#  @LukeyTrags Coal Coal posts on X about $whcax, $yalax, $nhcax, $smrax the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1190855035111952384/interactions)  - [--] Week [------] +28% - [--] Month [-------] +353% - [--] Months [---------] +136% - [--] Year [---------] -22% ### Mentions: [--] [#](/creator/twitter::1190855035111952384/posts_active)  - [--] Month [---] +2.60% - [--] Months [---] +45% - [--] Year [---] +31% ### Followers: [-----] [#](/creator/twitter::1190855035111952384/followers)  - [--] Week [-----] +1.10% - [--] Month [-----] +6% - [--] Months [-----] +9.10% - [--] Year [-----] +14% ### CreatorRank: [-------] [#](/creator/twitter::1190855035111952384/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 29.82% [stocks](/list/stocks) 7.89% [countries](/list/countries) 4.39% [musicians](/list/musicians) 2.63% [financial services](/list/financial-services) 1.75% [automotive brands](/list/automotive-brands) 1.75% [cryptocurrencies](/list/cryptocurrencies) 0.88% [travel destinations](/list/travel-destinations) 0.88% **Social topic influence** [$whcax](/topic/$whcax) #1, [$yalax](/topic/$yalax) #1, [$nhcax](/topic/$nhcax) #1, [$smrax](/topic/$smrax) #1, [$btu](/topic/$btu) #1, [$hcc](/topic/$hcc) #5, [$amr](/topic/$amr) #5, [gold](/topic/gold) 7.89%, [$whc](/topic/$whc) #2, [met](/topic/met) #823 **Top accounts mentioned or mentioned by** [@realhagetaka](/creator/undefined) [@gardnerrhod](/creator/undefined) [@sr71blackbirds](/creator/undefined) [@k311126](/creator/undefined) [@keithvdkraan](/creator/undefined) [@mfwarder](/creator/undefined) [@2020upstream](/creator/undefined) [@respeculators](/creator/undefined) [@immayieldguy](/creator/undefined) [@degendasilva](/creator/undefined) [@climateisok](/creator/undefined) [@elitefinpt](/creator/undefined) [@phipho](/creator/undefined) [@chaeyunchong](/creator/undefined) [@ekwufinance](/creator/undefined) [@barkmeta](/creator/undefined) [@iea](/creator/undefined) [@hsiuchinchen168](/creator/undefined) [@charlesweb72307](/creator/undefined) [@realrickrule](/creator/undefined) **Top assets mentioned** [Peabody Energy Corporation (BTU)](/topic/$btu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Exxon Mobil (XOM)](/topic/$xom) [Carlisle Companies, Inc. (CSL)](/topic/$csl) [Convex Finance (CVX)](/topic/$cvx) [BlackRock Inc (BLK)](/topic/blackrock) ### Top Social Posts Top posts by engagements in the last [--] hours "I love a ratio chart. 75yrs of spot gold vs oil (WTI). #oil is the cheapest its been relative to #gold. assuming gold trades flat (& it's likely to go higher) mean reversion will send oil 300% between $200-250 & top of the range 1000% between $600-800. oil stocks are breaking out of major donwtrends & majors like $XOM are surging to all time highs. equities always front run the commodity. a big #energy hydrocarbon bull is commencing. $WDS.AX $STO.AX $KAR.AX $OXY $CVX #OOTT #gas #coaltwitter #uranium https://twitter.com/i/web/status/2021841224727183661" [X Link](https://x.com/LukeyTrags/status/2021841224727183661) 2026-02-12T06:58Z [----] followers, 25.7K engagements "BTD $SMR.AX $WHC.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1912744869065552322) 2025-04-17T05:48Z [----] followers, [----] engagements "You will not see a better interview #coaltwitter Straya https://t.co/6FVUboSFgu Straya https://t.co/6FVUboSFgu" [X Link](https://x.com/anyuser/status/1948312515022057774) 2025-07-24T09:21Z [----] followers, 43.6K engagements "Decimal point needs to be moved to the right. 😂 What's tomorrow's boomer div dump going to be Another wealth transfer opportunity coming #coaltwitter $YAL.AX" [X Link](https://x.com/LukeyTrags/status/1957728672229781749) 2025-08-19T08:57Z [----] followers, 10.5K engagements "Net zero is one of the greatest fraud schemes in human history for anyone that doesn't know yet. #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU https://www.afr.com/companies/mining/gina-rinehart-puts-blowtorch-on-rio-tinto-bhp-over-net-zero-spending-20251124-p5ni15 https://www.afr.com/companies/mining/gina-rinehart-puts-blowtorch-on-rio-tinto-bhp-over-net-zero-spending-20251124-p5ni15" [X Link](https://x.com/LukeyTrags/status/1993118857863876787) 2025-11-25T00:45Z [----] followers, [----] engagements "@realhagetaka" [X Link](https://x.com/LukeyTrags/status/2001542826807693586) 2025-12-18T06:39Z [----] followers, [---] engagements "So the mrkt is valuing an UG loss-making ramp-up #lithium project $LTR.AX higher on an EV basis than a highly profitable cashed up Bs dividend-spewing multi-mine #coaltwitter giant $YAL.AX. outrageous narrative vs numbers disconnect" [X Link](https://x.com/LukeyTrags/status/2006980735765458951) 2026-01-02T06:47Z [----] followers, [----] engagements "@KeithvdKraan Nice one. What is your target when this breaks to the upside" [X Link](https://x.com/LukeyTrags/status/2012423781503873253) 2026-01-17T07:16Z [----] followers, [----] engagements "@ekwufinance Coal is the way to play the energy trade @realhagetaka" [X Link](https://x.com/LukeyTrags/status/2018472743361273910) 2026-02-02T23:52Z [----] followers, [---] engagements "@barkmeta Coal. Its not that hard. @realhagetaka" [X Link](https://x.com/LukeyTrags/status/2022138975100830041) 2026-02-13T02:41Z [----] followers, [---] engagements "What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter https://t.co/UGsCr0qz2T Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter https://t.co/UGsCr0qz2T" [X Link](https://x.com/LukeyTrags/status/1945781571254133013) 2025-07-17T09:44Z [----] followers, 13K engagements "And the shopping begins drop in the bucket but its a start $YAL.AX $YAL #coaltwitter What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter https://t.co/VBPHDfViYc What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter https://t.co/VBPHDfViYc" [X Link](https://x.com/LukeyTrags/status/1946128015370645590) 2025-07-18T08:40Z [----] followers, [----] engagements "Here we go again. #coaltwitter $YAL.AX $WHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter #CHINA'S MOST ACTIVE COKING #COAL FUTURES HIT LIMIT UP JUMP 7.96% TO [------] YUAN PER TON COKE CONTRACT RISES 5.1% TO [----] YUAN/METRIC TON https://t.co/q7cciHKJMl https://t.co/QE6tWr6mmL #CHINA'S MOST ACTIVE COKING #COAL FUTURES HIT LIMIT UP JUMP 7.96% TO [------] YUAN PER TON COKE CONTRACT RISES 5.1% TO [----] YUAN/METRIC TON https://t.co/q7cciHKJMl https://t.co/QE6tWr6mmL" [X Link](https://x.com/anyuser/status/1952636697889394994) 2025-08-05T07:44Z [----] followers, 16.7K engagements "Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach" [X Link](https://x.com/anyuser/status/1957984617031766344) 2025-08-20T01:54Z [----] followers, 14.7K engagements "The 🌏 might just start healing. let the inevitable hydrocarbon multiple expansion games begin Essential stuff that trades on 2-3x mid cycle cash flows may no longer be priced as terminal beyond 3yrs. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $CRN.AX #coaltwitter #OOTT #coal #oil #gas The LNP has just voted to abandon net zero. The LNP has just voted to abandon net zero" [X Link](https://x.com/LukeyTrags/status/1958735246616404460) 2025-08-22T03:37Z [----] followers, [----] engagements "The 🐐. $WHC.AX $WHC #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1960896888636629486) 2025-08-28T02:47Z [----] followers, 16.7K engagements "Need some more details but $10B double acquisition is LARGE 🤯 $YAL.AX #coaltwitter Business as usual from $YAL.AX adding $136M cash at bank for the qrt & sitting on $2B post divi. I like the sound of this counter cyclical M&A approach - as much as I'd love $SMR.AX to be bought they're most likely sniffing for a $BTU firesale (pun intended) 🔥#coaltwitter https://t.co/qdl62AbF3r Business as usual from $YAL.AX adding $136M cash at bank for the qrt & sitting on $2B post divi. I like the sound of this counter cyclical M&A approach - as much as I'd love $SMR.AX to be bought they're most likely" [X Link](https://x.com/LukeyTrags/status/1965545882994311261) 2025-09-09T22:40Z [----] followers, 14K engagements "Unsurpisingly the last few months any major dips are now being bought as money positions for next cycle. The big boys aren't making $$$ but balance sheets are healthy. Equities typically move well ahead of spot. $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter Avg qrt for $WHC.AX w/ $200M net outflows although prod. is heavily skewed to 2H. $YAL.AX managed to maintain flat cash post operational costs capex tax payments corporate overheads + div & still got rinsed. eyes are forward looking to next cycle 👀 #coaltwitter Avg qrt for $WHC.AX w/ $200M net outflows although prod. is heavily skewed to" [X Link](https://x.com/LukeyTrags/status/1982644724797473199) 2025-10-27T03:05Z [----] followers, 11.2K engagements "Yancoal sets the global production record with the Liebherr R 9800s - Yancoals tireless dedication leadership and buy in from all departments is something Ive admired and respected over my [--] years with the team. $YAL.AX #coaltwitter https://www.linkedin.com/posts/jason-gundry-8bba34b9_what-a-great-way-to-close-out-the-year-celebrating-ugcPost-7401076898765676545-TeAMutm_source=social_share_send&utm_medium=android_app&rcm=ACoAAFoEQUUBnKN8AmjII7wyI70inMiOCSUe0IE&utm_campaign=whatsapp" [X Link](https://x.com/LukeyTrags/status/1995392702494732354) 2025-12-01T07:21Z [----] followers, [----] engagements "Global demand will continue to increase & the IEA will keep revising future years upwards. $NHC.AX $YAL.AX $WHC.AX #coaltwitter BREAKING: Global coal demand rose to a fresh all-time high in [----] the @IEA said Tuesday in a report. Worse the IEA also revised its historical consumption estimates higher: it now pegs [----] demand at [----] million tons up 0.5% from [----]. 1/3 #TwitterCoal https://t.co/ymabbBoPPw BREAKING: Global coal demand rose to a fresh all-time high in [----] the @IEA said Tuesday in a report. Worse the IEA also revised its historical consumption estimates higher: it now pegs 2025" [X Link](https://x.com/LukeyTrags/status/2001487425730916557) 2025-12-18T02:59Z [----] followers, [----] engagements "Merry Xmas you filthy degenerates. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2003725504856371247) 2025-12-24T07:12Z [----] followers, [----] engagements "Question for mining/fintwit punters out there - what is the cheapest EV/oz ASX listed gold play with 100k ounces I've got a few on my list but want to see if I am missing anything obvious Comment below. #gold #silver #preciousmetals" [X Link](https://x.com/LukeyTrags/status/2014181896427897008) 2026-01-22T03:42Z [----] followers, 14.3K engagements "Important to note the "peak coal" calls have been wrong every single time the last few decades. The IEA is a 🤡 show. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $HCC $AMR #coaltwitter https://reneweconomy.com.au/iea-calls-peak-coal-even-as-age-of-electricity-takes-hold-to-boost-global-power-demand/ https://reneweconomy.com.au/iea-calls-peak-coal-even-as-age-of-electricity-takes-hold-to-boost-global-power-demand/" [X Link](https://x.com/LukeyTrags/status/2021009606856802604) 2026-02-09T23:53Z [----] followers, [----] engagements "@GardnerRhod @2020Upstream All hard assets & commodities will rise" [X Link](https://x.com/LukeyTrags/status/2022091466093605366) 2026-02-12T23:32Z [----] followers, [--] 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 https://www.enerdata.net/publications/daily-energy-news/india-relaxes-coal-supply-rules-boost-power-generation-capacity.html This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1922152319816171815) 2025-05-13T04:49Z [----] followers, [----] engagements "Lots of noise out of QLD that the current coal royalty scheme risks ☠ the industry despite relying on the taxes. There is upside risk to equities if they get wound back (a necessisity IMO as some tax is than none due to a ☠ industry) #coaltwitter $WHC.AX $YAL.AX $SMR.AX $BTU" [X Link](https://x.com/LukeyTrags/status/1952996220659814788) 2025-08-06T07:32Z [----] followers, 11.2K engagements "The $WHC.AX earnings call is making me feel like this: #coaltwitter $WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to $15 in the coming bull cycle. When I first entered in [----] I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down along the way). #coaltwitter $WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to $15 in the coming bull cycle. When I first entered in [----] I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down" [X Link](https://x.com/LukeyTrags/status/1958331770690236459) 2025-08-21T00:54Z [----] followers, [----] engagements "Make it [--] in [--] days 🤯 #coaltwitter $WHC.AX $YAL.AX $NHC.AX $BTU https://www.abc.net.au/news/2025-09-19/cook-colliery-coal-mine-to-close-half-of-operation/105792906 Thats [--] in [--] days. Sad to see so many job cuts & destruction of industry due to a greedy economically incompetent govt. They will soon learn 40% of [--] is [--]. this is bullish for the other producers. #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX etc. https://t.co/f2hIFkknXX https://t.co/yppgP8DC1p https://www.abc.net.au/news/2025-09-19/cook-colliery-coal-mine-to-close-half-of-operation/105792906 Thats [--] in [--] days. Sad to see so many" [X Link](https://x.com/LukeyTrags/status/1969154532350238722) 2025-09-19T21:40Z [----] followers, 11.3K engagements "Reading @respeculator's recent $WHC.AX posts reminded me of this thinking. If Paul could have hand picked when to have a down cycle it has been perfect while they delever the BS & avoid max contingency payments. This is a coiled beast in the making #coaltwitter 🐐 @realhagetaka As we've maintained throughout the whole acquisition process it's been the perfect time for WHC for a met bear market. De-levering just in time for the next 4yr cycle. @realhagetaka As we've maintained throughout the whole acquisition process it's been the perfect time for WHC for a met bear market. De-levering just in" [X Link](https://x.com/LukeyTrags/status/1980046217272066478) 2025-10-19T22:59Z [----] followers, 13.5K engagements "Finally an analyst putting their balls on the line with a non-consensus call 🤣 $CSL.AX $CSL #ASXdog" [X Link](https://x.com/LukeyTrags/status/1983304586262900883) 2025-10-28T22:47Z [----] followers, [----] engagements "Reminder that renewables are fraud. Tomago has been commercially viable for [--] decades - "We have enjoyed the benefit of affordable coal based contracts for the last [--] years of operation" - Andrew Newman Tomago Aluminium CFO #coaltwitter $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU Jobs up. Emissions down. Tomago aluminium smelter is a huge job creator and uses a lot of energy. Today weve announced support as they switch to cheap reliable renewable energy. Making more things in Australia using Australian resources - and acting on climate change. https://t.co/6zJ6lTRS8D Jobs up. Emissions down. Tomago" [X Link](https://x.com/LukeyTrags/status/1983344749248717050) 2025-10-29T01:26Z [----] followers, [----] engagements "Interesting to see our old mate "buy-back-boy" back on the tools operating a bit more aggressively this week. $WHC.AX #coaltwitter Unsurpisingly the last few months any major dips are now being bought as money positions for next cycle. The big boys aren't making $$$ but balance sheets are healthy. Equities typically move well ahead of spot. $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter Unsurpisingly the last few months any major dips are now being bought as money positions for next cycle. The big boys aren't making $$$ but balance sheets are healthy. Equities typically move well ahead of spot." [X Link](https://x.com/LukeyTrags/status/1983698049781449082) 2025-10-30T00:50Z [----] followers, [----] engagements "Aus Super have had some questionable investments but I reckon this will make up for them & some. $WHC.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1985244523614900325) 2025-11-03T07:15Z [----] followers, 14.8K engagements "Can't stop wont stop $WHC.AX $WHC #coaltwitter Aus Super have had some questionable investments but I reckon this will make up for them & some. $WHC.AX #coaltwitter https://t.co/pWz529KwCX Aus Super have had some questionable investments but I reckon this will make up for them & some. $WHC.AX #coaltwitter https://t.co/pWz529KwCX" [X Link](https://x.com/LukeyTrags/status/1993618896952467756) 2025-11-26T09:52Z [----] followers, [----] engagements "HNY fellow degens #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $HCC $AMR" [X Link](https://x.com/LukeyTrags/status/2006659369132503180) 2026-01-01T09:30Z [----] followers, [----] engagements "@realhagetaka @ImmaYieldGuy In what world does it make sense for $LTR.AX to have a bigger EV than $YAL.AX & on par with $WHC.AX Unless my numbers are wrong 🤯" [X Link](https://x.com/LukeyTrags/status/2006952410951102661) 2026-01-02T04:55Z [----] followers, [---] engagements "Long live the King #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC @LukeyTrags @GardnerRhod Not enough coal tweets. Please ramp up. Tag those who laughed at us for investing in coal. We laugh when franking divi hit the bank account. @LukeyTrags @GardnerRhod Not enough coal tweets. Please ramp up. Tag those who laughed at us for investing in coal. We laugh when franking divi hit the bank account" [X Link](https://x.com/LukeyTrags/status/2011270709914575149) 2026-01-14T02:54Z [----] followers, [----] engagements "Newcastle Thermal Coal vs Gold underlying commodity price ratio. y'all know what to do. $WHC.AX $YAL.AX $NHC.AX $BTU #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2012395069936943327) 2026-01-17T05:22Z [----] followers, 31.5K engagements "Similar to the thermal coal ratio chart I just posted this is Aus Premium Coking Coal v Gold. shelling peas. $WHC.AX $YAL.AX $SMR.AX $BTU $HCC $AMR #coaltwitter SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀 #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU https://t.co/XbGAK4rWYh SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under" [X Link](https://x.com/LukeyTrags/status/2012395905211940875) 2026-01-17T05:25Z [----] followers, [----] engagements "$WHC.AX monthly historic chart. approaching all time highs + price discovery for next cycle. #coaltwitter Reading @respeculator's recent $WHC.AX posts reminded me of this thinking. If Paul could have hand picked when to have a down cycle it has been perfect while they delever the BS & avoid max contingency payments. This is a coiled beast in the making #coaltwitter 🐐 https://t.co/CCOFRdb2FO Reading @respeculator's recent $WHC.AX posts reminded me of this thinking. If Paul could have hand picked when to have a down cycle it has been perfect while they delever the BS & avoid max contingency" [X Link](https://x.com/LukeyTrags/status/2012397576910168457) 2026-01-17T05:32Z [----] followers, [----] engagements "$8.88 to close the week @hsiuchinchen168 @k311126 @realhagetaka $WHC.AX #coaltwitter $WHC.AX monthly historic chart. approaching all time highs + price discovery for next cycle. #coaltwitter https://t.co/y1FsmDi5hY $WHC.AX monthly historic chart. approaching all time highs + price discovery for next cycle. #coaltwitter https://t.co/y1FsmDi5hY" [X Link](https://x.com/LukeyTrags/status/2012426528726921301) 2026-01-17T07:27Z [----] followers, [----] engagements "Energy is next & king coal is how I am playing it. severely underowned $WHC.AX $YAL.AX $NHC.AX $BTU $WDS.AX $STO.AX $CVX $KAR.AX $PDN.AX $URA #coaltwitter #uranium #OOTT #WTI Newcastle Thermal Coal vs Gold underlying commodity price ratio. y'all know what to do. $WHC.AX $YAL.AX $NHC.AX $BTU #coaltwitter https://t.co/spEXRrdlB6 Newcastle Thermal Coal vs Gold underlying commodity price ratio. y'all know what to do. $WHC.AX $YAL.AX $NHC.AX $BTU #coaltwitter https://t.co/spEXRrdlB6" [X Link](https://x.com/LukeyTrags/status/2012429417461813306) 2026-01-17T07:38Z [----] followers, 18.7K engagements "@CharlesWeb72307 $YAL.AX $WHC.AX $NHC.AX $SMR.AX" [X Link](https://x.com/LukeyTrags/status/2012481685716078789) 2026-01-17T11:06Z [----] followers, [---] engagements "Already starting to see #energycrisis trending again. OG coal degens will have fond memories. I believe it's time for round [--] @realhagetaka $WHC.AX $YAL.AX $NHC.AX Bad policies have consequences Reducing the minimum gas storage requirement las year 🔜 storage at record low level. https://t.co/fBAp2LiRj1 Bad policies have consequences Reducing the minimum gas storage requirement las year 🔜 storage at record low level. https://t.co/fBAp2LiRj1" [X Link](https://x.com/LukeyTrags/status/2012482446193827903) 2026-01-17T11:09Z [----] followers, [----] engagements "As we like to say the world was only ever transitioning to one thing. and that is back to coal #coaltwitter $WHC.AX $YAL.AC $NHC.AX $SMR.AX $BTU @realhagetaka Even BlackRock CEO Larry Fink now admits that transitioning to solar and wind will cause a global power shortageafter spending years pressuring companies to do exactly that. The "transition" he advanced has already sabotaged our power supply and raised our electricity bills. https://t.co/wggLJ78xzP Even BlackRock CEO Larry Fink now admits that transitioning to solar and wind will cause a global power shortageafter spending years" [X Link](https://x.com/LukeyTrags/status/2013107594164842583) 2026-01-19T04:33Z [----] followers, [----] engagements "The behemoth delivers with a record operational qrt - credit to all involved. Impressive $$ increase of $300M during cycle bottom conditions. sitting on $2.1B net of expenses. This will spew cash next bull cycle. cheapest stock in the ASX200 $YAL.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2013171096875327765) 2026-01-19T08:46Z [----] followers, 11.4K engagements "Welcome to #coaltwitter @RealRickRule Some of these big ASX producers are right up your alley - hated severely under-owned & dirt cheap at cycle low cash flows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX" [X Link](https://x.com/LukeyTrags/status/2013390857962168792) 2026-01-19T23:19Z [----] followers, [----] engagements "Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2013810997023461769) 2026-01-21T03:08Z [----] followers, 14.1K engagements "Having just traded at $9.09 in early trading $WHC.AX has now hit a 3year high. last traded at this level in Jan [----]. enormous torque in this name bring on the bull cycle #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2014111315334193270) 2026-01-21T23:02Z [----] followers, [----] engagements "Who ever followed UBS on their sell/short calls the last few months have been barbecued. This waffle from the analyst is myopic & short term. Focus on the transformation the last few years & what this will do in the next few years. zoom out $WHC.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2014179885003296912) 2026-01-22T03:34Z [----] followers, [----] engagements "As expected the $COAL ETF is now in price discovery making news highs as a new cycle commences. These are the fun times. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter The launch of ETF $COAL marked the top of last cycle in typical fashion. This week it broke out of a 6month downtrend after reversing on big volume during the Trump Dump the week before. Good albeit early signs that a bottom is forming for #coaltwitter bulls. Happy Easter 🥚🍫 https://t.co/xkjDYRHvBL The launch of ETF $COAL marked the top of last cycle in typical fashion. This week it broke out of a 6month" [X Link](https://x.com/LukeyTrags/status/2014469055894454397) 2026-01-22T22:43Z [----] followers, [----] engagements "Very few realise that billions emerging from the poverty line & promoting from lower to middle class is as big a tailwind if not bigger than AI. will keep saying it. the world is literally short #energy #coaltwitter $WHC.AX $YAL.AX $NHC.AX $BTU #OOTT #gas #uranium Everyone in energy talks about AI. But two other letters perhaps more mundane will be as important: AC. For the next [--] years ten air conditioning units will be sold **every single second**. (From ADNOC CEO Sultan Al Jaber speech at #IndiaEnergyWeek) https://t.co/rkpaCKZ16J Everyone in energy talks about AI. But two other letters" [X Link](https://x.com/LukeyTrags/status/2016072157932224862) 2026-01-27T08:53Z [----] followers, [----] engagements "Paul the 🐐 absolutely smashed it. And their 2H will be their stronger half + realised pricing should be materially higher for the upcoming quarters. $WHC.AX $WHC #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2016667453875757093) 2026-01-29T00:19Z [----] followers, [----] engagements "Everyone devo about metals with crazy scenes. meanwhile the OG #coaltwitter degens are just getting this party started. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC" [X Link](https://x.com/LukeyTrags/status/2017382479615885363) 2026-01-30T23:40Z [----] followers, [----] engagements "Major Indonesian production cuts from the world's largest thermal exporter. this is really quite bullish. #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU https://www.bloomberg.com/news/articles/2026-02-01/indonesian-coal-association-says-quota-cuts-risks-mine-shutdownssrnd=phx-commodities&utm_source=www.moneyofmine.com&utm_medium=newsletter&utm_campaign=precious-metals-historic-reversal-stuns-investors&_bhlid=f0e4bcb5bc163d8353d99656ad3d335018d1eac1" [X Link](https://x.com/LukeyTrags/status/2018130529279950874) 2026-02-02T01:13Z [----] followers, [----] engagements "Cyclicality aside tough to find a better resource deal of this scale. Consider the size of the acquisition to the existing business no equity issued completing one of the largest ASX buybacks with 20% of the float & quick payback period. Paul is the 🐐 $WHC.AX #coaltwitter Two year anniversary of $WHC.AX Blackwater & Daunia acquisition coming up. looks to me on below math that contingent will be smalls (US$60m). M&A costs (net of sell down) to the [--] year anniversary are A$3bn (excl taxes) with a maximum A$650m remaining in year [--]. Offset by https://t.co/gjetzp1rVU Two year anniversary of" [X Link](https://x.com/LukeyTrags/status/2018484279899197598) 2026-02-03T00:38Z [----] followers, [----] engagements "The business is now de-risked in a position where coal prices do not have to move for $WHC.AX $WHC to be a consistently generating cash machine for decades to come. But of course the fun in cyclicals is during the bull market. LFG degens. $WHC.AX $WHC #coaltwitter Cyclicality aside tough to find a better resource deal of this scale. Consider the size of the acquisition to the existing business no equity issued completing one of the largest ASX buybacks with 20% of the float & quick payback period. Paul is the 🐐 $WHC.AX #coaltwitter Cyclicality aside tough to find a better resource deal of" [X Link](https://x.com/LukeyTrags/status/2018488713970659758) 2026-02-03T00:56Z [----] followers, [----] engagements "@realhagetaka @ImmaYieldGuy @mfwarder Only about [--] of us have been talking about YAL :( Thanks boomers for the $5 entries the last few dumps tho" [X Link](https://x.com/LukeyTrags/status/2018892524933587099) 2026-02-04T03:41Z [----] followers, [---] engagements "We will keep saying it the world is transitioning to coal #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU @realhagetaka In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese companies filled a record high number of proposals to build future coal plants. In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese" [X Link](https://x.com/LukeyTrags/status/2019003018570764776) 2026-02-04T11:00Z [----] followers, [----] engagements "Whoever raised their $YAL.AX 1yr price target by 405.83% to A$29.68 per share deserves a 🍺 funded by #coaltwitter ".reflects a fundamental reassessment of Yancoals value proposition amid sustained operational performance and strategic repositioning." https://thebull.com.au/news/yancoal-australia-lead-the-asx-200-today-up-9-the-latest/ https://thebull.com.au/news/yancoal-australia-lead-the-asx-200-today-up-9-the-latest/" [X Link](https://x.com/LukeyTrags/status/2019263800600588799) 2026-02-05T04:16Z [----] followers, [----] engagements "Peabody $BTU relative to $WHC.AX is at 4yr highs & is trading more expensively on forward looking multiples. I believe this ratio should trend back towards [--] from the current [--]. This puts WHC at $16/17 all else being equal. get those buybacks going Paul 🐐 #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2021499918490403177) 2026-02-11T08:21Z [----] followers, [----] engagements "No words needed. $YAL.AX $NHC.AX $WHC.AX $SMR.AX #coaltwitter https://www.zerohedge.com/commodities/indias-coal-use-could-double-2050 https://www.zerohedge.com/commodities/indias-coal-use-could-double-2050" [X Link](https://x.com/LukeyTrags/status/2021848829784686594) 2026-02-12T07:28Z [----] followers, [----] engagements "@degendasilva Its more a function of M2 expansion & fiat debasement same as gold & all hard assets" [X Link](https://x.com/LukeyTrags/status/2021888174306603497) 2026-02-12T10:04Z [----] followers, [---] engagements "@GardnerRhod @climate_is_ok @realhagetaka No YAL is flushed with cash & we are entering a bull market any acquisition will be paid off very quickly" [X Link](https://x.com/LukeyTrags/status/2021897274591502484) 2026-02-12T10:40Z [----] followers, [--] engagements "@2020Upstream Yes sir. Anyone doubting the mean reversion to $200+ was also doubting gold back at $1800. Its a function of M2 expansion + fiat debasement. Hard assets win" [X Link](https://x.com/LukeyTrags/status/2022045355421184308) 2026-02-12T20:29Z [----] followers, [---] engagements "Long dated curve is ramping #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀 #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU https://t.co/XbGAK4rWYh SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀" [X Link](https://x.com/LukeyTrags/status/2009739012383354883) 2026-01-09T21:28Z [----] followers, [----] engagements "@climate_is_ok $YAL . @realhagetaka" [X Link](https://x.com/LukeyTrags/status/2021884990309773722) 2026-02-12T09:52Z [----] followers, [---] engagements "Despite strong coal prices overnight weirdos were selling $YAL.AX 3% down sub $6. definitely not degens #coaltwitter First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz" [X Link](https://x.com/LukeyTrags/status/2022124283703787862) 2026-02-13T01:42Z [----] followers, [----] engagements "SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀 #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU" [X Link](https://x.com/LukeyTrags/status/2008480114062008625) 2026-01-06T10:05Z [----] followers, 18.7K engagements "@davids_capital $COAL is an ETF to play most of the good names" [X Link](https://x.com/LukeyTrags/status/2012649402196996224) 2026-01-17T22:13Z [----] followers, [---] engagements "Anglo sales process is firing up again. $SMR.AX & $YAL.AX are the strongest contenders. Anglo Americans Australian metallurgical coal mines in Queensland are considered to be some of the best in the world with the jewels being its Moranbah North and Grosvenor mines. What are these assets worth fellow degens #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2022101035125551173) 2026-02-13T00:10Z [----] followers, [----] engagements "First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter" [X Link](https://x.com/LukeyTrags/status/2022099081162895549) 2026-02-13T00:02Z [----] followers, [----] engagements "'Trump Orders Pentagon to Purchase Coal Power in 2026' #coaltwitter $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU $ARLP https://discoveryalert.com.au/pentagon-coal-procurement-strategy-2026-analysis/ The DoE has identified more than three dozen coal plants that could power military installations. US policy aims to prop up U.S. coal-fired power plants through military power contracts & funding for recommissioning/upgrades. By reviving these plants it will boost domestic U.S. https://t.co/MvK5wiky0T https://discoveryalert.com.au/pentagon-coal-procurement-strategy-2026-analysis/ The DoE has identified" [X Link](https://x.com/LukeyTrags/status/2022136446673727689) 2026-02-13T02:31Z [----] followers, [----] engagements "Further indications of a thermal bull market w/ the Rotterdam index joining NEWC & breaking out from the cost curve. forward quartlies will be minting cash as both met + thermal prices are quite healthy now. crazy margin leverage in these names. let the FCF begin 🤑💸💰 $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU" [X Link](https://x.com/LukeyTrags/status/2022496622798868759) 2026-02-14T02:22Z [----] followers, [----] engagements "Going a tad unnoticed but $WHC.AX is trading at it's highest levels in 15months (Aug 2024). many will miss the next cycle. remember equities move well in advance of spot. gobble gobble #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1984066091317104761) 2025-10-31T01:13Z [----] followers, [----] engagements "I like that we get to pull out the meme quite frequently now. @realhagetaka #coaltwitter $WHC.AX $YAL.AX $NHC.AX Coal and gas will fuel most of AI's power demand. They are the only reliable sources that can quickly ramp up electricity generation. This comes at a time when investments in coal and gas production have been weak. https://t.co/YfyJP46TMJ Coal and gas will fuel most of AI's power demand. They are the only reliable sources that can quickly ramp up electricity generation. This comes at a time when investments in coal and gas production have been weak. https://t.co/YfyJP46TMJ" [X Link](https://x.com/LukeyTrags/status/1988035992427864178) 2025-11-11T00:08Z [----] followers, [----] engagements "@EliteFinPT $WHC.AX is buying back nicely at the bottom of the cycle currently @realhagetaka" [X Link](https://x.com/LukeyTrags/status/1993103394438046101) 2025-11-24T23:44Z [----] followers, [---] engagements "@Eagleresa @k311126 you explain well why Simandou is a dog" [X Link](https://x.com/LukeyTrags/status/2007735463965311380) 2026-01-04T08:46Z [----] followers, [---] engagements "@Piccan3 Nice Picc can we please see your WHC and YAL charts too (long term weeklys)" [X Link](https://x.com/LukeyTrags/status/2010591764961427881) 2026-01-12T05:56Z [----] followers, [----] engagements "$NHC $NHC.AX Chief Mr Bishop on the higher for longer train. Under tightening conditions it is reasonable to suggest any market dislocations in the future may see further volatile moves in coal prices as reliable energy supply remains the priority. #CoalTwitter" [X Link](https://x.com/LukeyTrags/status/1638056181821493248) 2023-03-21T05:53Z [----] followers, [----] engagements "A cool slide from $NHC $NHC.AX's HY results presentation. #CoalTwitter" [X Link](https://x.com/LukeyTrags/status/1638382626473123840) 2023-03-22T03:30Z [----] followers, [----] engagements "Goldman Sachs slapped $3.30 on $NHC & $6.90 on $WHC this morn. PTs mean little but point is one is very cheap & one is very expensive. Ratio chart adj for divs below. Always remember markets can remain irrational longer than you can remain solvent" - John Keynes #CoalTwitter" [X Link](https://x.com/LukeyTrags/status/1699957607379980765) 2023-09-08T01:27Z [----] followers, 11.6K engagements "You know the market is cooked when Nov coal futures have Rotterdam trading at a premium to NEWC 🪨 $WHC.AX $YAL.AX $NHC.AX $BTU.