#  @je41493029 Jason Johnson Jason Johnson posts on X about $arlp, $hcc, $amr, $btu the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1473726908768653321/interactions)  - [--] Week [-----] +1,374% - [--] Month [-----] +3,109% - [--] Months [------] +5.90% - [--] Year [------] -12% ### Mentions: [--] [#](/creator/twitter::1473726908768653321/posts_active)  - [--] Month [--] +89% - [--] Months [--] +13% - [--] Year [---] +16% ### Followers: [--] [#](/creator/twitter::1473726908768653321/followers)  - [--] Week [--] +4.80% - [--] Month [--] +10% - [--] Months [--] +11% - [--] Year [--] +96% ### CreatorRank: [-------] [#](/creator/twitter::1473726908768653321/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 29% [finance](/list/finance) 21% [countries](/list/countries) 10% [cryptocurrencies](/list/cryptocurrencies) 4% [ncaa football](/list/ncaa-football) 4% [technology brands](/list/technology-brands) 2% [fashion brands](/list/fashion-brands) 1% [celebrities](/list/celebrities) 1% [automotive brands](/list/automotive-brands) 1% **Social topic influence** [$arlp](/topic/$arlp) #2, [$hcc](/topic/$hcc) #4, [$amr](/topic/$amr) 16%, [$btu](/topic/$btu) #11, [$nrp](/topic/$nrp) 7%, [china](/topic/china) 7%, [stocks](/topic/stocks) 7%, [gas](/topic/gas) 6%, [money](/topic/money) 5%, [mongolia](/topic/mongolia) 4% **Top accounts mentioned or mentioned by** [@mfwarder](/creator/undefined) [@crowdturtle](/creator/undefined) [@tradedollarnut](/creator/undefined) [@kkinvesting](/creator/undefined) [@seancallahan](/creator/undefined) [@brettmcmurphy](/creator/undefined) [@on3sports](/creator/undefined) [@lukeytrags](/creator/undefined) [@respeculator](/creator/undefined) [@johnrich](/creator/undefined) [@yellowlablife](/creator/undefined) [@unusualwhales](/creator/undefined) [@claytravis](/creator/undefined) [@captainroyen](/creator/undefined) [@adamcarriker94](/creator/undefined) [@huskguys](/creator/undefined) [@robbystarbuck](/creator/undefined) [@michaellotfi](/creator/undefined) [@kobeissiletter](/creator/undefined) [@tnconews1](/creator/undefined) **Top assets mentioned** [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Peabody Energy Corporation (BTU)](/topic/$btu) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Generac Holdings Inc. (GNRC)](/topic/$gnrc) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Archway (ARCH)](/topic/$arch) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Nike Inc (NKE)](/topic/$nke) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lear Corporation (LEA)](/topic/$lea) [Tesla, Inc. (TSLA)](/topic/tesla) [Duke Energy Corp (DUK)](/topic/$duk) [PPL Corp (PPL)](/topic/$ppl) [American Electric Power Company Inc (AEP)](/topic/$aep) [Southern Co (SO)](/topic/$so) ### Top Social Posts Top posts by engagements in the last [--] hours "$HCC #coaltwitter Warrior blasted estimates today started Blue Creek longwall ops early secured $2B of future margin @ today's lowball $'s by winning Fed coal lease bid & only has $150M left of BC spend with $380M of cash on hand.Tell me why it doesn't go to $100 tomorrow" [X Link](https://x.com/anyuser/status/1986245039635251544) 2025-11-06T01:31Z [--] followers, [---] engagements "Scott Frost knows how to lose free money on Houston #UCF" [X Link](https://x.com/anyuser/status/1986986045297009049) 2025-11-08T02:36Z [--] followers, [---] engagements "@crowdturtle Yet $ARLP will give them a 80% discount in return for a [--] year contract which NYC wont honor" [X Link](https://x.com/je41493029/status/2016350152412241973) 2026-01-28T03:18Z [--] followers, [--] engagements "RT @johnrich: And the hits just keep comin'" [X Link](https://x.com/je41493029/status/2017820009309802635) 2026-02-01T04:39Z [--] followers, [----] engagements "#CoalTwitter $BTU $ARLP Indiana coal worker: "We are real people under these hard hats. On behalf of America's coal miners thank you Mr. President for recognizing the value of coal and the value of the people who power this industry." ❤ https://t.co/X5mlK0yRFU Indiana coal worker: "We are real people under these hard hats. On behalf of America's coal miners thank you Mr. President for recognizing the value of coal and the value of the people who power this industry." ❤ https://t.co/X5mlK0yRFU" [X Link](https://x.com/je41493029/status/2021775042879574028) 2026-02-12T02:35Z [--] followers, [---] engagements "$BTU is now a $50 stock and $ARLP is now a $40 stock. today's actions extended most coal plants for several more decades likely facilitated the building of additional plants in certain regions and increased demand and pricing power of coal producers" [X Link](https://x.com/je41493029/status/2021785046919598387) 2026-02-12T03:14Z [--] followers, [---] engagements "$HCC somehow figured out how to destroy their met premium pricing strategy and now are at 75% of PLV pricing (call said possibly going to 65%). Yes more tons but way more risk more capex and now deemed lower quality tons which will impact #4 and #7 mines" [X Link](https://x.com/je41493029/status/2022163372473819350) 2026-02-13T04:18Z [--] followers, [---] engagements "$ARLP #CoalTwitter https://apnews.com/article/tennessee-valley-authority-coal-plants-7a3bae83090e802a6036c1dcc37fa0a1 https://apnews.com/article/tennessee-valley-authority-coal-plants-7a3bae83090e802a6036c1dcc37fa0a1" [X Link](https://x.com/je41493029/status/2021657839069278478) 2026-02-11T18:49Z [--] followers, [--] engagements "@TnCoNews1 $ARLP will give them free coal for their business over the years as an appreciation" [X Link](https://x.com/je41493029/status/2022491328148541477) 2026-02-14T02:01Z [--] followers, [--] engagements "@PettusWX I bought a ton of $GNRC stock on Monday you all should do the same. Not only Nashville but a lot of the south will be in the market for one.word of mouth has already traveled huge demand surge and well worth the money and peace of mind" [X Link](https://x.com/je41493029/status/2016708706679861289) 2026-01-29T03:03Z [--] followers, [---] engagements "@benjamin_h24h I like it.Shut off all those low ball and low rent companies. US power producers and US steel producers pay up or go bankrupt $ARLP will be fine without Mettiki was a loss producing mine" [X Link](https://x.com/je41493029/status/2017102764959019441) 2026-01-30T05:09Z [--] followers, [--] engagements "@YellowLabLife If Warrior were to sell WHC would be my choice but I want all dividends and not buybacks. My WHC dividends are withheld at 15% which Im not a big fan of. So I think $HCC would be wise to go solo and scoop up other US Met coal mines on the cheap or just pay special dividends" [X Link](https://x.com/je41493029/status/2019929938749714918) 2026-02-07T00:23Z [--] followers, [---] engagements "@jonbrooks There are better options than cash just saying. Look at $NRP no debt and will easily return 10%+ with cash over the next [--] years" [X Link](https://x.com/je41493029/status/2022142382519857539) 2026-02-13T02:54Z [--] followers, [---] engagements "@MikeLevin Where can I send you tampons" [X Link](https://x.com/je41493029/status/2022160347915010172) 2026-02-13T04:06Z [--] followers, [--] engagements "@DanielTurnerPTF @SierraClub is deader than Nancy Guthrie 💀" [X Link](https://x.com/je41493029/status/2022517464093819216) 2026-02-14T03:45Z [--] followers, [----] engagements "@unusual_whales They should have been delisted a decade ago their financials are all