engagements
"1) How is this not price sensitive 2) How tf is this not gonna affect guidance $MIN $MIN.AX"
[X Link](https://x.com/anyuser/status/1902120372377710734) 2025-03-18T22:10Z [----] followers, 12.2K engagements
"Im still far from a #lithium bull.and not buying here but theres a price for everything right $PLS $PLS.AX"
[X Link](https://x.com/ImmaYieldGuy/status/1906976648731521498) 2025-04-01T07:47Z [----] followers, [----] engagements
"Uranium vs Lithium shitco's both turning to gold exploration"
[X Link](https://x.com/anyuser/status/1907248552205758888) 2025-04-02T01:47Z [----] followers, 99.9K engagements
"Common misconception spreading over socials. It is not an effective 34% tariff on China. That is in addition to the already placed 20% so. 54% TARIFFS and #gold isn't going to U$5000/oz"
[X Link](https://x.com/anyuser/status/1907603690091085913) 2025-04-03T01:18Z [----] followers, 18K engagements
"Sub $60 oil Sub $100 Iron Ore Sub $100 NEWC Thermal Sub $15k Nickel Copper down almost 20% Silver down 20% Gold still $3000"
[X Link](https://x.com/anyuser/status/1909012642846634159) 2025-04-06T22:37Z [----] followers, [----] engagements
"Long $IPX $IPX.AX here at 2.20/sh. You're currently paying A$700m for 2030e nameplate capacity of 10000tpa Ti.yielding in the range of US$1.2b pa. US$70m of total DoD funding so far - if the US is serious about domestic production of critical metals than this only the start. $IPX $IPX.AX keeping an eye here π https://t.co/RRVr8GTYdO $IPX $IPX.AX keeping an eye here π https://t.co/RRVr8GTYdO"
[X Link](https://x.com/anyuser/status/1909469518961033358) 2025-04-08T04:53Z [----] followers, 13.8K engagements
"Perfectly balanced as all things should be. $MIN $GYG"
[X Link](https://x.com/anyuser/status/1909832745117008313) 2025-04-09T04:56Z [----] followers, 57.7K engagements
"Bro is trying to sell all her Rare Earths π"
[X Link](https://x.com/anyuser/status/1916007005573222863) 2025-04-26T05:50Z [----] followers, 12.7K engagements
"@LukeyTrags @realhagetaka Yes but what if it doesn't π Out of cash very soon"
[X Link](https://x.com/ImmaYieldGuy/status/1929326081594503592) 2025-06-01T23:55Z [----] followers, [---] engagements
"Shades of $IPX it is. Your mate YG called it here first. $1B+ company here ladies and gents. $MTM $MTM.AX I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX. I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX"
[X Link](https://x.com/anyuser/status/1930080672762527932) 2025-06-04T01:54Z [----] followers, [----] engagements
"A much more nuanced situation but crunching the numbers on the future mine plan at Kamoa-Kakula and at $10 Ivanhoe looks like a heck of a buy. $IVN #copper"
[X Link](https://x.com/ImmaYieldGuy/status/1939141906447102095) 2025-06-29T02:00Z [----] followers, [----] engagements
"How does Kamoa-Kakula production look like in FY27 post Eastern side de-watering and at nameplate $IVN 500ktpa 500-550ktpa 600ktpa 550-600ktpa 500ktpa 500-550ktpa 600ktpa 550-600ktpa"
[X Link](https://x.com/ImmaYieldGuy/status/1939965355641749879) 2025-07-01T08:32Z [----] followers, [---] engagements
"Thank yall for 2k followers π«ΆπΌ I started posting jokingly just over a year ago and here I am feeling welcomed to the fintwit and mintwit community - some super smart people on this platform and learnt a ton from those who share. To more degeneracy π₯"
[X Link](https://x.com/anyuser/status/1941312611343290495) 2025-07-05T01:46Z [----] followers, [----] engagements
"Running some modelling on $WAF $WAF.AX out of pure curiosity.and have come out with some fascinating storylines. **using flat US$3k/oz price & 480kozpa nameplate** At its current market cap of A$2.6B today WAF would generate its entire MktCap in FCF in just the next [--] years. ('26-'28) In the [--] years following would generate an ADDITIONAL FCF of 150% of its current MktCap ($3.8b '29-'33). After [----] will still have 2Moz in reserves + 8Moz in resource (excluding U/G upgrades which are a given). Talk about both African and single jurisdiction risk.but jeez these numbers are compelling. #Gold"
[X Link](https://x.com/anyuser/status/1942411747534733508) 2025-07-08T02:33Z [----] followers, [----] engagements
"$5 three months later. $IPX $IPX.AX Long $IPX $IPX.AX here at 2.20/sh. You're currently paying A$700m for 2030e nameplate capacity of 10000tpa Ti.yielding in the range of US$1.2b pa. US$70m of total DoD funding so far - if the US is serious about domestic production of critical metals than this only the start. Long $IPX $IPX.AX here at 2.20/sh. You're currently paying A$700m for 2030e nameplate capacity of 10000tpa Ti.yielding in the range of US$1.2b pa. US$70m of total DoD funding so far - if the US is serious about domestic production of critical metals than this only the start"
[X Link](https://x.com/anyuser/status/1943487367761015272) 2025-07-11T01:47Z [----] followers, [----] engagements
"$REH $REH.AX now approaching [--] handle. Crazy what happens when a plumbing supplier trades on tech multiples π€ Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL"
[X Link](https://x.com/ImmaYieldGuy/status/1944912671704539604) 2025-07-15T00:11Z [----] followers, [----] engagements
"Mum can we get some M&A at cycle lows Mum: we have M&A at home The M&A at home: $YAL $YAL.AX #coaltwitter"
[X Link](https://x.com/anyuser/status/1946130889181958205) 2025-07-18T08:52Z [----] followers, [----] engagements
"$WHC $WHC.AX Quarterly tomorrow.always a fun one to tune into. Fascinated to see if they can continue to hit that low end of cost guidance in QLD - they've done quite the job so far almost seamlessly transitioning into BW & Daunia ops even after tons of rain. Any weakness could be a great entry for those not in - I still believe we need to wait for the BHP deferred payment overhang to slowly start to fizzle away. #coaltwitter https://twitter.com/i/web/status/1948275441229500718 https://twitter.com/i/web/status/1948275441229500718"
