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# ![@realhagetaka Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::113584134.png) @realhagetaka ハゲタカ

ハゲタカ posts on X about $whc, $yalax, $whcax, $yal the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::113584134/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::113584134/c:line/m:interactions.svg)

- [--] Week [-----] -58%
- [--] Month [------] -34%
- [--] Months [-------] +25%
- [--] Year [-------] -96%

### Mentions: [--] [#](/creator/twitter::113584134/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::113584134/c:line/m:posts_active.svg)

- [--] Week [--] -89%
- [--] Month [---] +5.70%
- [--] Months [---] +180%
- [--] Year [---] +55%

### Followers: [------] [#](/creator/twitter::113584134/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::113584134/c:line/m:followers.svg)

- [--] Week [-----] +0.60%
- [--] Month [-----] +4.30%
- [--] Months [-----] +13%
- [--] Year [-----] +19%

### CreatorRank: [---------] [#](/creator/twitter::113584134/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::113584134/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [social networks](/list/social-networks) 

**Social topic influence**
[$whc](/topic/$whc), [$yalax](/topic/$yalax) #3, [$whcax](/topic/$whcax) #2, [$yal](/topic/$yal), [$smrax](/topic/$smrax) #2, [$btu](/topic/$btu), [$smr](/topic/$smr), [silver](/topic/silver), [$nhcax](/topic/$nhcax) #4, [$crnax](/topic/$crnax)

**Top accounts mentioned or mentioned by**
[@lukeytrags](/creator/undefined) [@respeculator](/creator/undefined) [@zhanginu](/creator/undefined) [@lambdownunder](/creator/undefined) [@immayieldguy](/creator/undefined) [@mfwarder](/creator/undefined) [@k311126](/creator/undefined) [@mondyinvest](/creator/undefined) [@hsiuchinchen095](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@grok](/creator/undefined) [@phipho](/creator/undefined) [@hsiuchinchen168](/creator/undefined) [@corrupttrader](/creator/undefined) [@shitvaluefund](/creator/undefined) [@coaltracker](/creator/undefined) [@ausnotes](/creator/undefined) [@sr71blackbirds](/creator/undefined) [@yellowlablife](/creator/undefined) [@jamesmo86676773](/creator/undefined)

**Top assets mentioned**
[Peabody Energy Corporation (BTU)](/topic/$btu) [NuScale Power Corporation (SMR)](/topic/$smr) [Blockchain Bets (BCB)](/topic/$bcb) [BHP Group Limited (BHP)](/topic/$bhp) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Archway (ARCH)](/topic/$arch) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Teradyne, Inc. (TER)](/topic/$ter) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alliance Resource Partners LP (ARLP)](/topic/$arlp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@jcmyck $EVN.AX"  
[X Link](https://x.com/realhagetaka/status/1547724959828832258)  2022-07-14T23:29Z [----] followers, [--] engagements


"@jcmyck $EVN.AX $STO.AX $NST.AX"  
[X Link](https://x.com/realhagetaka/status/1547725792364601344)  2022-07-14T23:32Z [----] followers, [--] engagements


"@BDEPardell $NHC $WDS $EVN #NC1 $RVT All on the asx"  
[X Link](https://x.com/realhagetaka/status/1609773718561259520)  2023-01-02T04:48Z [----] followers, [---] engagements


"@coaltracker Of recent times it's thermal. Currently undergoing ops to harvest out some coke from the blend. . but yeah. $CKA to the moon"  
[X Link](https://x.com/realhagetaka/status/1614152949089046528)  2023-01-14T06:50Z [----] followers, [---] engagements


"@coaltracker Is that cotton sheeting under the floor of that "stockpile" Looks like there's no more than 200t at the "jetty" compared with that 75t digger in the background. Talk about a backyard operation. $CKA"  
[X Link](https://x.com/realhagetaka/status/1628570673076658176)  2023-02-23T01:41Z [----] followers, [----] engagements


"Good morning Bluff Mine. $BCB"  
[X Link](https://x.com/realhagetaka/status/1639056547946053633)  2023-03-24T00:08Z [----] followers, [----] engagements


"Cash is slowly being removed from circulation. Australian coins are still worth more as a melted product than their face value. #nickel #copper"  
[X Link](https://x.com/realhagetaka/status/1641246321792409600)  2023-03-30T01:09Z [----] followers, [---] engagements


"Still Melting. #nickel #copper $MCR.AX $PIO.AX $IGO.AX $WMG.AX #NC1.AX"  
[X Link](https://x.com/realhagetaka/status/1646290782146691075)  2023-04-12T23:14Z [----] followers, [---] engagements


"@OneMoreif $NHC $WHC $YAL $SMR I hear that the BMC leftovers at SMR are not only incapable of doing exploration themselves. they're so incompetent that they can't even organise subbies to do it"  
[X Link](https://x.com/realhagetaka/status/1669251829727920128)  2023-06-15T07:53Z [----] followers, [---] engagements


"@Integr8byDarts @MktSleuth @tradedollarnut @TwinTurboCe1ica Yes. I haven't seen coal quality data from Teck. however I'm aware that the Elk Valley does contain high fluidity coals with similar qualities to Goonside"  
[X Link](https://x.com/realhagetaka/status/1670532108123799552)  2023-06-18T20:41Z [----] followers, [--] engagements


"What cost of living crisis More interest rate hikes required. More pain required. Short the banks"  
[X Link](https://x.com/realhagetaka/status/1672860270442745858)  2023-06-25T06:52Z [---] followers, [--] engagements


"@Josh_Young_1 This is coming to #coal Last year was only the first rocket"  
[X Link](https://x.com/realhagetaka/status/1674512936394698754)  2023-06-29T20:40Z [---] followers, [---] engagements


"Hello twitter. Please assist. I want to convert en into oz AUD sometime in the next six to twelve months. I know how to do it but I have no idea where to start looking for ideas on timing this move. Is there a seasonal time which is best Just average it across [--] months"  
[X Link](https://x.com/realhagetaka/status/1674581076168314886)  2023-06-30T00:50Z [---] followers, [--] engagements


"@mondyinvest @YellowLabLife Poll doesn't allow two responses. BUMA & Yancoal is my gut instinct. Either or both wouldn't surprise me"  
[X Link](https://x.com/realhagetaka/status/1676296895369719808)  2023-07-08T00:25Z [---] followers, [---] engagements


"@Peninsula_Bakes Their ABC memory holed it. It doesn't fit their "progressive" narrative. Unfortunately for Their ABC; the internet is forever. They'll cry "copyright" on publicly funded production if uploaded in full. and in the same breath they'll demand royalties on said public resources"  
[X Link](https://x.com/realhagetaka/status/1678585953643016193)  2023-07-11T02:09Z [---] followers, [---] engagements


"@respeculator @EBIT_duhhh @mfwarder I get the vibe that $SMR does do SSCC; although I hear that they may struggle to get that 200ddpm on a consistent basis for their entire package of seams. hence the PCI supplement. SSCC is more related to coal measures and the Rangal Coals extends from Collinsville to Sydney"  
[X Link](https://x.com/realhagetaka/status/1680042173558067200)  2023-07-15T02:30Z [---] followers, [--] engagements


"@respeculator I'm pre-emptively early and taking a guess. but. I reckon that their SSCC is going to be priced back towards thermal post BMA sale. The fluidity/CSR is not good enough to be used in a blast furnace. It needs to be blended up and no longer has big brother from goonside to help"  
[X Link](https://x.com/realhagetaka/status/1680155938765021185)  2023-07-15T10:02Z [----] followers, [---] engagements


"@LukeyTrags The party is just getting staryed. James Bay is where its at. Massive Archaean shield full of granites with pegmatitic intrusions. Hydro electric infrastructure and roads in place. $BLZ $BM8 $C1X $CRR $CY5 $GT1 $KOB $LLI $LM1 $MEG $MM1 $OM1 $PMT $PR1 $RON $SUM $WR1"  
[X Link](https://x.com/realhagetaka/status/1681953295349465089)  2023-07-20T09:04Z [----] followers, [----] engagements


"@theyhatemetoo @respeculator Fanciful but I had a dream last night. $AGL + $ORG == $25b capital using x mpta coal equivalent to service 8m people. $YAL + $WHC + $NHC == $25b capital providing 60mtpa coal to service z people. The alpha is in the hydrocarbon bond; not the retail"  
[X Link](https://x.com/realhagetaka/status/1682470115919679488)  2023-07-21T19:18Z [---] followers, [---] engagements


"@LukeyTrags $NHC is the goat. $NHC $YAL $WHC FEW"  
[X Link](https://x.com/realhagetaka/status/1683016150534455296)  2023-07-23T07:28Z [----] followers, [---] engagements


"@mondyinvest Thinking more on this overnight. The bigger picture problem facing $BCB (or any new start up) into the future is access to rail/port. It costs $75/t to get coal from the Burton Complex onto a boat. Consider that it costs $10/t to send a boat of coal from Queensland to Asia"  
[X Link](https://x.com/realhagetaka/status/1684653680535166977)  2023-07-27T19:55Z [----] followers, [---] engagements


"This is why I couldn't get Maccas the other day at [----] on a Sunday evening. The door was locked because work in the mines pay more. 🤷🏼♂🤷🏼♂ 🍟🍟 🍔🍔 https://www.news.com.au/finance/business/mining/150kayear-mining-jobs-with-no-industry-experience-needed/news-story/0a1d075172f08d991d4d8c646b53d781 https://www.news.com.au/finance/business/mining/150kayear-mining-jobs-with-no-industry-experience-needed/news-story/0a1d075172f08d991d4d8c646b53d781"  
[X Link](https://x.com/realhagetaka/status/1687088140941774848)  2023-08-03T13:08Z [----] followers, [---] engagements


"@LukeyTrags @JamesMo86676773 What he said 👆 $BCB is at the mercy of port/rail. If we see sustained +au$220/t then they'll start printing. Right now I'd rather stick with the low cost high margin operators aka "the four pillars of coal" $SMR $YAL $NHC $WHC"  
[X Link](https://x.com/realhagetaka/status/1689575681213292544)  2023-08-10T09:53Z [---] followers, [---] engagements


"@LukeyTrags @TheGladiatorHC As the global economy transitions to coal power"  
[X Link](https://x.com/realhagetaka/status/1689635844137832449)  2023-08-10T13:52Z [---] followers, [--] engagements


"$BHP will be getting super desperate for #copper & #nickel geos soon. I heard they're offering $500k to people with good geo brains. When they admit that only #coal can provide our energy needs moving forward. 🚀🌛 Oh. also. READ THE NOTES"  
[X Link](https://x.com/realhagetaka/status/1691467119865819136)  2023-08-15T15:09Z [---] followers, [---] engagements


"@dyer440 I'm taking a view to start moving capital off shore for this reason. Watching the macro arbitrage positioning carefully. More taxes on hydrocarbon exports == lower AUD"  
[X Link](https://x.com/realhagetaka/status/1694019108617191430)  2023-08-22T16:10Z [---] followers, [---] engagements


"@mondyinvest @NeilRingdahl No idea. I've never though to check the accounts from drill and blast"  
[X Link](https://x.com/realhagetaka/status/1695360483547869671)  2023-08-26T09:00Z [---] followers, [---] engagements


"@respeculator @mondyinvest @NeilRingdahl Doesn't look like through seam shot so most of the loss is likely at the edge of the highwall. The pressure from the blast above would shunt maybe 5m of coal out towards the low wall"  
[X Link](https://x.com/realhagetaka/status/1695363278883692669)  2023-08-26T09:11Z [----] followers, [---] engagements


"It's all about power & control. If you control the power Then you control the money supply Then you control the news Then you control the present Then you control the past Then you control the future Then you control the world It's all about power & control"  
[X Link](https://x.com/realhagetaka/status/1699267881618505857)  2023-09-06T03:46Z [---] followers, [----] engagements


"@I_am_Lake_Macq @australian Considering $SMR balance sheet that looks like a bid for Daunia only. Makes me feel like a low $3b bid for both (including rehab liability) might be the reality from $WHC"  
[X Link](https://x.com/realhagetaka/status/1702552823421157839)  2023-09-15T05:19Z [---] followers, [--] engagements


"@NickTartaris @fulovitboss It's about deconstruction Western civilisation and it's fiat back to third world shit hole status. Precious metals for the win. and remember how upstream of precious metals is our favourite. #coal. because it's necessary to mine (print) more gold"  
[X Link](https://x.com/realhagetaka/status/1702606103744557489)  2023-09-15T08:51Z [---] followers, [--] engagements


"@ausnotes @pappi_sanchez When I ran the numbers a few years back it was pragmatically sketchy as a single "transition" solution. Technology is top of class. Vanadium supply is expensive. Price is what you pay. Value is what you get. Look into $RVT and the Julia Creek region"  
[X Link](https://x.com/realhagetaka/status/1702708664271024352)  2023-09-15T15:39Z [----] followers, [---] engagements


"@Rory_Johnston @BlueFlameBlues The thirst for political power is driven by the desire to control the hydrocarbon economy. Whoever controls the coal oil and gas controls the money and the guns. #hydrocarboneconomy #politicalpower"  
[X Link](https://x.com/realhagetaka/status/1702722194680455349)  2023-09-15T16:33Z [---] followers, [--] engagements


"@zhanginu $SMR was selling some cargoes for over $600/t. They got lucky with the timing. never confuse a bull market for brains"  
[X Link](https://x.com/realhagetaka/status/1702896651168624908)  2023-09-16T04:06Z [---] followers, [--] engagements


". and then $WHC politely said: "nunnya business now piss off - we're running the show here not you""  
[X Link](https://x.com/realhagetaka/status/1703854138008944927)  2023-09-18T19:30Z [---] followers, [----] engagements


"@JamesMo86676773 @jmcduling @LukeyTrags Won't raise fresh equity. Probably means vendor finance"  
[X Link](https://x.com/realhagetaka/status/1707634137916699111)  2023-09-29T05:51Z [---] followers, [---] engagements