fraudulent Enron or worse. get out while you can" [X Link](https://x.com/je41493029/status/1910541769764118843) 2025-04-11T03:53Z [--] followers, [---] engagements "@EliteFinPT @mfwarder $AMR is on the mid to high end of the cost curve. You're right they do have scale but they do plow $30M+ of annual hidden expense into their port ownership losses. $HCC is a better play here" [X Link](https://x.com/je41493029/status/1910895722569801871) 2025-04-12T03:20Z [--] followers, [---] engagements "@upholdreality We still haven't forgot about Pearl Harbor soooooo yea he's kinda right 😂😂😂" [X Link](https://x.com/je41493029/status/1913032276373291382) 2025-04-18T00:50Z [--] followers, [----] engagements "I smell a lot of domestic steel demand over the next decade.Thank you POTUS #coaltwitter $HCC $AMR #NRP $X $CLF https://www.wsj.com/business/logistics/u-s-moves-ahead-with-plan-to-charge-fees-on-chinese-ships-cda09650mod=hp_lista_pos1 https://www.wsj.com/business/logistics/u-s-moves-ahead-with-plan-to-charge-fees-on-chinese-ships-cda09650mod=hp_lista_pos1" [X Link](https://x.com/je41493029/status/1913057605158662610) 2025-04-18T02:30Z [--] followers, [---] engagements "@jonclrichmond Prices are so crazy low I was surprised to hear that Walt & Dale arent slowing current production or BC development. Over half of met producers will be cash flow negative here. $AMR will be bankrupt in [----]. $HCC may be the only US producer standing" [X Link](https://x.com/je41493029/status/1917728092199571957) 2025-04-30T23:49Z [--] followers, [---] engagements "$AMR is burned through $35M in cash in Q1 & they lower their production guidance and still only have 50% of their remaining production committed which means garbage spot pricing. Not looking good. #CoalTwitter" [X Link](https://x.com/je41493029/status/1920813152645664963) 2025-05-09T12:08Z [--] followers, [---] engagements "@mfwarder $AMR is going to $0. China holds the cards here b/c not only were they the biggest consumer of met they were also the biggest cheap producer. Now that over 50% of their demand is gone (& gone forever) they will fill India's demand as will MN RU etc. Please tell me I'm wrong" [X Link](https://x.com/je41493029/status/1921047253461901766) 2025-05-10T03:38Z [--] followers, [---] engagements "@mfwarder Shanxi Coking Coal group is going to put $AMR out of business because Xi controls how much their employees get paid (sometimes -0-)" [X Link](https://x.com/je41493029/status/1921047777842254037) 2025-05-10T03:40Z [--] followers, [---] engagements "@tradedollarnut @KK_Investing I see minimal future US met coal demand because of China. I hope Im wrong bc Im sitting on a shit ton of loser coal companies including $HCC. Various demand forecasts are just wrong because China lies about their growth India and rest of SE Asia wont offset" [X Link](https://x.com/je41493029/status/1921383839147913727) 2025-05-11T01:56Z [--] followers, [---] engagements "@tradedollarnut @KK_Investing I agree. I need a miracle at this point to get my money back on my stupid U.S. met coal investments. Hopefully U.S. demand increases some Brazil surprises on the upside and Europe decides to get their economic act together" [X Link](https://x.com/je41493029/status/1921393428748755049) 2025-05-11T02:34Z [--] followers, [--] engagements "@crowdturtle @tradedollarnut @KK_Investing I don't think so I see prices dropping another 30% or so.what you see are the large country public company financials. What you don't see are the state-owned companies in China Russia and Mongolia which are doing just fine at these prices" [X Link](https://x.com/je41493029/status/1921394410513666432) 2025-05-11T02:38Z [--] followers, [--] engagements "@crowdturtle @tradedollarnut @KK_Investing Thermal is just fine IMO especially premium thermal (Whitehaven Peabody Yancoal etc.).I think Met (especially U.S. and Canada) is toast.again I hope I'm dead wrong because I have a lot riding on $HCC $NRP $BTU" [X Link](https://x.com/je41493029/status/1921397184269832242) 2025-05-11T02:49Z [--] followers, [---] engagements "@tradedollarnut Hope Im wrong but I still see $AMR in the teens.Theyre gonna start losing their workforce since they dropped wages & workers will be less incentivized [--] produce. Their cost/ton will go higher from here as their production/rev will slow significantly. Double trouble. Cash BURN" [X Link](https://x.com/je41493029/status/1925729523816923325) 2025-05-23T01:44Z [--] followers, [---] engagements "@elysium55 Dont think so. They did -0- repurchases again in Q4 with the likelihood theyre gonna get a ton of stores from 7/11 couche-tard merger (assuming it happens)" [X Link](https://x.com/je41493029/status/1932198260724179344) 2025-06-09T22:08Z [--] followers, [--] engagements "@ClayTravis I would say #2 if you age [--] or older (Pearl Harbor) but I agree if you are under the age of 84" [X Link](https://x.com/je41493029/status/1933355766959727048) 2025-06-13T02:48Z [--] followers, [--] engagements "Met coal stocks are performing reallll nice #coaltwitter" [X Link](https://x.com/je41493029/status/1936171348612812869) 2025-06-20T21:16Z [--] followers, [--] engagements "What's up with coal stonks today Why is $HCC $AMR $CNR and $BTU all up 5%+ today when coal prices are still in the dumps #CoalTwitter" [X Link](https://x.com/je41493029/status/1940407832496812496) 2025-07-02T13:50Z [--] followers, [----] engagements "@ardaarkun Not the only coal company with insider buying but definitely a great company. Met coal will be in the dumps for the next 2-4 years but thermal coal is about to bust out its seems. I think strategically $AMR will run out of cash soon and $CNR will buy them out at cheap. BUY" [X Link](https://x.com/je41493029/status/1946320846160572835) 2025-07-18T21:27Z [--] followers, [---] engagements "@LukeyTrags The so-called experts think renewable energy sources are intermittent but they are not. BESS prices are going through the roof so we are left with coal nat gas and nuclear as our base. Coal prices will rise with nat gas prices and new nuclear won't be here until 2035" [X Link](https://x.com/je41493029/status/1948599397207388581) 2025-07-25T04:21Z [--] followers, [--] engagements "@CalltoActivism Las Vegas decimated Las Vegas you pitiful loser" [X Link](https://x.com/je41493029/status/1951119712286388559) 2025-08-01T03:16Z [--] followers, [--] engagements "@sav_says_ Man won here she (referenced as Libtard Karen) is humiliated in front of the entire country while Dad and Son get a care package from Phillies and sympathy from all of X. I ❤ you are so mad" [X Link](https://x.com/je41493029/status/1964514193492885799) 2025-09-07T02:20Z [--] followers, [---] engagements "@mfwarder Supply & Demand. sometimes demand doesnt make sense but demand doesnt lie. Its funny $BTU has gained over rare earth possibilities when $NRP has 90%+ of the potential upside. $NRP should B $1000/unit if [--] of their properties has rare earth minerals which we expect they do" [X Link](https://x.com/je41493029/status/1976844153477869967) 2025-10-11T02:55Z [--] followers, [----] engagements "All my met coal stocks killing it today $HCC $AMR $WHITF $METC $BTU. Still wondering why $NRP hasnt popped accordingly yet given half its business is met coal I just picked a little more up this am. $HCC and $AMR settling in around +12% I still think they are both cheap" [X