[X Link](https://x.com/anyuser/status/1948275441229500718) 2025-07-24T06:53Z [----] followers, [----] engagements
"I think this is pretty telling here. The team most likely stockpiling some of the HCC/SHCC product and holding into weakness. PCI and SSCC gap is widening further. $WHC $WHC.AX #coaltwitter https://twitter.com/i/web/status/1948529283456270434 https://twitter.com/i/web/status/1948529283456270434"
[X Link](https://x.com/ImmaYieldGuy/status/1948529283456270434) 2025-07-24T23:42Z [----] followers, [----] engagements
"I have an astronomically high coal degen play that I think could be a legitimate top portfolio holding for the next 10-15 years. (its not ASX-listed). #coaltwitter"
[X Link](https://x.com/anyuser/status/1955189596167569448) 2025-08-12T08:48Z [----] followers, [----] engagements
"The three slides that stood out most to me in the $WHC $WHC.AX FY25 results: 1) Are they already better operators in QLD than BMA 2) 27% EBITDA margins at the very bottom of the cycle (refer to BHP coal comments) is nothing to sneeze at 3) Cutting Narrabri CapEx from $1b to $300m is quite remarkable #coaltwitter https://twitter.com/i/web/status/1958308835036438559 https://twitter.com/i/web/status/1958308835036438559"
[X Link](https://x.com/anyuser/status/1958308835036438559) 2025-08-20T23:23Z [----] followers, 11.9K engagements
"COAL POWERS AI #coaltwitter These graphs from $WHC.AX on the outlook for demand vs supply are pretty exciting if you happen to be into your coal stocks. https://t.co/TgWt9DFuh5 These graphs from $WHC.AX on the outlook for demand vs supply are pretty exciting if you happen to be into your coal stocks. https://t.co/TgWt9DFuh5"
[X Link](https://x.com/anyuser/status/1958413303757394187) 2025-08-21T06:18Z [----] followers, [----] engagements
"$REH $REH.AX The slide continues. Warned when it was at $30 and trading near 50x earnings for a plumbing suppling co in the midst of detracting growth. Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL"
[X Link](https://x.com/ImmaYieldGuy/status/1959816405731398066) 2025-08-25T03:13Z [----] followers, [----] engagements
"$DTR $DTR.AX $800m MC WITHOUT A SINGLE DRILL HOLE"
[X Link](https://x.com/anyuser/status/1959842891532222968) 2025-08-25T04:58Z [----] followers, [----] engagements
"Me restraining myself from plugging 10k gold into my undeveloped West African assets trading at [---] NAV"
[X Link](https://x.com/anyuser/status/1964929198407225540) 2025-09-08T05:50Z [----] followers, [----] engagements
"$BHP produce 260mtpa iron ore of which 150mt goes directly to China. That is 13% of the 1.2Btpa China import and 8% of the seaborne market. So where the heck does this 150mt gap get filled $FMG already ship 85%+ so very limited upside. $RIO is already flat out. Hancock already 100% China. $MIN would be marginal. $VALE can probably fill this gap the most but even then probably max 30mtpa and increased haulage costs from Brazil come into account. Essentially saying it wouldnt be feasible for the Chinese to implement a full structural ban they wouldnt be able to fill the gap left behind from"
[X Link](https://x.com/anyuser/status/1972986874160660901) 2025-09-30T11:28Z [----] followers, 10.4K engagements
"Id say this played out fairly well $MTM $MTM.AX I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX. I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX"
[X Link](https://x.com/anyuser/status/1973576844739019092) 2025-10-02T02:32Z [----] followers, [----] engagements
"My uber driver just asked if they should buy gold and silver - what part of the cycle is this"
[X Link](https://x.com/anyuser/status/1973621451367559577) 2025-10-02T05:29Z [----] followers, [----] engagements
"Have a good weekend ladies and gentlemen Paul $WHC.AX $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter"
[X Link](https://x.com/ImmaYieldGuy/status/1996825685881770120) 2025-12-05T06:15Z [----] followers, [----] engagements
"@calvinfroedge Calvin I know you're new to this but invest in Burkina Faso by far the best mining jurisdiction in the world"
[X Link](https://x.com/ImmaYieldGuy/status/2016286178228801542) 2026-01-27T23:04Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ImmaYieldGuy Yield GuyYield Guy posts on X about $whcax, $whc, in the, gold the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 17.83% stocks 10.85% countries 6.98% cryptocurrencies 5.43% travel destinations 2.33% technology brands 0.78%
Social topic influence $whcax #10, $whc #3, in the 10.08%, gold 6.98%, $yal 6.2%, $yalax 6.2%, met 5.43%, copper 4.65%, $mtm 4.65%, $1b 4.65%
Top accounts mentioned or mentioned by @respeculator @lukeytrags @sniffrocks @realhagetaka @vunguye50157456 @sr71blackbirds @carlo_cocca @sustainabledud1 @cowboybeeshop @edark94 @rekurencja @abbydphillip @calvinfroedge @alpaca_capital @neilringdahl @longarmlopez @travmoneyofmine @chuckchunder007 @scottnorth64736 @showercapam
Top assets mentioned Republic Services, Inc. (RSG) Minswap (MIN) Realio Network (RIO) Public Masterpiece Token (PMT) Peabody Energy Corporation (BTU) Nextracker Inc. (NXT) StakeStone (STO) Blockchain Bets (BCB) Emerson Electric Co. (EMR) Elevance Health Inc (ELV) Equity Residential (EQR)
Top posts by engagements in the last [--] hours
"$GMG $GMG.AX Opening below placement price"
X Link 2025-02-19T23:45Z [----] followers, [----] engagements
"$WHC $WHC.AX AusSuper big fans of ESG #coaltwitter"
X Link 2025-06-17T10:26Z [----] followers, 14.3K engagements