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1719661945660514718) 2023-11-01T10:25Z [----] followers, 12.8K engagements "Always good to read $NHC.AX's commentary: [--]. Tight market despite seasonality [--]. API5 well supported providing a floor for NEWC [--]. Aus product ranking higher into Asia [--]. Northern Hemisphere winter [--]. Expecting increased demand from next qrt #coaltwitter $WHC.AX $YAL.AX $BTU.AX" [X Link](https://x.com/LukeyTrags/status/1726380899846193659) 2023-11-19T23:24Z [----] followers, [----] engagements "Always interesting when $NHC.AX $NHC directors buy on mrkt especially when NHC is trading at premium valuation multiples to peers. It's reasonable to assume that the Milners topping up in the 6s recently + this is healthy signs for thermal coal in general. #coaltwitter $WHC $YAL" [X Link](https://x.com/LukeyTrags/status/1736537117550055558) 2023-12-18T00:01Z [----] followers, [----] engagements "8x directors have bought into $WHC.AX $WHC & $NHC.AX $NHC the last couple of weeks - all the yarn is about met but I think thermal is gunna surprise also #coaltwitter" [X Link](https://x.com/anyuser/status/1772838347645563185) 2024-03-27T04:09Z [----] followers, 15.3K engagements "The industry thats most concentrated IMO is the airline industry - theres $QAN.AX (who own Jetstar) Virgin & who else. Rex was a good regional alternative but went under weeks ago. Very difficult barriers to entry & QAN getting tax breaks like they did thru COVID is fraud. Everytime the supermarkets report the public outrage reminds me how business illiterate most ppl are (2-3% profit margins is not price gouging). IMO its concerning & should be compulsory at school rather than the current climate change & gender nonsense 💩 $WOW.AX $COL.AX https://t.co/0U9jiBCNEk Everytime the supermarkets" [X Link](https://x.com/LukeyTrags/status/1828672135717675323) 2024-08-28T05:53Z [----] followers, [----] engagements "$GYG.AX running on clever narrative market structure & aggressive marketing will end up being the next consumer darling to run out of steam & fold like $DMP.AX has. #burrito" [X Link](https://x.com/LukeyTrags/status/1831476157017174269) 2024-09-04T23:35Z [----] followers, [----] engagements "Woweeee the Milners want onboard the met train 🚂🚂🚂 Booooolish long term #coaltwitter $NHC.AX https://m.miningweekly.com/article/new-hope-has-submitted-a-bid-for-anglo-american-coal-assets-in-australia-2024-09-17 https://m.miningweekly.com/article/new-hope-has-submitted-a-bid-for-anglo-american-coal-assets-in-australia-2024-09-17" [X Link](https://x.com/anyuser/status/1835897832768930236) 2024-09-17T04:25Z [----] followers, [----] engagements "Thermal overnight. 🚀🔥🪨 #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX" [X Link](https://x.com/anyuser/status/1842305742604579274) 2024-10-04T20:48Z [----] followers, [----] engagements "Impressive quarterly from $WHC.AX. Mrkt (inc. me) was anticipating softer so I think the stock should bottom out now as improved confidence will bring shorter duration capital back. Longer term guys will also be adding to positions IMO as equity is v cheap here. #coaltwitter" [X Link](https://x.com/anyuser/status/1849583916384190928) 2024-10-24T22:49Z [----] followers, 10.5K engagements "On my numbers $WHC.AX's met arm is self-funding at spot PLV (post selldown + deferred + contigent + royalties + relativities + tax) which is a credit to the financial engineering of the deal. 2yrs & big long-term FCF is unlocked for minimal equity contribution. #coaltwitter Impressive quarterly from $WHC.AX. Mrkt (inc. me) was anticipating softer so I think the stock should bottom out now as improved confidence will bring shorter duration capital back. Longer term guys will also be adding to positions IMO as equity is v cheap here. #coaltwitter Impressive quarterly from $WHC.AX. Mrkt (inc." [X Link](https://x.com/anyuser/status/1849632801928487025) 2024-10-25T02:03Z [----] followers, [----] engagements "Love polar opposite takes. that's what makes a market $WHC.AX #coaltwitter 🍿" [X Link](https://x.com/LukeyTrags/status/1851844859197559064) 2024-10-31T04:33Z [----] followers, [----] engagements "This displays #2 of the quote why electricty consumption CAGR will be parabolic. By [----] we'll have seen +1.8B people in the middle/rich class over only a 10yr span. growing both population + consumption/capita = a world short of energy #coaltwitter $YAL.AX $NHC.AX $WHC.AX $BTU This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter This degen is 🐂 thermal #coal b/c global" [X Link](https://x.com/LukeyTrags/status/1852179878206226730) 2024-11-01T02:44Z [----] followers, [----] engagements "My gut feel is this reminds me of the old $WHC.AX days when the buyback was commencing around $2/s. $KAR.AX has a similar feel about it trading at 1.5x EV/EBITDA. #Oil has held up well the last 12m w/ global peers reflecting this (ASX equities lagging). I like cheap & hated. Have increased exposure from 3% to 10% of portfolio as time closes on the buy back restart. #oil up $5/bbl & KAR hasn't moved just yet. IMO it's pricing in $50/bbl here at [----] $KAR.AX Have increased exposure from 3% to 10% of portfolio as time closes on the buy back restart. #oil up $5/bbl & KAR hasn't moved just yet." [X Link](https://x.com/LukeyTrags/status/1859745779306594576) 2024-11-21T23:48Z [----] followers, 10K engagements "I was hoping $YAL.AX would get the Anglo assets for cheap but it appears it's arguably more expensive than the $WHC.AX one & with a longer payback period considering deferred + contigent. Glad YAL missed out. does show #coal is alive & well longer term tho IMO. $BTU #coaltwitter" [X Link](https://x.com/anyuser/status/1861174447954370848) 2024-11-25T22:25Z [----] followers, [----] engagements "HNY folks $YAL.AX was the best performer of [----] by almost 30% over the next peer - the hidden gem that largely goes unnoticed continues to deliver. Who wins the degen battle in [----] #coaltwitter $WHC.AX $NHC.AX $SMR.AX $CRN.AX $BCB.AX $AMR $HCC $BTU $CEIX" [X Link](https://x.com/anyuser/status/1874242391110279256) 2024-12-31T23:53Z [----] followers, 15.5K engagements "$KAR.AX doing an additional US $75M BB. This setup keeps reminding me of $WHC.AX back in the early days. Another 20% of vol bought back yesterday on a high volume day. Is the [-----] print this week finally the bottom that X has been calling every month from about [---] 😜😉 @mondyinvest $KAR.AX #oil https://t.co/EpZw3wpXz9 Another 20% of vol bought back yesterday on a high volume day. Is the [-----] print this week finally the bottom that X has been calling every month from about [---] 😜😉 @mondyinvest $KAR.AX #oil https://t.co/EpZw3wpXz9" [X Link](https://x.com/LukeyTrags/status/1884741879901671504) 2025-01-29T23:14Z [----] followers, [----] engagements "Another 4% green. noisy 🐻s $YAL.AX $NHC.AX $WHC.AX Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX https://t.co/wzPC8siMww Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX https://t.co/wzPC8siMww" [X Link](https://x.com/LukeyTrags/status/1899287271796625591) 2025-03-11T02:32Z [----] followers, [----] 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 https://www.livewiremarkets.com/wires/new-hope-corp-pushes-for-sale-of-bridgeport-oil-and-gas-assets https://www.livewiremarkets.com/wires/new-hope-corp-pushes-for-sale-of-bridgeport-oil-and-gas-assets" [X Link](https://x.com/LukeyTrags/status/1901478102041297277) 2025-03-17T03:38Z [----] followers, [----] 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" [X Link](https://x.com/anyuser/status/1901763040951112061) 2025-03-17T22:30Z [----] followers, [----] engagements "Great graph showing the oil cost curve. aussie big boys are under some pressure $WDS.AX $STO.AX lower oil prices means lower operating costs for everyone else #OOTT" [X Link](https://x.com/LukeyTrags/status/1909763224301670755) 2025-04-09T00:20Z [----] followers, [----] engagements "Good read Next cycle gunna be funnn for Aussie met names. $WHC.AX $SMR.AX $YAL.AX https://www.australianresourcesandinvestment.com.au/2025/04/29/india-to-boost-iron-ore-and-coal-demand/ https://www.australianresourcesandinvestment.com.au/2025/04/29/india-to-boost-iron-ore-and-coal-demand/" [X Link](https://x.com/anyuser/status/1917724189055922664) 2025-04-30T23:34Z [----] followers, [----] 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 The biggest US grid has no spare supply for new data centers meaning project developers will need to build their own power plants according to the systems independent watchdog. - Bloomberg The biggest US grid has no spare supply for new data centers meaning project developers will need to build their own power plants according to the" [X Link](https://x.com/anyuser/status/1947784276856160324) 2025-07-22T22:22Z [----] followers, [----] engagements "That is a helluvva lotta coal being burned #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU https://t.co/JefiAQNLuv https://t.co/JefiAQNLuv" [X Link](https://x.com/LukeyTrags/status/1948378059515756858) 2025-07-24T13:41Z [----] followers, [----] engagements "Prod. is +ve but costs guidance are key for me. cycle gunna cycle & they are controlling what they can in the meantime. given the worst of the qrtlys are likely behind us + the shorts I can't see these correcting much from here unless spot rinses hard $WHC.AX #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1948542297324617735) 2025-07-25T00:34Z [----] followers, [----] engagements "Your daily reminder that renewables are fraud. lucky there's this thing called coal. $YAL.AX $WHC.AX $NHC.AX #coaltwitter European wind giant Orsted plunges for a 2nd consecutive day. Its shares are down another 7% after losing nearly 30% on Monday. At current prices the emergency equity injection it's seeking ($9.4 billion) equals to 70% of its current market cap of $13.2 billion. No bueno. European wind giant Orsted plunges for a 2nd consecutive day. Its shares are down another 7% after losing nearly 30% on Monday. At current prices the emergency equity injection it's seeking ($9.4 billion)" [X Link](https://x.com/anyuser/status/1955214765175005624) 2025-08-12T10:28Z [----] followers, [----] engagements "Daily reminder renewables are fraud. Go woke go broke $AGL.AX #coaltwitter $WHC.AX $YAL.AX $NHC.AX $CRN.AX (@realhagetaka) AGL annual report [----] Coal fuel cost (combined Bayswater and Loy Yang A) = $22/MWh Onerous contracts means losing money on renewables https://t.co/d31O9C9aw4 AGL annual report [----] Coal fuel cost (combined Bayswater and Loy Yang A) = $22/MWh Onerous contracts means losing money on renewables https://t.co/d31O9C9aw4" [X Link](https://x.com/LukeyTrags/status/1955442708216189281) 2025-08-13T01:34Z [----] followers, [----] engagements "$WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to $15 in the coming bull cycle. When I first entered in [----] I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down along the way). #coaltwitter 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 https://t.co/npcrosSRlD The three slides that" [X Link](https://x.com/anyuser/status/1958322434228281853) 2025-08-21T00:17Z [----] followers, [----] engagements "Your weekly reminder the world is short energy & coal is not dead but rather it remains king $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter China commissioned [--] GW of new coal-fired power stations in the first half of [----] (that's the highest first-half total in [--] years). With that in mind Im re-publishing this @Opinion video column from exactly a year ago about why coal remains king . https://t.co/PSHMZFHzuy China commissioned [--] GW of new coal-fired power stations in the first half of [----] (that's the highest first-half total in [--] years). With that in mind Im re-publishing this @Opinion" [X Link](https://x.com/anyuser/status/1960661211806359886) 2025-08-27T11:10Z [----] followers, [----] engagements "Thats [--] in [--] days. Sad to see so many job cuts & destruction of industry due to a greedy economically incompetent govt. They will soon learn 40% of [--] is [--]. this is bullish for the other producers. #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX etc. https://www.abc.net.au/news/2025-09-18/anglo-american-confirms-more-qld-coal-job-losses/105784432 Ooooo la la. $BHP.AX has been quite vocal in the public domain the last couple years & the threats are now becoming reality. #coaltwitter #cyclebottomthings $WHC.AX $YAL.AX $NHC.AX https://t.co/P8KODBNSJo" [X Link](https://x.com/LukeyTrags/status/1968432944932126937) 2025-09-17T21:52Z [----] followers, 16.2K engagements "Reminder that India is structurally short met coal. #coaltwitter $WHC.AX $SMR.AX $YAL.AX $CRN.AX India's domestic metallurgical coke supplies fulfilled merely half of local steel mills' needs in the first half of [----] prompting renewed appeals for relaxed import restrictions on the essential raw material. More: https://t.co/7raaLplhXJ #CokeSupply #India https://t.co/2Ap98eVnvx India's domestic metallurgical coke supplies fulfilled merely half of local steel mills' needs in the first half of [----] prompting renewed appeals for relaxed import restrictions on the essential raw material. More:" [X Link](https://x.com/LukeyTrags/status/1978674130279858242) 2025-10-16T04:07Z [----] followers, [----] engagements "Avg qrt for $WHC.AX w/ $200M net outflows although prod. is heavily skewed to 2H. $YAL.AX managed to maintain flat cash post operational costs capex tax payments corporate overheads + div & still got rinsed. eyes are forward looking to next cycle 👀 #coaltwitter" [X Link](https://x.com/LukeyTrags/status/1981501684934209636) 2025-10-23T23:23Z [----] followers, 11.8K engagements "Uh ohhhh #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU https://x.com/Sino_Market/status/2008785491450360315s=20 CHINA'S MOST ACTIVE COKE FUTURES HITS LIMIT-UP +8% AT [----] YUAN/TON https://t.co/QH7I4e47Eu https://t.co/fnFS7VDejI https://x.com/Sino_Market/status/2008785491450360315s=20 CHINA'S MOST ACTIVE COKE FUTURES HITS LIMIT-UP +8% AT [----] YUAN/TON https://t.co/QH7I4e47Eu https://t.co/fnFS7VDejI" [X Link](https://x.com/LukeyTrags/status/2008815785775689752) 2026-01-07T08:19Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LukeyTrags Coal
Coal posts on X about $whcax, $yalax, $nhcax, $smrax the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +28%
- [--] Month [-------] +353%
- [--] Months [---------] +136%
- [--] Year [---------] -22%
Mentions: [--] #
- [--] Month [---] +2.60%
- [--] Months [---] +45%
- [--] Year [---] +31%
Followers: [-----] #
- [--] Week [-----] +1.10%
- [--] Month [-----] +6%
- [--] Months [-----] +9.10%
- [--] Year [-----] +14%
CreatorRank: [-------] #
Social Influence
Social category influence finance 29.82% stocks 7.89% countries 4.39% musicians 2.63% financial services 1.75% automotive brands 1.75% cryptocurrencies 0.88% travel destinations 0.88%
Social topic influence $whcax #1, $yalax #1, $nhcax #1, $smrax #1, $btu #1, $hcc #5, $amr #5, gold 7.89%, $whc #2, met #823
Top accounts mentioned or mentioned by @realhagetaka @gardnerrhod @sr71blackbirds @k311126 @keithvdkraan @mfwarder @2020upstream @respeculators @immayieldguy @degendasilva @climateisok @elitefinpt @phipho @chaeyunchong @ekwufinance @barkmeta @iea @hsiuchinchen168 @charlesweb72307 @realrickrule
Top assets mentioned Peabody Energy Corporation (BTU) Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Exxon Mobil (XOM) Carlisle Companies, Inc. (CSL) Convex Finance (CVX) BlackRock Inc (BLK)
Top Social Posts
Top posts by engagements in the last [--] hours
"I love a ratio chart. 75yrs of spot gold vs oil (WTI). #oil is the cheapest its been relative to #gold. assuming gold trades flat (& it's likely to go higher) mean reversion will send oil 300% between $200-250 & top of the range 1000% between $600-800. oil stocks are breaking out of major donwtrends & majors like $XOM are surging to all time highs. equities always front run the commodity. a big #energy hydrocarbon bull is commencing. $WDS.AX $STO.AX $KAR.AX $OXY $CVX #OOTT #gas #coaltwitter #uranium https://twitter.com/i/web/status/2021841224727183661"
X Link 2026-02-12T06:58Z [----] followers, 25.7K engagements
"BTD $SMR.AX $WHC.AX #coaltwitter"
X Link 2025-04-17T05:48Z [----] followers, [----] engagements
"You will not see a better interview #coaltwitter Straya https://t.co/6FVUboSFgu Straya https://t.co/6FVUboSFgu"
X Link 2025-07-24T09:21Z [----] followers, 43.6K engagements
"Decimal point needs to be moved to the right. 😂 What's tomorrow's boomer div dump going to be Another wealth transfer opportunity coming #coaltwitter $YAL.AX"
X Link 2025-08-19T08:57Z [----] followers, 10.5K engagements
"Net zero is one of the greatest fraud schemes in human history for anyone that doesn't know yet. #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU https://www.afr.com/companies/mining/gina-rinehart-puts-blowtorch-on-rio-tinto-bhp-over-net-zero-spending-20251124-p5ni15 https://www.afr.com/companies/mining/gina-rinehart-puts-blowtorch-on-rio-tinto-bhp-over-net-zero-spending-20251124-p5ni15"
X Link 2025-11-25T00:45Z [----] followers, [----] engagements
"@realhagetaka"
X Link 2025-12-18T06:39Z [----] followers, [---] engagements
"So the mrkt is valuing an UG loss-making ramp-up #lithium project $LTR.AX higher on an EV basis than a highly profitable cashed up Bs dividend-spewing multi-mine #coaltwitter giant $YAL.AX. outrageous narrative vs numbers disconnect"
X Link 2026-01-02T06:47Z [----] followers, [----] engagements
"@KeithvdKraan Nice one. What is your target when this breaks to the upside"
X Link 2026-01-17T07:16Z [----] followers, [----] engagements
"@ekwufinance Coal is the way to play the energy trade @realhagetaka"
X Link 2026-02-02T23:52Z [----] followers, [---] engagements
"@barkmeta Coal. Its not that hard. @realhagetaka"
X Link 2026-02-13T02:41Z [----] followers, [---] engagements
"What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter https://t.co/UGsCr0qz2T Me refreshing my page every second waiting for the $YAL.AX $YAL qrtly to drop. #coaltwitter https://t.co/UGsCr0qz2T"
X Link 2025-07-17T09:44Z [----] followers, 13K engagements
"And the shopping begins drop in the bucket but its a start $YAL.AX $YAL #coaltwitter What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter https://t.co/VBPHDfViYc What is on our shopping list fellow degenerates $YAl.AX $YAL #coaltwitter https://t.co/VBPHDfViYc"
X Link 2025-07-18T08:40Z [----] followers, [----] engagements
"Here we go again. #coaltwitter $YAL.AX $WHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter #CHINA'S MOST ACTIVE COKING #COAL FUTURES HIT LIMIT UP JUMP 7.96% TO [------] YUAN PER TON COKE CONTRACT RISES 5.1% TO [----] YUAN/METRIC TON https://t.co/q7cciHKJMl https://t.co/QE6tWr6mmL #CHINA'S MOST ACTIVE COKING #COAL FUTURES HIT LIMIT UP JUMP 7.96% TO [------] YUAN PER TON COKE CONTRACT RISES 5.1% TO [----] YUAN/METRIC TON https://t.co/q7cciHKJMl https://t.co/QE6tWr6mmL"
X Link 2025-08-05T07:44Z [----] followers, 16.7K engagements
"Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach"
X Link 2025-08-20T01:54Z [----] followers, 14.7K engagements
"The 🌏 might just start healing. let the inevitable hydrocarbon multiple expansion games begin Essential stuff that trades on 2-3x mid cycle cash flows may no longer be priced as terminal beyond 3yrs. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $CRN.AX #coaltwitter #OOTT #coal #oil #gas The LNP has just voted to abandon net zero. The LNP has just voted to abandon net zero"
X Link 2025-08-22T03:37Z [----] followers, [----] engagements
"The 🐐. $WHC.AX $WHC #coaltwitter"
X Link 2025-08-28T02:47Z [----] followers, 16.7K engagements
"Need some more details but $10B double acquisition is LARGE 🤯 $YAL.AX #coaltwitter Business as usual from $YAL.AX adding $136M cash at bank for the qrt & sitting on $2B post divi. I like the sound of this counter cyclical M&A approach - as much as I'd love $SMR.AX to be bought they're most likely sniffing for a $BTU firesale (pun intended) 🔥#coaltwitter https://t.co/qdl62AbF3r Business as usual from $YAL.AX adding $136M cash at bank for the qrt & sitting on $2B post divi. I like the sound of this counter cyclical M&A approach - as much as I'd love $SMR.AX to be bought they're most likely"
X Link 2025-09-09T22:40Z [----] followers, 14K engagements
"Unsurpisingly the last few months any major dips are now being bought as money positions for next cycle. The big boys aren't making $$$ but balance sheets are healthy. Equities typically move well ahead of spot. $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter Avg qrt for $WHC.AX w/ $200M net outflows although prod. is heavily skewed to 2H. $YAL.AX managed to maintain flat cash post operational costs capex tax payments corporate overheads + div & still got rinsed. eyes are forward looking to next cycle 👀 #coaltwitter Avg qrt for $WHC.AX w/ $200M net outflows although prod. is heavily skewed to"
X Link 2025-10-27T03:05Z [----] followers, 11.2K engagements
"Yancoal sets the global production record with the Liebherr R 9800s - Yancoals tireless dedication leadership and buy in from all departments is something Ive admired and respected over my [--] years with the team. $YAL.AX #coaltwitter https://www.linkedin.com/posts/jason-gundry-8bba34b9_what-a-great-way-to-close-out-the-year-celebrating-ugcPost-7401076898765676545-TeAMutm_source=social_share_send&utm_medium=android_app&rcm=ACoAAFoEQUUBnKN8AmjII7wyI70inMiOCSUe0IE&utm_campaign=whatsapp"
X Link 2025-12-01T07:21Z [----] followers, [----] engagements
"Global demand will continue to increase & the IEA will keep revising future years upwards. $NHC.AX $YAL.AX $WHC.AX #coaltwitter BREAKING: Global coal demand rose to a fresh all-time high in [----] the @IEA said Tuesday in a report. Worse the IEA also revised its historical consumption estimates higher: it now pegs [----] demand at [----] million tons up 0.5% from [----]. 1/3 #TwitterCoal https://t.co/ymabbBoPPw BREAKING: Global coal demand rose to a fresh all-time high in [----] the @IEA said Tuesday in a report. Worse the IEA also revised its historical consumption estimates higher: it now pegs 2025"
X Link 2025-12-18T02:59Z [----] followers, [----] engagements
"Merry Xmas you filthy degenerates. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC #coaltwitter"
X Link 2025-12-24T07:12Z [----] followers, [----] engagements
"Question for mining/fintwit punters out there - what is the cheapest EV/oz ASX listed gold play with 100k ounces I've got a few on my list but want to see if I am missing anything obvious Comment below. #gold #silver #preciousmetals"
X Link 2026-01-22T03:42Z [----] followers, 14.3K engagements
"Important to note the "peak coal" calls have been wrong every single time the last few decades. The IEA is a 🤡 show. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $HCC $AMR #coaltwitter https://reneweconomy.com.au/iea-calls-peak-coal-even-as-age-of-electricity-takes-hold-to-boost-global-power-demand/ https://reneweconomy.com.au/iea-calls-peak-coal-even-as-age-of-electricity-takes-hold-to-boost-global-power-demand/"
X Link 2026-02-09T23:53Z [----] followers, [----] engagements
"@GardnerRhod @2020Upstream All hard assets & commodities will rise"
X Link 2026-02-12T23:32Z [----] followers, [--] 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 https://www.enerdata.net/publications/daily-energy-news/india-relaxes-coal-supply-rules-boost-power-generation-capacity.html This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter"
X Link 2025-05-13T04:49Z [----] followers, [----] engagements
"Lots of noise out of QLD that the current coal royalty scheme risks ☠ the industry despite relying on the taxes. There is upside risk to equities if they get wound back (a necessisity IMO as some tax is than none due to a ☠ industry) #coaltwitter $WHC.AX $YAL.AX $SMR.AX $BTU"
X Link 2025-08-06T07:32Z [----] followers, 11.2K engagements
"The $WHC.AX earnings call is making me feel like this: #coaltwitter $WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to $15 in the coming bull cycle. When I first entered in [----] I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down along the way). #coaltwitter $WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to $15 in the coming bull cycle. When I first entered in [----] I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down"