Link](https://x.com/je41493029/status/1807775812180946946) 2024-07-01T13:58Z [--] followers, [---] engagements "@CaptainRoyen I agree that Thermal seems to be kind of the play in the near short-term especially with unique footprints (i.e. $ARLP near large population centers and states w/ minimal renewable plans) and $WHITF (high quality thermal close to growing SE Asia demand)" [X Link](https://x.com/je41493029/status/1823737679756001299) 2024-08-14T15:05Z [--] followers, [---] engagements "@mfwarder A new 50/50 met/thermal play and bigger is better. I tend to think $ARCH got the better end of the deal here but as a whole a good deal for both. The pre-market activity seems to imply the market likes it. Matt does this mean a start of a largest domestic consolidation" [X Link](https://x.com/je41493029/status/1826246862577520710) 2024-08-21T13:15Z [--] followers, [---] engagements "$ARLP had a slightly disappointing Q3. However mgmt made + comments on [--]. thermal outlook (👆demand of AI/EV's) [--]. Better export pricing in Q424 & [--] [--]. Better costs [--] App. in Q424 & [----] [--]. More efficient Bitcoin miners in service [--]. Nice increase in [--] order book #coaltwitter" [X Link](https://x.com/je41493029/status/1850912315517919635) 2024-10-28T14:47Z [--] followers, [---] engagements "@LukeyTrags I still can't believe my eyes.$HCC is up 45% from its September lows. It is still undervalued in my opinion. Thermal players like $ARLP are also still undervalued" [X Link](https://x.com/je41493029/status/1854540909578199208) 2024-11-07T15:06Z [--] followers, [--] engagements "@crowdturtle That is great to hear.Duke is a major customer of $ARLP. ARLP has historically supplied some or a large portion of their Crystal River (FL) Gibson (IN) James Rogers (NC) East Bend (KY) and Edwardsport (IN) coal power plants. #coaltwitter" [X Link](https://x.com/je41493029/status/1854546665711026400) 2024-11-07T15:29Z [--] followers, [---] engagements "@mfwarder $ARLP's coal" [X Link](https://x.com/je41493029/status/1854915326586065057) 2024-11-08T15:54Z [--] followers, [--] engagements "100% game changer on US met coal biz. Essentially -0- demand [--] U.S. seaborne met as Mongolia has slave-like labor. I easily C Aus PLV @ $150 [--] the next 3-5 yrs. $HCC and $AMR will both B bankrupt by late [--] or early [--]. @mfwarder thoughts #coaltwitter https://money.usnews.com/investing/news/articles/2025-02-14/mongolia-china-announce-new-railway-link-project https://money.usnews.com/investing/news/articles/2025-02-14/mongolia-china-announce-new-railway-link-project" [X Link](https://x.com/je41493029/status/1890606924233646545) 2025-02-15T03:39Z [--] followers, [----] engagements "@GaylordCapital They will be bankrupt by late [----]. $AMR is looking at best case scenario $105 coal sales realization for the next 5-7 years. Prove to me I'm wrong I'm not" [X Link](https://x.com/je41493029/status/1890609007036883452) 2025-02-15T03:48Z [--] followers, [---] engagements "@tradedollarnut Everyone should short ALL US MET COAL STOCKS They are all going bankrupt after the Mongolia/China railroad deal. The new normal for AUS PLV is $150 Max more likely $140" [X Link](https://x.com/je41493029/status/1890609806257324386) 2025-02-15T03:51Z [--] followers, [---] engagements "@tradedollarnut I wouldn't touch any met coal stocks with a [----] foot pole. $AMR and $HCC will both be bankrupt by late [----] $CNR and $BTU will be saved by their thermal biz. Probably not a bad bet to put some $$ on $BTU and $CNR when they acquire HCC/AMR assets" [X Link](https://x.com/je41493029/status/1890610523583979714) 2025-02-15T03:54Z [--] followers, [---] engagements "@CaptainRoyen They will be bankrupt by late [----] not a generational buy" [X Link](https://x.com/je41493029/status/1890610781256929682) 2025-02-15T03:55Z [--] followers, [---] engagements "@tradedollarnut @sunnagoon Good points $AMR is currently overvalued by 60%+" [X Link](https://x.com/je41493029/status/1890617098180731297) 2025-02-15T04:20Z [--] followers, [---] engagements "@mfwarder I hope I am wrong for how much $$ I have in coal reality is -0- China demand -0- US demand lower Europe/brazil Demand 100%+ Mongolia/ China supply post Trump deal 100%+ Russia supply $140 AUS PLV is the new norm" [X Link](https://x.com/je41493029/status/1890619176416407779) 2025-02-15T04:28Z [--] followers, [---] engagements "@ImmaYieldGuy Whitehaven's slide deck is 3x better than any other global coal producer. It is a testament to their leadership team. To me this is the only investable coal stock out there right now. I see them buying $HCC or $AMR assets when they go bankrupt" [X Link](https://x.com/je41493029/status/1892377297128206458) 2025-02-20T00:54Z [--] followers, [----] engagements "@ClayTravis Buy it Clay turn it around and then sell 80% to private equity after [--] years. Let me know if you need help" [X Link](https://x.com/je41493029/status/1893141864338935837) 2025-02-22T03:32Z [--] followers, [--] engagements "@StevenShadduck @YellowLabLife @mfwarder HVA wont see $250 until [----]. HCC just broke even in Q4 so saying theyre gonna have $600M+ from BC is an absolute joke. Asia will not pay those prices" [X Link](https://x.com/je41493029/status/1893855630219268477) 2025-02-24T02:49Z [--] followers, [--] engagements "What the hell are domestic thermal coal producers doing Consumption is up 30% nat. gas prices are up 30% YoY but coal prices are still in the dumps Do better $ARLP $BTU $CNR Quit selling low #coaltwitter https://www.eia.gov/electricity/monthly/epm_table_grapher.phpt=table_es1a https://www.eia.gov/electricity/monthly/epm_table_grapher.phpt=table_es1a" [X Link](https://x.com/je41493029/status/1926110959480733944) 2025-05-24T03:00Z [--] followers, [---] engagements "@AdamCarriker94 We are a bunch of losers players and coaches just bet against Nebraska and make more than my parents do on social security x 15" [X Link](https://x.com/je41493029/status/1979392026635542926) 2025-10-18T03:40Z [--] followers, [--] engagements "@Malone_Wealth You forget the period of Google is worthless because of AI and the tariff dump in April which smart investors knew was false and loaded up while some (most) clueless money managers dumped. Tom Lee said it best this is the most hated V-shaped rally in history" [X Link](https://x.com/je41493029/status/1983734734451830862) 2025-10-30T03:16Z [--] followers, [--] engagements "@NebraskaDog34 Covid revenge. That does seem suspicious but shouldnt be an excuse if we lose all [--]. UCLA is horrible Penn sts all American QB is out and USC is at home. If we cant win [--] of the [--] we shouldnt waste [--] hours of our precious weekends on this team" [X Link](https://x.com/je41493029/status/1983737069026603411) 2025-10-30T03:25Z [--] followers, [---] engagements "@DarioCpx I cant wait to repost this [--] years from now" [X Link](https://x.com/je41493029/status/1983740035670376925) 2025-10-30T03:37Z [--] followers, [--] engagements "@realMeetKevin Kevins in Berkshire Disney Starbucks and Nike not too late to dump brah" [X Link](https://x.com/je41493029/status/1984463773567266874) 2025-11-01T03:33Z [--] followers, [---] engagements "Scott frost is a loser we know how this ends #ucf" [X Link](https://x.com/anyuser/status/1987013823425810575) 2025-11-08T04:26Z [--] followers, [---] engagements "Frost drunk again #UCF" [X Link](https://x.com/anyuser/status/1987019681270583383) 2025-11-08T04:49Z [--] followers, [---] engagements "@respeculator @mfwarder Mongolia to China will always beat Russia not so much" [X Link](https://x.com/je41493029/status/1989899105922158983) 2025-11-16T03:31Z [--] followers, [---] engagements "@AdamCarriker94 Same ole Nebraska" [X Link](https://x.com/je41493029/status/1992444660917432703) 2025-11-23T04:06Z [--] followers, [--] engagements "@HuskGuys Same ole Nebraska" [X Link](https://x.com/je41493029/status/1992444726679839018) 2025-11-23T04:06Z [--] followers, [--] engagements "@respeculator Solar doesnt run at night Wind doesnt blow all the time Wtf we got bamboozled" [X Link](https://x.com/je41493029/status/1993109779095625746) 2025-11-25T00:09Z [--] followers, [---] engagements "@respeculator Thats why I love Coal stocks. 