[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @LukeyTrags Coal Coal posts on X about $yalax, $whcax, $nhcax, $yal the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1190855035111952384/interactions)  - X Week XXXXXX +4,242% - X Month XXXXXX +180% - X Months XXXXXXX -XX% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1190855035111952384/posts_active)  - X Week XX +36% - X Month XX -XX% - X Months XXX +2.40% - X Year XXX +24% ### Followers: XXXXX [#](/creator/twitter::1190855035111952384/followers)  - X Week XXXXX +1% - X Month XXXXX +1% - X Months XXXXX +3.30% - X Year XXXXX +5.60% ### CreatorRank: XXXXXXX [#](/creator/twitter::1190855035111952384/influencer_rank)  ### Social Influence [#](/creator/twitter::1190855035111952384/influence) --- **Social category influence** [finance](/list/finance) XXXX% [cryptocurrencies](/list/cryptocurrencies) #5584 [stocks](/list/stocks) XXXX% [musicians](/list/musicians) XXXX% [countries](/list/countries) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$yalax](/topic/$yalax) #1, [$whcax](/topic/$whcax) #1, [$nhcax](/topic/$nhcax) #1, [$yal](/topic/$yal) #1, [$smrax](/topic/$smrax) 2.9%, [$btu](/topic/$btu) #2, [amr](/topic/amr) 1.45%, [$coal](/topic/$coal) #1, [$amr](/topic/$amr) 1.45%, [$hcc](/topic/$hcc) XXXX% **Top accounts mentioned or mentioned by** [@realhagetaka](/creator/undefined) [@k311126](/creator/undefined) [@mondyinvest](/creator/undefined) [@respeculator](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@alchemyoffinan1](/creator/undefined) [@hsiuchinchen095](/creator/undefined) [@sr71blackbirds](/creator/undefined) [@cyclopstrader](/creator/undefined) [@jakestrading18](/creator/undefined) [@toy59496](/creator/undefined) [@udiamondballs](/creator/undefined) [@sheepdogcapital](/creator/undefined) [@eadatt](/creator/undefined) [@shitvaluefund](/creator/undefined) [@jameshmackay](/creator/undefined) [@onemoreif](/creator/undefined) [@johnthefascist](/creator/undefined) [@immayieldguy](/creator/undefined) [@a_living_fossil](/creator/undefined) **Top assets mentioned** [BTU Protocol (BTU)](/topic/$btu) [Coalculus (COAL)](/topic/$coal) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Pulsechain (PLS)](/topic/$pls) [BHP Group Limited (BHP)](/topic/$bhp) ### Top Social Posts [#](/creator/twitter::1190855035111952384/posts) --- Top posts by engagements in the last XX hours "Are we entering a new #coaltwitter cycle Some typical indicators have stacked the last few months: - Capitulation from 🐂s - Noisy 🐻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"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947148283811708940) 2025-07-21 04:15:01 UTC 4502 followers, 17.6K engagements "ASX #coal sorted by QTD. $YAL.AX $YAL outperforming peers big time. starting price matters in down periods #CoalTwitter 🪳🪳🪳 $WHC.AX $NHC.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1760081940953407911) 2024-02-20 23:20:10 UTC 4490 followers, 1865 engagements "For those using current spot to justify why the coalies are running always remember the markets are fwd looking & the initial impulse in equities front run price well in advance. #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947917226222489956) 2025-07-23 07:10:31 UTC 4503 followers, 3668 engagements "This degenerate just bought a tranche of $YAL.AX $YAL XXX. Market having a hissy fit about the sales slippage which will just be realised next qrt Did anyone else grab a few Seem to always get these YAL dumps every so often. #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1946021723037683735) 2025-07-18 01:38:28 UTC 4502 followers, 6290 engagements "Fascinating thread on $PLS.AX $PLS from a psychological lens. The liffium cult wants to orchestrate an ASX Gamestop equivalent. In noisy situations like this the fundamentals likely don't matter in the short term. Reaction to this post alone is wild. 