"@BLSHigh Now imagine how productive a robot truck might be. Daunia"  
[X Link](https://x.com/realhagetaka/status/1708817268866777319)  2023-10-02T12:12Z [---] followers, [---] engagements


"@GardnerRhod @Dimitrios_1963 100bps rate hike incoming"  
[X Link](https://x.com/realhagetaka/status/1709023799419846999)  2023-10-03T01:53Z [---] followers, [--] engagements


"@zhanginu A dangerous precedent. This'll be nasty if it leaks outside of SMSF. Taxing something that doesn't yet exist. It's like printing money with no governor. Problems occur when inflation and yields move in relative opposite directions. Snap crash ato owes you the loss forever"  
[X Link](https://x.com/realhagetaka/status/1709259859835974120)  2023-10-03T17:31Z [---] followers, [--] engagements


"@GAAA1970s @ASX__Trader $YAL $SMR $WHC $NHC most others"  
[X Link](https://x.com/realhagetaka/status/1709429530853814433)  2023-10-04T04:45Z [---] followers, [---] engagements


"@LukeyTrags @mfwarder Maybe we should let @simonjnicholas know about these typographical errors"  
[X Link](https://x.com/realhagetaka/status/1710111185323123141)  2023-10-06T01:54Z [---] followers, [---] engagements


"@whirlybard You could always go USD. or JPY if you're ultra edgy"  
[X Link](https://x.com/realhagetaka/status/1710120142741586107)  2023-10-06T02:29Z [---] followers, [--] engagements


"@MuffinmanMagic Electricity is required regardless it's essential for civilisation. When oil/gas is squeezed out due to physical location availability coal steps in due to relative abundance & ease of deployment. I'm visioning geopolitics causing coal (hydrocarbons generally) to rise vs USD"  
[X Link](https://x.com/realhagetaka/status/1710872282267344978)  2023-10-08T04:18Z [---] followers, [---] engagements


"@JamesMo86676773 @zhanginu @TheOldManNB @icrypto_Mom @Josh_Young_1 @WallStreetSilv $OXY $CVX $ACDC $NFE $PBR Let's not get ahead of ourselves with the "war" concept. This isn't the first Israel response to be triggered. The others have usually involved a swift response and it was all over. IMHO key is: can the eastern bloc & NATO afford to open another front"  
[X Link](https://x.com/realhagetaka/status/1710977987267694862)  2023-10-08T11:18Z [---] followers, [---] engagements


"The real question here is: who will win; Queensland or Western Australia"  
[X Link](https://x.com/realhagetaka/status/1713106927457390745)  2023-10-14T08:18Z [---] followers, [---] engagements


"@zhanginu Marxian brainwashing. It's worth noting that the top six no electorates has 80%+ no and they hold nearly all of Queenslands oil/gas/coal resources. The Australian Donbas"  
[X Link](https://x.com/realhagetaka/status/1713685297098260746)  2023-10-15T22:36Z [---] followers, [---] engagements


"That moment when you use Excel to reverse engineer the constant -0.522*ln(x)+5.22 and use it convert unknown CPS in LAS into G/CC. and it actually works"  
[X Link](https://x.com/realhagetaka/status/1714151859337023712)  2023-10-17T05:30Z [---] followers, [---] engagements


"@agnostoxxx There's dumb & there's stupid. Nothing wrong with being dumb. Everything wrong with being dumb & stupid. Dumb people know not to be stupid. Unfortunately it's smart people who can be the most stupid. Hence the idiom. So smart that they're stupid"  
[X Link](https://x.com/realhagetaka/status/1714371966915019244)  2023-10-17T20:05Z [---] followers, [--] engagements


"@pappi_sanchez @mfwarder @LukeyTrags Short term there's great opportunity to buy $WHC for the long term. I see more short term gains in $YAL right now so I'm skewed that way"  
[X Link](https://x.com/realhagetaka/status/1715114041516134624)  2023-10-19T21:13Z [---] followers, [---] engagements


"@pappi_sanchez @mfwarder @LukeyTrags I see a great deal but it has risk/reward. The reward doesn't kick in for several years unless coal prices moons harder than [----]. The risk is that coal price maintains status quo or lower. implies $WHC prices like a tech bro co or it keeps a 6/7 handle until debt payed 2027+"  
[X Link](https://x.com/realhagetaka/status/1715117384464584860)  2023-10-19T21:27Z [---] followers, [---] engagements


"@LukeyTrags @GameofTrades_ Coal prices on the rise as fiat inflation heats up Inflation weakens the value of fiat currencies making coal more attractive as hedge against inflation. It's literally the fundamental unit of currency on which fiat is based. It's better than gold"  
[X Link](https://x.com/realhagetaka/status/1715409297977581973)  2023-10-20T16:47Z [---] followers, [---] engagements


"@LukeyTrags @whirlybard @TetonCapital1 We're definitely coming into buying opportunity for $WHC"  
[X Link](https://x.com/realhagetaka/status/1715869373943214202)  2023-10-21T23:15Z [---] followers, [---] engagements


"@whirlybard @TetonCapital1 My numbers definitely say $YAL + $SMR $WHC for the short term. A good portion of the cash flow from those two has $WHC written all over it"  
[X Link](https://x.com/realhagetaka/status/1715870600739381744)  2023-10-21T23:20Z [---] followers, [---] engagements


"@FbmHero @I_am_Lake_Macq @LukeyTrags I'm preferencing $YAL + $SMR short term. Then $WHC long term. I want to see some more pullbacks in $NHC before I start rebuilding that position"  
[X Link](https://x.com/realhagetaka/status/1720182364654150094)  2023-11-02T20:53Z [---] followers, [---] engagements


"@TwinTurboCe1ica $SMR + $YAL $WHC"  
[X Link](https://x.com/realhagetaka/status/1721370892935331903)  2023-11-06T03:36Z [---] followers, [---] engagements


"@LukeyTrags @TwinTurboCe1ica It's not just taxpayers who they live off. They print money dilute the existing money supply and are effectively taxing everyone via inflation"  
[X Link](https://x.com/realhagetaka/status/1722021293296418871)  2023-11-07T22:40Z [---] followers, [---] engagements


"@SamaHoole @NickTartaris"  
[X Link](https://x.com/realhagetaka/status/1722548460807926062)  2023-11-09T09:35Z [---] followers, [--] engagements


"@hsiuchinchen095 @LukeyTrags I'll be sure to pack cash. flat; not folded or rolled"  
[X Link](https://x.com/realhagetaka/status/1724240560498831402)  2023-11-14T01:39Z [---] followers, [--] engagements


"@JamesMo86676773 @DeezPeanutsss No M&A until they proove they can get production pumping. and that won't show on the balance sheet for 6-12 months after the tonnes start moving reliably. Look for other MDLs coming online that could be a tell. MDL352 seeking approval next"  
[X Link](https://x.com/realhagetaka/status/1726680881836982339)  2023-11-20T19:16Z [----] followers, [---] engagements


"@LukeyTrags . and while we wait decades for these nuclear plants to be built. the world needs #coal"  
[X Link](https://x.com/realhagetaka/status/1726757251501953227)  2023-11-21T00:19Z [---] followers, [---] engagements


"Wishing all our American friends a happy thanksgiving. God bless the USA"  
[X Link](https://x.com/realhagetaka/status/1727853613320708416)  2023-11-24T00:56Z [---] followers, [---] engagements


"@doug_dag @YellowLabLife Eventually the gravy train will come to an end. and what will they do with all that gravy"  
[X Link](https://x.com/realhagetaka/status/1728304982125093085)  2023-11-25T06:49Z [---] followers, [--] engagements


"@Carrot70 @LukeyTrags @westy2906 Remind us again about those massive government subsides for setup and how coal subsidises you every time the wind isn't blowing at night"  
[X Link](https://x.com/realhagetaka/status/1728311893868314829)  2023-11-25T07:17Z [---] followers, [--] engagements


"@Carrot70 @LukeyTrags @westy2906 Fossil fuels get zero subsidies pal. Those home based solar installs get $8000 subsidies in Australia. Every. Single. Time"  
[X Link](https://x.com/realhagetaka/status/1728313976420020402)  2023-11-25T07:25Z [---] followers, [--] engagements


"@DkOkenia @zhanginu Calorific value is calorific value. Continual higher demand with artificially restrained supply. It's not lazy to say that this is a recipe for higher prices and greater cash flow"  
[X Link](https://x.com/realhagetaka/status/1728517467281179106)  2023-11-25T20:54Z [---] followers, [--] engagements


"@Cycleops70 @Carrot70 @LukeyTrags @westy2906 Nowhere near the $57b you keep claiming. Keep looking pal. and while you're at it. learn to read a balance sheet"  
[X Link](https://x.com/realhagetaka/status/1728648956538916928)  2023-11-26T05:36Z [---] followers, [--] engagements


"@Cycleops70 @Carrot70 @LukeyTrags @westy2906 They're wild baseless claims. No proof. Where's the balance sheet I'm not sure you understand the meaning of the world "relevant". Your burner account needs burning"  
[X Link](https://x.com/realhagetaka/status/1728653675755979023)  2023-11-26T05:55Z [---] followers, [--] engagements


"@TrentBuckle Gladstone construction starts next year and h2 production in [----]. Watching that space for a tell"  
[X Link](https://x.com/realhagetaka/status/1728676190750458209)  2023-11-26T07:24Z [---] followers, [---] engagements


"@DkOkenia @zhanginu How does one ramp up/down CPP Seasonally"  
[X Link](https://x.com/realhagetaka/status/1728699334957617461)  2023-11-26T08:56Z [---] followers, [--] engagements


"@TwinTurboCe1ica There is a distinct difference between "rich" & "wealthy". These hippies are "rich" and can afford to do as they please whilst having no regard for their fellow humans. Maybe it's a good thing that they've been suckered into the climate cult. Relatively harmless albeit annoying"  
[X Link](https://x.com/realhagetaka/status/1729016007522758919)  2023-11-27T05:55Z [---] followers, [---] engagements


"@coaltracker What happened to the previous contractor"  
[X Link](https://x.com/realhagetaka/status/1729847132952166879)  2023-11-29T12:57Z [----] followers, [---] engagements


"@Pierrepantz23 @eadatt Yes a fool and his money are soon parted. .so a big thank you to Paul Keating for standing in the way of Brookfield and the ESG fools"  
[X Link](https://x.com/realhagetaka/status/1730027067964825667)  2023-11-30T00:52Z [---] followers, [--] engagements


"@LukeyTrags @TwinTurboCe1ica @Cyclops_Trader Off the show. how low can it go"  
[X Link](https://x.com/realhagetaka/status/1730029282033062055)  2023-11-30T01:01Z [---] followers, [---] engagements


"@Edark94 With a recumbent & faulted coal deposit. will need to know something along the line of the production model reconciliation numbers. As in not just bulk accuracy over the long term but the monthly precision and variance. Refining this question. 🤔🤔🤔"  
[X Link](https://x.com/realhagetaka/status/1730172856427044979)  2023-11-30T10:32Z [----] followers, [---] engagements


"@mfwarder @TheBigLong2019 @respeculator Gas drainage might necessitate higher opex considering that's why the northern panels were closed early & unfinished . but the new southern panels are closer to goonside mine which probably means higher quality coal. Prior performance isn't always indicative of the future"  
[X Link](https://x.com/realhagetaka/status/1731526243777192366)  2023-12-04T04:10Z [----] followers, [---] engagements


"#coal prices as we move forward. $YAL $WHC $NHC $SMR"  
[X Link](https://x.com/realhagetaka/status/1731868503248961664)  2023-12-05T02:50Z [---] followers, [----] engagements


"@SiddC17 @mfwarder $SMR $BHP $BCB $BTU $GLEN all in the line of fire. Probably a non event. First cyclones usually get blown out into the pacific"  
[X Link](https://x.com/realhagetaka/status/1732125371187994812)  2023-12-05T19:50Z [---] followers, [---] engagements


"@Will_UKing It's the free cash flow that'll ignite this moon rocket"  
[X Link](https://x.com/realhagetaka/status/1733257096223945194)  2023-12-08T22:47Z [---] followers, [---] engagements


"@pappi_sanchez The people complaining are easily on $200k+ per year. They're top dog safety people. the same stupid fuckers who forced everyone at BMA to take experimental drugs that had zero safety data. in an attempt to keep people safe from a "runny nose". I hope they lose everything"  
[X Link](https://x.com/realhagetaka/status/1733962147233984742)  2023-12-10T21:29Z [---] followers, [---] engagements


"@pappi_sanchez I'm not sure that the union is as strong as you believe. It's worth looking at the election results in all the coal mine regions of Queensland. They're very strong LNP & One Nation regions. the ALP struggles to have more than 25% core voters and relies on the swinging voter"  
[X Link](https://x.com/realhagetaka/status/1733984493571363098)  2023-12-10T22:58Z [---] followers, [--] engagements


"@LukeyTrags Don't forget the debacle he presided over with that $SMR sale at the same time PCI prices went to the moon"  
[X Link](https://x.com/realhagetaka/status/1734100393158992133)  2023-12-11T06:38Z [---] followers, [---] engagements


"@corrupttrader @pappi_sanchez OCEs have the authority to shut the show down until safety is fixed. They're currently threatening to do it over $100k in their personal bank accounts but they wouldn't do it over an experimental drug which had no safety or efficacy data. Mob of dirty cunts"  
[X Link](https://x.com/realhagetaka/status/1734280168703942853)  2023-12-11T18:33Z [---] followers, [--] engagements


"@zhanginu Uber bro"  
[X Link](https://x.com/realhagetaka/status/1735924042866311373)  2023-12-16T07:25Z [---] followers, [---] engagements


"@Ciovo2 @coaltracker I use long run low estimates for underlying coal price to give base case. First sale of 23k after saying two more weeks for two years. No indication of quality other than pit photos which presented thermal grades. Lets see sales double first. I've heard "next quarter" before"  
[X Link](https://x.com/realhagetaka/status/1736248744772030609)  2023-12-17T04:55Z [---] followers, [---] engagements