"$WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter"
X Link 2025-07-22T11:08Z [----] followers, 18.4K engagements
"Welcome back to $8 $WHC.AX #coaltwitter"
X Link 2026-01-02T04:43Z [----] followers, [----] engagements
"Hindsight tells me this was the easiest short ever lol $PME $PME.AX"
X Link 2026-02-12T05:17Z [----] followers, [----] engagements
"Drop in the bucket but this timing is hilarious $SDF $SDF.ax $CBA $CBA.ax"
X Link 2024-09-10T04:27Z [----] followers, [---] engagements
"$REA.AX adamant to get this deal over the line for $RMV.L .using their propped up() scrip for 56% of the offer to further expand their monopoly. #realestate"
X Link 2024-09-23T01:32Z [----] followers, [----] engagements
"$REA.AX $RMV.L saga continues $REA.AX adamant to get this deal over the line for $RMV.L .using their propped up() scrip for 56% of the offer to further expand their monopoly. #realestate https://t.co/scakBWKdwp $REA.AX adamant to get this deal over the line for $RMV.L .using their propped up() scrip for 56% of the offer to further expand their monopoly. #realestate https://t.co/scakBWKdwp"
X Link 2024-09-25T07:18Z [----] followers, [----] engagements
"$RMV.L rejects 4th proposal bid and the pursuit from $REA.AX is seemingly over"
X Link 2024-09-30T11:32Z [----] followers, [---] engagements
"Propadeeeee goes brrrr πΈ $REA $REA.AX"
X Link 2025-02-05T21:58Z [----] followers, [---] engagements
"$STO $STO.AX"
X Link 2025-06-15T05:20Z [----] followers, [----] engagements
"$BCB $BCB.AX #coaltwitter"
X Link 2025-08-01T02:33Z [----] followers, [----] engagements
"This says it all about Australia lolthis gets taken over for more down the line. $STO.AX https://www.afr.com/companies/energy/massive-36-4b-santos-takeover-deal-collapses-as-adnoc-walks-away-20250916-p5mvfw https://www.afr.com/companies/energy/massive-36-4b-santos-takeover-deal-collapses-as-adnoc-walks-away-20250916-p5mvfw"
X Link 2025-09-17T12:26Z [----] followers, [----] engagements
"@respeculator Any new/change of thought on $STO.AX here now"
X Link 2025-09-18T03:18Z [----] followers, [---] engagements
"Twiggy big Copper guy $FMG $FMG.AX"
X Link 2025-12-14T21:54Z [----] followers, 20.1K engagements
"$COI.AX finally take over full control from $STO.AX for the Mahalo JV"
X Link 2025-12-16T22:46Z [----] followers, [----] engagements
"Looks like the retarded seller has now turned into a retarded buyer $AUE $AUE.AX"
X Link 2025-12-17T22:26Z [----] followers, [----] engagements
"Remember that the updated resource (which should see 4Moz+) and PFS is expected very soon in Q1 and then an aggressive target for a DFS in H2. Now compare to these Africa peer deals and the metrics they traded on at those stages. $AUE $AUE.AX Most simple way to describe relative cheapness of $AUE $AUE.AX : https://t.co/H75JgN5Uq0 Most simple way to describe relative cheapness of $AUE $AUE.AX : https://t.co/H75JgN5Uq0"
X Link 2025-12-22T02:38Z [----] followers, [----] engagements
"Gold up 4% $AUE.AX .best I can is"
X Link 2026-01-20T23:09Z [----] followers, [----] engagements
"Sometimes you just have to seek quality in a world of shitco's. $EMR $EMR.AX I really really like Emerald $EMR $EMR.AX here in the late $3's. Okvau will continue to punch out 100koz pa @ U$1000 AISC. I do think Dingo Range will get developed before Memont to consolidate that Cambodia/Australia diversification before it ramps back up to about 2/3 I really really like Emerald $EMR $EMR.AX here in the late $3's. Okvau will continue to punch out 100koz pa @ U$1000 AISC. I do think Dingo Range will get developed before Memont to consolidate that Cambodia/Australia diversification before it ramps"
X Link 2026-01-21T01:47Z [----] followers, [----] engagements
"Time to revisit this $ELV $ELV.AX $SYA $PLL #lithium https://t.co/laAW15271W $SYA $PLL #lithium https://t.co/laAW15271W"
X Link 2026-01-27T23:22Z [----] followers, [----] engagements
"The one that got away $EQR $EQR.AX"
X Link 2026-01-28T04:04Z [----] followers, [----] engagements
"The rotation into defensive assets has just begun"
X Link 2026-01-30T09:12Z [----] followers, 12.4K engagements
"Reminder We get the put up or shut up deadline re $RIO - $GLEN merger on Thursday 5pm London time / Friday morning Aus"
X Link 2026-02-01T05:17Z [----] followers, [----] engagements
"The ASX to junior developer shitcos going into trading halt to raise capital on a historically down metals day"
X Link 2026-02-02T08:00Z [----] followers, [----] engagements
"Welcome to the new world order"
X Link 2026-02-03T23:40Z [----] followers, [----] engagements
"Sounds about right $CSL $CSL.AX"
X Link 2026-02-10T21:41Z [----] followers, [----] engagements
"@vunguye50157456 The met is a nightmare and not feasible at all @Sustainabledud1 has a few posts on it and Eudialyte specifically does a top job on it"
X Link 2026-02-11T03:29Z [----] followers, [--] engagements
"@cowboybeeshop @respeculator @Edark94 @rekurencja My exact thoughts ASX always T+2 behind mintwit"
X Link 2026-02-12T07:18Z [----] followers, [----] engagements
"Time to say goodbye for real my friend. $RSG $LLL $GOLD $FFX"
X Link 2024-11-11T10:20Z [----] followers, 17.1K engagements
"Boom. $YAL $YAL.AX #coaltwitter"
X Link 2025-02-20T08:57Z [----] followers, 13.4K engagements
"$MTM $MTM.AX I expect a rapidly aggressive approach to expansions within the US now"
X Link 2026-01-20T22:37Z [----] followers, [----] engagements
"Oh it's so beautiful. $WHC $WHC.AX $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter"
X Link 2026-01-21T03:14Z [----] followers, [----] engagements
"These guys havent even assayed for rare earths in a single drill core Lol $DTR $DTR.AX https://www.afr.com/street-talk/dateline-resources-launches-cash-call-shaws-on-hand-20260122-p5nwbb https://www.afr.com/street-talk/dateline-resources-launches-cash-call-shaws-on-hand-20260122-p5nwbb"