🍿 #lithium #shortsqueeze"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1764898468357877930) 2024-03-05 06:19:19 UTC 4493 followers, 6486 engagements "$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"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1861904097105838089) 2024-11-27 22:45:03 UTC 4469 followers, 15.1K engagements "Good read Next cycle gunna be funnn for Aussie met names. $WHC.AX $SMR.AX $YAL.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1917724189055922664) 2025-04-30 23:34:10 UTC 4502 followers, 6926 engagements "Yikes. 3yr high shorts for both $WHC.AX $YAL.AX with both picking up aggressively the last 6months which are now heavily underwater. This is giving dj vu of some old WHC threads on the gooses that shorted in 2021 at $X before it ripped to $XX. #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947824414344810540) 2025-07-23 01:01:43 UTC 4503 followers, 11.2K engagements "This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: X. #AI / #datacentres / #crypto X. B's emerging from poverty that use energy than a fridge X. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1817780104002682944) 2024-07-29 04:32:04 UTC 4493 followers, 40.9K engagements "Impressive to have a $XX prod. margin when coal is well into the global cost curve. It will likely be the weakest qrt for realised pricing (contract timing/lag) + thermal prices have already rallied from the lows & could strengthen from here. beast $YAL.AX $YAL #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1945774171755336109) 2025-07-17 09:14:47 UTC 4490 followers, 1466 engagements "And the shopping begins drop in the bucket but its a start $YAL.AX $YAL #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1946128015370645590) 2025-07-18 08:40:50 UTC 4502 followers, 7186 engagements "@JamesHMackay Anything above X% in Australia is fairly material. And for these stocks it is large. And its of the adjusted free float (so X% for YAL is XX% of the free float)"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947852174375194806) 2025-07-23 02:52:02 UTC 4503 followers, XXX engagements "@jakestrading18 Nice. Where would $YAL be at $XX WHC"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947261920383205380) 2025-07-21 11:46:34 UTC 4502 followers, XXX engagements "@toy59496 What will be the determining factor for you to deem we are now in the upturn of a new cycle"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947164531383476323) 2025-07-21 05:19:35 UTC 4496 followers, XXX engagements "Millner's pushing the chips in for met coal - is this a signal that the mrkt is close to a cycle bottom #coaltwitter $NHC.AX $NHC"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1901478102041297277) 2025-03-17 03:38:01 UTC 4484 followers, 4953 engagements "Here is the performance of ASX thermal coal peers adjusted for divs since the $BHP deal. It is clear that recent weakness is a result of the underlying commodity prices. $NHC.AX $YAL.AX $WHC.AX $TER.AX #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1721699945118622113) 2023-11-07 01:23:49 UTC 4502 followers, 13K engagements "Creeping higher in stealth mode. #coaltwitter $YAL.AX $NHC.AX $WHC.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1906831521639776284) 2025-03-31 22:10:36 UTC 4493 followers, 5954 engagements "Both $WHC.AX & $NHC.AX starting to chip away at their floats kicking off new buyback campaigns (albeit smalls). Shows how theyre thinking about their current valuations versus sector cash flows over the longer term. #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1901763040951112061) 2025-03-17 22:30:16 UTC 4485 followers, 4259 engagements "$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"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1909068537039352144) 2025-04-07 02:19:42 UTC 4502 followers, 10.6K engagements "Was the only thing🟢overnight met coal😝 AUD barbecued to XX & US producer costs gapping higher are all bonuses too. We got slugged with royalties so deserved some good tailwinds. Next cycle gunna be epic 🚀 #bottomsin #goAustralia #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1908307127988609217) 2025-04-04 23:54:08 UTC 4493 followers, 4365 engagements "I will keep saying this. The world is quite literally short energy. And very few realise how parabolic energy consumption is heading. AI + billions emerging from lowest line of poverty that currently use next to zero energy. #coaltwitter $YAL.AX $WHC.AX $NHC.