"@Ciovo2 @coaltracker All good. I'm watching it with interest. It may surprise but I'm not expecting anything exciting anytime soon. BHP went through the region in the 1970s. If it were any good it would have been opened up before this"  
[X Link](https://x.com/realhagetaka/status/1736257314620162306)  2023-12-17T05:29Z [----] followers, [--] engagements


"@Ciovo2 @coaltracker Steady cash flow being the key. The company has been telling us every other minor detail. Let's see if they can do monthly or quarterly sales announcements. I think their ramp up schedule is ambitious but again we'll see"  
[X Link](https://x.com/realhagetaka/status/1736258574635155782)  2023-12-17T05:34Z [---] followers, [--] engagements


"@zhanginu Translation: we're not smart enough to build anything; we're only capable of purchasing "plug and play" solar panels to patch the bleed. and we can only afford these toys because we sell the manufacturers coal"  
[X Link](https://x.com/realhagetaka/status/1737587877427740855)  2023-12-20T21:36Z [---] followers, [---] engagements


"@CoalNewswire It's been dry. That's drilling meters. $MSV"  
[X Link](https://x.com/realhagetaka/status/1737914076737704318)  2023-12-21T19:12Z [----] followers, [---] engagements


"@sr71blackbirds @CoalNewswire Dry weather this quarter backs up claims of "upper end of guidance". With Roper Creek diversion done & a bit of dry weather next year. That 36mt is gunna look small. 40mtpa here we come"  
[X Link](https://x.com/realhagetaka/status/1738103313756020958)  2023-12-22T07:44Z [---] followers, [--] engagements


"@Darryl78711056 Drilling straight isn't as important as hitting the target which is dead simple in coal. If geologists can't cope with bent holes in coal; then they're not real geologists and should be paid at 50% the rate of a fieldy"  
[X Link](https://x.com/realhagetaka/status/1740131230308503634)  2023-12-27T22:03Z [---] followers, [--] engagements


"@JamesHMackay OF == multiple standard deviations of mental instability above the mean. Eddie Murphy was correct in "Coming to America"; good girls go to church"  
[X Link](https://x.com/realhagetaka/status/1740472912048746715)  2023-12-28T20:40Z [---] followers, [---] engagements


"@corrupttrader @dyer440 Grader We're gunna need a dozer to cut that dry line"  
[X Link](https://x.com/realhagetaka/status/1741567650453729674)  2023-12-31T21:10Z [---] followers, [--] engagements


"@Hanakookie1 @InvestInOnG So you're betting on that much inflation to lift a quaternary industry to the moon In that case my preference is to go to the primary source and ride hydrocarbons out beyond the asteroid belt & onto the moons of Jupiter"  
[X Link](https://x.com/realhagetaka/status/1741653269251027422)  2024-01-01T02:51Z [---] followers, [--] engagements


"@ADL_PropDrops Cash flow positive. The only way forward"  
[X Link](https://x.com/anyuser/status/1742035486812811684)  2024-01-02T04:10Z [--] followers, [---] engagements


"@EricWangHermit Aussie names unable to compete with MONGOLIA  I fuggin LOVE MONGOLIAN COAL MINERS @Edark94 https://t.co/UgUdWRGU3e I fuggin LOVE MONGOLIAN COAL MINERS @Edark94 https://t.co/UgUdWRGU3e"  
[X Link](https://x.com/realhagetaka/status/1742085576575058290)  2024-01-02T07:29Z [---] followers, [--] engagements


"@mfwarder @TwainsMustache Equality of outcome or equality of opportunity"  
[X Link](https://x.com/anyuser/status/1742306234777416097)  2024-01-02T22:05Z [--] followers, [---] engagements


"@SPECCAPITAL @CommBank Toyota Hybrid. [----] km on a tank of fuel at less than 6l/100km. No plugs or messy chargers. Self contained system. No range anxiety or high power bills. Can't recommend them enough"  
[X Link](https://x.com/realhagetaka/status/1743886417162580086)  2024-01-07T06:44Z [---] followers, [---] engagements


"@corrupttrader Divvy felt like a golden handshake for GEAR. BCB won't be ready for a while yet and it's complicated by the debt structure potentially blocking things. Stanmore feels more of an undervalued yield play"  
[X Link](https://x.com/realhagetaka/status/1744642399736045582)  2024-01-09T08:48Z [----] followers, [---] engagements


"Who said X was going broke. Talk about taking control of the overton window. 👀 👀 👀 Don Lemon show coming to Don Lemon show coming to"  
[X Link](https://x.com/realhagetaka/status/1744838610954961362)  2024-01-09T21:48Z [---] followers, [---] engagements


"@hsiuchinchen095 @JBAD1994"  
[X Link](https://x.com/realhagetaka/status/1744911971869413720)  2024-01-10T02:40Z [---] followers, [--] engagements


"@BshpKing @JamesMo86676773 @LukeyTrags Yes they are but will the Milliners change tact or will they buy it all for themselves"  
[X Link](https://x.com/realhagetaka/status/1745134323664323053)  2024-01-10T17:23Z [---] followers, [--] engagements


"@zhanginu @YellowLabLife @respeculator @dyer440 @InvestInOnG @LukeyTrags Maybe something to investigate. If that date has been pulled forward why rush to close the deal. Who is doing the selling. no one likes a pushy salesman. they're dodgy mofos. Maybe just a couple of typos but something smells rotten here"  
[X Link](https://x.com/realhagetaka/status/1747744656920826311)  2024-01-17T22:16Z [---] followers, [---] engagements


"@eadatt @zhanginu @InspectionDeep @respeculator @InvestInOnG @LukeyTrags I'm ecstatic with this one. The FCF at cycle bottom for $YAL is nearly the same as $WHC with the BMA assets included. and no risk of production downgrades after vendor highgrading"  
[X Link](https://x.com/realhagetaka/status/1747928047599448291)  2024-01-18T10:24Z [---] followers, [----] engagements


"@hsiuchinchen095 I'm happy in the knowledge that my little hatchings boarding fees are tucked away in this one. I sleep well at night"  
[X Link](https://x.com/realhagetaka/status/1747991736453116277)  2024-01-18T14:38Z [---] followers, [---] engagements


"@beerzy99 @InvestInOnG Stepping on from this. gotta ask what happens to the $WHC FCFy if the BMA tonnes continue to experience material downgrades from [--] to [--] to 10"  
[X Link](https://x.com/anyuser/status/1748120402851942858)  2024-01-18T23:09Z [--] followers, [---] engagements


"@TRAVmoneyofmine Green nickel just don't work in Australia. It's time to open up the Julia Creek oil shale and extract that Vanadium. because. you know. its all green and saves the planet. $RVT"  
[X Link](https://x.com/realhagetaka/status/1749615363183251903)  2024-01-23T02:09Z [----] followers, [---] engagements


"@eadatt NiMH hybrids superior. Power distribution network already in place. No need to rebuild electrical grids. EV is luxury vehicle nothing more nothing less"  
[X Link](https://x.com/realhagetaka/status/1750710668909777088)  2024-01-26T02:42Z [---] followers, [---] engagements


"@PaulSaladino7 @ZeroSumBond Guaranteed to the point where a short squeeze on coal begins. Can't quickly ramp coal supply like gas if there's been no thermal exploration & development for a generation of the workforce . much more of this idle time and nearly all business intelligence will be lost"  
[X Link](https://x.com/realhagetaka/status/1751694056261026213)  2024-01-28T19:49Z [----] followers, [---] engagements


"@LukeyTrags @elonmusk That's the bonus. Real goal is to make the mass fight itself internally rather than externally. The mob can't mobilise and build weapons of war to fight overseas if they're confused & fighting each other"  
[X Link](https://x.com/realhagetaka/status/1752502535833981116)  2024-01-31T01:22Z [---] followers, [--] engagements


"@Lehman_Bro @costanzakapital @respeculator Ummm. yeah. You do realise that the coal train is leaving the current station soon. it's time to get on board. alpha is had in the first third of the rally. and we're still in the first third. Don't say you weren't told. Coal is for winners; and winners are grinners"  
[X Link](https://x.com/realhagetaka/status/1753029820206993786)  2024-02-01T12:17Z [---] followers, [--] engagements


"@hsiuchinchen095 @LukeyTrags Why is #coal the answer to nearly every investment decision 🤔🤔 🤔🤔"  
[X Link](https://x.com/realhagetaka/status/1753138461136261230)  2024-02-01T19:29Z [---] followers, [--] engagements


"@BULLReturns Depends if you're looking at the four year cycle or the generational one. Next couple of four years cycles looking to compound on each other as we play catch up after wasting time on the "transition". Nuclear also going to benefit but can't build out as fast so it'll flashpan"  
[X Link](https://x.com/realhagetaka/status/1753959347468825077)  2024-02-04T01:51Z [---] followers, [---] engagements


"@ShitValueFund It's that we've passed the point of diminishing returns what gets me shaking my head. This is why the Volkswagen emissions fraud took place a few years back. There's a point beyond which it isn't possible to increase efficiencies. Science has boundaries and constraints"  
[X Link](https://x.com/realhagetaka/status/1754394517657321750)  2024-02-05T06:40Z [---] followers, [---] engagements


"@zhanginu "Get your own" is also another favourite of mine"  
[X Link](https://x.com/realhagetaka/status/1754396113208307717)  2024-02-05T06:46Z [---] followers, [---] engagements


"@HomosexualMan1 Imagine if $NVDA started building those data centres in the powder river basin & powered them with coal. How would the locals in Gillette cope with an influx of Silicon Valley progressives"  
[X Link](https://x.com/realhagetaka/status/1756510819226104207)  2024-02-11T02:49Z [---] followers, [---] engagements


"@reyching_ @jonathanslusser Isn't that the acquisition date"  
[X Link](https://x.com/realhagetaka/status/1757357002983100672)  2024-02-13T10:52Z [---] followers, [--] engagements


"Structural flaws or sabotage with a hand held angle grinder. These things have been standing for decades without a problem. Why now Is someone trying to force narrative change"  
[X Link](https://x.com/realhagetaka/status/1757519456455299102)  2024-02-13T21:37Z [---] followers, [----] engagements


"I'm all on board with the "keeping it local" approach however as the big fella once said: @JamesHMackay I dont mind paying tax. I built my wealth here and I am happy to contribute more then others in return. Personally Im a advocate of keeping your money in US/Canada but we will see how this unfolds overtime. @JamesHMackay I dont mind paying tax. I built my wealth here and I am happy to contribute more then others in return. Personally Im a advocate of keeping your money in US/Canada but we will see how this unfolds overtime"  
[X Link](https://x.com/realhagetaka/status/1758945668033560655)  2024-02-17T20:05Z [---] followers, [----] engagements


"@Scottyb86300839 @matty_dbr July [----]. [----] with a good tailwind"  
[X Link](https://x.com/realhagetaka/status/1759084372488036376)  2024-02-18T05:16Z [---] followers, [--] engagements


"@JamesMo86676773 @mattjcan I hear you. I've never experienced such a resilience in second hand car pricing. Are diesel engine vehicles the next property boom Buy now or your kids get locked out of the market 🤪😜🤪😜"  
[X Link](https://x.com/realhagetaka/status/1759376507842294192)  2024-02-19T00:37Z [---] followers, [--] engagements


"@LukeyTrags @Tbone_Al 48-49c for the standard divvy as I calculated it. which leaves around $740m for working capital and a special divvy. An extra 20c is $264m leaving around $480m for working capital. They appear to be able to afford it but will they do it"  
[X Link](https://x.com/realhagetaka/status/1759399947064250833)  2024-02-19T02:10Z [---] followers, [---] engagements


"@hsiuchinchen095 @JamesMo86676773 @PeteWargent Real Ozzie drive Hilux. Unbreakable"  
[X Link](https://x.com/realhagetaka/status/1759861415362646265)  2024-02-20T08:43Z [---] followers, [--] engagements


"@JamesMo86676773 @hsiuchinchen095 @PeteWargent Not as good as a Ford mustang"  
[X Link](https://x.com/realhagetaka/status/1759864857732759566)  2024-02-20T08:57Z [---] followers, [--] engagements


"@LukeyTrags @ShitValueFund @alisterberkeley @zhanginu The way Nathan declines acceleration into the BB. because his word is worth more than quick coin. good bloke"  
[X Link](https://x.com/realhagetaka/status/1760510360749236706)  2024-02-22T03:42Z [---] followers, [---] engagements


"@hsiuchinchen095 @RawMinerals Small town whitey like me in this shitco. 😉"  
[X Link](https://x.com/realhagetaka/status/1760521721210380302)  2024-02-22T04:27Z [---] followers, [--] engagements


"A bit of rain for sure but that downgrade equates to over two months of production loss. there wasn't that much rain. perhaps they're looking to under promise & over deliver next year. otherwise they could got themselves an undisclosed problem. Heavy rainfall disrupts $BHP's BMA #cokingcoal output trending towards the low end of its 2023-24 fiscal year target of 46-50 mmt. La Nia-induced rain affected stock levels despite inventory efforts. Read More Here: https://t.co/8IJWGh0Rdc Heavy rainfall disrupts $BHP's BMA #cokingcoal output trending towards the low end of its 2023-24 fiscal year"  
[X Link](https://x.com/realhagetaka/status/1760784898758148432)  2024-02-22T21:53Z [---] followers, [----] engagements


"@LukeyTrags Well done mate. We'll compare notes soon. Gotta know how you done it. Gotta lean from the master"  
[X Link](https://x.com/realhagetaka/status/1760949339839713690)  2024-02-23T08:46Z [---] followers, [---] engagements


"@LukeyTrags .yeah so much cash on the books. WTF"  
[X Link](https://x.com/realhagetaka/status/1760952042925764863)  2024-02-23T08:57Z [---] followers, [---] engagements


"@10xHunter @LukeyTrags Yansolar was always on the cards @eadatt has been telling us this for eons. but next as Lukey told us with all that cash on the books. next is Yanbank"  
[X Link](https://x.com/realhagetaka/status/1760955085163749535)  2024-02-23T09:09Z [---] followers, [---] engagements