3x EBITDA is crazy. In this order I like $HCC $NRP $WHC $BTU $YAL" [X Link](https://x.com/je41493029/status/1993716989706301694) 2025-11-26T16:22Z [--] followers, [---] engagements "@HuskGuys Losers. Same ole Nebraska . Most importantly our blackshirts or no more" [X Link](https://x.com/je41493029/status/1994607674294755730) 2025-11-29T03:21Z [--] followers, [--] engagements "@ESPN_Schick Same ole Nebraska bye bye Raiola doesnt matter we will always suck ass" [X Link](https://x.com/je41493029/status/1994610009104420896) 2025-11-29T03:30Z [--] followers, [--] engagements "@Sean_Callahan @Brett_McMurphy @On3sports He picked the Dukes Mayo bowl last year so he doesnt know shit. Everyone else picked the Music City bowl so Id roll with that" [X Link](https://x.com/je41493029/status/1995319228681932956) 2025-12-01T02:29Z [--] followers, [---] engagements "@Sean_Callahan @asteele140 @Brett_McMurphy @On3sports Low chance they pick Nebraska over Illinois. Why do you think that Illinois will be way more competitive & interesting than a Nebraska squad. I also think Illinois is a better pull for Chicago TV market (Chicago is 4x-5x the Nebraska market). He was wrong last year as well" [X Link](https://x.com/je41493029/status/1995320746281705914) 2025-12-01T02:35Z [--] followers, [--] engagements "@NebGradDubDub @Sean_Callahan @Brett_McMurphy @On3sports Exactly" [X Link](https://x.com/je41493029/status/1995321101597966624) 2025-12-01T02:36Z [--] followers, [--] engagements "@Sean_Callahan @Brett_McMurphy @On3sports https://www.espn.com/college-football/story/_/id/47150538/college-football-playoff-bowl-projections-following-week-14 https://www.espn.com/college-football/story/_/id/47150538/college-football-playoff-bowl-projections-following-week-14" [X Link](https://x.com/je41493029/status/1995322196898582881) 2025-12-01T02:40Z [--] followers, [---] engagements "@crowdturtle More long term strategy vs short term gas prices . The Commies were planning on taking over so we had to beat them to punch. Thank god we have an administration that knows what their doing in office" [X Link](https://x.com/je41493029/status/2007616639311982684) 2026-01-04T00:54Z [--] followers, [--] engagements "@crowdturtle @myth_pilot You live you lear" [X Link](https://x.com/je41493029/status/2010161549235962206) 2026-01-11T01:27Z [--] followers, [--] engagements "@corbinwilliams @elonmusk @GovTimWalz @Tim_Walz Minneapolis is the new Memphis" [X Link](https://x.com/je41493029/status/2012344781041549352) 2026-01-17T02:02Z [--] followers, [--] engagements "@LukeyTrags I hope anybody that shorted coal stocks go poor. 99% chance they are money manager liberals that think they are smart but likely lost a lot of $$$" [X Link](https://x.com/je41493029/status/2014192273701949771) 2026-01-22T04:23Z [--] followers, [--] engagements "@congressdj No but I can sit in my house with my gas powered Generac Id rather sit on my couch watching TV than your Tesla" [X Link](https://x.com/je41493029/status/2014475966005829990) 2026-01-22T23:11Z [--] followers, [--] engagements "@Leader_zeez @unusual_whales What are they dumping US treasuries for China stocks 🤣🤣🤣🤣" [X Link](https://x.com/je41493029/status/2014522279938408606) 2026-01-23T02:15Z [--] followers, [--] engagements "@robbystarbuck @NESpower Parts of Green Hills be mid-February tell me Im wrong" [X Link](https://x.com/je41493029/status/2016385299178307855) 2026-01-28T05:38Z [--] followers, [--] engagements "$ARLP is on sale. PJM which is in their backyard will require significantly more coal generation (as will natural gas) and this is coming from EIA who has been horribly wrong at estimating thus far. #coaltwitter https://www.eia.gov/todayinenergy/detail.phpid=65844# https://www.eia.gov/todayinenergy/detail.phpid=65844#" [X Link](https://x.com/je41493029/status/1951104996662997002) 2025-08-01T02:17Z [--] followers, [---] engagements "@SrknySteph @XfinitySupport Its Comcast expect March and Im not exaggerating" [X Link](https://x.com/je41493029/status/2017096832698986859) 2026-01-30T04:45Z [--] followers, [--] engagements "@WSMV What are we doing Nashville We vote Freddie for Mayor for bike lanes & bus routes that nobody uses that $$ could have spent on preventative maintenance Go woke go broke and now u will see it with your pocket book insurance will not reimburse you so just remember" [X Link](https://x.com/je41493029/status/2017099047614464014) 2026-01-30T04:54Z [--] followers, [--] engagements "@JaxiePidgeon @WKRN Give them the death penalty" [X Link](https://x.com/je41493029/status/2017714729314029914) 2026-01-31T21:40Z [--] followers, [--] engagements "@MichaelLotfi Nashville will be red after this if we arent Nashville residents deserve more ice storms and death" [X Link](https://x.com/je41493029/status/2017822835033387070) 2026-02-01T04:50Z [--] followers, [--] engagements "@WolfgangDMuller This is India's way to encourage met coal miners to overproduce and keep prices low as they are today. Not gonna happen buddy they have learned their lesson and are not reinvesting & just going to spigot free cash flow [--] shareholders & make steelmakers pay for the [----] crisis" [X Link](https://x.com/je41493029/status/1923576779278630927) 2025-05-17T03:10Z [--] followers, [--] engagements "@crowdturtle $AMR is 95%+ steel coal so no impact to them $NRP is 65%+ steel coal royalties so also not a big deal. Biggest US pure play thermal producer is $ARLP their stock will easily double by [----]. Gas prices will be $4.50+ and coal producers get to follow (100% price increase)" [X Link](https://x.com/je41493029/status/1972457966357164069) 2025-09-29T00:26Z [--] followers, [---] engagements "@carolmswain @robbystarbuck @johnrich @michaelpleahy @MichaelLotfi I dont care about politics but bad leaders with bad policies/results need to go NES CEO and the mayor BOTH need to go" [X Link](https://x.com/je41493029/status/2018518103169392731) 2026-02-03T02:53Z [--] followers, [--] engagements "$HCC Warrior blasted estimates today started Blue Creek longwall ops early secured $2B of future margin (@ today's lowball $) by winning Federal coal lease bid & only has $150M left of BC spend with $380M of cash on hand.Tell me why it doesn't go to $100 tomorrow" [X Link](https://x.com/anyuser/status/1986244465103937539) 2025-11-06T01:29Z [--] followers, [---] engagements "Meatr probe is a waste dont use it doesnt work and crazy inaccurate" [X Link](https://x.com/je41493029/status/2004029751066087770) 2025-12-25T03:21Z [--] followers, [--] engagements "Hey $ARLP Illinois Basin sales team idiots if you have contracted below $60 you need to be fired & I'm calling for your jobs next earnings call. There is -0- reason why you negotiated those below market prices & there should be an investigation. https://www.eia.gov/coal/markets/ https://www.eia.gov/coal/markets/" [X Link](https://x.com/anyuser/status/1952216585562718399) 2025-08-04T03:54Z [--] followers, [---] engagements "Anyone catch $ARLP new IR slide "Assuming a 60% theoretical operating capacity factor the select five utilities on this slide $DUK $D $SO $PPL $AEP collectively imply over 35M tons of add'l future annual Eastern US coal demand or 70% coal burn vs 2024." #coaltwitter" [X Link](https://x.com/anyuser/status/1989524438690480555) 2025-11-15T02:42Z [--] followers, [---] engagements "AI in Japan South Korea Taiwan Singapore and China will significantly drive the need for more power.who is going to supply all that coalllll $WHC.AX $WHC $BTU $ARLP $CEIX #coaltwitter https://oilprice.com/Latest-Energy-News/World-News/BlackRock-Sees-AI-Driving-a-50-Jump-in-Asian-Energy-Demand.html https://oilprice.com/Latest-Energy-News/World-News/BlackRock-Sees-AI-Driving-a-50-Jump-in-Asian-Energy-Demand.html" [X Link](https://x.com/je41493029/status/1838923469964152915) 2024-09-25T12:48Z [--] followers, [---] engagements "@k311126 @smh @simonjohanson did not really want to write this article but here we are. Can we get some more press so $WHC.AX $WHC $YAL $YACAF rips again 😂😂 #coaltwitter" [X Link](https://x.com/je41493029/status/1840567710201073767) 2024-09-30T01:41Z [--] followers, [---] engagements "@KobeissiLetter @crowdturtle Yet $ARLP mgmt is still selling thermal coal for the same price since [----]. im going to lose my fu$&$& mind if prices arent $100/ton next year. $ARLP is overpaying its people and I will fix at next proxy if prices arent in favor of shareholders" [X Link](https://x.com/je41493029/status/1976476429035688080) 2025-10-10T02:34Z [--] followers, [--] engagements "As I've said before $ARLP needs to focus on premium pricing and not selling out short on long-term contracts. The demand will be there supply will be materially short without additional investment which there are no material plans to do" [X Link](https://x.com/je41493029/status/1989528175269793929) 2025-11-15T02:57Z [--] followers, [---] engagements "@KobeissiLetter #coaltwitter Yet $ARLP is still selling Illinois Basin coal at $51 yes $51 per frickin ton If they don't get to $70 by next year Elliott has an easy activist investor target opportunity here. The math ain't mathing here and I'll reserve my next thoughts until we see changes" [X Link](https://x.com/je41493029/status/1989873540510740966) 2025-11-16T01:49Z [--] followers, [---] engagements "@crowdturtle If you like $NRP you should also look at $ARLP. Also an MLP and more upside to thermal coal which I think is still significantly undervalued" [X Link](https://x.com/je41493029/status/1994247748229431738) 2025-11-28T03:31Z [--] followers, [---] engagements "@AlexEpstein Yet $ARLP still contracting [----] thermal coal prices while Nat gas prices are north of $5. Joe Craft needs to find new COO and Sales folks" [X Link](https://x.com/je41493029/status/2015284817307328686) 2026-01-25T04:45Z [--] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@je41493029 Jason Johnson
Jason Johnson posts on X about $arlp, $hcc, $amr, $btu the most. They currently have [--] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] +1,374%
- [--] Month [-----] +3,109%
- [--] Months [------] +5.90%
- [--] Year [------] -12%
Mentions: [--] #
- [--] Month [--] +89%
- [--] Months [--] +13%
- [--] Year [---] +16%
Followers: [--] #
- [--] Week [--] +4.80%
- [--] Month [--] +10%
- [--] Months [--] +11%
- [--] Year [--] +96%
CreatorRank: [-------] #
Social Influence
Social category influence stocks 29% finance 21% countries 10% cryptocurrencies 4% ncaa football 4% technology brands 2% fashion brands 1% celebrities 1% automotive brands 1%
Social topic influence $arlp #2, $hcc #4, $amr 16%, $btu #11, $nrp 7%, china 7%, stocks 7%, gas 6%, money 5%, mongolia 4%
Top accounts mentioned or mentioned by @mfwarder @crowdturtle @tradedollarnut @kkinvesting @seancallahan @brettmcmurphy @on3sports @lukeytrags @respeculator @johnrich @yellowlablife @unusualwhales @claytravis @captainroyen @adamcarriker94 @huskguys @robbystarbuck @michaellotfi @kobeissiletter @tnconews1
Top assets mentioned Alliance Resource Partners LP (ARLP) Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Peabody Energy Corporation (BTU) Cornerstone Building Brands, Inc. (CNR) Generac Holdings Inc. (GNRC) Cleveland-Cliffs, Inc. (CLF) Ramaco Resources, Inc. Common Stock (METC) Archway (ARCH) Bitcoin (BTC) Alphabet Inc Class A (GOOGL) Nike Inc (NKE) NVIDIA Corp. (NVDA) Lear Corporation (LEA) Tesla, Inc. (TSLA) Duke Energy Corp (DUK) PPL Corp (PPL) American Electric Power Company Inc (AEP) Southern Co (SO)
Top Social Posts
Top posts by engagements in the last [--] hours
"$HCC #coaltwitter Warrior blasted estimates today started Blue Creek longwall ops early secured $2B of future margin @ today's lowball $'s by winning Fed coal lease bid & only has $150M left of BC spend with $380M of cash on hand.Tell me why it doesn't go to $100 tomorrow"
X Link 2025-11-06T01:31Z [--] followers, [---] engagements
"Scott Frost knows how to lose free money on Houston #UCF"
X Link 2025-11-08T02:36Z [--] followers, [---] engagements
"@crowdturtle Yet $ARLP will give them a 80% discount in return for a [--] year contract which NYC wont honor"
X Link 2026-01-28T03:18Z [--] followers, [--] engagements
"RT @johnrich: And the hits just keep comin'"
X Link 2026-02-01T04:39Z [--] followers, [----] engagements
"#CoalTwitter $BTU $ARLP Indiana coal worker: "We are real people under these hard hats. On behalf of America's coal miners thank you Mr. President for recognizing the value of coal and the value of the people who power this industry." ❤ https://t.co/X5mlK0yRFU Indiana coal worker: "We are real people under these hard hats. On behalf of America's coal miners thank you Mr. President for recognizing the value of coal and the value of the people who power this industry." ❤ https://t.co/X5mlK0yRFU"
X Link 2026-02-12T02:35Z [--] followers, [---] engagements
"$BTU is now a $50 stock and $ARLP is now a $40 stock. today's actions extended most coal plants for several more decades likely facilitated the building of additional plants in certain regions and increased demand and pricing power of coal producers"
X Link 2026-02-12T03:14Z [--] followers, [---] engagements
"$HCC somehow figured out how to destroy their met premium pricing strategy and now are at 75% of PLV pricing (call said possibly going to 65%). Yes more tons but way more risk more capex and now deemed lower quality tons which will impact #4 and #7 mines"
X Link 2026-02-13T04:18Z [--] followers, [---] engagements
"$ARLP #CoalTwitter https://apnews.com/article/tennessee-valley-authority-coal-plants-7a3bae83090e802a6036c1dcc37fa0a1 https://apnews.com/article/tennessee-valley-authority-coal-plants-7a3bae83090e802a6036c1dcc37fa0a1"
X Link 2026-02-11T18:49Z [--] followers, [--] engagements
"@TnCoNews1 $ARLP will give them free coal for their business over the years as an appreciation"
X Link 2026-02-14T02:01Z [--] followers, [--] engagements