X Link 2026-01-22T08:57Z [----] followers, [----] engagements
"How it feels to individually pick out junior developer shitcos that have outperformed the market during a generational metals super cycle (everybody is winning)"
X Link 2026-01-26T07:32Z [----] followers, 18.1K engagements
"GIVE ME $10 $WHC $WHC.AX"
X Link 2026-01-28T23:54Z [----] followers, [----] engagements
"$AUE $AUE.AX IS RETARDED"
X Link 2026-01-28T23:55Z [----] followers, [----] engagements
"These are actually absurd hits $PMT $PMET"
X Link 2026-02-03T22:11Z [----] followers, [----] engagements
"Adding more $TTT $TTT.AX again here near 20"
X Link 2026-02-06T01:50Z [----] followers, [----] engagements
"PH mining sector welcomes critical minerals accord with US Hopefully good for $BSX $BSX.AX drilling permits . https://business.inquirer.net/573046/ph-mining-sector-welcomes-critical-minerals-accord-with-us https://business.inquirer.net/573046/ph-mining-sector-welcomes-critical-minerals-accord-with-us"
X Link 2026-02-07T03:13Z [----] followers, [----] engagements
"This must mean something $TTT $TTT.AX"
X Link 2026-02-11T22:51Z [----] followers, [----] engagements
"In a copper starved ASX I'm sure this runs $CBE $CBE.AX"
X Link 2026-02-12T02:14Z [----] followers, [----] engagements
"Can someone explain to me how $TVN.AX is now almost capped the same as #WA1 (hold neither)"
X Link 2026-02-16T06:04Z [----] followers, [----] engagements
"This is the cost curve for all Met Coal operations in Australia. $WHC's new Blackwater's Asset is highlighted; Production (updated to 12.4mt annually) is represented by the thickness of the bar with an extremely competitive total FOB cost of $89/t"
X Link 2024-04-02T12:14Z [----] followers, 16.5K engagements
"$WHC updated sell-side price targets: Macquarie $9.00 Jefferies $9.00 Morgans $8.90 UBS $8.85 Ord Minnett $8.80 Bell Potter $7.70 $WHC.ax #CoalTwitter #ASX"
X Link 2024-04-22T05:44Z [----] followers, 19.7K engagements
"From Macquarie's research: Interesting to see that at current spot prices $WHC MktCap is 3x of today's.and Blackwater itself represents the whole company's value as of now. The 13% WACC is fair considering current debt profile. But the value discrepancies between Spot and 'Macquarie forecasts' highlight how ridiculous their underlying forecasts are ( apparently we're going to stop using coal ). I don't blame analysts at these investment banks but because most of them have zero incentive to go against the tide it results in the same story line across [--] different research reports. If met &"
X Link 2024-04-22T06:16Z [----] followers, 12.2K engagements
"surprise surprise.#coaltwitter been ahead of all major governments Coal will be the best 10yr investment $YAL.ax $WHC.ax $NHC.ax $AMR $BTU $HCC"
X Link 2024-05-31T01:03Z [----] followers, [----] engagements
"Itochu continuing to hold 15% interest in $WHC's Maules Creek potential buyer of Blackwater sell-down (20%). The big co's are starting to change their tone now from comments and divestments made just a few years ago. #coaltwitter"
X Link 2024-06-11T03:15Z [----] followers, [----] engagements
"Morgan Stanley $300/t HCC bulls #coaltwitter"
X Link 2024-07-04T05:25Z [----] followers, 23.8K engagements
"Good luck now lads - interested to see the repercussions of Grosvenor $AAL.L #coaltwitter"
X Link 2024-07-07T09:16Z [----] followers, [----] engagements
"$WHC $WHC.ax Don't see how anyone can value Blackwater at less than AU$5B now the 20% sell down should seek an absolute minimum of $1B and anything less is a joke. Confident management can execute accordingly especially with market disruptions #coaltwitter Good luck now lads - interested to see the repercussions of Grosvenor $AAL.L #coaltwitter https://t.co/O6j3LNdz9u Good luck now lads - interested to see the repercussions of Grosvenor $AAL.L #coaltwitter https://t.co/O6j3LNdz9u"
X Link 2024-07-07T09:53Z [----] followers, [----] engagements
"$WHC $WHC.ax detailed in depth analysis on how FCF at Blackwater and Daunia should look using $250/t met prices πΈπ¨#coaltwitter"
X Link 2024-07-08T11:00Z [----] followers, 35K engagements
"$WHC $WHC.ax Thermal business @ $135/t NEWC. Overall group cash generation is ridiculous #coaltwitter $WHC $WHC.ax detailed in depth analysis on how FCF at Blackwater and Daunia should look using $250/t met prices πΈπ¨#coaltwitter https://t.co/qBznTqQAVQ $WHC $WHC.ax detailed in depth analysis on how FCF at Blackwater and Daunia should look using $250/t met prices πΈπ¨#coaltwitter https://t.co/qBznTqQAVQ"
X Link 2024-07-09T05:12Z [----] followers, 17.1K engagements
"$WHC $WHC.ax Wtf is the market pricing in on the BW sell-down with this price action US500m / AU750m for 20%. So A$3.75B val That is ridiculous. They've just proven those wrong with production concerns in the toughest transitional quarter. I'd say any valuation below A$4B is outright absurd. A$1B for 20% is the dream for 25% is more likely. Market will explode either way #coaltwitter"
X Link 2024-07-24T01:29Z [----] followers, [----] engagements
"Surprise surprise #coaltwitter"
X Link 2024-08-07T06:32Z [----] followers, [----] engagements
"$WHC $WHC.ax time to get the ball rolling #coaltwitter"
X Link 2024-08-09T01:00Z [----] followers, [----] engagements
"$YAL $YAL.ax (didn't previously hold) picked up a very large parcel here @ [----] I'd be fuming at myself if I didn't take advantage of this entry when it rebounds in [--] months time.a long sustaining $150/t NEWC is on the cards. Idc about those slagging management about them being a div co and not a growth co.sitting on over $1.5B I say f*** it pick up some quality met at a discount. #coaltwitter"