"@agroasx It's easier to provide facts . although your kind tend to deny science fact while believing in unhinged communist conspicay theories"  
[X Link](https://x.com/realhagetaka/status/1761509718458343501)  2024-02-24T21:53Z [---] followers, [--] engagements


"@LukeyTrags ESG - - - extremely spastic goanna"  
[X Link](https://x.com/realhagetaka/status/1761982794853757273)  2024-02-26T05:13Z [---] followers, [---] engagements


"@dyer440 @Ashish_Gupta00 More around what has the market missed in Tinklers case. 97% of met are owned under leases. 2.75% of the remainder is practically to thin and deep. then the other shards are - needing mega explo $$$"  
[X Link](https://x.com/realhagetaka/status/1766666148974821770)  2024-03-10T03:23Z [---] followers, [---] engagements


"@StevenShadduck @respeculator Other than steak at a BHP backslapping event how does a long life low cost operation justify acquisition of a high cost operation. and who is low & large enough on the cost curve to fail. and will the downstream market allow such a concentration of supply ownership"  
[X Link](https://x.com/realhagetaka/status/1766907359371338213)  2024-03-10T19:21Z [----] followers, [---] engagements


"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Not worth much until that occurs. Potting mix doesn't make good steel"  
[X Link](https://x.com/realhagetaka/status/1769189469356478932)  2024-03-17T02:30Z [----] followers, [--] engagements


"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Long term it gets better I agree long term relative to Australia. Quite exciting to see this company grow via their announcements. It's just taking a lot longer than the market is used to because they're mining ox rather than wasting it. as occurs all to often in Australia"  
[X Link](https://x.com/realhagetaka/status/1769195896179400817)  2024-03-17T02:55Z [----] followers, [---] engagements


"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo What's their grade like"  
[X Link](https://x.com/realhagetaka/status/1769200944171073843)  2024-03-17T03:15Z [----] followers, [---] engagements


"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Outcrops are usually oxxed. how did you manage to determine coking properties Curious"  
[X Link](https://x.com/realhagetaka/status/1769215519813775812)  2024-03-17T04:13Z [----] followers, [--] engagements


"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Thinking like the eastern margin of the Bowen Basin actually. Yarrabee Jellinbah Dingo Bluff etc. Those deposits are all "crumpled up" as you describe. Is Pliocene age coal old enough for rank increase It's certainly old enough for oxidation I'm well versed in most QLD coal"  
[X Link](https://x.com/realhagetaka/status/1769218527939207356)  2024-03-17T04:25Z [----] followers, [---] engagements


"@ZeroSumBond Regardless it's a beautiful piece of engineering and art in that photo. When they're using viral marketeers to advertise hardware for shitcoin mining. that'll be the top"  
[X Link](https://x.com/realhagetaka/status/1770530263522812363)  2024-03-20T19:18Z [---] followers, [---] engagements


"@eadatt Thinking of Mining Jupiter"  
[X Link](https://x.com/realhagetaka/status/1771079059084390738)  2024-03-22T07:38Z [---] followers, [---] engagements


"@justbruschi Thanks I'm trying to figure out which one to devote time to and which one wins. Sorta like IBM or Commodore or Atari or Apple or Microsoft battles from the 1980s"  
[X Link](https://x.com/realhagetaka/status/1771647149429624963)  2024-03-23T21:16Z [---] followers, [--] engagements


"@StevenShadduck Consider how much the buy back reduced SOI over the last [--] months. we'd already be close to that $18 low on relative price terms"  
[X Link](https://x.com/realhagetaka/status/1772667935691002141)  2024-03-26T16:52Z [---] followers, [---] engagements


"@SPECCAPITAL @moneyofminepod I'm trying to get there with youse. 🤪🤪🤪"  
[X Link](https://x.com/realhagetaka/status/1773813643421106387)  2024-03-29T20:45Z [---] followers, [---] engagements


"@SPECCAPITAL @moneyofminepod Make it a Saturday night so I can fly out of bum fuck & across the continent to have a Dingo with Matty a fine Italian red with JD and I'll even bring a special Christmas present for Trav if it's on the Saturday night"  
[X Link](https://x.com/realhagetaka/status/1773969920977764848)  2024-03-30T07:06Z [---] followers, [---] engagements


"@AlboMP It was Becquerel who discovered the photovoltaic effect and the boys at Bell Labs have been credited with creating the first practical solar cell. Not an Australian invention. Maybe you could ban the export of unprocessed materials like Indonesia before opening your mouth again"  
[X Link](https://x.com/realhagetaka/status/1776172455067001187)  2024-04-05T08:58Z [---] followers, [--] engagements


"@alexbhturnbull [----] or 2000"  
[X Link](https://x.com/realhagetaka/status/1776423489127485911)  2024-04-06T01:35Z [---] followers, [--] engagements


"@zhanginu Unlike inflation the jerk is not the same magnitude through time. and the snap appears inverted"  
[X Link](https://x.com/realhagetaka/status/1777055689275564059)  2024-04-07T19:27Z [---] followers, [---] engagements


"@Larryjamieson_ I'm old enough to remember the time before then. that time when pots could be had for 50c during happy hour"  
[X Link](https://x.com/realhagetaka/status/1778943929754533990)  2024-04-13T00:30Z [---] followers, [---] engagements


"excel is chugging. sixteen i7 cores and it still chuggs. =IFNA(MAX(INDEX(zones$C:$CMATCH($D2&E$1zones$A:$A&zones$B:$B0)))"-")"  
[X Link](https://x.com/realhagetaka/status/1779242261299232798)  2024-04-13T20:16Z [---] followers, [----] engagements


"@YBMCapital Curragh is the real dog. Q1 presser they'll bang on about turning a corner because of smaller dig fleet reducing costs. Of course there won't be evidence of this in the balance sheet because it hasn't had time to show up. Q2 presser. tick tock. 20c or 40c 🤷🏼♂ less than 80c"  
[X Link](https://x.com/realhagetaka/status/1780165229072298431)  2024-04-16T09:23Z [---] followers, [---] engagements


"@JamesHMackay @Michael71718318 It'll be used as a means of monetary tightening. and then you're fucked"  
[X Link](https://x.com/realhagetaka/status/1781651941359342049)  2024-04-20T11:51Z [----] followers, [--] engagements


"@ShitValueFund . and that's the point at which we buy more"  
[X Link](https://x.com/realhagetaka/status/1782538430838390787)  2024-04-22T22:34Z [---] followers, [---] engagements


"@ImmaYieldGuy @respeculator @mondyinvest Who signed that What other projects have they done"  
[X Link](https://x.com/realhagetaka/status/1783040413559132428)  2024-04-24T07:48Z [---] followers, [--] engagements


"@boronite @ImmaYieldGuy Yes they'll do well and pay it off. I'm still holding tight to my $WHC. I'm not sold on the market in 7-8 years time. That point at which both $GLEN && $BHP have consolidated their duopoly in the met coal space and operational efficiency is driven by tier two players"  
[X Link](https://x.com/realhagetaka/status/1783417266778095765)  2024-04-25T08:46Z [---] followers, [---] engagements


"@snakethumper @AnthonySarich @MichaelPascoe01 When they can't raise the debt ceiling that'll be the end of socialism because they will have effectively run out of other people's money. It's what happened in Venezuela Zimbabwe/Rhodesia Weimar Republic and it's almost at that stage in Argentina but WEF put Javier Milei in"  
[X Link](https://x.com/realhagetaka/status/1783722506513465663)  2024-04-26T04:59Z [---] followers, [--] engagements


"@snakethumper @AnthonySarich @MichaelPascoe01 Good interaction here. Thanks. Added icing on top of a good week for me. I don't know how to fix it but how to avoid the negative consequences of inflation personally. history teaches us how to do this. Simply buy #coal stonks. https://x.com/realhagetaka/status/1716651542252806551t=6kdsSjGSFK9Z01wMfEdwug&s=09 @GameofTrades_ #coal is the best hedge against inflation https://t.co/a1Uk3ER0GH https://x.com/realhagetaka/status/1716651542252806551t=6kdsSjGSFK9Z01wMfEdwug&s=09 @GameofTrades_ #coal is the best hedge against inflation"  
[X Link](https://x.com/realhagetaka/status/1784317773465931917)  2024-04-27T20:24Z [---] followers, [--] engagements


"@respeculator Please consider that the US dollar has had inflation devalue it's purchasing power since then. An inflationary 50% bump to those prices would make maybe. oh. US$15/mtu. nahhh. I'm missing something here"  
[X Link](https://x.com/realhagetaka/status/1784838867553784287)  2024-04-29T06:55Z [---] followers, [---] engagements


"@hidflect 100bps hikes per month incoming"  
[X Link](https://x.com/realhagetaka/status/1785596477630492682)  2024-05-01T09:05Z [---] followers, [---] engagements


"@corrupttrader That's Lords Table Mountain in the background"  
[X Link](https://x.com/realhagetaka/status/1786251526639685878)  2024-05-03T04:28Z [---] followers, [--] engagements


"@Cyclops_Trader @imabearhunter It's actually the desire for money that is evil. and that desire extends from the desire for power over others rather than caring for others"  
[X Link](https://x.com/realhagetaka/status/1786508810682843601)  2024-05-03T21:31Z [---] followers, [--] engagements


"@ShitValueFund The adverts that keep popping in my feed about everyone getting a $2.5k tax cut are offensive. After inflation from all that renewable energy grifting/printing. they've effectively taxed everyone. Gold & coal"  
[X Link](https://x.com/realhagetaka/status/1786935000941875598)  2024-05-05T01:44Z [---] followers, [---] engagements


"@corrupttrader @ShitValueFund The only thing I got from university other than an expensive piece of paper was an alcohol problem in response to the unhinged commies running the joint. took me decades to recover from the trauma. Everything I've ever needed beyond that bit of paper is just common sense"  
[X Link](https://x.com/realhagetaka/status/1787014324411830347)  2024-05-05T06:59Z [---] followers, [--] engagements


"Future #coal basin in the making. now please tell me. which science denying clown was it that said fossil fuels are not renewable resources. A new ocean is forming in Africa along a 35-mile crack that opened up in Ethiopia in [----]. The crack which has been expanding ever since is a result of three tectonic plates pulling away from each other. Its thought that Africas new ocean will take at least [--] million to [--] https://t.co/ru4kMSdx5S A new ocean is forming in Africa along a 35-mile crack that opened up in Ethiopia in [----]. The crack which has been expanding ever since is a result of three"  
[X Link](https://x.com/realhagetaka/status/1787047339561218236)  2024-05-05T09:11Z [---] followers, [----] engagements


"@LeeDuppie @respeculator The best thing that could occur is for Curragh to close and start fresh with a team of about ten technical people who don't rely on reports from b-grade "consultants". Could be a good pick up for the team at $BCB if they can keep their heads above water. but only once it's shut"  
[X Link](https://x.com/realhagetaka/status/1787626168205852852)  2024-05-06T23:31Z [----] followers, [--] engagements


"@ShitValueFund Nahhh. #coal always wins this race. always. $WHC $BTU $HCC $YAL $NHC $AMR $BCB"  
[X Link](https://x.com/realhagetaka/status/1788128078356689300)  2024-05-08T08:45Z [----] followers, [----] engagements


"@mfwarder Bloody fifth columnist. you'll be selling us solar panels and windmills next"  
[X Link](https://x.com/realhagetaka/status/1788156139760427269)  2024-05-08T10:37Z [---] followers, [---] engagements


"Inflation is like having to pay off the credit card after maxing it out on renewables. The instant solution to inflation is more #coal power. it's not a difficult concept"  
[X Link](https://x.com/realhagetaka/status/1789494717891400185)  2024-05-12T03:16Z [----] followers, [----] engagements


"@InvestInOnG @mfwarder @YellowLabLife Yeah because it generates a populous unable to raise an army. can't fight at night with solar power. this also creates stability"  
[X Link](https://x.com/realhagetaka/status/1789786276851286498)  2024-05-12T22:34Z [----] followers, [--] engagements


"$JMS $JMS The whales have arrived Toot toot #ManganeseMen #manganese #Squeeze"  
[X Link](https://x.com/realhagetaka/status/1789813052348453354)  2024-05-13T00:20Z [----] followers, [----] engagements


"Fun facts. Jupiter has [--] confirmed moons. The four largest known as the Galilean moons are Io Europa Ganymede and Callisto. These were discovered by Galileo Galilei in [----] and are some of the largest objects in the solar system. $jms $jms.ax"  
[X Link](https://x.com/realhagetaka/status/1790091642592178622)  2024-05-13T18:48Z [----] followers, [---] engagements


"@ShitValueFund My gold and coal shares gonna beat inflation. 😝😝😝😝😝"  
[X Link](https://x.com/realhagetaka/status/1790265304108736617)  2024-05-14T06:18Z [----] followers, [---] engagements


"#copper #nickel We're back in business. copper price rise gonna melt our coinage. #inflation"  
[X Link](https://x.com/realhagetaka/status/1790665941250134276)  2024-05-15T08:50Z [----] followers, [---] engagements


"@InspectionDeep @RawMinerals The Stavely Zone in Victoria has potential for very large lower grade copper. A space worth watching over time"  
[X Link](https://x.com/realhagetaka/status/1791276365117075780)  2024-05-17T01:15Z [----] followers, [--] engagements


"@SPECCAPITAL I got blackrock for ya"  
[X Link](https://x.com/realhagetaka/status/1791585738418721097)  2024-05-17T21:45Z [----] followers, [--] engagements


"@TRAVmoneyofmine Wen moon"  
[X Link](https://x.com/realhagetaka/status/1792387067454034366)  2024-05-20T02:49Z [----] followers, [---] engagements


"#inflation #copper #nickel #coal #gold"  
[X Link](https://x.com/realhagetaka/status/1793268716844753285)  2024-05-22T13:12Z [----] followers, [---] engagements