"@PettusWX I bought a ton of $GNRC stock on Monday you all should do the same. Not only Nashville but a lot of the south will be in the market for one.word of mouth has already traveled huge demand surge and well worth the money and peace of mind"
X Link 2026-01-29T03:03Z [--] followers, [---] engagements
"@benjamin_h24h I like it.Shut off all those low ball and low rent companies. US power producers and US steel producers pay up or go bankrupt $ARLP will be fine without Mettiki was a loss producing mine"
X Link 2026-01-30T05:09Z [--] followers, [--] engagements
"@YellowLabLife If Warrior were to sell WHC would be my choice but I want all dividends and not buybacks. My WHC dividends are withheld at 15% which Im not a big fan of. So I think $HCC would be wise to go solo and scoop up other US Met coal mines on the cheap or just pay special dividends"
X Link 2026-02-07T00:23Z [--] followers, [---] engagements
"@jonbrooks There are better options than cash just saying. Look at $NRP no debt and will easily return 10%+ with cash over the next [--] years"
X Link 2026-02-13T02:54Z [--] followers, [---] engagements
"@MikeLevin Where can I send you tampons"
X Link 2026-02-13T04:06Z [--] followers, [--] engagements
"@DanielTurnerPTF @SierraClub is deader than Nancy Guthrie 💀"
X Link 2026-02-14T03:45Z [--] followers, [----] engagements
"@unusual_whales They should have been delisted a decade ago their financials are all fraudulent Enron or worse. get out while you can"
X Link 2025-04-11T03:53Z [--] followers, [---] engagements
"@EliteFinPT @mfwarder $AMR is on the mid to high end of the cost curve. You're right they do have scale but they do plow $30M+ of annual hidden expense into their port ownership losses. $HCC is a better play here"
X Link 2025-04-12T03:20Z [--] followers, [---] engagements
"@upholdreality We still haven't forgot about Pearl Harbor soooooo yea he's kinda right 😂😂😂"
X Link 2025-04-18T00:50Z [--] followers, [----] engagements
"I smell a lot of domestic steel demand over the next decade.Thank you POTUS #coaltwitter $HCC $AMR #NRP $X $CLF https://www.wsj.com/business/logistics/u-s-moves-ahead-with-plan-to-charge-fees-on-chinese-ships-cda09650mod=hp_lista_pos1 https://www.wsj.com/business/logistics/u-s-moves-ahead-with-plan-to-charge-fees-on-chinese-ships-cda09650mod=hp_lista_pos1"
X Link 2025-04-18T02:30Z [--] followers, [---] engagements
"@jonclrichmond Prices are so crazy low I was surprised to hear that Walt & Dale arent slowing current production or BC development. Over half of met producers will be cash flow negative here. $AMR will be bankrupt in [----]. $HCC may be the only US producer standing"
X Link 2025-04-30T23:49Z [--] followers, [---] engagements
"$AMR is burned through $35M in cash in Q1 & they lower their production guidance and still only have 50% of their remaining production committed which means garbage spot pricing. Not looking good. #CoalTwitter"
X Link 2025-05-09T12:08Z [--] followers, [---] engagements
"@mfwarder $AMR is going to $0. China holds the cards here b/c not only were they the biggest consumer of met they were also the biggest cheap producer. Now that over 50% of their demand is gone (& gone forever) they will fill India's demand as will MN RU etc. Please tell me I'm wrong"
X Link 2025-05-10T03:38Z [--] followers, [---] engagements
"@mfwarder Shanxi Coking Coal group is going to put $AMR out of business because Xi controls how much their employees get paid (sometimes -0-)"
X Link 2025-05-10T03:40Z [--] followers, [---] engagements
"@tradedollarnut @KK_Investing I see minimal future US met coal demand because of China. I hope Im wrong bc Im sitting on a shit ton of loser coal companies including $HCC. Various demand forecasts are just wrong because China lies about their growth India and rest of SE Asia wont offset"
X Link 2025-05-11T01:56Z [--] followers, [---] engagements
"@tradedollarnut @KK_Investing I agree. I need a miracle at this point to get my money back on my stupid U.S. met coal investments. Hopefully U.S. demand increases some Brazil surprises on the upside and Europe decides to get their economic act together"
X Link 2025-05-11T02:34Z [--] followers, [--] engagements
"@crowdturtle @tradedollarnut @KK_Investing I don't think so I see prices dropping another 30% or so.what you see are the large country public company financials. What you don't see are the state-owned companies in China Russia and Mongolia which are doing just fine at these prices"
X Link 2025-05-11T02:38Z [--] followers, [--] engagements
"@crowdturtle @tradedollarnut @KK_Investing Thermal is just fine IMO especially premium thermal (Whitehaven Peabody Yancoal etc.).I think Met (especially U.S. and Canada) is toast.again I hope I'm dead wrong because I have a lot riding on $HCC $NRP $BTU"
X Link 2025-05-11T02:49Z [--] followers, [---] engagements
"@tradedollarnut Hope Im wrong but I still see $AMR in the teens.Theyre gonna start losing their workforce since they dropped wages & workers will be less incentivized [--] produce. Their cost/ton will go higher from here as their production/rev will slow significantly. Double trouble. Cash BURN"
X Link 2025-05-23T01:44Z [--] followers, [---] engagements
"@elysium55 Dont think so. They did -0- repurchases again in Q4 with the likelihood theyre gonna get a ton of stores from 7/11 couche-tard merger (assuming it happens)"
X Link 2025-06-09T22:08Z [--] followers, [--] engagements
"@ClayTravis I would say #2 if you age [--] or older (Pearl Harbor) but I agree if you are under the age of 84"
X Link 2025-06-13T02:48Z [--] followers, [--] engagements
"Met coal stocks are performing reallll nice #coaltwitter"
X Link 2025-06-20T21:16Z [--] followers, [--] engagements
"What's up with coal stonks today Why is $HCC $AMR $CNR and $BTU all up 5%+ today when coal prices are still in the dumps #CoalTwitter"
X Link 2025-07-02T13:50Z [--] followers, [----] engagements
"@ardaarkun Not the only coal company with insider buying but definitely a great company. Met coal will be in the dumps for the next 2-4 years but thermal coal is about to bust out its seems. I think strategically $AMR will run out of cash soon and $CNR will buy them out at cheap. BUY"
X Link 2025-07-18T21:27Z [--] followers, [---] engagements
"@LukeyTrags The so-called experts think renewable energy sources are intermittent but they are not. BESS prices are going through the roof so we are left with coal nat gas and nuclear as our base. Coal prices will rise with nat gas prices and new nuclear won't be here until 2035"
X Link 2025-07-25T04:21Z [--] followers, [--] engagements
"@CalltoActivism Las Vegas decimated Las Vegas you pitiful loser"
X Link 2025-08-01T03:16Z [--] followers, [--] engagements
"@sav_says_ Man won here she (referenced as Libtard Karen) is humiliated in front of the entire country while Dad and Son get a care package from Phillies and sympathy from all of X. I ❤ you are so mad"
X Link 2025-09-07T02:20Z [--] followers, [---] engagements
"@mfwarder Supply & Demand. sometimes demand doesnt make sense but demand doesnt lie. Its funny $BTU has gained over rare earth possibilities when $NRP has 90%+ of the potential upside. $NRP should B $1000/unit if [--] of their properties has rare earth minerals which we expect they do"
X Link 2025-10-11T02:55Z [--] followers, [----] engagements
"All my met coal stocks killing it today $HCC $AMR $WHITF $METC $BTU. Still wondering why $NRP hasnt popped accordingly yet given half its business is met coal I just picked a little more up this am. $HCC and $AMR settling in around +12% I still think they are both cheap"