X Link 2025-08-21T00:54Z [----] followers, [----] engagements
"Make it [--] in [--] days 🤯 #coaltwitter $WHC.AX $YAL.AX $NHC.AX $BTU https://www.abc.net.au/news/2025-09-19/cook-colliery-coal-mine-to-close-half-of-operation/105792906 Thats [--] in [--] days. Sad to see so many job cuts & destruction of industry due to a greedy economically incompetent govt. They will soon learn 40% of [--] is [--]. this is bullish for the other producers. #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX etc. https://t.co/f2hIFkknXX https://t.co/yppgP8DC1p https://www.abc.net.au/news/2025-09-19/cook-colliery-coal-mine-to-close-half-of-operation/105792906 Thats [--] in [--] days. Sad to see so many"
X Link 2025-09-19T21:40Z [----] followers, 11.3K engagements
"Reading @respeculator's recent $WHC.AX posts reminded me of this thinking. If Paul could have hand picked when to have a down cycle it has been perfect while they delever the BS & avoid max contingency payments. This is a coiled beast in the making #coaltwitter 🐐 @realhagetaka As we've maintained throughout the whole acquisition process it's been the perfect time for WHC for a met bear market. De-levering just in time for the next 4yr cycle. @realhagetaka As we've maintained throughout the whole acquisition process it's been the perfect time for WHC for a met bear market. De-levering just in"
X Link 2025-10-19T22:59Z [----] followers, 13.5K engagements
"Finally an analyst putting their balls on the line with a non-consensus call 🤣 $CSL.AX $CSL #ASXdog"
X Link 2025-10-28T22:47Z [----] followers, [----] engagements
"Reminder that renewables are fraud. Tomago has been commercially viable for [--] decades - "We have enjoyed the benefit of affordable coal based contracts for the last [--] years of operation" - Andrew Newman Tomago Aluminium CFO #coaltwitter $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU Jobs up. Emissions down. Tomago aluminium smelter is a huge job creator and uses a lot of energy. Today weve announced support as they switch to cheap reliable renewable energy. Making more things in Australia using Australian resources - and acting on climate change. https://t.co/6zJ6lTRS8D Jobs up. Emissions down. Tomago"
X Link 2025-10-29T01:26Z [----] followers, [----] engagements
"Interesting to see our old mate "buy-back-boy" back on the tools operating a bit more aggressively this week. $WHC.AX #coaltwitter Unsurpisingly the last few months any major dips are now being bought as money positions for next cycle. The big boys aren't making $$$ but balance sheets are healthy. Equities typically move well ahead of spot. $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter Unsurpisingly the last few months any major dips are now being bought as money positions for next cycle. The big boys aren't making $$$ but balance sheets are healthy. Equities typically move well ahead of spot."
X Link 2025-10-30T00:50Z [----] followers, [----] engagements
"Aus Super have had some questionable investments but I reckon this will make up for them & some. $WHC.AX #coaltwitter"
X Link 2025-11-03T07:15Z [----] followers, 14.8K engagements
"Can't stop wont stop $WHC.AX $WHC #coaltwitter Aus Super have had some questionable investments but I reckon this will make up for them & some. $WHC.AX #coaltwitter https://t.co/pWz529KwCX Aus Super have had some questionable investments but I reckon this will make up for them & some. $WHC.AX #coaltwitter https://t.co/pWz529KwCX"
X Link 2025-11-26T09:52Z [----] followers, [----] engagements
"HNY fellow degens #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $HCC $AMR"
X Link 2026-01-01T09:30Z [----] followers, [----] engagements
"@realhagetaka @ImmaYieldGuy In what world does it make sense for $LTR.AX to have a bigger EV than $YAL.AX & on par with $WHC.AX Unless my numbers are wrong 🤯"
X Link 2026-01-02T04:55Z [----] followers, [---] engagements
"Long live the King #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC @LukeyTrags @GardnerRhod Not enough coal tweets. Please ramp up. Tag those who laughed at us for investing in coal. We laugh when franking divi hit the bank account. @LukeyTrags @GardnerRhod Not enough coal tweets. Please ramp up. Tag those who laughed at us for investing in coal. We laugh when franking divi hit the bank account"
X Link 2026-01-14T02:54Z [----] followers, [----] engagements
"Newcastle Thermal Coal vs Gold underlying commodity price ratio. y'all know what to do. $WHC.AX $YAL.AX $NHC.AX $BTU #coaltwitter"
X Link 2026-01-17T05:22Z [----] followers, 31.5K engagements
"Similar to the thermal coal ratio chart I just posted this is Aus Premium Coking Coal v Gold. shelling peas. $WHC.AX $YAL.AX $SMR.AX $BTU $HCC $AMR #coaltwitter SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀 #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU https://t.co/XbGAK4rWYh SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under"
X Link 2026-01-17T05:25Z [----] followers, [----] engagements
"$WHC.AX monthly historic chart. approaching all time highs + price discovery for next cycle. #coaltwitter Reading @respeculator's recent $WHC.AX posts reminded me of this thinking. If Paul could have hand picked when to have a down cycle it has been perfect while they delever the BS & avoid max contingency payments. This is a coiled beast in the making #coaltwitter 🐐 https://t.co/CCOFRdb2FO Reading @respeculator's recent $WHC.AX posts reminded me of this thinking. If Paul could have hand picked when to have a down cycle it has been perfect while they delever the BS & avoid max contingency"
X Link 2026-01-17T05:32Z [----] followers, [----] engagements
"$8.88 to close the week @hsiuchinchen168 @k311126 @realhagetaka $WHC.AX #coaltwitter $WHC.AX monthly historic chart. approaching all time highs + price discovery for next cycle. #coaltwitter https://t.co/y1FsmDi5hY $WHC.AX monthly historic chart. approaching all time highs + price discovery for next cycle. #coaltwitter https://t.co/y1FsmDi5hY"
X Link 2026-01-17T07:27Z [----] followers, [----] engagements
"Energy is next & king coal is how I am playing it. severely underowned $WHC.AX $YAL.AX $NHC.AX $BTU $WDS.AX $STO.AX $CVX $KAR.AX $PDN.AX $URA #coaltwitter #uranium #OOTT #WTI Newcastle Thermal Coal vs Gold underlying commodity price ratio. y'all know what to do. $WHC.AX $YAL.AX $NHC.AX $BTU #coaltwitter https://t.co/spEXRrdlB6 Newcastle Thermal Coal vs Gold underlying commodity price ratio. y'all know what to do. $WHC.AX $YAL.AX $NHC.AX $BTU #coaltwitter https://t.co/spEXRrdlB6"
X Link 2026-01-17T07:38Z [----] followers, 18.7K engagements
"@CharlesWeb72307 $YAL.AX $WHC.AX $NHC.AX $SMR.AX"
X Link 2026-01-17T11:06Z [----] followers, [---] engagements
"Already starting to see #energycrisis trending again. OG coal degens will have fond memories. I believe it's time for round [--] @realhagetaka $WHC.AX $YAL.AX $NHC.AX Bad policies have consequences Reducing the minimum gas storage requirement las year 🔜 storage at record low level. https://t.co/fBAp2LiRj1 Bad policies have consequences Reducing the minimum gas storage requirement las year 🔜 storage at record low level. https://t.co/fBAp2LiRj1"
X Link 2026-01-17T11:09Z [----] followers, [----] engagements
"As we like to say the world was only ever transitioning to one thing. and that is back to coal #coaltwitter $WHC.AX $YAL.AC $NHC.AX $SMR.AX $BTU @realhagetaka Even BlackRock CEO Larry Fink now admits that transitioning to solar and wind will cause a global power shortageafter spending years pressuring companies to do exactly that. The "transition" he advanced has already sabotaged our power supply and raised our electricity bills. https://t.co/wggLJ78xzP Even BlackRock CEO Larry Fink now admits that transitioning to solar and wind will cause a global power shortageafter spending years"
X Link 2026-01-19T04:33Z [----] followers, [----] engagements
"The behemoth delivers with a record operational qrt - credit to all involved. Impressive $$ increase of $300M during cycle bottom conditions. sitting on $2.1B net of expenses. This will spew cash next bull cycle. cheapest stock in the ASX200 $YAL.AX #coaltwitter"
X Link 2026-01-19T08:46Z [----] followers, 11.4K engagements
"Welcome to #coaltwitter @RealRickRule Some of these big ASX producers are right up your alley - hated severely under-owned & dirt cheap at cycle low cash flows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX"
X Link 2026-01-19T23:19Z [----] followers, [----] engagements
"Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter"
X Link 2026-01-21T03:08Z [----] followers, 14.1K engagements
"Having just traded at $9.09 in early trading $WHC.AX has now hit a 3year high. last traded at this level in Jan [----]. enormous torque in this name bring on the bull cycle #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter Been focused on another gold shitco today but just noticed $WHC.AX has tagged $9 for the first time in [--] months. future ASX50 stock #coaltwitter"
X Link 2026-01-21T23:02Z [----] followers, [----] engagements
"Who ever followed UBS on their sell/short calls the last few months have been barbecued. This waffle from the analyst is myopic & short term. Focus on the transformation the last few years & what this will do in the next few years. zoom out $WHC.AX #coaltwitter"
X Link 2026-01-22T03:34Z [----] followers, [----] engagements
"As expected the $COAL ETF is now in price discovery making news highs as a new cycle commences. These are the fun times. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter The launch of ETF $COAL marked the top of last cycle in typical fashion. This week it broke out of a 6month downtrend after reversing on big volume during the Trump Dump the week before. Good albeit early signs that a bottom is forming for #coaltwitter bulls. Happy Easter 🥚🍫 https://t.co/xkjDYRHvBL The launch of ETF $COAL marked the top of last cycle in typical fashion. This week it broke out of a 6month"
X Link 2026-01-22T22:43Z [----] followers, [----] engagements
"Very few realise that billions emerging from the poverty line & promoting from lower to middle class is as big a tailwind if not bigger than AI. will keep saying it. the world is literally short #energy #coaltwitter $WHC.AX $YAL.AX $NHC.AX $BTU #OOTT #gas #uranium Everyone in energy talks about AI. But two other letters perhaps more mundane will be as important: AC. For the next [--] years ten air conditioning units will be sold every single second. (From ADNOC CEO Sultan Al Jaber speech at #IndiaEnergyWeek) https://t.co/rkpaCKZ16J Everyone in energy talks about AI. But two other letters"
X Link 2026-01-27T08:53Z [----] followers, [----] engagements
"Paul the 🐐 absolutely smashed it. And their 2H will be their stronger half + realised pricing should be materially higher for the upcoming quarters. $WHC.AX $WHC #coaltwitter"
X Link 2026-01-29T00:19Z [----] followers, [----] engagements
"Everyone devo about metals with crazy scenes. meanwhile the OG #coaltwitter degens are just getting this party started. $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU $AMR $HCC"
X Link 2026-01-30T23:40Z [----] followers, [----] engagements
"Major Indonesian production cuts from the world's largest thermal exporter. this is really quite bullish. #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU https://www.bloomberg.com/news/articles/2026-02-01/indonesian-coal-association-says-quota-cuts-risks-mine-shutdownssrnd=phx-commodities&utm_source=www.moneyofmine.com&utm_medium=newsletter&utm_campaign=precious-metals-historic-reversal-stuns-investors&_bhlid=f0e4bcb5bc163d8353d99656ad3d335018d1eac1"
X Link 2026-02-02T01:13Z [----] followers, [----] engagements