"@michaelcarsguy There's also $NHC $BTU $ARCH $ARLP $CEIX $HCC #601088 $GLEN $COALINDIA $EXX $BMI and many more. They're all powering AI"  
[X Link](https://x.com/realhagetaka/status/1794113507811827751)  2024-05-24T21:09Z [----] followers, [---] engagements


"@NewLowObserver @LukeyTrags @minenergybiz Lies. The world is transitioning to #coal"  
[X Link](https://x.com/realhagetaka/status/1794200477346963639)  2024-05-25T02:55Z [----] followers, [--] engagements


"@zhanginu @jessefelder Can always get $TER if that BA itch gets bigger"  
[X Link](https://x.com/realhagetaka/status/1794422356674531691)  2024-05-25T17:36Z [----] followers, [---] engagements


"@boronite It can't ramp up fast enough. The AI arms race is upon us. It's all about getting the models built first. and first will be fastest. The fastest way to get power is with #coal"  
[X Link](https://x.com/realhagetaka/status/1794638056366166119)  2024-05-26T07:53Z [----] followers, [--] engagements


"@DamnYeahCrypto Cisco made and controlled the new roads for our econony. Nvidia controls the software stack between the hardware and AI applications. The more things change the more stay the same. Buy #coal stonks. Be happy"  
[X Link](https://x.com/realhagetaka/status/1794654886363365438)  2024-05-26T09:00Z [----] followers, [--] engagements


"@inglouriouscap $NVDA might own the hardware and software stack what interfaces to the AI upon which $META & $GOOG & $MSFT build their products. but the brutal reality is that they're all built on the power of #coal"  
[X Link](https://x.com/realhagetaka/status/1795182690792071665)  2024-05-27T19:58Z [----] followers, [---] engagements


"@respeculator I see to remember something about approval being given for four trains at Gladstone but only two were built"  
[X Link](https://x.com/realhagetaka/status/1795375743524130900)  2024-05-28T08:45Z [----] followers, [---] engagements


"@respeculator [--] LNG trains in Gladstone. QCLNG: [--] trains owned by BG Group APLNG: [--] trains owned by Origin Energy ConocoPhillips and Sinopec GLNG: [--] train owned by Santos Petronas TotalEnergies and Kogas Arrow proposed 2-4 not built BG proposed a fourth not built"  
[X Link](https://x.com/realhagetaka/status/1795378660545118674)  2024-05-28T08:56Z [----] followers, [---] engagements


"@THE_ROBBO_ @DebraG_Robins Not keen on crapto coins and not keen on uranium. The others describe most of my holdings"  
[X Link](https://x.com/realhagetaka/status/1795392776257081714)  2024-05-28T09:52Z [----] followers, [--] engagements


"@RodneyForrest00 AI is #coal powered. There's one fundamental play here. #KingCoal $HNRG $YAL $WHC $CEIX $BTU $ARCH 💪💪💪💪 https://x.com/realhagetaka/status/1796285193927671827t=hkw4VLRp69AafSn25NHXOw&s=19 @corrupttrader Wyoming & Central Queensland to be the next Silicon Valleys. . or will we call them. #CoalValley https://t.co/VbUwncHLI2 https://x.com/realhagetaka/status/1796285193927671827t=hkw4VLRp69AafSn25NHXOw&s=19 @corrupttrader Wyoming & Central Queensland to be the next Silicon Valleys. . or will we call them. #CoalValley https://t.co/VbUwncHLI2"  
[X Link](https://x.com/realhagetaka/status/1796306560853139564)  2024-05-30T22:23Z [----] followers, [---] engagements


"@LukeyTrags @ImmaYieldGuy boooyahhhh #coal $HNRG $WHC $CEIX $BTU $ARCH $ARLP $NHC $SMR $YAL"  
[X Link](https://x.com/realhagetaka/status/1796348610482933956)  2024-05-31T01:10Z [----] followers, [---] engagements


"Lets all be looking at the AI stack. $GOOG $META $AMZN $MSFT --------------------------------- $NVDA --------------------------------- Electricity poles and wires --------------------------------- COOOOOOOOOALLL @marketplunger1 Shoulder season almost over - sunny skies and warm temps ahead for ze thermal bois $CEIX India elections almost done and Q3 budgets opening up July [--] for ze met bois $AMR $HCC $BTU and $WHC.AX getting tailwinds from both Good days ahead for #CoalTwitter 🥳 https://t.co/g3AMzxHdbw @marketplunger1 Shoulder season almost over - sunny skies and warm temps ahead for ze"  
[X Link](https://x.com/realhagetaka/status/1796734156116033918)  2024-06-01T02:42Z [----] followers, [----] engagements


"@EllieMcDee @newstart_2024 Neither. It'll be #coal. hence the name Blackrock. It's been obvious for decades. since before blackrock was even called blackrock. just that y'all chose to deny the science & ignore it. $BTU $CEIX $YAL $WHC $NHC $ARCH $HNRG"  
[X Link](https://x.com/realhagetaka/status/1796894940892708934)  2024-06-01T13:21Z [----] followers, [---] engagements


"@ImmaYieldGuy Underwriting coal power. This is a real world example of socialism lifting itself up by the bootstraps. Human stupidity knows no bounds. Inflationary to the max. 🤷🏼♂🤷🏼♂ 😒😒 🤷🏼♂🤷🏼♂ 😒😒"  
[X Link](https://x.com/realhagetaka/status/1796975287890317371)  2024-06-01T18:41Z [----] followers, [--] engagements


"@SPECCAPITAL Blackrock gonna pump the blackrock"  
[X Link](https://x.com/realhagetaka/status/1797047834577076618)  2024-06-01T23:29Z [----] followers, [---] engagements


"@LukeyTrags @sns_trader We're on the runway of coals four year cycle. Muted shoulder season next year. A good solid $170-200/t average for [--] months over the horizon would be nice. although my crystal ball is telling me the AI power thang gonna pump our numbers instead during this cycle"  
[X Link](https://x.com/realhagetaka/status/1797172545768329640)  2024-06-02T07:44Z [----] followers, [---] engagements


"@Geologo_Trader @trader_ferg Ask yourself why Microsoft Meta and others are building big fuck off data centres in Wyoming again. remembering that this is where the powder river basin hosts big fuck off #coal seams. They know ESG is bullshit. They know they need #coal 💪💪💪💪 https://maps.app.goo.gl/c5FMniA7Er5kLVXT9 https://maps.app.goo.gl/c5FMniA7Er5kLVXT9"  
[X Link](https://x.com/realhagetaka/status/1797175946291904991)  2024-06-02T07:58Z [----] followers, [---] engagements


"@OakInAlexandria Isn't the commander chief trans"  
[X Link](https://x.com/realhagetaka/status/1797439331180879937)  2024-06-03T01:25Z [----] followers, [---] engagements


"@claimenza Your fake science doesn't explain low birth rates elsewhere in the world. Feminism and affirmative action however most certainly can"  
[X Link](https://x.com/realhagetaka/status/1798442149761241355)  2024-06-05T19:49Z [----] followers, [---] engagements


"@LukeyTrags When people say that the stock market is a casino run by thieves. this is what they're talking about. The grift is real"  
[X Link](https://x.com/realhagetaka/status/1798829179900924002)  2024-06-06T21:27Z [----] followers, [---] engagements


"@PraiseKek @TRAVmoneyofmine @YellowLabLife @moneyofminepod @SergeyNazarov @ChainLinkGod @BFresh256 . and out of ground resources through the supply chain. that's never going to fly unless it's a grift. feels close but no. Proof of in ground reserves. only when software vendors open source their code so models can be openly published and are reproducible"  
[X Link](https://x.com/realhagetaka/status/1800593169421382041)  2024-06-11T18:17Z [----] followers, [---] engagements


"@mfwarder @respeculator That's the media part of social media"  
[X Link](https://x.com/realhagetaka/status/1804261809559605563)  2024-06-21T21:15Z [----] followers, [---] engagements


"@TwainsMustache TLDR: never confuse a bull market for brains"  
[X Link](https://x.com/realhagetaka/status/1804558359141761147)  2024-06-22T16:53Z [----] followers, [---] engagements


"@RazorOil Gotta power them nvidia chips with something. I wonder what the fastest to market power source could be. 🤔🤔🤔"  
[X Link](https://x.com/realhagetaka/status/1804568015826198624)  2024-06-22T17:31Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@realhagetaka Avatar @realhagetaka ハゲタカ

ハゲタカ posts on X about $whc, $yalax, $whcax, $yal the most. They currently have [------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -58%
  • [--] Month [------] -34%
  • [--] Months [-------] +25%
  • [--] Year [-------] -96%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] -89%
  • [--] Month [---] +5.70%
  • [--] Months [---] +180%
  • [--] Year [---] +55%

Followers: [------] #

Followers Line Chart

  • [--] Week [-----] +0.60%
  • [--] Month [-----] +4.30%
  • [--] Months [-----] +13%
  • [--] Year [-----] +19%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence finance stocks countries cryptocurrencies technology brands travel destinations automotive brands currencies celebrities social networks

Social topic influence $whc, $yalax #3, $whcax #2, $yal, $smrax #2, $btu, $smr, silver, $nhcax #4, $crnax

Top accounts mentioned or mentioned by @lukeytrags @respeculator @zhanginu @lambdownunder @immayieldguy @mfwarder @k311126 @mondyinvest @hsiuchinchen095 @twinturboce1ica @grok @phipho @hsiuchinchen168 @corrupttrader @shitvaluefund @coaltracker @ausnotes @sr71blackbirds @yellowlablife @jamesmo86676773

Top assets mentioned Peabody Energy Corporation (BTU) NuScale Power Corporation (SMR) Blockchain Bets (BCB) BHP Group Limited (BHP) CONSOL Energy Inc. (CEIX) Archway (ARCH) FIRST MAJESTIC SILVER CORP (AG) Cornerstone Building Brands, Inc. (CNR) Warrior Met Coal, Inc. (HCC) Alpha Metallurgical Resources, Inc. (AMR) Teradyne, Inc. (TER) NVIDIA Corp. (NVDA) Alliance Resource Partners LP (ARLP)

Top Social Posts

Top posts by engagements in the last [--] hours

"@jcmyck $EVN.AX"
X Link 2022-07-14T23:29Z [----] followers, [--] engagements

"@jcmyck $EVN.AX $STO.AX $NST.AX"
X Link 2022-07-14T23:32Z [----] followers, [--] engagements

"@BDEPardell $NHC $WDS $EVN #NC1 $RVT All on the asx"
X Link 2023-01-02T04:48Z [----] followers, [---] engagements

"@coaltracker Of recent times it's thermal. Currently undergoing ops to harvest out some coke from the blend. . but yeah. $CKA to the moon"
X Link 2023-01-14T06:50Z [----] followers, [---] engagements

"@coaltracker Is that cotton sheeting under the floor of that "stockpile" Looks like there's no more than 200t at the "jetty" compared with that 75t digger in the background. Talk about a backyard operation. $CKA"
X Link 2023-02-23T01:41Z [----] followers, [----] engagements

"Good morning Bluff Mine. $BCB"
X Link 2023-03-24T00:08Z [----] followers, [----] engagements

"Cash is slowly being removed from circulation. Australian coins are still worth more as a melted product than their face value. #nickel #copper"
X Link 2023-03-30T01:09Z [----] followers, [---] engagements

"Still Melting. #nickel #copper $MCR.AX $PIO.AX $IGO.AX $WMG.AX #NC1.AX"
X Link 2023-04-12T23:14Z [----] followers, [---] engagements

"@OneMoreif $NHC $WHC $YAL $SMR I hear that the BMC leftovers at SMR are not only incapable of doing exploration themselves. they're so incompetent that they can't even organise subbies to do it"
X Link 2023-06-15T07:53Z [----] followers, [---] engagements

"@Integr8byDarts @MktSleuth @tradedollarnut @TwinTurboCe1ica Yes. I haven't seen coal quality data from Teck. however I'm aware that the Elk Valley does contain high fluidity coals with similar qualities to Goonside"
X Link 2023-06-18T20:41Z [----] followers, [--] engagements

"What cost of living crisis More interest rate hikes required. More pain required. Short the banks"
X Link 2023-06-25T06:52Z [---] followers, [--] engagements

"@Josh_Young_1 This is coming to #coal Last year was only the first rocket"
X Link 2023-06-29T20:40Z [---] followers, [---] engagements

"Hello twitter. Please assist. I want to convert en into oz AUD sometime in the next six to twelve months. I know how to do it but I have no idea where to start looking for ideas on timing this move. Is there a seasonal time which is best Just average it across [--] months"
X Link 2023-06-30T00:50Z [---] followers, [--] engagements

"@mondyinvest @YellowLabLife Poll doesn't allow two responses. BUMA & Yancoal is my gut instinct. Either or both wouldn't surprise me"
X Link 2023-07-08T00:25Z [---] followers, [---] engagements

"@Peninsula_Bakes Their ABC memory holed it. It doesn't fit their "progressive" narrative. Unfortunately for Their ABC; the internet is forever. They'll cry "copyright" on publicly funded production if uploaded in full. and in the same breath they'll demand royalties on said public resources"
X Link 2023-07-11T02:09Z [---] followers, [---] engagements

"@respeculator @EBIT_duhhh @mfwarder I get the vibe that $SMR does do SSCC; although I hear that they may struggle to get that 200ddpm on a consistent basis for their entire package of seams. hence the PCI supplement. SSCC is more related to coal measures and the Rangal Coals extends from Collinsville to Sydney"
X Link 2023-07-15T02:30Z [---] followers, [--] engagements

"@respeculator I'm pre-emptively early and taking a guess. but. I reckon that their SSCC is going to be priced back towards thermal post BMA sale. The fluidity/CSR is not good enough to be used in a blast furnace. It needs to be blended up and no longer has big brother from goonside to help"
X Link 2023-07-15T10:02Z [----] followers, [---] engagements

"@LukeyTrags The party is just getting staryed. James Bay is where its at. Massive Archaean shield full of granites with pegmatitic intrusions. Hydro electric infrastructure and roads in place. $BLZ $BM8 $C1X $CRR $CY5 $GT1 $KOB $LLI $LM1 $MEG $MM1 $OM1 $PMT $PR1 $RON $SUM $WR1"
X Link 2023-07-20T09:04Z [----] followers, [----] engagements