X Link 2024-07-01T13:58Z [--] followers, [---] engagements
"@CaptainRoyen I agree that Thermal seems to be kind of the play in the near short-term especially with unique footprints (i.e. $ARLP near large population centers and states w/ minimal renewable plans) and $WHITF (high quality thermal close to growing SE Asia demand)"
X Link 2024-08-14T15:05Z [--] followers, [---] engagements
"@mfwarder A new 50/50 met/thermal play and bigger is better. I tend to think $ARCH got the better end of the deal here but as a whole a good deal for both. The pre-market activity seems to imply the market likes it. Matt does this mean a start of a largest domestic consolidation"
X Link 2024-08-21T13:15Z [--] followers, [---] engagements
"$ARLP had a slightly disappointing Q3. However mgmt made + comments on [--]. thermal outlook (👆demand of AI/EV's) [--]. Better export pricing in Q424 & [--] [--]. Better costs [--] App. in Q424 & [----] [--]. More efficient Bitcoin miners in service [--]. Nice increase in [--] order book #coaltwitter"
X Link 2024-10-28T14:47Z [--] followers, [---] engagements
"@LukeyTrags I still can't believe my eyes.$HCC is up 45% from its September lows. It is still undervalued in my opinion. Thermal players like $ARLP are also still undervalued"
X Link 2024-11-07T15:06Z [--] followers, [--] engagements
"@crowdturtle That is great to hear.Duke is a major customer of $ARLP. ARLP has historically supplied some or a large portion of their Crystal River (FL) Gibson (IN) James Rogers (NC) East Bend (KY) and Edwardsport (IN) coal power plants. #coaltwitter"
X Link 2024-11-07T15:29Z [--] followers, [---] engagements
"@mfwarder $ARLP's coal"
X Link 2024-11-08T15:54Z [--] followers, [--] engagements
"100% game changer on US met coal biz. Essentially -0- demand [--] U.S. seaborne met as Mongolia has slave-like labor. I easily C Aus PLV @ $150 [--] the next 3-5 yrs. $HCC and $AMR will both B bankrupt by late [--] or early [--]. @mfwarder thoughts #coaltwitter https://money.usnews.com/investing/news/articles/2025-02-14/mongolia-china-announce-new-railway-link-project https://money.usnews.com/investing/news/articles/2025-02-14/mongolia-china-announce-new-railway-link-project"
X Link 2025-02-15T03:39Z [--] followers, [----] engagements
"@GaylordCapital They will be bankrupt by late [----]. $AMR is looking at best case scenario $105 coal sales realization for the next 5-7 years. Prove to me I'm wrong I'm not"
X Link 2025-02-15T03:48Z [--] followers, [---] engagements
"@tradedollarnut Everyone should short ALL US MET COAL STOCKS They are all going bankrupt after the Mongolia/China railroad deal. The new normal for AUS PLV is $150 Max more likely $140"
X Link 2025-02-15T03:51Z [--] followers, [---] engagements
"@tradedollarnut I wouldn't touch any met coal stocks with a [----] foot pole. $AMR and $HCC will both be bankrupt by late [----] $CNR and $BTU will be saved by their thermal biz. Probably not a bad bet to put some $$ on $BTU and $CNR when they acquire HCC/AMR assets"
X Link 2025-02-15T03:54Z [--] followers, [---] engagements
"@CaptainRoyen They will be bankrupt by late [----] not a generational buy"
X Link 2025-02-15T03:55Z [--] followers, [---] engagements
"@tradedollarnut @sunnagoon Good points $AMR is currently overvalued by 60%+"
X Link 2025-02-15T04:20Z [--] followers, [---] engagements
"@mfwarder I hope I am wrong for how much $$ I have in coal reality is -0- China demand -0- US demand lower Europe/brazil Demand 100%+ Mongolia/ China supply post Trump deal 100%+ Russia supply $140 AUS PLV is the new norm"
X Link 2025-02-15T04:28Z [--] followers, [---] engagements
"@ImmaYieldGuy Whitehaven's slide deck is 3x better than any other global coal producer. It is a testament to their leadership team. To me this is the only investable coal stock out there right now. I see them buying $HCC or $AMR assets when they go bankrupt"
X Link 2025-02-20T00:54Z [--] followers, [----] engagements
"@ClayTravis Buy it Clay turn it around and then sell 80% to private equity after [--] years. Let me know if you need help"
X Link 2025-02-22T03:32Z [--] followers, [--] engagements
"@StevenShadduck @YellowLabLife @mfwarder HVA wont see $250 until [----]. HCC just broke even in Q4 so saying theyre gonna have $600M+ from BC is an absolute joke. Asia will not pay those prices"
X Link 2025-02-24T02:49Z [--] followers, [--] engagements
"What the hell are domestic thermal coal producers doing Consumption is up 30% nat. gas prices are up 30% YoY but coal prices are still in the dumps Do better $ARLP $BTU $CNR Quit selling low #coaltwitter https://www.eia.gov/electricity/monthly/epm_table_grapher.phpt=table_es1a https://www.eia.gov/electricity/monthly/epm_table_grapher.phpt=table_es1a"
X Link 2025-05-24T03:00Z [--] followers, [---] engagements
"@AdamCarriker94 We are a bunch of losers players and coaches just bet against Nebraska and make more than my parents do on social security x 15"
X Link 2025-10-18T03:40Z [--] followers, [--] engagements
"@Malone_Wealth You forget the period of Google is worthless because of AI and the tariff dump in April which smart investors knew was false and loaded up while some (most) clueless money managers dumped. Tom Lee said it best this is the most hated V-shaped rally in history"
X Link 2025-10-30T03:16Z [--] followers, [--] engagements
"@NebraskaDog34 Covid revenge. That does seem suspicious but shouldnt be an excuse if we lose all [--]. UCLA is horrible Penn sts all American QB is out and USC is at home. If we cant win [--] of the [--] we shouldnt waste [--] hours of our precious weekends on this team"
X Link 2025-10-30T03:25Z [--] followers, [---] engagements
"@DarioCpx I cant wait to repost this [--] years from now"
X Link 2025-10-30T03:37Z [--] followers, [--] engagements
"@realMeetKevin Kevins in Berkshire Disney Starbucks and Nike not too late to dump brah"
X Link 2025-11-01T03:33Z [--] followers, [---] engagements
"Scott frost is a loser we know how this ends #ucf"
X Link 2025-11-08T04:26Z [--] followers, [---] engagements
"Frost drunk again #UCF"
X Link 2025-11-08T04:49Z [--] followers, [---] engagements
"@respeculator @mfwarder Mongolia to China will always beat Russia not so much"
X Link 2025-11-16T03:31Z [--] followers, [---] engagements
"@AdamCarriker94 Same ole Nebraska"
X Link 2025-11-23T04:06Z [--] followers, [--] engagements
"@HuskGuys Same ole Nebraska"
X Link 2025-11-23T04:06Z [--] followers, [--] engagements
"@respeculator Solar doesnt run at night Wind doesnt blow all the time Wtf we got bamboozled"
X Link 2025-11-25T00:09Z [--] followers, [---] engagements
"@respeculator Thats why I love Coal stocks. 3x EBITDA is crazy. In this order I like $HCC $NRP $WHC $BTU $YAL"
X Link 2025-11-26T16:22Z [--] followers, [---] engagements
"@HuskGuys Losers. Same ole Nebraska . Most importantly our blackshirts or no more"
X Link 2025-11-29T03:21Z [--] followers, [--] engagements
"@ESPN_Schick Same ole Nebraska bye bye Raiola doesnt matter we will always suck ass"
X Link 2025-11-29T03:30Z [--] followers, [--] engagements
"@Sean_Callahan @Brett_McMurphy @On3sports He picked the Dukes Mayo bowl last year so he doesnt know shit. Everyone else picked the Music City bowl so Id roll with that"
X Link 2025-12-01T02:29Z [--] followers, [---] engagements