X Link 2024-08-20T03:01Z [----] followers, [----] engagements
"$WHC $WHC.ax I was laughed at for putting a AU$5B price tag on Blackwater.HERE WE GO #coaltwitter"
X Link 2024-08-21T23:15Z [----] followers, 15.9K engagements
"Paul when asked about any interest in the Anglo assets "No." $WHC $WHC.ax #coaltwitter"
X Link 2024-08-22T01:14Z [----] followers, [----] engagements
"Some notes from the $WHC $WHC.ax call: Paul was reluctant to share exact seperate unit costs for NSW and QLD says group costs is essentially all that matters. - Can probably estimate somewhere along the lines of $165/t QLD and $130/t NSW. - Paul said they were being conservative with QLD costs considering only 5mths into ownership Higher NSW costs mostly correlated with lower overall volumes. - Higher strip area at Tarrawonga - Narrabri longwall efficiencies - Maules should perform in line US$100m tax bill on sell-down.9.25% effective rate $272m QLD EBITDA in just Q4 Another legendary"
X Link 2024-08-22T02:02Z [----] followers, [----] engagements
"#Lithium players since 14th September [--] $PLS.ax -41% $LTR.ax -80% $MIN.ax -50% $AKE.ax / $LTM.ax -72% $CXO.ax -77% $GLN.ax -82% $LKE.ax -78% $SYA.ax -77% $PLL.ax -83% $DLI.ax -73% $PMT -73% #WR1 -67% $LLL.ax 0% π"
X Link 2024-09-04T10:25Z [----] followers, 10.2K engagements
"$NXT $NXT.ax again"
X Link 2024-09-10T06:50Z [----] followers, [----] engagements
"$NXT $NXT.ax"
X Link 2024-09-10T07:42Z [----] followers, [---] engagements
"@abbydphillip The fact that this would actually swing so many votes lol"
X Link 2024-09-11T03:19Z [----] followers, 28.8K engagements
"Sign of the times #coaltwitter"
X Link 2024-09-25T00:26Z [----] followers, [----] engagements
"China Stimmy -- Inject the Coke $WHC.AX #coaltwitter β‘All commodity futures opened up in #China on Wednesday. INE Freight Index jumped by over 8%. Crude oil rose 1.9%. #OOTT #Shipping Dalian #IronOre rebounded by 6.3% and #steel rebars are up 3.7%. Shanghai #silver +4.1% #gold +0.6%. #Zinc +3.2% #copper +2% #nickel +1.5% https://t.co/vTWUSeFdCs β‘All commodity futures opened up in #China on Wednesday. INE Freight Index jumped by over 8%. Crude oil rose 1.9%. #OOTT #Shipping Dalian #IronOre rebounded by 6.3% and #steel rebars are up 3.7%. Shanghai #silver +4.1% #gold +0.6%. #Zinc +3.2% #copper"
X Link 2024-09-25T02:08Z [----] followers, [----] engagements
"Now when you hear about the potential supply constraints in the long-term coking coal market this right here from MS explains it all. It's a quality issue simple as that. The project pipeline ex. China highlights the lack of PLV HCC capacity expected to come online.call it only +15Mtpa of PLV by end of decade (essentially just another Goonyella).sounds like it can become pretty tight to me. Not to mention those incentive prices too at an average of US$194/t - above current spot. #coaltwitter"
X Link 2024-09-25T06:20Z [----] followers, 27.5K engagements
"#coaltwitter"
X Link 2024-09-26T08:02Z [----] followers, [----] engagements
"To my fellow $YAL.AX & $WHC.AX buyers at $5 and $6 #coaltwitter"
X Link 2024-09-27T00:28Z [----] followers, [----] engagements
"Quick bounce that was π #coaltwitter"
X Link 2024-09-28T07:34Z [----] followers, [----] engagements
"$WHC $WHC.ax 50% of 3mth average volume traded hands within first hour of session #coaltwitter"
X Link 2024-09-30T01:09Z [----] followers, 13.5K engagements
"If you all ask your grandparents about their $YAL.AX position and they say theyve liquidatedtell them YG said thanks for the cheap shares bozos #coaltwitter Plot twist. Yankuang is actually just an alias group formed by #coaltwitter pretending to be the CCP because we dont want any boomers on the register. degenerates only pls $YAL.AX Plot twist. Yankuang is actually just an alias group formed by #coaltwitter pretending to be the CCP because we dont want any boomers on the register. degenerates only pls $YAL.AX"
X Link 2024-09-30T06:45Z [----] followers, [----] engagements
"Wow #coaltwitter"
X Link 2024-09-30T23:18Z [----] followers, 10.6K engagements
"Quarterly reminder of the real life money printing machine $YAL $YAL.AX #coaltwitter"
X Link 2024-10-17T08:58Z [----] followers, [----] engagements
"A lot to like with this $WHC.AX quarterly. Management starting to really prove themselves since being handed the keys from BMAalmost seamless transition. The 84% realisation of PLV is a highlight for me - which was the figure in my original model. Naturally unit costs will start to settle when production strengthens including in NSW thermal. #coaltwitter https://twitter.com/i/web/status/1849600807450079617 https://twitter.com/i/web/status/1849600807450079617"
X Link 2024-10-24T23:56Z [----] followers, [----] engagements
"The current state of #lithium supply cuts globally"
X Link 2024-11-07T03:04Z [----] followers, 17.5K engagements
"Exactly how I want to wake up on a Sunday morning - Mali attacking my portfolio yet again $RSG $RSG.AX"
X Link 2024-11-09T23:39Z [----] followers, 11.5K engagements
"$SYA $PLL #lithium"
X Link 2024-11-19T05:03Z [----] followers, [----] engagements
"The year is [----] $CBA just crossed [---] bucks a share and trading on 10x book value. $SIG / CW and $GYG use their obnoxiously expensive scrip to merge and form a mega pharmacy-burrito outlet. Mali just detained $RSG executives for the 6th year running and now demanding them to operate Syama for free. $SYA / $PLL MergeCo has officially joined the 100B SOI club Paul Flynn $WHC just somehow financially engineered himself into acquiring the entire $BHP coal portfolio. https://twitter.com/i/web/status/1859212749198532720 https://twitter.com/i/web/status/1859212749198532720"