"@theyhatemetoo @respeculator Fanciful but I had a dream last night. $AGL + $ORG == $25b capital using x mpta coal equivalent to service 8m people. $YAL + $WHC + $NHC == $25b capital providing 60mtpa coal to service z people. The alpha is in the hydrocarbon bond; not the retail"
X Link 2023-07-21T19:18Z [---] followers, [---] engagements

"@LukeyTrags $NHC is the goat. $NHC $YAL $WHC FEW"
X Link 2023-07-23T07:28Z [----] followers, [---] engagements

"@mondyinvest Thinking more on this overnight. The bigger picture problem facing $BCB (or any new start up) into the future is access to rail/port. It costs $75/t to get coal from the Burton Complex onto a boat. Consider that it costs $10/t to send a boat of coal from Queensland to Asia"
X Link 2023-07-27T19:55Z [----] followers, [---] engagements

"This is why I couldn't get Maccas the other day at [----] on a Sunday evening. The door was locked because work in the mines pay more. 🤷🏼♂🤷🏼♂ 🍟🍟 🍔🍔 https://www.news.com.au/finance/business/mining/150kayear-mining-jobs-with-no-industry-experience-needed/news-story/0a1d075172f08d991d4d8c646b53d781 https://www.news.com.au/finance/business/mining/150kayear-mining-jobs-with-no-industry-experience-needed/news-story/0a1d075172f08d991d4d8c646b53d781"
X Link 2023-08-03T13:08Z [----] followers, [---] engagements

"@LukeyTrags @JamesMo86676773 What he said 👆 $BCB is at the mercy of port/rail. If we see sustained +au$220/t then they'll start printing. Right now I'd rather stick with the low cost high margin operators aka "the four pillars of coal" $SMR $YAL $NHC $WHC"
X Link 2023-08-10T09:53Z [---] followers, [---] engagements

"@LukeyTrags @TheGladiatorHC As the global economy transitions to coal power"
X Link 2023-08-10T13:52Z [---] followers, [--] engagements

"$BHP will be getting super desperate for #copper & #nickel geos soon. I heard they're offering $500k to people with good geo brains. When they admit that only #coal can provide our energy needs moving forward. 🚀🌛 Oh. also. READ THE NOTES"
X Link 2023-08-15T15:09Z [---] followers, [---] engagements

"@dyer440 I'm taking a view to start moving capital off shore for this reason. Watching the macro arbitrage positioning carefully. More taxes on hydrocarbon exports == lower AUD"
X Link 2023-08-22T16:10Z [---] followers, [---] engagements

"@mondyinvest @NeilRingdahl No idea. I've never though to check the accounts from drill and blast"
X Link 2023-08-26T09:00Z [---] followers, [---] engagements

"@respeculator @mondyinvest @NeilRingdahl Doesn't look like through seam shot so most of the loss is likely at the edge of the highwall. The pressure from the blast above would shunt maybe 5m of coal out towards the low wall"
X Link 2023-08-26T09:11Z [----] followers, [---] engagements

"It's all about power & control. If you control the power Then you control the money supply Then you control the news Then you control the present Then you control the past Then you control the future Then you control the world It's all about power & control"
X Link 2023-09-06T03:46Z [---] followers, [----] engagements

"@I_am_Lake_Macq @australian Considering $SMR balance sheet that looks like a bid for Daunia only. Makes me feel like a low $3b bid for both (including rehab liability) might be the reality from $WHC"
X Link 2023-09-15T05:19Z [---] followers, [--] engagements

"@NickTartaris @fulovitboss It's about deconstruction Western civilisation and it's fiat back to third world shit hole status. Precious metals for the win. and remember how upstream of precious metals is our favourite. #coal. because it's necessary to mine (print) more gold"
X Link 2023-09-15T08:51Z [---] followers, [--] engagements

"@ausnotes @pappi_sanchez When I ran the numbers a few years back it was pragmatically sketchy as a single "transition" solution. Technology is top of class. Vanadium supply is expensive. Price is what you pay. Value is what you get. Look into $RVT and the Julia Creek region"
X Link 2023-09-15T15:39Z [----] followers, [---] engagements

"@Rory_Johnston @BlueFlameBlues The thirst for political power is driven by the desire to control the hydrocarbon economy. Whoever controls the coal oil and gas controls the money and the guns. #hydrocarboneconomy #politicalpower"
X Link 2023-09-15T16:33Z [---] followers, [--] engagements

"@zhanginu $SMR was selling some cargoes for over $600/t. They got lucky with the timing. never confuse a bull market for brains"
X Link 2023-09-16T04:06Z [---] followers, [--] engagements

". and then $WHC politely said: "nunnya business now piss off - we're running the show here not you""
X Link 2023-09-18T19:30Z [---] followers, [----] engagements

"@JamesMo86676773 @jmcduling @LukeyTrags Won't raise fresh equity. Probably means vendor finance"
X Link 2023-09-29T05:51Z [---] followers, [---] engagements

"@BLSHigh Now imagine how productive a robot truck might be. Daunia"
X Link 2023-10-02T12:12Z [---] followers, [---] engagements

"@GardnerRhod @Dimitrios_1963 100bps rate hike incoming"
X Link 2023-10-03T01:53Z [---] followers, [--] engagements

"@zhanginu A dangerous precedent. This'll be nasty if it leaks outside of SMSF. Taxing something that doesn't yet exist. It's like printing money with no governor. Problems occur when inflation and yields move in relative opposite directions. Snap crash ato owes you the loss forever"
X Link 2023-10-03T17:31Z [---] followers, [--] engagements

"@GAAA1970s @ASX__Trader $YAL $SMR $WHC $NHC most others"
X Link 2023-10-04T04:45Z [---] followers, [---] engagements

"@LukeyTrags @mfwarder Maybe we should let @simonjnicholas know about these typographical errors"
X Link 2023-10-06T01:54Z [---] followers, [---] engagements

"@whirlybard You could always go USD. or JPY if you're ultra edgy"
X Link 2023-10-06T02:29Z [---] followers, [--] engagements

"@MuffinmanMagic Electricity is required regardless it's essential for civilisation. When oil/gas is squeezed out due to physical location availability coal steps in due to relative abundance & ease of deployment. I'm visioning geopolitics causing coal (hydrocarbons generally) to rise vs USD"
X Link 2023-10-08T04:18Z [---] followers, [---] engagements

"@JamesMo86676773 @zhanginu @TheOldManNB @icrypto_Mom @Josh_Young_1 @WallStreetSilv $OXY $CVX $ACDC $NFE $PBR Let's not get ahead of ourselves with the "war" concept. This isn't the first Israel response to be triggered. The others have usually involved a swift response and it was all over. IMHO key is: can the eastern bloc & NATO afford to open another front"
X Link 2023-10-08T11:18Z [---] followers, [---] engagements

"The real question here is: who will win; Queensland or Western Australia"
X Link 2023-10-14T08:18Z [---] followers, [---] engagements

"@zhanginu Marxian brainwashing. It's worth noting that the top six no electorates has 80%+ no and they hold nearly all of Queenslands oil/gas/coal resources. The Australian Donbas"
X Link 2023-10-15T22:36Z [---] followers, [---] engagements

"That moment when you use Excel to reverse engineer the constant -0.522*ln(x)+5.22 and use it convert unknown CPS in LAS into G/CC. and it actually works"
X Link 2023-10-17T05:30Z [---] followers, [---] engagements

"@agnostoxxx There's dumb & there's stupid. Nothing wrong with being dumb. Everything wrong with being dumb & stupid. Dumb people know not to be stupid. Unfortunately it's smart people who can be the most stupid. Hence the idiom. So smart that they're stupid"
X Link 2023-10-17T20:05Z [---] followers, [--] engagements

"@pappi_sanchez @mfwarder @LukeyTrags Short term there's great opportunity to buy $WHC for the long term. I see more short term gains in $YAL right now so I'm skewed that way"
X Link 2023-10-19T21:13Z [---] followers, [---] engagements

"@pappi_sanchez @mfwarder @LukeyTrags I see a great deal but it has risk/reward. The reward doesn't kick in for several years unless coal prices moons harder than [----]. The risk is that coal price maintains status quo or lower. implies $WHC prices like a tech bro co or it keeps a 6/7 handle until debt payed 2027+"
X Link 2023-10-19T21:27Z [---] followers, [---] engagements

"@LukeyTrags @GameofTrades_ Coal prices on the rise as fiat inflation heats up Inflation weakens the value of fiat currencies making coal more attractive as hedge against inflation. It's literally the fundamental unit of currency on which fiat is based. It's better than gold"
X Link 2023-10-20T16:47Z [---] followers, [---] engagements

"@LukeyTrags @whirlybard @TetonCapital1 We're definitely coming into buying opportunity for $WHC"
X Link 2023-10-21T23:15Z [---] followers, [---] engagements

"@whirlybard @TetonCapital1 My numbers definitely say $YAL + $SMR $WHC for the short term. A good portion of the cash flow from those two has $WHC written all over it"
X Link 2023-10-21T23:20Z [---] followers, [---] engagements

"@FbmHero @I_am_Lake_Macq @LukeyTrags I'm preferencing $YAL + $SMR short term. Then $WHC long term. I want to see some more pullbacks in $NHC before I start rebuilding that position"
X Link 2023-11-02T20:53Z [---] followers, [---] engagements

"@TwinTurboCe1ica $SMR + $YAL $WHC"
X Link 2023-11-06T03:36Z [---] followers, [---] engagements

"@LukeyTrags @TwinTurboCe1ica It's not just taxpayers who they live off. They print money dilute the existing money supply and are effectively taxing everyone via inflation"
X Link 2023-11-07T22:40Z [---] followers, [---] engagements

"@SamaHoole @NickTartaris"
X Link 2023-11-09T09:35Z [---] followers, [--] engagements

"@hsiuchinchen095 @LukeyTrags I'll be sure to pack cash. flat; not folded or rolled"
X Link 2023-11-14T01:39Z [---] followers, [--] engagements

"@JamesMo86676773 @DeezPeanutsss No M&A until they proove they can get production pumping. and that won't show on the balance sheet for 6-12 months after the tonnes start moving reliably. Look for other MDLs coming online that could be a tell. MDL352 seeking approval next"
X Link 2023-11-20T19:16Z [----] followers, [---] engagements

"@LukeyTrags . and while we wait decades for these nuclear plants to be built. the world needs #coal"
X Link 2023-11-21T00:19Z [---] followers, [---] engagements

"Wishing all our American friends a happy thanksgiving. God bless the USA"
X Link 2023-11-24T00:56Z [---] followers, [---] engagements

"@doug_dag @YellowLabLife Eventually the gravy train will come to an end. and what will they do with all that gravy"
X Link 2023-11-25T06:49Z [---] followers, [--] engagements

"@Carrot70 @LukeyTrags @westy2906 Remind us again about those massive government subsides for setup and how coal subsidises you every time the wind isn't blowing at night"
X Link 2023-11-25T07:17Z [---] followers, [--] engagements

"@Carrot70 @LukeyTrags @westy2906 Fossil fuels get zero subsidies pal. Those home based solar installs get $8000 subsidies in Australia. Every. Single. Time"
X Link 2023-11-25T07:25Z [---] followers, [--] engagements

"@DkOkenia @zhanginu Calorific value is calorific value. Continual higher demand with artificially restrained supply. It's not lazy to say that this is a recipe for higher prices and greater cash flow"
X Link 2023-11-25T20:54Z [---] followers, [--] engagements

"@Cycleops70 @Carrot70 @LukeyTrags @westy2906 Nowhere near the $57b you keep claiming. Keep looking pal. and while you're at it. learn to read a balance sheet"
X Link 2023-11-26T05:36Z [---] followers, [--] engagements

"@Cycleops70 @Carrot70 @LukeyTrags @westy2906 They're wild baseless claims. No proof. Where's the balance sheet I'm not sure you understand the meaning of the world "relevant". Your burner account needs burning"
X Link 2023-11-26T05:55Z [---] followers, [--] engagements

"@TrentBuckle Gladstone construction starts next year and h2 production in [----]. Watching that space for a tell"
X Link 2023-11-26T07:24Z [---] followers, [---] engagements

"@DkOkenia @zhanginu How does one ramp up/down CPP Seasonally"
X Link 2023-11-26T08:56Z [---] followers, [--] engagements

"@TwinTurboCe1ica There is a distinct difference between "rich" & "wealthy". These hippies are "rich" and can afford to do as they please whilst having no regard for their fellow humans. Maybe it's a good thing that they've been suckered into the climate cult. Relatively harmless albeit annoying"
X Link 2023-11-27T05:55Z [---] followers, [---] engagements

"@coaltracker What happened to the previous contractor"
X Link 2023-11-29T12:57Z [----] followers, [---] engagements

"@Pierrepantz23 @eadatt Yes a fool and his money are soon parted. .so a big thank you to Paul Keating for standing in the way of Brookfield and the ESG fools"
X Link 2023-11-30T00:52Z [---] followers, [--] engagements

"@LukeyTrags @TwinTurboCe1ica @Cyclops_Trader Off the show. how low can it go"
X Link 2023-11-30T01:01Z [---] followers, [---] engagements

"@Edark94 With a recumbent & faulted coal deposit. will need to know something along the line of the production model reconciliation numbers. As in not just bulk accuracy over the long term but the monthly precision and variance. Refining this question. 🤔🤔🤔"
X Link 2023-11-30T10:32Z [----] followers, [---] engagements

"@mfwarder @TheBigLong2019 @respeculator Gas drainage might necessitate higher opex considering that's why the northern panels were closed early & unfinished . but the new southern panels are closer to goonside mine which probably means higher quality coal. Prior performance isn't always indicative of the future"
X Link 2023-12-04T04:10Z [----] followers, [---] engagements