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947784276856160324) 2025-07-22 22:22:14 UTC 4503 followers, 4370 engagements "I think this would have to be my fave snippet of @moneyofminepod so far. 🤣 #coaltwitter $WHC.AX $YAL.AX @mattymikals @JDmoneyofmine @agcmoneyofmine"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1826569191279005718) 2024-08-22 10:36:45 UTC 4494 followers, 9549 engagements "@JohnTheFascist Equities lead spot so I anticipate some strengthening coal prices from here. Along with all the other reasons e.g. into the cost curve etc"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947600387281981935) 2025-07-22 10:11:31 UTC 4496 followers, XX engagements "Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1896663356796444672) 2025-03-03 20:45:57 UTC 4485 followers, 12K engagements "Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1945766543109050762) 2025-07-17 08:44:29 UTC 4470 followers, 8296 engagements "When even BHPs tier X assets werent making money at XXX spot you knew you were at historic lows. nek minute bouncy time #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1909237876371730855) 2025-04-07 13:32:36 UTC 4502 followers, 7761 engagements "What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1945781571254133013) 2025-07-17 09:44:12 UTC 4502 followers, 12.7K engagements "@toy59496 When comped against other cyclicals they are still the cheapest at both cycle tops & bottoms IMO"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947155154849198195) 2025-07-21 04:42:19 UTC 4502 followers, XXX engagements "@UDiamondBalls Where can I read this deep dive sir"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1947217289360683106) 2025-07-21 08:49:13 UTC 4487 followers, XXX 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"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1909763224301670755) 2025-04-09 00:20:09 UTC 4502 followers, 3519 engagements "This is why the contigent $ of the $WHC.AX deal is strategic/important when analysing the transaction value. Vendor finance with FCF unlocking for the next met cycle. Current px means 2y of negligible contigency to $BHP.AX so total cost is just upfront + deferred. #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1893473071962759407) 2025-02-23 01:28:54 UTC 4502 followers, 2713 engagements "Another X% green. noisy 🐻s $YAL.AX $NHC.AX $WHC.AX"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1899287271796625591) 2025-03-11 02:32:27 UTC 4485 followers, 3942 engagements ""India aims to increase its coal-fired power capacity by 80GW by 2031-2032 to meet the growing demand for electricity" $YAL.AX $WHC.AX $NHC.AX #coaltwitter"  [@LukeyTrags](/creator/x/LukeyTrags) on [X](/post/tweet/1922152319816171815) 2025-05-13 04:49:59 UTC 4487 followers, 5644 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@LukeyTrags Coal
Coal posts on X about $yalax, $whcax, $nhcax, $yal the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +4,242%
- X Month XXXXXX +180%
- X Months XXXXXXX -XX%
- X Year XXXXXXX -XX%
Mentions: XX #
- X Week XX +36%
- X Month XX -XX%
- X Months XXX +2.40%
- X Year XXX +24%
Followers: XXXXX #
- X Week XXXXX +1%
- X Month XXXXX +1%
- X Months XXXXX +3.30%
- X Year XXXXX +5.60%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXX% cryptocurrencies #5584 stocks XXXX% musicians XXXX% countries XXXX% currencies XXXX% travel destinations XXXX%
Social topic influence $yalax #1, $whcax #1, $nhcax #1, $yal #1, $smrax 2.9%, $btu #2, amr 1.45%, $coal #1, $amr 1.45%, $hcc XXXX%