X Link 2024-11-20T12:30Z [----] followers, [----] engagements
"$YAL and as predicted. The risk/reward on this trade was so skewed it was ridiculous the market turned such a blind eye to itand as proven the shares in the low 5s were a transfer of wealth to the patient as I made it my largest position. Fingers crossed Kestrel isnt on their radar and if so FIRB will continue to be a problem anyway. Monster divvy incoming πͺπΌ $YAL.AX #coaltwitter Okay so Anglo are closing bids for coal assets on the 9th Sepand we now assume $YAL $YAL.ax are going for at least some of them. Considering they hired IBs two weeks ago and bids close in less than [--] weeks the 0"
X Link 2024-11-22T00:17Z [----] followers, [----] engagements
"I really hope this deal becomes an eye-opener for the rest of the world. Coeus is spot on here. $BTU essentially paid 5x EBITDA for non-tier [--] assets.when the likes of $YAL is trading @ just over 2.5x. Different products but we live in a world where starting a greenfields coal project is nearing impossible it's not even summer yet but we are already getting warnings of blackouts in NSW due to influx demand from A/C etc. Aggressive demand growth from SE Asia in the coming years minimal new thermal supply expected.I can only see this going one way. Love it or hate it thermal specifically has to"
X Link 2024-11-26T01:05Z [----] followers, 10.1K engagements
"I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX"
X Link 2024-12-03T01:43Z [----] followers, 14.8K engagements
"$WHC $WHC.AX Enjoyed modelling out Whitehaven's thermal business as NEWC continues to hold strong US$135-150/t. Very attractive numbers before industry catalysts even considered. Key highlights: Narrabri $170m CapEx. Have this chunky number due to some hefty obligations coming up ie. environmental costs & a planned longwall move. Happy to share Blackwater & Daunia model in the near future. #coaltwitter https://twitter.com/i/web/status/1866689487071482235 https://twitter.com/i/web/status/1866689487071482235"
X Link 2024-12-11T03:40Z [----] followers, [----] engagements
"Some weekend reading for my fellow coal degens π€ $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final numbers are pretty conservative here. Quite amazing the torque on this one ie. plugging in a 10% increase in HCC @ US$220/t and FCF improves 45%.20% rise in HCC = 100% FCF uplift. #coaltwitter https://twitter.com/i/web/status/1867542218455879806 https://twitter.com/i/web/status/1867542218455879806"
X Link 2024-12-13T12:08Z [----] followers, 13K engagements
"$WHC $WHC.AX FCF Matrix for BW&D using a range of HCC prices and total costs/t. #coaltwitter Some weekend reading for my fellow coal degens π€ $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final numbers are pretty conservative here. Quite amazing the torque on this https://t.co/RGfiIwobcl Some weekend reading for my fellow coal degens π€ $WHC $WHC.AX model of QLD Met operations in FY'25.using US$200/t HCC prices. As discussed before FY'25 should be by far the highest unit costs/t so final"
X Link 2024-12-16T01:51Z [----] followers, [----] engagements
"This is the journey of $IPX $IPX.AX and that catalysts that steered them from a market cap of $50m when Ti metal HAMR rights were first acquired to the $1.5B of today where commissioning has been a success. $MTM $MTM.AX looks to be the next market disruptor"
X Link 2024-12-17T03:32Z [----] followers, 12.3K engagements
"Who dis π€£ $MTM $MTMCF"
X Link 2024-12-23T23:33Z [----] followers, [----] engagements
"Heading into [----] and my portfolio looks quite different to usual regarding sector allocations: Resources: $YAL is by far my biggest holding as I struggle to find value in FCF yield producers and late stage developers. I still like #gold but hold no exposure since RSG debacle look to deploy somewhere. #Copper is tough some of my favourites on my watchlist are TSX explorers/resource definers in Argentina with takeover potentialwant ASX exposure but very grim. No concrete stance on #uranium yet and these equities are as unreliable as it gets. Starting to find #nickel attractive but feel its too"
X Link 2024-12-31T01:02Z [----] followers, [----] engagements
"Overall solid quarter from $WHC $WHC.AX More selling out of QLD stockpiles NSW production all up across the board Unit costs/t lower end of guidance (A$140) + group royalties of A$25/t Sell down payment to be received this quarter (Q3).net cash position Capital allocation to be discussed further from there #coaltwitter https://twitter.com/i/web/status/1884366775284031798 https://twitter.com/i/web/status/1884366775284031798"
X Link 2025-01-28T22:23Z [----] followers, [----] engagements
"$WHC $WHC.AX Have to re-iterate the deferred payments to BMA US$500m due on first anniversary of acquisition completion (June). Then another [---] next FY and [---] after that. Could be close to zero net debt by end of FY25 but wouldnt count on divvies/buybacks until that second chunky payment is sent and balance sheet overall de-risked. #coaltwitter @LukeyTrags $1B net debt + 350m stamp duty (already paid but after Dec quarter) = 1.35B net debt - 1.7B from sell down = 400m net cash + US500m (A$800m) deferred = A$400m net debt before ops so could be around [--] net debt after 2H of cash flow"
X Link 2025-01-29T01:17Z [----] followers, [----] engagements
"$WHC $WHC.AX This seems a mistake to me Can someone ensure i'm not losing my mind Assume the price realisation holds at US$167/t add 4mt in QLD sales this quarter. my numbers say U$42m for the year in contingency #coaltwitter"
X Link 2025-01-29T03:05Z [----] followers, [----] engagements
"Buyback at top of cycle β Buyback at bottom of cycle β