"#coal prices as we move forward. $YAL $WHC $NHC $SMR"
X Link 2023-12-05T02:50Z [---] followers, [----] engagements

"@SiddC17 @mfwarder $SMR $BHP $BCB $BTU $GLEN all in the line of fire. Probably a non event. First cyclones usually get blown out into the pacific"
X Link 2023-12-05T19:50Z [---] followers, [---] engagements

"@Will_UKing It's the free cash flow that'll ignite this moon rocket"
X Link 2023-12-08T22:47Z [---] followers, [---] engagements

"@pappi_sanchez The people complaining are easily on $200k+ per year. They're top dog safety people. the same stupid fuckers who forced everyone at BMA to take experimental drugs that had zero safety data. in an attempt to keep people safe from a "runny nose". I hope they lose everything"
X Link 2023-12-10T21:29Z [---] followers, [---] engagements

"@pappi_sanchez I'm not sure that the union is as strong as you believe. It's worth looking at the election results in all the coal mine regions of Queensland. They're very strong LNP & One Nation regions. the ALP struggles to have more than 25% core voters and relies on the swinging voter"
X Link 2023-12-10T22:58Z [---] followers, [--] engagements

"@LukeyTrags Don't forget the debacle he presided over with that $SMR sale at the same time PCI prices went to the moon"
X Link 2023-12-11T06:38Z [---] followers, [---] engagements

"@corrupttrader @pappi_sanchez OCEs have the authority to shut the show down until safety is fixed. They're currently threatening to do it over $100k in their personal bank accounts but they wouldn't do it over an experimental drug which had no safety or efficacy data. Mob of dirty cunts"
X Link 2023-12-11T18:33Z [---] followers, [--] engagements

"@zhanginu Uber bro"
X Link 2023-12-16T07:25Z [---] followers, [---] engagements

"@Ciovo2 @coaltracker I use long run low estimates for underlying coal price to give base case. First sale of 23k after saying two more weeks for two years. No indication of quality other than pit photos which presented thermal grades. Lets see sales double first. I've heard "next quarter" before"
X Link 2023-12-17T04:55Z [---] followers, [---] engagements

"@Ciovo2 @coaltracker All good. I'm watching it with interest. It may surprise but I'm not expecting anything exciting anytime soon. BHP went through the region in the 1970s. If it were any good it would have been opened up before this"
X Link 2023-12-17T05:29Z [----] followers, [--] engagements

"@Ciovo2 @coaltracker Steady cash flow being the key. The company has been telling us every other minor detail. Let's see if they can do monthly or quarterly sales announcements. I think their ramp up schedule is ambitious but again we'll see"
X Link 2023-12-17T05:34Z [---] followers, [--] engagements

"@zhanginu Translation: we're not smart enough to build anything; we're only capable of purchasing "plug and play" solar panels to patch the bleed. and we can only afford these toys because we sell the manufacturers coal"
X Link 2023-12-20T21:36Z [---] followers, [---] engagements

"@CoalNewswire It's been dry. That's drilling meters. $MSV"
X Link 2023-12-21T19:12Z [----] followers, [---] engagements

"@sr71blackbirds @CoalNewswire Dry weather this quarter backs up claims of "upper end of guidance". With Roper Creek diversion done & a bit of dry weather next year. That 36mt is gunna look small. 40mtpa here we come"
X Link 2023-12-22T07:44Z [---] followers, [--] engagements

"@Darryl78711056 Drilling straight isn't as important as hitting the target which is dead simple in coal. If geologists can't cope with bent holes in coal; then they're not real geologists and should be paid at 50% the rate of a fieldy"
X Link 2023-12-27T22:03Z [---] followers, [--] engagements

"@JamesHMackay OF == multiple standard deviations of mental instability above the mean. Eddie Murphy was correct in "Coming to America"; good girls go to church"
X Link 2023-12-28T20:40Z [---] followers, [---] engagements

"@corrupttrader @dyer440 Grader We're gunna need a dozer to cut that dry line"
X Link 2023-12-31T21:10Z [---] followers, [--] engagements

"@Hanakookie1 @InvestInOnG So you're betting on that much inflation to lift a quaternary industry to the moon In that case my preference is to go to the primary source and ride hydrocarbons out beyond the asteroid belt & onto the moons of Jupiter"
X Link 2024-01-01T02:51Z [---] followers, [--] engagements

"@ADL_PropDrops Cash flow positive. The only way forward"
X Link 2024-01-02T04:10Z [--] followers, [---] engagements

"@EricWangHermit Aussie names unable to compete with MONGOLIA I fuggin LOVE MONGOLIAN COAL MINERS @Edark94 https://t.co/UgUdWRGU3e I fuggin LOVE MONGOLIAN COAL MINERS @Edark94 https://t.co/UgUdWRGU3e"
X Link 2024-01-02T07:29Z [---] followers, [--] engagements

"@mfwarder @TwainsMustache Equality of outcome or equality of opportunity"
X Link 2024-01-02T22:05Z [--] followers, [---] engagements

"@SPECCAPITAL @CommBank Toyota Hybrid. [----] km on a tank of fuel at less than 6l/100km. No plugs or messy chargers. Self contained system. No range anxiety or high power bills. Can't recommend them enough"
X Link 2024-01-07T06:44Z [---] followers, [---] engagements

"@corrupttrader Divvy felt like a golden handshake for GEAR. BCB won't be ready for a while yet and it's complicated by the debt structure potentially blocking things. Stanmore feels more of an undervalued yield play"
X Link 2024-01-09T08:48Z [----] followers, [---] engagements

"Who said X was going broke. Talk about taking control of the overton window. 👀 👀 👀 Don Lemon show coming to Don Lemon show coming to"
X Link 2024-01-09T21:48Z [---] followers, [---] engagements

"@hsiuchinchen095 @JBAD1994"
X Link 2024-01-10T02:40Z [---] followers, [--] engagements

"@BshpKing @JamesMo86676773 @LukeyTrags Yes they are but will the Milliners change tact or will they buy it all for themselves"
X Link 2024-01-10T17:23Z [---] followers, [--] engagements

"@zhanginu @YellowLabLife @respeculator @dyer440 @InvestInOnG @LukeyTrags Maybe something to investigate. If that date has been pulled forward why rush to close the deal. Who is doing the selling. no one likes a pushy salesman. they're dodgy mofos. Maybe just a couple of typos but something smells rotten here"
X Link 2024-01-17T22:16Z [---] followers, [---] engagements

"@eadatt @zhanginu @InspectionDeep @respeculator @InvestInOnG @LukeyTrags I'm ecstatic with this one. The FCF at cycle bottom for $YAL is nearly the same as $WHC with the BMA assets included. and no risk of production downgrades after vendor highgrading"
X Link 2024-01-18T10:24Z [---] followers, [----] engagements

"@hsiuchinchen095 I'm happy in the knowledge that my little hatchings boarding fees are tucked away in this one. I sleep well at night"
X Link 2024-01-18T14:38Z [---] followers, [---] engagements

"@beerzy99 @InvestInOnG Stepping on from this. gotta ask what happens to the $WHC FCFy if the BMA tonnes continue to experience material downgrades from [--] to [--] to 10"
X Link 2024-01-18T23:09Z [--] followers, [---] engagements

"@TRAVmoneyofmine Green nickel just don't work in Australia. It's time to open up the Julia Creek oil shale and extract that Vanadium. because. you know. its all green and saves the planet. $RVT"
X Link 2024-01-23T02:09Z [----] followers, [---] engagements

"@eadatt NiMH hybrids superior. Power distribution network already in place. No need to rebuild electrical grids. EV is luxury vehicle nothing more nothing less"
X Link 2024-01-26T02:42Z [---] followers, [---] engagements

"@PaulSaladino7 @ZeroSumBond Guaranteed to the point where a short squeeze on coal begins. Can't quickly ramp coal supply like gas if there's been no thermal exploration & development for a generation of the workforce . much more of this idle time and nearly all business intelligence will be lost"
X Link 2024-01-28T19:49Z [----] followers, [---] engagements

"@LukeyTrags @elonmusk That's the bonus. Real goal is to make the mass fight itself internally rather than externally. The mob can't mobilise and build weapons of war to fight overseas if they're confused & fighting each other"
X Link 2024-01-31T01:22Z [---] followers, [--] engagements

"@Lehman_Bro @costanzakapital @respeculator Ummm. yeah. You do realise that the coal train is leaving the current station soon. it's time to get on board. alpha is had in the first third of the rally. and we're still in the first third. Don't say you weren't told. Coal is for winners; and winners are grinners"
X Link 2024-02-01T12:17Z [---] followers, [--] engagements

"@hsiuchinchen095 @LukeyTrags Why is #coal the answer to nearly every investment decision 🤔🤔 🤔🤔"
X Link 2024-02-01T19:29Z [---] followers, [--] engagements

"@BULLReturns Depends if you're looking at the four year cycle or the generational one. Next couple of four years cycles looking to compound on each other as we play catch up after wasting time on the "transition". Nuclear also going to benefit but can't build out as fast so it'll flashpan"
X Link 2024-02-04T01:51Z [---] followers, [---] engagements

"@ShitValueFund It's that we've passed the point of diminishing returns what gets me shaking my head. This is why the Volkswagen emissions fraud took place a few years back. There's a point beyond which it isn't possible to increase efficiencies. Science has boundaries and constraints"
X Link 2024-02-05T06:40Z [---] followers, [---] engagements

"@zhanginu "Get your own" is also another favourite of mine"
X Link 2024-02-05T06:46Z [---] followers, [---] engagements

"@HomosexualMan1 Imagine if $NVDA started building those data centres in the powder river basin & powered them with coal. How would the locals in Gillette cope with an influx of Silicon Valley progressives"
X Link 2024-02-11T02:49Z [---] followers, [---] engagements

"@reyching_ @jonathanslusser Isn't that the acquisition date"
X Link 2024-02-13T10:52Z [---] followers, [--] engagements

"Structural flaws or sabotage with a hand held angle grinder. These things have been standing for decades without a problem. Why now Is someone trying to force narrative change"
X Link 2024-02-13T21:37Z [---] followers, [----] engagements

"I'm all on board with the "keeping it local" approach however as the big fella once said: @JamesHMackay I dont mind paying tax. I built my wealth here and I am happy to contribute more then others in return. Personally Im a advocate of keeping your money in US/Canada but we will see how this unfolds overtime. @JamesHMackay I dont mind paying tax. I built my wealth here and I am happy to contribute more then others in return. Personally Im a advocate of keeping your money in US/Canada but we will see how this unfolds overtime"
X Link 2024-02-17T20:05Z [---] followers, [----] engagements

"@Scottyb86300839 @matty_dbr July [----]. [----] with a good tailwind"
X Link 2024-02-18T05:16Z [---] followers, [--] engagements

"@JamesMo86676773 @mattjcan I hear you. I've never experienced such a resilience in second hand car pricing. Are diesel engine vehicles the next property boom Buy now or your kids get locked out of the market 🤪😜🤪😜"
X Link 2024-02-19T00:37Z [---] followers, [--] engagements

"@LukeyTrags @Tbone_Al 48-49c for the standard divvy as I calculated it. which leaves around $740m for working capital and a special divvy. An extra 20c is $264m leaving around $480m for working capital. They appear to be able to afford it but will they do it"
X Link 2024-02-19T02:10Z [---] followers, [---] engagements

"@hsiuchinchen095 @JamesMo86676773 @PeteWargent Real Ozzie drive Hilux. Unbreakable"
X Link 2024-02-20T08:43Z [---] followers, [--] engagements

"@JamesMo86676773 @hsiuchinchen095 @PeteWargent Not as good as a Ford mustang"
X Link 2024-02-20T08:57Z [---] followers, [--] engagements

"@LukeyTrags @ShitValueFund @alisterberkeley @zhanginu The way Nathan declines acceleration into the BB. because his word is worth more than quick coin. good bloke"
X Link 2024-02-22T03:42Z [---] followers, [---] engagements

"@hsiuchinchen095 @RawMinerals Small town whitey like me in this shitco. 😉"
X Link 2024-02-22T04:27Z [---] followers, [--] engagements

"A bit of rain for sure but that downgrade equates to over two months of production loss. there wasn't that much rain. perhaps they're looking to under promise & over deliver next year. otherwise they could got themselves an undisclosed problem. Heavy rainfall disrupts $BHP's BMA #cokingcoal output trending towards the low end of its 2023-24 fiscal year target of 46-50 mmt. La Nia-induced rain affected stock levels despite inventory efforts. Read More Here: https://t.co/8IJWGh0Rdc Heavy rainfall disrupts $BHP's BMA #cokingcoal output trending towards the low end of its 2023-24 fiscal year"
X Link 2024-02-22T21:53Z [---] followers, [----] engagements

"@LukeyTrags Well done mate. We'll compare notes soon. Gotta know how you done it. Gotta lean from the master"
X Link 2024-02-23T08:46Z [---] followers, [---] engagements

"@LukeyTrags .yeah so much cash on the books. WTF"
X Link 2024-02-23T08:57Z [---] followers, [---] engagements

"@10xHunter @LukeyTrags Yansolar was always on the cards @eadatt has been telling us this for eons. but next as Lukey told us with all that cash on the books. next is Yanbank"
X Link 2024-02-23T09:09Z [---] followers, [---] engagements

"@agroasx It's easier to provide facts . although your kind tend to deny science fact while believing in unhinged communist conspicay theories"
X Link 2024-02-24T21:53Z [---] followers, [--] engagements

"@LukeyTrags ESG - - - extremely spastic goanna"
X Link 2024-02-26T05:13Z [---] followers, [---] engagements

"@dyer440 @Ashish_Gupta00 More around what has the market missed in Tinklers case. 97% of met are owned under leases. 2.75% of the remainder is practically to thin and deep. then the other shards are - needing mega explo $$$"
X Link 2024-03-10T03:23Z [---] followers, [---] engagements

"@StevenShadduck @respeculator Other than steak at a BHP backslapping event how does a long life low cost operation justify acquisition of a high cost operation. and who is low & large enough on the cost curve to fail. and will the downstream market allow such a concentration of supply ownership"
X Link 2024-03-10T19:21Z [----] followers, [---] engagements