"@Sean_Callahan @asteele140 @Brett_McMurphy @On3sports Low chance they pick Nebraska over Illinois. Why do you think that Illinois will be way more competitive & interesting than a Nebraska squad. I also think Illinois is a better pull for Chicago TV market (Chicago is 4x-5x the Nebraska market). He was wrong last year as well"
X Link 2025-12-01T02:35Z [--] followers, [--] engagements
"@NebGradDubDub @Sean_Callahan @Brett_McMurphy @On3sports Exactly"
X Link 2025-12-01T02:36Z [--] followers, [--] engagements
"@Sean_Callahan @Brett_McMurphy @On3sports https://www.espn.com/college-football/story/_/id/47150538/college-football-playoff-bowl-projections-following-week-14 https://www.espn.com/college-football/story/_/id/47150538/college-football-playoff-bowl-projections-following-week-14"
X Link 2025-12-01T02:40Z [--] followers, [---] engagements
"@crowdturtle More long term strategy vs short term gas prices . The Commies were planning on taking over so we had to beat them to punch. Thank god we have an administration that knows what their doing in office"
X Link 2026-01-04T00:54Z [--] followers, [--] engagements
"@crowdturtle @myth_pilot You live you lear"
X Link 2026-01-11T01:27Z [--] followers, [--] engagements
"@corbinwilliams @elonmusk @GovTimWalz @Tim_Walz Minneapolis is the new Memphis"
X Link 2026-01-17T02:02Z [--] followers, [--] engagements
"@LukeyTrags I hope anybody that shorted coal stocks go poor. 99% chance they are money manager liberals that think they are smart but likely lost a lot of $$$"
X Link 2026-01-22T04:23Z [--] followers, [--] engagements
"@congressdj No but I can sit in my house with my gas powered Generac Id rather sit on my couch watching TV than your Tesla"
X Link 2026-01-22T23:11Z [--] followers, [--] engagements
"@Leader_zeez @unusual_whales What are they dumping US treasuries for China stocks 🤣🤣🤣🤣"
X Link 2026-01-23T02:15Z [--] followers, [--] engagements
"@robbystarbuck @NESpower Parts of Green Hills be mid-February tell me Im wrong"
X Link 2026-01-28T05:38Z [--] followers, [--] engagements
"$ARLP is on sale. PJM which is in their backyard will require significantly more coal generation (as will natural gas) and this is coming from EIA who has been horribly wrong at estimating thus far. #coaltwitter https://www.eia.gov/todayinenergy/detail.phpid=65844# https://www.eia.gov/todayinenergy/detail.phpid=65844#"
X Link 2025-08-01T02:17Z [--] followers, [---] engagements
"@SrknySteph @XfinitySupport Its Comcast expect March and Im not exaggerating"
X Link 2026-01-30T04:45Z [--] followers, [--] engagements
"@WSMV What are we doing Nashville We vote Freddie for Mayor for bike lanes & bus routes that nobody uses that $$ could have spent on preventative maintenance Go woke go broke and now u will see it with your pocket book insurance will not reimburse you so just remember"
X Link 2026-01-30T04:54Z [--] followers, [--] engagements
"@JaxiePidgeon @WKRN Give them the death penalty"
X Link 2026-01-31T21:40Z [--] followers, [--] engagements
"@MichaelLotfi Nashville will be red after this if we arent Nashville residents deserve more ice storms and death"
X Link 2026-02-01T04:50Z [--] followers, [--] engagements
"@WolfgangDMuller This is India's way to encourage met coal miners to overproduce and keep prices low as they are today. Not gonna happen buddy they have learned their lesson and are not reinvesting & just going to spigot free cash flow [--] shareholders & make steelmakers pay for the [----] crisis"
X Link 2025-05-17T03:10Z [--] followers, [--] engagements
"@crowdturtle $AMR is 95%+ steel coal so no impact to them $NRP is 65%+ steel coal royalties so also not a big deal. Biggest US pure play thermal producer is $ARLP their stock will easily double by [----]. Gas prices will be $4.50+ and coal producers get to follow (100% price increase)"
X Link 2025-09-29T00:26Z [--] followers, [---] engagements
"@carolmswain @robbystarbuck @johnrich @michaelpleahy @MichaelLotfi I dont care about politics but bad leaders with bad policies/results need to go NES CEO and the mayor BOTH need to go"
X Link 2026-02-03T02:53Z [--] followers, [--] engagements
"$HCC Warrior blasted estimates today started Blue Creek longwall ops early secured $2B of future margin (@ today's lowball $) by winning Federal coal lease bid & only has $150M left of BC spend with $380M of cash on hand.Tell me why it doesn't go to $100 tomorrow"
X Link 2025-11-06T01:29Z [--] followers, [---] engagements
"Meatr probe is a waste dont use it doesnt work and crazy inaccurate"
X Link 2025-12-25T03:21Z [--] followers, [--] engagements
"Hey $ARLP Illinois Basin sales team idiots if you have contracted below $60 you need to be fired & I'm calling for your jobs next earnings call. There is -0- reason why you negotiated those below market prices & there should be an investigation. https://www.eia.gov/coal/markets/ https://www.eia.gov/coal/markets/"
X Link 2025-08-04T03:54Z [--] followers, [---] engagements
"Anyone catch $ARLP new IR slide "Assuming a 60% theoretical operating capacity factor the select five utilities on this slide $DUK $D $SO $PPL $AEP collectively imply over 35M tons of add'l future annual Eastern US coal demand or 70% coal burn vs 2024." #coaltwitter"
X Link 2025-11-15T02:42Z [--] followers, [---] engagements
"AI in Japan South Korea Taiwan Singapore and China will significantly drive the need for more power.who is going to supply all that coalllll $WHC.AX $WHC $BTU $ARLP $CEIX #coaltwitter https://oilprice.com/Latest-Energy-News/World-News/BlackRock-Sees-AI-Driving-a-50-Jump-in-Asian-Energy-Demand.html https://oilprice.com/Latest-Energy-News/World-News/BlackRock-Sees-AI-Driving-a-50-Jump-in-Asian-Energy-Demand.html"
X Link 2024-09-25T12:48Z [--] followers, [---] engagements
"@k311126 @smh @simonjohanson did not really want to write this article but here we are. Can we get some more press so $WHC.AX $WHC $YAL $YACAF rips again 😂😂 #coaltwitter"
X Link 2024-09-30T01:41Z [--] followers, [---] engagements
"@KobeissiLetter @crowdturtle Yet $ARLP mgmt is still selling thermal coal for the same price since [----]. im going to lose my fu$&$& mind if prices arent $100/ton next year. $ARLP is overpaying its people and I will fix at next proxy if prices arent in favor of shareholders"
X Link 2025-10-10T02:34Z [--] followers, [--] engagements
"As I've said before $ARLP needs to focus on premium pricing and not selling out short on long-term contracts. The demand will be there supply will be materially short without additional investment which there are no material plans to do"
X Link 2025-11-15T02:57Z [--] followers, [---] engagements
"@KobeissiLetter #coaltwitter Yet $ARLP is still selling Illinois Basin coal at $51 yes $51 per frickin ton If they don't get to $70 by next year Elliott has an easy activist investor target opportunity here. The math ain't mathing here and I'll reserve my next thoughts until we see changes"
X Link 2025-11-16T01:49Z [--] followers, [---] engagements
"@crowdturtle If you like $NRP you should also look at $ARLP. Also an MLP and more upside to thermal coal which I think is still significantly undervalued"
X Link 2025-11-28T03:31Z [--] followers, [---] engagements
"@AlexEpstein Yet $ARLP still contracting [----] thermal coal prices while Nat gas prices are north of $5. Joe Craft needs to find new COO and Sales folks"
X Link 2026-01-25T04:45Z [--] followers, [--] engagements
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