$WHC $WHC.AX #coaltwitter"
X Link 2025-02-19T21:49Z [----] followers, [----] engagements
"$WHC $WHC.AX Have ultimate respect for Paul and the team but another corporate cringe worth statement was made by CFO Kevin when referencing their counter-cyclical buyback: "When we have $1.7B incoming from the sell-down thats $2/sh alone ($3/sh including current cash) which means the market is valuing our operations at $3/sh." No Kev I think you have to consider the US$1.1B (A$1.7B) in deferred payments over next two years as well. π #coaltwitter https://twitter.com/i/web/status/1892376721565110401 https://twitter.com/i/web/status/1892376721565110401"
X Link 2025-02-20T00:52Z [----] followers, [----] engagements
"Okay so $YAL closing the year on $2.5B cash after another $1B+ FCF yror $1.5B excluding last 2HFY24 dividends. Subtract the $687m for the 52cps divvy just announced and were sitting at north of $1.8B. From my view it seems like an obviously carefully picked number enough to please shareholders but also enough contingency cash left in the event on executing on -ve M&A. I think they really couldve hit the 75cps+ divvy mark on this and wouldve got real upbeat lift in the market tomorrow. Just one coal degens view wen $1 specially divvy $YAL.AX #coaltwitter"
X Link 2025-02-20T09:57Z [----] followers, [----] engagements
"I think they found the starter pit #WA1"
X Link 2025-02-20T21:39Z [----] followers, [----] engagements
"One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down 35% since. $REH Reece one earnings report I've been waiting for - encouraging half-year results however this is reflected in the share price in the last few months and more than priced in. Trading on multiples such as 40x P/E 20x P/CF & 18x EV/EBITDA. https://t.co/Ucx3hbvEVg $REH Reece one earnings report I've been waiting for - encouraging half-year results however this is reflected in the share price in"
X Link 2025-02-24T00:06Z [----] followers, [----] engagements
"7:30pm on a Friday π΄ $SGR $SGR.AX"
X Link 2025-03-07T09:11Z [----] followers, [----] engagements
"Tech goes brrrrr"
X Link 2025-03-10T23:36Z [----] followers, [----] engagements
"Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down 35% since. https://t.co/FIiTQy8Hoy One of my first ever X posts almost a year ago today.bamboozled on the multiples $REH $REH.AX were attracting from the market ahead of clearly concerning conditions. Proven to be right. Down 35% since. https://t.co/FIiTQy8Hoy"
X Link 2025-03-17T02:09Z [----] followers, [----] engagements
"1) How is this not price sensitive 2) How tf is this not gonna affect guidance $MIN $MIN.AX"
X Link 2025-03-18T22:10Z [----] followers, 12.2K engagements
"Im still far from a #lithium bull.and not buying here but theres a price for everything right $PLS $PLS.AX"
X Link 2025-04-01T07:47Z [----] followers, [----] engagements
"Uranium vs Lithium shitco's both turning to gold exploration"
X Link 2025-04-02T01:47Z [----] followers, 99.9K engagements
"Common misconception spreading over socials. It is not an effective 34% tariff on China. That is in addition to the already placed 20% so. 54% TARIFFS and #gold isn't going to U$5000/oz"
X Link 2025-04-03T01:18Z [----] followers, 18K engagements
"Sub $60 oil Sub $100 Iron Ore Sub $100 NEWC Thermal Sub $15k Nickel Copper down almost 20% Silver down 20% Gold still $3000"
X Link 2025-04-06T22:37Z [----] followers, [----] engagements
"Long $IPX $IPX.AX here at 2.20/sh. You're currently paying A$700m for 2030e nameplate capacity of 10000tpa Ti.yielding in the range of US$1.2b pa. US$70m of total DoD funding so far - if the US is serious about domestic production of critical metals than this only the start. $IPX $IPX.AX keeping an eye here π https://t.co/RRVr8GTYdO $IPX $IPX.AX keeping an eye here π https://t.co/RRVr8GTYdO"
X Link 2025-04-08T04:53Z [----] followers, 13.8K engagements
"Perfectly balanced as all things should be. $MIN $GYG"
X Link 2025-04-09T04:56Z [----] followers, 57.7K engagements
"Bro is trying to sell all her Rare Earths π"
X Link 2025-04-26T05:50Z [----] followers, 12.7K engagements
"@LukeyTrags @realhagetaka Yes but what if it doesn't π Out of cash very soon"
X Link 2025-06-01T23:55Z [----] followers, [---] engagements
"Shades of $IPX it is. Your mate YG called it here first. $1B+ company here ladies and gents. $MTM $MTM.AX I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX. I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX"
X Link 2025-06-04T01:54Z [----] followers, [----] engagements
"A much more nuanced situation but crunching the numbers on the future mine plan at Kamoa-Kakula and at $10 Ivanhoe looks like a heck of a buy. $IVN #copper"
X Link 2025-06-29T02:00Z [----] followers, [----] engagements
"How does Kamoa-Kakula production look like in FY27 post Eastern side de-watering and at nameplate $IVN 500ktpa 500-550ktpa 600ktpa 550-600ktpa 500ktpa 500-550ktpa 600ktpa 550-600ktpa"
X Link 2025-07-01T08:32Z [----] followers, [---] engagements
"Thank yall for 2k followers π«ΆπΌ I started posting jokingly just over a year ago and here I am feeling welcomed to the fintwit and mintwit community - some super smart people on this platform and learnt a ton from those who share. To more degeneracy π₯"
X Link 2025-07-05T01:46Z [----] followers, [----] engagements
"Running some modelling on $WAF $WAF.AX out of pure curiosity.and have come out with some fascinating storylines. using flat US$3k/oz price & 480kozpa nameplate At its current market cap of A$2.6B today WAF would generate its entire MktCap in FCF in just the next [--] years. ('26-'28) In the [--] years following would generate an ADDITIONAL FCF of 150% of its current MktCap ($3.8b '29-'33). After [----] will still have 2Moz in reserves + 8Moz in resource (excluding U/G upgrades which are a given). Talk about both African and single jurisdiction risk.but jeez these numbers are compelling. #Gold"