"Cyclicality aside tough to find a better resource deal of this scale. Consider the size of the acquisition to the existing business no equity issued completing one of the largest ASX buybacks with 20% of the float & quick payback period. Paul is the 🐐 $WHC.AX #coaltwitter Two year anniversary of $WHC.AX Blackwater & Daunia acquisition coming up. looks to me on below math that contingent will be smalls (US$60m). M&A costs (net of sell down) to the [--] year anniversary are A$3bn (excl taxes) with a maximum A$650m remaining in year [--]. Offset by https://t.co/gjetzp1rVU Two year anniversary of"
X Link 2026-02-03T00:38Z [----] followers, [----] engagements
"The business is now de-risked in a position where coal prices do not have to move for $WHC.AX $WHC to be a consistently generating cash machine for decades to come. But of course the fun in cyclicals is during the bull market. LFG degens. $WHC.AX $WHC #coaltwitter Cyclicality aside tough to find a better resource deal of this scale. Consider the size of the acquisition to the existing business no equity issued completing one of the largest ASX buybacks with 20% of the float & quick payback period. Paul is the 🐐 $WHC.AX #coaltwitter Cyclicality aside tough to find a better resource deal of"
X Link 2026-02-03T00:56Z [----] followers, [----] engagements
"@realhagetaka @ImmaYieldGuy @mfwarder Only about [--] of us have been talking about YAL :( Thanks boomers for the $5 entries the last few dumps tho"
X Link 2026-02-04T03:41Z [----] followers, [---] engagements
"We will keep saying it the world is transitioning to coal #coaltwitter $WHC.AX $YAL.AX $NHC.AX $SMR.AX $BTU @realhagetaka In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese companies filled a record high number of proposals to build future coal plants. In the least surprising news China commissioned in [----] the most coal-fired power stations in a decade. (78 GW of new coal capacity equal to twice the UK total electricity demand) On top Chinese"
X Link 2026-02-04T11:00Z [----] followers, [----] engagements
"Whoever raised their $YAL.AX 1yr price target by 405.83% to A$29.68 per share deserves a 🍺 funded by #coaltwitter ".reflects a fundamental reassessment of Yancoals value proposition amid sustained operational performance and strategic repositioning." https://thebull.com.au/news/yancoal-australia-lead-the-asx-200-today-up-9-the-latest/ https://thebull.com.au/news/yancoal-australia-lead-the-asx-200-today-up-9-the-latest/"
X Link 2026-02-05T04:16Z [----] followers, [----] engagements
"Peabody $BTU relative to $WHC.AX is at 4yr highs & is trading more expensively on forward looking multiples. I believe this ratio should trend back towards [--] from the current [--]. This puts WHC at $16/17 all else being equal. get those buybacks going Paul 🐐 #coaltwitter"
X Link 2026-02-11T08:21Z [----] followers, [----] engagements
"No words needed. $YAL.AX $NHC.AX $WHC.AX $SMR.AX #coaltwitter https://www.zerohedge.com/commodities/indias-coal-use-could-double-2050 https://www.zerohedge.com/commodities/indias-coal-use-could-double-2050"
X Link 2026-02-12T07:28Z [----] followers, [----] engagements
"@degendasilva Its more a function of M2 expansion & fiat debasement same as gold & all hard assets"
X Link 2026-02-12T10:04Z [----] followers, [---] engagements
"@GardnerRhod @climate_is_ok @realhagetaka No YAL is flushed with cash & we are entering a bull market any acquisition will be paid off very quickly"
X Link 2026-02-12T10:40Z [----] followers, [--] engagements
"@2020Upstream Yes sir. Anyone doubting the mean reversion to $200+ was also doubting gold back at $1800. Its a function of M2 expansion + fiat debasement. Hard assets win"
X Link 2026-02-12T20:29Z [----] followers, [---] engagements
"Long dated curve is ramping #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀 #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU https://t.co/XbGAK4rWYh SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀"
X Link 2026-01-09T21:28Z [----] followers, [----] engagements
"@climate_is_ok $YAL . @realhagetaka"
X Link 2026-02-12T09:52Z [----] followers, [---] engagements
"Despite strong coal prices overnight weirdos were selling $YAL.AX 3% down sub $6. definitely not degens #coaltwitter First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz"
X Link 2026-02-13T01:42Z [----] followers, [----] engagements
"SGX Aus coking coal mrkt is respecting the 4yr cycle as it did last time. big b/o from $170 lows along w/ the equities which have rallied under the radar for a while now. lookout if it's anything close to last time 👀 #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU"
X Link 2026-01-06T10:05Z [----] followers, 18.7K engagements
"@davids_capital $COAL is an ETF to play most of the good names"
X Link 2026-01-17T22:13Z [----] followers, [---] engagements
"Anglo sales process is firing up again. $SMR.AX & $YAL.AX are the strongest contenders. Anglo Americans Australian metallurgical coal mines in Queensland are considered to be some of the best in the world with the jewels being its Moranbah North and Grosvenor mines. What are these assets worth fellow degens #coaltwitter"
X Link 2026-02-13T00:10Z [----] followers, [----] engagements
"First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter"
X Link 2026-02-13T00:02Z [----] followers, [----] engagements
"'Trump Orders Pentagon to Purchase Coal Power in 2026' #coaltwitter $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU $ARLP https://discoveryalert.com.au/pentagon-coal-procurement-strategy-2026-analysis/ The DoE has identified more than three dozen coal plants that could power military installations. US policy aims to prop up U.S. coal-fired power plants through military power contracts & funding for recommissioning/upgrades. By reviving these plants it will boost domestic U.S. https://t.co/MvK5wiky0T https://discoveryalert.com.au/pentagon-coal-procurement-strategy-2026-analysis/ The DoE has identified"
X Link 2026-02-13T02:31Z [----] followers, [----] engagements
"Further indications of a thermal bull market w/ the Rotterdam index joining NEWC & breaking out from the cost curve. forward quartlies will be minting cash as both met + thermal prices are quite healthy now. crazy margin leverage in these names. let the FCF begin 🤑💸💰 $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU #coaltwitter https://t.co/lve3gLsUPz First it was met coal now thermal coal. Clean breakout from the cost curve lows. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $BTU"
X Link 2026-02-14T02:22Z [----] followers, [----] engagements
"Going a tad unnoticed but $WHC.AX is trading at it's highest levels in 15months (Aug 2024). many will miss the next cycle. remember equities move well in advance of spot. gobble gobble #coaltwitter"
X Link 2025-10-31T01:13Z [----] followers, [----] engagements
"I like that we get to pull out the meme quite frequently now. @realhagetaka #coaltwitter $WHC.AX $YAL.AX $NHC.AX Coal and gas will fuel most of AI's power demand. They are the only reliable sources that can quickly ramp up electricity generation. This comes at a time when investments in coal and gas production have been weak. https://t.co/YfyJP46TMJ Coal and gas will fuel most of AI's power demand. They are the only reliable sources that can quickly ramp up electricity generation. This comes at a time when investments in coal and gas production have been weak. https://t.co/YfyJP46TMJ"
X Link 2025-11-11T00:08Z [----] followers, [----] engagements
"@EliteFinPT $WHC.AX is buying back nicely at the bottom of the cycle currently @realhagetaka"
X Link 2025-11-24T23:44Z [----] followers, [---] engagements
"@Eagleresa @k311126 you explain well why Simandou is a dog"
X Link 2026-01-04T08:46Z [----] followers, [---] engagements
"@Piccan3 Nice Picc can we please see your WHC and YAL charts too (long term weeklys)"
X Link 2026-01-12T05:56Z [----] followers, [----] engagements
"$NHC $NHC.AX Chief Mr Bishop on the higher for longer train. Under tightening conditions it is reasonable to suggest any market dislocations in the future may see further volatile moves in coal prices as reliable energy supply remains the priority. #CoalTwitter"
X Link 2023-03-21T05:53Z [----] followers, [----] engagements
"A cool slide from $NHC $NHC.AX's HY results presentation. #CoalTwitter"
X Link 2023-03-22T03:30Z [----] followers, [----] engagements
"Goldman Sachs slapped $3.30 on $NHC & $6.90 on $WHC this morn. PTs mean little but point is one is very cheap & one is very expensive. Ratio chart adj for divs below. Always remember markets can remain irrational longer than you can remain solvent" - John Keynes #CoalTwitter"
X Link 2023-09-08T01:27Z [----] followers, 11.6K engagements
"You know the market is cooked when Nov coal futures have Rotterdam trading at a premium to NEWC 🪨 $WHC.AX $YAL.AX $NHC.AX $BTU.AX #coaltwitter"
X Link 2023-11-01T10:25Z [----] followers, 12.8K engagements
"Always good to read $NHC.AX's commentary: [--]. Tight market despite seasonality [--]. API5 well supported providing a floor for NEWC [--]. Aus product ranking higher into Asia [--]. Northern Hemisphere winter [--]. Expecting increased demand from next qrt #coaltwitter $WHC.AX $YAL.AX $BTU.AX"
X Link 2023-11-19T23:24Z [----] followers, [----] engagements
"Always interesting when $NHC.AX $NHC directors buy on mrkt especially when NHC is trading at premium valuation multiples to peers. It's reasonable to assume that the Milners topping up in the 6s recently + this is healthy signs for thermal coal in general. #coaltwitter $WHC $YAL"
X Link 2023-12-18T00:01Z [----] followers, [----] engagements
"8x directors have bought into $WHC.AX $WHC & $NHC.AX $NHC the last couple of weeks - all the yarn is about met but I think thermal is gunna surprise also #coaltwitter"
X Link 2024-03-27T04:09Z [----] followers, 15.3K engagements
"The industry thats most concentrated IMO is the airline industry - theres $QAN.AX (who own Jetstar) Virgin & who else. Rex was a good regional alternative but went under weeks ago. Very difficult barriers to entry & QAN getting tax breaks like they did thru COVID is fraud. Everytime the supermarkets report the public outrage reminds me how business illiterate most ppl are (2-3% profit margins is not price gouging). IMO its concerning & should be compulsory at school rather than the current climate change & gender nonsense 💩 $WOW.AX $COL.AX https://t.co/0U9jiBCNEk Everytime the supermarkets"
X Link 2024-08-28T05:53Z [----] followers, [----] engagements
"$GYG.AX running on clever narrative market structure & aggressive marketing will end up being the next consumer darling to run out of steam & fold like $DMP.AX has. #burrito"
X Link 2024-09-04T23:35Z [----] followers, [----] engagements
"Woweeee the Milners want onboard the met train 🚂🚂🚂 Booooolish long term #coaltwitter $NHC.AX https://m.miningweekly.com/article/new-hope-has-submitted-a-bid-for-anglo-american-coal-assets-in-australia-2024-09-17 https://m.miningweekly.com/article/new-hope-has-submitted-a-bid-for-anglo-american-coal-assets-in-australia-2024-09-17"
X Link 2024-09-17T04:25Z [----] followers, [----] engagements
"Thermal overnight. 🚀🔥🪨 #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX"
X Link 2024-10-04T20:48Z [----] followers, [----] engagements
"Impressive quarterly from $WHC.AX. Mrkt (inc. me) was anticipating softer so I think the stock should bottom out now as improved confidence will bring shorter duration capital back. Longer term guys will also be adding to positions IMO as equity is v cheap here. #coaltwitter"
X Link 2024-10-24T22:49Z [----] followers, 10.5K engagements
"On my numbers $WHC.AX's met arm is self-funding at spot PLV (post selldown + deferred + contigent + royalties + relativities + tax) which is a credit to the financial engineering of the deal. 2yrs & big long-term FCF is unlocked for minimal equity contribution. #coaltwitter Impressive quarterly from $WHC.AX. Mrkt (inc. me) was anticipating softer so I think the stock should bottom out now as improved confidence will bring shorter duration capital back. Longer term guys will also be adding to positions IMO as equity is v cheap here. #coaltwitter Impressive quarterly from $WHC.AX. Mrkt (inc."