Top accounts mentioned or mentioned by @realhagetaka @k311126 @mondyinvest @respeculator @twinturboce1ica @alchemyoffinan1 @hsiuchinchen095 @sr71blackbirds @cyclopstrader @jakestrading18 @toy59496 @udiamondballs @sheepdogcapital @eadatt @shitvaluefund @jameshmackay @onemoreif @johnthefascist @immayieldguy @a_living_fossil
Top assets mentioned BTU Protocol (BTU) Coalculus (COAL) Alpha Metallurgical Resources, Inc. (AMR) Warrior Met Coal, Inc. (HCC) Pulsechain (PLS) BHP Group Limited (BHP)
Top Social Posts #
Top posts by engagements in the last XX hours
"Are we entering a new #coaltwitter cycle Some typical indicators have stacked the last few months: - Capitulation from 🐂s - Noisy 🐻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"
@LukeyTrags on X 2025-07-21 04:15:01 UTC 4502 followers, 17.6K engagements
"ASX #coal sorted by QTD. $YAL.AX $YAL outperforming peers big time. starting price matters in down periods #CoalTwitter 🪳🪳🪳 $WHC.AX $NHC.AX" @LukeyTrags on X 2024-02-20 23:20:10 UTC 4490 followers, 1865 engagements
"For those using current spot to justify why the coalies are running always remember the markets are fwd looking & the initial impulse in equities front run price well in advance. #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU" @LukeyTrags on X 2025-07-23 07:10:31 UTC 4503 followers, 3668 engagements
"This degenerate just bought a tranche of $YAL.AX $YAL XXX. Market having a hissy fit about the sales slippage which will just be realised next qrt Did anyone else grab a few Seem to always get these YAL dumps every so often. #coaltwitter" @LukeyTrags on X 2025-07-18 01:38:28 UTC 4502 followers, 6290 engagements
"Fascinating thread on $PLS.AX $PLS from a psychological lens. The liffium cult wants to orchestrate an ASX Gamestop equivalent. In noisy situations like this the fundamentals likely don't matter in the short term. Reaction to this post alone is wild. 🍿 #lithium #shortsqueeze" @LukeyTrags on X 2024-03-05 06:19:19 UTC 4493 followers, 6486 engagements
"$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" @LukeyTrags on X 2024-11-27 22:45:03 UTC 4469 followers, 15.1K engagements
"Good read Next cycle gunna be funnn for Aussie met names. $WHC.AX $SMR.AX $YAL.AX" @LukeyTrags on X 2025-04-30 23:34:10 UTC 4502 followers, 6926 engagements
"Yikes. 3yr high shorts for both $WHC.AX $YAL.AX with both picking up aggressively the last 6months which are now heavily underwater. This is giving dj vu of some old WHC threads on the gooses that shorted in 2021 at $X before it ripped to $XX. #coaltwitter" @LukeyTrags on X 2025-07-23 01:01:43 UTC 4503 followers, 11.2K engagements
"This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: X. #AI / #datacentres / #crypto X. B's emerging from poverty that use energy than a fridge X. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter" @LukeyTrags on X 2024-07-29 04:32:04 UTC 4493 followers, 40.9K engagements
"Impressive to have a $XX prod. margin when coal is well into the global cost curve. It will likely be the weakest qrt for realised pricing (contract timing/lag) + thermal prices have already rallied from the lows & could strengthen from here. beast $YAL.AX $YAL #coaltwitter" @LukeyTrags on X 2025-07-17 09:14:47 UTC 4490 followers, 1466 engagements
"And the shopping begins drop in the bucket but its a start $YAL.AX $YAL #coaltwitter" @LukeyTrags on X 2025-07-18 08:40:50 UTC 4502 followers, 7186 engagements
"@JamesHMackay Anything above X% in Australia is fairly material. And for these stocks it is large. And its of the adjusted free float (so X% for YAL is XX% of the free float)" @LukeyTrags on X 2025-07-23 02:52:02 UTC 4503 followers, XXX engagements
"@jakestrading18 Nice. Where would $YAL be at $XX WHC" @LukeyTrags on X 2025-07-21 11:46:34 UTC 4502 followers, XXX engagements
"@toy59496 What will be the determining factor for you to deem we are now in the upturn of a new cycle" @LukeyTrags on X 2025-07-21 05:19:35 UTC 4496 followers, XXX engagements