X Link 2025-07-08T02:33Z [----] followers, [----] engagements
"$5 three months later. $IPX $IPX.AX Long $IPX $IPX.AX here at 2.20/sh. You're currently paying A$700m for 2030e nameplate capacity of 10000tpa Ti.yielding in the range of US$1.2b pa. US$70m of total DoD funding so far - if the US is serious about domestic production of critical metals than this only the start. Long $IPX $IPX.AX here at 2.20/sh. You're currently paying A$700m for 2030e nameplate capacity of 10000tpa Ti.yielding in the range of US$1.2b pa. US$70m of total DoD funding so far - if the US is serious about domestic production of critical metals than this only the start"
X Link 2025-07-11T01:47Z [----] followers, [----] engagements
"$REH $REH.AX now approaching [--] handle. Crazy what happens when a plumbing supplier trades on tech multiples π€ Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL"
X Link 2025-07-15T00:11Z [----] followers, [----] engagements
"Mum can we get some M&A at cycle lows Mum: we have M&A at home The M&A at home: $YAL $YAL.AX #coaltwitter"
X Link 2025-07-18T08:52Z [----] followers, [----] engagements
"$WHC $WHC.AX Quarterly tomorrow.always a fun one to tune into. Fascinated to see if they can continue to hit that low end of cost guidance in QLD - they've done quite the job so far almost seamlessly transitioning into BW & Daunia ops even after tons of rain. Any weakness could be a great entry for those not in - I still believe we need to wait for the BHP deferred payment overhang to slowly start to fizzle away. #coaltwitter https://twitter.com/i/web/status/1948275441229500718 https://twitter.com/i/web/status/1948275441229500718"
X Link 2025-07-24T06:53Z [----] followers, [----] engagements
"I think this is pretty telling here. The team most likely stockpiling some of the HCC/SHCC product and holding into weakness. PCI and SSCC gap is widening further. $WHC $WHC.AX #coaltwitter https://twitter.com/i/web/status/1948529283456270434 https://twitter.com/i/web/status/1948529283456270434"
X Link 2025-07-24T23:42Z [----] followers, [----] engagements
"I have an astronomically high coal degen play that I think could be a legitimate top portfolio holding for the next 10-15 years. (its not ASX-listed). #coaltwitter"
X Link 2025-08-12T08:48Z [----] followers, [----] engagements
"The three slides that stood out most to me in the $WHC $WHC.AX FY25 results: 1) Are they already better operators in QLD than BMA 2) 27% EBITDA margins at the very bottom of the cycle (refer to BHP coal comments) is nothing to sneeze at 3) Cutting Narrabri CapEx from $1b to $300m is quite remarkable #coaltwitter https://twitter.com/i/web/status/1958308835036438559 https://twitter.com/i/web/status/1958308835036438559"
X Link 2025-08-20T23:23Z [----] followers, 11.9K engagements
"COAL POWERS AI #coaltwitter These graphs from $WHC.AX on the outlook for demand vs supply are pretty exciting if you happen to be into your coal stocks. https://t.co/TgWt9DFuh5 These graphs from $WHC.AX on the outlook for demand vs supply are pretty exciting if you happen to be into your coal stocks. https://t.co/TgWt9DFuh5"
X Link 2025-08-21T06:18Z [----] followers, [----] engagements
"$REH $REH.AX The slide continues. Warned when it was at $30 and trading near 50x earnings for a plumbing suppling co in the midst of detracting growth. Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL Almost -50% in six months. Markets seem efficient until they aren't. $REH $REH.AX https://t.co/wYrBwfQKFL"
X Link 2025-08-25T03:13Z [----] followers, [----] engagements
"$DTR $DTR.AX $800m MC WITHOUT A SINGLE DRILL HOLE"
X Link 2025-08-25T04:58Z [----] followers, [----] engagements
"Me restraining myself from plugging 10k gold into my undeveloped West African assets trading at [---] NAV"
X Link 2025-09-08T05:50Z [----] followers, [----] engagements
"$BHP produce 260mtpa iron ore of which 150mt goes directly to China. That is 13% of the 1.2Btpa China import and 8% of the seaborne market. So where the heck does this 150mt gap get filled $FMG already ship 85%+ so very limited upside. $RIO is already flat out. Hancock already 100% China. $MIN would be marginal. $VALE can probably fill this gap the most but even then probably max 30mtpa and increased haulage costs from Brazil come into account. Essentially saying it wouldnt be feasible for the Chinese to implement a full structural ban they wouldnt be able to fill the gap left behind from"
X Link 2025-09-30T11:28Z [----] followers, 10.4K engagements
"Id say this played out fairly well $MTM $MTM.AX I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX. I continue to rave about $MTM genuinely the most exciting micro I've been in a long time. Potential is immense. Enormous bidding today seeking 12c. 6.5c avg entry. Shades of $IPX"
X Link 2025-10-02T02:32Z [----] followers, [----] engagements
"My uber driver just asked if they should buy gold and silver - what part of the cycle is this"
X Link 2025-10-02T05:29Z [----] followers, [----] engagements
"Have a good weekend ladies and gentlemen Paul $WHC.AX $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter $WHC under $5 was literally a generational degen play $WHC.AX #coaltwitter"
X Link 2025-12-05T06:15Z [----] followers, [----] engagements
"@calvinfroedge Calvin I know you're new to this but invest in Burkina Faso by far the best mining jurisdiction in the world"
X Link 2026-01-27T23:04Z [----] followers, [----] engagements
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/creator/twitter::ImmaYieldGuy