X Link 2024-10-25T02:03Z [----] followers, [----] engagements
"Love polar opposite takes. that's what makes a market $WHC.AX #coaltwitter 🍿"
X Link 2024-10-31T04:33Z [----] followers, [----] engagements
"This displays #2 of the quote why electricty consumption CAGR will be parabolic. By [----] we'll have seen +1.8B people in the middle/rich class over only a 10yr span. growing both population + consumption/capita = a world short of energy #coaltwitter $YAL.AX $NHC.AX $WHC.AX $BTU This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter This degen is 🐂 thermal #coal b/c global"
X Link 2024-11-01T02:44Z [----] followers, [----] engagements
"My gut feel is this reminds me of the old $WHC.AX days when the buyback was commencing around $2/s. $KAR.AX has a similar feel about it trading at 1.5x EV/EBITDA. #Oil has held up well the last 12m w/ global peers reflecting this (ASX equities lagging). I like cheap & hated. Have increased exposure from 3% to 10% of portfolio as time closes on the buy back restart. #oil up $5/bbl & KAR hasn't moved just yet. IMO it's pricing in $50/bbl here at [----] $KAR.AX Have increased exposure from 3% to 10% of portfolio as time closes on the buy back restart. #oil up $5/bbl & KAR hasn't moved just yet."
X Link 2024-11-21T23:48Z [----] followers, 10K engagements
"I was hoping $YAL.AX would get the Anglo assets for cheap but it appears it's arguably more expensive than the $WHC.AX one & with a longer payback period considering deferred + contigent. Glad YAL missed out. does show #coal is alive & well longer term tho IMO. $BTU #coaltwitter"
X Link 2024-11-25T22:25Z [----] followers, [----] engagements
"HNY folks $YAL.AX was the best performer of [----] by almost 30% over the next peer - the hidden gem that largely goes unnoticed continues to deliver. Who wins the degen battle in [----] #coaltwitter $WHC.AX $NHC.AX $SMR.AX $CRN.AX $BCB.AX $AMR $HCC $BTU $CEIX"
X Link 2024-12-31T23:53Z [----] followers, 15.5K engagements
"$KAR.AX doing an additional US $75M BB. This setup keeps reminding me of $WHC.AX back in the early days. Another 20% of vol bought back yesterday on a high volume day. Is the [-----] print this week finally the bottom that X has been calling every month from about [---] 😜😉 @mondyinvest $KAR.AX #oil https://t.co/EpZw3wpXz9 Another 20% of vol bought back yesterday on a high volume day. Is the [-----] print this week finally the bottom that X has been calling every month from about [---] 😜😉 @mondyinvest $KAR.AX #oil https://t.co/EpZw3wpXz9"
X Link 2025-01-29T23:14Z [----] followers, [----] engagements
"Another 4% green. noisy 🐻s $YAL.AX $NHC.AX $WHC.AX Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX https://t.co/wzPC8siMww Bears are loudest at the bottom 👀 #coaltwitter $YAL.AX $NHC.AX $WHC.AX https://t.co/wzPC8siMww"
X Link 2025-03-11T02:32Z [----] followers, [----] 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 https://www.livewiremarkets.com/wires/new-hope-corp-pushes-for-sale-of-bridgeport-oil-and-gas-assets https://www.livewiremarkets.com/wires/new-hope-corp-pushes-for-sale-of-bridgeport-oil-and-gas-assets"
X Link 2025-03-17T03:38Z [----] followers, [----] 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"
X Link 2025-03-17T22:30Z [----] followers, [----] engagements
"Great graph showing the oil cost curve. aussie big boys are under some pressure $WDS.AX $STO.AX lower oil prices means lower operating costs for everyone else #OOTT"
X Link 2025-04-09T00:20Z [----] followers, [----] engagements
"Good read Next cycle gunna be funnn for Aussie met names. $WHC.AX $SMR.AX $YAL.AX https://www.australianresourcesandinvestment.com.au/2025/04/29/india-to-boost-iron-ore-and-coal-demand/ https://www.australianresourcesandinvestment.com.au/2025/04/29/india-to-boost-iron-ore-and-coal-demand/"
X Link 2025-04-30T23:34Z [----] followers, [----] 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 The biggest US grid has no spare supply for new data centers meaning project developers will need to build their own power plants according to the systems independent watchdog. - Bloomberg The biggest US grid has no spare supply for new data centers meaning project developers will need to build their own power plants according to the"
X Link 2025-07-22T22:22Z [----] followers, [----] engagements
"That is a helluvva lotta coal being burned #coaltwitter $YAL.AX $WHC.AX $NHC.AX $BTU https://t.co/JefiAQNLuv https://t.co/JefiAQNLuv"
X Link 2025-07-24T13:41Z [----] followers, [----] engagements
"Prod. is +ve but costs guidance are key for me. cycle gunna cycle & they are controlling what they can in the meantime. given the worst of the qrtlys are likely behind us + the shorts I can't see these correcting much from here unless spot rinses hard $WHC.AX #coaltwitter"
X Link 2025-07-25T00:34Z [----] followers, [----] engagements
"Your daily reminder that renewables are fraud. lucky there's this thing called coal. $YAL.AX $WHC.AX $NHC.AX #coaltwitter European wind giant Orsted plunges for a 2nd consecutive day. Its shares are down another 7% after losing nearly 30% on Monday. At current prices the emergency equity injection it's seeking ($9.4 billion) equals to 70% of its current market cap of $13.2 billion. No bueno. European wind giant Orsted plunges for a 2nd consecutive day. Its shares are down another 7% after losing nearly 30% on Monday. At current prices the emergency equity injection it's seeking ($9.4 billion)"
X Link 2025-08-12T10:28Z [----] followers, [----] engagements
"Daily reminder renewables are fraud. Go woke go broke $AGL.AX #coaltwitter $WHC.AX $YAL.AX $NHC.AX $CRN.AX (@realhagetaka) AGL annual report [----] Coal fuel cost (combined Bayswater and Loy Yang A) = $22/MWh Onerous contracts means losing money on renewables https://t.co/d31O9C9aw4 AGL annual report [----] Coal fuel cost (combined Bayswater and Loy Yang A) = $22/MWh Onerous contracts means losing money on renewables https://t.co/d31O9C9aw4"
X Link 2025-08-13T01:34Z [----] followers, [----] engagements
"$WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to $15 in the coming bull cycle. When I first entered in [----] I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down along the way). #coaltwitter 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 https://t.co/npcrosSRlD The three slides that"
X Link 2025-08-21T00:17Z [----] followers, [----] engagements
"Your weekly reminder the world is short energy & coal is not dead but rather it remains king $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter China commissioned [--] GW of new coal-fired power stations in the first half of [----] (that's the highest first-half total in [--] years). With that in mind Im re-publishing this @Opinion video column from exactly a year ago about why coal remains king . https://t.co/PSHMZFHzuy China commissioned [--] GW of new coal-fired power stations in the first half of [----] (that's the highest first-half total in [--] years). With that in mind Im re-publishing this @Opinion"
X Link 2025-08-27T11:10Z [----] followers, [----] engagements
"Thats [--] in [--] days. Sad to see so many job cuts & destruction of industry due to a greedy economically incompetent govt. They will soon learn 40% of [--] is [--]. this is bullish for the other producers. #coaltwitter $WHC.AX $YAL.AX $SMR.AX $NHC.AX etc. https://www.abc.net.au/news/2025-09-18/anglo-american-confirms-more-qld-coal-job-losses/105784432 Ooooo la la. $BHP.AX has been quite vocal in the public domain the last couple years & the threats are now becoming reality. #coaltwitter #cyclebottomthings $WHC.AX $YAL.AX $NHC.AX https://t.co/P8KODBNSJo"
X Link 2025-09-17T21:52Z [----] followers, 16.2K engagements
"Reminder that India is structurally short met coal. #coaltwitter $WHC.AX $SMR.AX $YAL.AX $CRN.AX India's domestic metallurgical coke supplies fulfilled merely half of local steel mills' needs in the first half of [----] prompting renewed appeals for relaxed import restrictions on the essential raw material. More: https://t.co/7raaLplhXJ #CokeSupply #India https://t.co/2Ap98eVnvx India's domestic metallurgical coke supplies fulfilled merely half of local steel mills' needs in the first half of [----] prompting renewed appeals for relaxed import restrictions on the essential raw material. More:"
X Link 2025-10-16T04:07Z [----] followers, [----] engagements
"Avg qrt for $WHC.AX w/ $200M net outflows although prod. is heavily skewed to 2H. $YAL.AX managed to maintain flat cash post operational costs capex tax payments corporate overheads + div & still got rinsed. eyes are forward looking to next cycle 👀 #coaltwitter"
X Link 2025-10-23T23:23Z [----] followers, 11.8K engagements
"Uh ohhhh #coaltwitter $WHC.AX $YAL.AX $SMR.AX $AMR $HCC $BTU https://x.com/Sino_Market/status/2008785491450360315s=20 CHINA'S MOST ACTIVE COKE FUTURES HITS LIMIT-UP +8% AT [----] YUAN/TON https://t.co/QH7I4e47Eu https://t.co/fnFS7VDejI https://x.com/Sino_Market/status/2008785491450360315s=20 CHINA'S MOST ACTIVE COKE FUTURES HITS LIMIT-UP +8% AT [----] YUAN/TON https://t.co/QH7I4e47Eu https://t.co/fnFS7VDejI"
X Link 2026-01-07T08:19Z [----] followers, [----] engagements
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