"Millner's pushing the chips in for met coal - is this a signal that the mrkt is close to a cycle bottom #coaltwitter $NHC.AX $NHC" @LukeyTrags on X 2025-03-17 03:38:01 UTC 4484 followers, 4953 engagements
"Here is the performance of ASX thermal coal peers adjusted for divs since the $BHP deal. It is clear that recent weakness is a result of the underlying commodity prices. $NHC.AX $YAL.AX $WHC.AX $TER.AX #coaltwitter" @LukeyTrags on X 2023-11-07 01:23:49 UTC 4502 followers, 13K engagements
"Creeping higher in stealth mode. #coaltwitter $YAL.AX $NHC.AX $WHC.AX" @LukeyTrags on X 2025-03-31 22:10:36 UTC 4493 followers, 5954 engagements
"Both $WHC.AX & $NHC.AX starting to chip away at their floats kicking off new buyback campaigns (albeit smalls). Shows how theyre thinking about their current valuations versus sector cash flows over the longer term. #coaltwitter" @LukeyTrags on X 2025-03-17 22:30:16 UTC 4485 followers, 4259 engagements
"$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" @LukeyTrags on X 2025-04-07 02:19:42 UTC 4502 followers, 10.6K engagements
"Was the only thing🟢overnight met coal😝 AUD barbecued to XX & US producer costs gapping higher are all bonuses too. We got slugged with royalties so deserved some good tailwinds. Next cycle gunna be epic 🚀 #bottomsin #goAustralia #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX" @LukeyTrags on X 2025-04-04 23:54:08 UTC 4493 followers, 4365 engagements
"I will keep saying this. The world is quite literally short energy. And very few realise how parabolic energy consumption is heading. AI + billions emerging from lowest line of poverty that currently use next to zero energy. #coaltwitter $YAL.AX $WHC.AX $NHC.AX" @LukeyTrags on X 2025-07-22 22:22:14 UTC 4503 followers, 4370 engagements
"I think this would have to be my fave snippet of @moneyofminepod so far. 🤣 #coaltwitter $WHC.AX $YAL.AX @mattymikals @JDmoneyofmine @agcmoneyofmine" @LukeyTrags on X 2024-08-22 10:36:45 UTC 4494 followers, 9549 engagements
"@JohnTheFascist Equities lead spot so I anticipate some strengthening coal prices from here. Along with all the other reasons e.g. into the cost curve etc" @LukeyTrags on X 2025-07-22 10:11:31 UTC 4496 followers, XX engagements
"Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX" @LukeyTrags on X 2025-03-03 20:45:57 UTC 4485 followers, 12K engagements
"Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter" @LukeyTrags on X 2025-07-17 08:44:29 UTC 4470 followers, 8296 engagements
"When even BHPs tier X assets werent making money at XXX spot you knew you were at historic lows. nek minute bouncy time #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU" @LukeyTrags on X 2025-04-07 13:32:36 UTC 4502 followers, 7761 engagements
"What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter" @LukeyTrags on X 2025-07-17 09:44:12 UTC 4502 followers, 12.7K engagements
"@toy59496 When comped against other cyclicals they are still the cheapest at both cycle tops & bottoms IMO" @LukeyTrags on X 2025-07-21 04:42:19 UTC 4502 followers, XXX engagements
"@UDiamondBalls Where can I read this deep dive sir" @LukeyTrags on X 2025-07-21 08:49:13 UTC 4487 followers, XXX 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" @LukeyTrags on X 2025-04-09 00:20:09 UTC 4502 followers, 3519 engagements
"This is why the contigent $ of the $WHC.AX deal is strategic/important when analysing the transaction value. Vendor finance with FCF unlocking for the next met cycle. Current px means 2y of negligible contigency to $BHP.AX so total cost is just upfront + deferred. #coaltwitter" @LukeyTrags on X 2025-02-23 01:28:54 UTC 4502 followers, 2713 engagements
"Another X% green. noisy 🐻s $YAL.AX $NHC.AX $WHC.AX" @LukeyTrags on X 2025-03-11 02:32:27 UTC 4485 followers, 3942 engagements
""India aims to increase its coal-fired power capacity by 80GW by 2031-2032 to meet the growing demand for electricity" $YAL.AX $WHC.AX $NHC.AX #coaltwitter" @LukeyTrags on X 2025-05-13 04:49:59 UTC 4487 followers, 5644 engagements