"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Not worth much until that occurs. Potting mix doesn't make good steel"
X Link 2024-03-17T02:30Z [----] followers, [--] engagements

"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Long term it gets better I agree long term relative to Australia. Quite exciting to see this company grow via their announcements. It's just taking a lot longer than the market is used to because they're mining ox rather than wasting it. as occurs all to often in Australia"
X Link 2024-03-17T02:55Z [----] followers, [---] engagements

"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo What's their grade like"
X Link 2024-03-17T03:15Z [----] followers, [---] engagements

"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Outcrops are usually oxxed. how did you manage to determine coking properties Curious"
X Link 2024-03-17T04:13Z [----] followers, [--] engagements

"@coaltracker @Alyceingeoland @mondyinvest @usuallyYJLee @HC_Haplo Thinking like the eastern margin of the Bowen Basin actually. Yarrabee Jellinbah Dingo Bluff etc. Those deposits are all "crumpled up" as you describe. Is Pliocene age coal old enough for rank increase It's certainly old enough for oxidation I'm well versed in most QLD coal"
X Link 2024-03-17T04:25Z [----] followers, [---] engagements

"@ZeroSumBond Regardless it's a beautiful piece of engineering and art in that photo. When they're using viral marketeers to advertise hardware for shitcoin mining. that'll be the top"
X Link 2024-03-20T19:18Z [---] followers, [---] engagements

"@eadatt Thinking of Mining Jupiter"
X Link 2024-03-22T07:38Z [---] followers, [---] engagements

"@justbruschi Thanks I'm trying to figure out which one to devote time to and which one wins. Sorta like IBM or Commodore or Atari or Apple or Microsoft battles from the 1980s"
X Link 2024-03-23T21:16Z [---] followers, [--] engagements

"@StevenShadduck Consider how much the buy back reduced SOI over the last [--] months. we'd already be close to that $18 low on relative price terms"
X Link 2024-03-26T16:52Z [---] followers, [---] engagements

"@SPECCAPITAL @moneyofminepod I'm trying to get there with youse. 🤪🤪🤪"
X Link 2024-03-29T20:45Z [---] followers, [---] engagements

"@SPECCAPITAL @moneyofminepod Make it a Saturday night so I can fly out of bum fuck & across the continent to have a Dingo with Matty a fine Italian red with JD and I'll even bring a special Christmas present for Trav if it's on the Saturday night"
X Link 2024-03-30T07:06Z [---] followers, [---] engagements

"@AlboMP It was Becquerel who discovered the photovoltaic effect and the boys at Bell Labs have been credited with creating the first practical solar cell. Not an Australian invention. Maybe you could ban the export of unprocessed materials like Indonesia before opening your mouth again"
X Link 2024-04-05T08:58Z [---] followers, [--] engagements

"@alexbhturnbull [----] or 2000"
X Link 2024-04-06T01:35Z [---] followers, [--] engagements

"@zhanginu Unlike inflation the jerk is not the same magnitude through time. and the snap appears inverted"
X Link 2024-04-07T19:27Z [---] followers, [---] engagements

"@Larryjamieson_ I'm old enough to remember the time before then. that time when pots could be had for 50c during happy hour"
X Link 2024-04-13T00:30Z [---] followers, [---] engagements

"excel is chugging. sixteen i7 cores and it still chuggs. =IFNA(MAX(INDEX(zones$C:$CMATCH($D2&E$1zones$A:$A&zones$B:$B0)))"-")"
X Link 2024-04-13T20:16Z [---] followers, [----] engagements

"@YBMCapital Curragh is the real dog. Q1 presser they'll bang on about turning a corner because of smaller dig fleet reducing costs. Of course there won't be evidence of this in the balance sheet because it hasn't had time to show up. Q2 presser. tick tock. 20c or 40c 🤷🏼♂ less than 80c"
X Link 2024-04-16T09:23Z [---] followers, [---] engagements

"@JamesHMackay @Michael71718318 It'll be used as a means of monetary tightening. and then you're fucked"
X Link 2024-04-20T11:51Z [----] followers, [--] engagements

"@ShitValueFund . and that's the point at which we buy more"
X Link 2024-04-22T22:34Z [---] followers, [---] engagements

"@ImmaYieldGuy @respeculator @mondyinvest Who signed that What other projects have they done"
X Link 2024-04-24T07:48Z [---] followers, [--] engagements

"@boronite @ImmaYieldGuy Yes they'll do well and pay it off. I'm still holding tight to my $WHC. I'm not sold on the market in 7-8 years time. That point at which both $GLEN && $BHP have consolidated their duopoly in the met coal space and operational efficiency is driven by tier two players"
X Link 2024-04-25T08:46Z [---] followers, [---] engagements

"@snakethumper @AnthonySarich @MichaelPascoe01 When they can't raise the debt ceiling that'll be the end of socialism because they will have effectively run out of other people's money. It's what happened in Venezuela Zimbabwe/Rhodesia Weimar Republic and it's almost at that stage in Argentina but WEF put Javier Milei in"
X Link 2024-04-26T04:59Z [---] followers, [--] engagements

"@snakethumper @AnthonySarich @MichaelPascoe01 Good interaction here. Thanks. Added icing on top of a good week for me. I don't know how to fix it but how to avoid the negative consequences of inflation personally. history teaches us how to do this. Simply buy #coal stonks. https://x.com/realhagetaka/status/1716651542252806551t=6kdsSjGSFK9Z01wMfEdwug&s=09 @GameofTrades_ #coal is the best hedge against inflation https://t.co/a1Uk3ER0GH https://x.com/realhagetaka/status/1716651542252806551t=6kdsSjGSFK9Z01wMfEdwug&s=09 @GameofTrades_ #coal is the best hedge against inflation"
X Link 2024-04-27T20:24Z [---] followers, [--] engagements

"@respeculator Please consider that the US dollar has had inflation devalue it's purchasing power since then. An inflationary 50% bump to those prices would make maybe. oh. US$15/mtu. nahhh. I'm missing something here"
X Link 2024-04-29T06:55Z [---] followers, [---] engagements

"@hidflect 100bps hikes per month incoming"
X Link 2024-05-01T09:05Z [---] followers, [---] engagements

"@corrupttrader That's Lords Table Mountain in the background"
X Link 2024-05-03T04:28Z [---] followers, [--] engagements

"@Cyclops_Trader @imabearhunter It's actually the desire for money that is evil. and that desire extends from the desire for power over others rather than caring for others"
X Link 2024-05-03T21:31Z [---] followers, [--] engagements

"@ShitValueFund The adverts that keep popping in my feed about everyone getting a $2.5k tax cut are offensive. After inflation from all that renewable energy grifting/printing. they've effectively taxed everyone. Gold & coal"
X Link 2024-05-05T01:44Z [---] followers, [---] engagements

"@corrupttrader @ShitValueFund The only thing I got from university other than an expensive piece of paper was an alcohol problem in response to the unhinged commies running the joint. took me decades to recover from the trauma. Everything I've ever needed beyond that bit of paper is just common sense"
X Link 2024-05-05T06:59Z [---] followers, [--] engagements

"Future #coal basin in the making. now please tell me. which science denying clown was it that said fossil fuels are not renewable resources. A new ocean is forming in Africa along a 35-mile crack that opened up in Ethiopia in [----]. The crack which has been expanding ever since is a result of three tectonic plates pulling away from each other. Its thought that Africas new ocean will take at least [--] million to [--] https://t.co/ru4kMSdx5S A new ocean is forming in Africa along a 35-mile crack that opened up in Ethiopia in [----]. The crack which has been expanding ever since is a result of three"
X Link 2024-05-05T09:11Z [---] followers, [----] engagements

"@LeeDuppie @respeculator The best thing that could occur is for Curragh to close and start fresh with a team of about ten technical people who don't rely on reports from b-grade "consultants". Could be a good pick up for the team at $BCB if they can keep their heads above water. but only once it's shut"
X Link 2024-05-06T23:31Z [----] followers, [--] engagements

"@ShitValueFund Nahhh. #coal always wins this race. always. $WHC $BTU $HCC $YAL $NHC $AMR $BCB"
X Link 2024-05-08T08:45Z [----] followers, [----] engagements

"@mfwarder Bloody fifth columnist. you'll be selling us solar panels and windmills next"
X Link 2024-05-08T10:37Z [---] followers, [---] engagements

"Inflation is like having to pay off the credit card after maxing it out on renewables. The instant solution to inflation is more #coal power. it's not a difficult concept"
X Link 2024-05-12T03:16Z [----] followers, [----] engagements

"@InvestInOnG @mfwarder @YellowLabLife Yeah because it generates a populous unable to raise an army. can't fight at night with solar power. this also creates stability"
X Link 2024-05-12T22:34Z [----] followers, [--] engagements

"$JMS $JMS The whales have arrived Toot toot #ManganeseMen #manganese #Squeeze"
X Link 2024-05-13T00:20Z [----] followers, [----] engagements

"Fun facts. Jupiter has [--] confirmed moons. The four largest known as the Galilean moons are Io Europa Ganymede and Callisto. These were discovered by Galileo Galilei in [----] and are some of the largest objects in the solar system. $jms $jms.ax"
X Link 2024-05-13T18:48Z [----] followers, [---] engagements

"@ShitValueFund My gold and coal shares gonna beat inflation. 😝😝😝😝😝"
X Link 2024-05-14T06:18Z [----] followers, [---] engagements

"#copper #nickel We're back in business. copper price rise gonna melt our coinage. #inflation"
X Link 2024-05-15T08:50Z [----] followers, [---] engagements

"@InspectionDeep @RawMinerals The Stavely Zone in Victoria has potential for very large lower grade copper. A space worth watching over time"
X Link 2024-05-17T01:15Z [----] followers, [--] engagements

"@SPECCAPITAL I got blackrock for ya"
X Link 2024-05-17T21:45Z [----] followers, [--] engagements

"@TRAVmoneyofmine Wen moon"
X Link 2024-05-20T02:49Z [----] followers, [---] engagements

"#inflation #copper #nickel #coal #gold"
X Link 2024-05-22T13:12Z [----] followers, [---] engagements

"@michaelcarsguy There's also $NHC $BTU $ARCH $ARLP $CEIX $HCC #601088 $GLEN $COALINDIA $EXX $BMI and many more. They're all powering AI"
X Link 2024-05-24T21:09Z [----] followers, [---] engagements

"@NewLowObserver @LukeyTrags @minenergybiz Lies. The world is transitioning to #coal"
X Link 2024-05-25T02:55Z [----] followers, [--] engagements

"@zhanginu @jessefelder Can always get $TER if that BA itch gets bigger"
X Link 2024-05-25T17:36Z [----] followers, [---] engagements

"@boronite It can't ramp up fast enough. The AI arms race is upon us. It's all about getting the models built first. and first will be fastest. The fastest way to get power is with #coal"
X Link 2024-05-26T07:53Z [----] followers, [--] engagements

"@DamnYeahCrypto Cisco made and controlled the new roads for our econony. Nvidia controls the software stack between the hardware and AI applications. The more things change the more stay the same. Buy #coal stonks. Be happy"
X Link 2024-05-26T09:00Z [----] followers, [--] engagements

"@inglouriouscap $NVDA might own the hardware and software stack what interfaces to the AI upon which $META & $GOOG & $MSFT build their products. but the brutal reality is that they're all built on the power of #coal"
X Link 2024-05-27T19:58Z [----] followers, [---] engagements

"@respeculator I see to remember something about approval being given for four trains at Gladstone but only two were built"
X Link 2024-05-28T08:45Z [----] followers, [---] engagements

"@respeculator [--] LNG trains in Gladstone. QCLNG: [--] trains owned by BG Group APLNG: [--] trains owned by Origin Energy ConocoPhillips and Sinopec GLNG: [--] train owned by Santos Petronas TotalEnergies and Kogas Arrow proposed 2-4 not built BG proposed a fourth not built"
X Link 2024-05-28T08:56Z [----] followers, [---] engagements

"@THE_ROBBO_ @DebraG_Robins Not keen on crapto coins and not keen on uranium. The others describe most of my holdings"
X Link 2024-05-28T09:52Z [----] followers, [--] engagements

"@RodneyForrest00 AI is #coal powered. There's one fundamental play here. #KingCoal $HNRG $YAL $WHC $CEIX $BTU $ARCH 💪💪💪💪 https://x.com/realhagetaka/status/1796285193927671827t=hkw4VLRp69AafSn25NHXOw&s=19 @corrupttrader Wyoming & Central Queensland to be the next Silicon Valleys. . or will we call them. #CoalValley https://t.co/VbUwncHLI2 https://x.com/realhagetaka/status/1796285193927671827t=hkw4VLRp69AafSn25NHXOw&s=19 @corrupttrader Wyoming & Central Queensland to be the next Silicon Valleys. . or will we call them. #CoalValley https://t.co/VbUwncHLI2"
X Link 2024-05-30T22:23Z [----] followers, [---] engagements

"@LukeyTrags @ImmaYieldGuy boooyahhhh #coal $HNRG $WHC $CEIX $BTU $ARCH $ARLP $NHC $SMR $YAL"
X Link 2024-05-31T01:10Z [----] followers, [---] engagements

"Lets all be looking at the AI stack. $GOOG $META $AMZN $MSFT --------------------------------- $NVDA --------------------------------- Electricity poles and wires --------------------------------- COOOOOOOOOALLL @marketplunger1 Shoulder season almost over - sunny skies and warm temps ahead for ze thermal bois $CEIX India elections almost done and Q3 budgets opening up July [--] for ze met bois $AMR $HCC $BTU and $WHC.AX getting tailwinds from both Good days ahead for #CoalTwitter 🥳 https://t.co/g3AMzxHdbw @marketplunger1 Shoulder season almost over - sunny skies and warm temps ahead for ze"
X Link 2024-06-01T02:42Z [----] followers, [----] engagements

"@EllieMcDee @newstart_2024 Neither. It'll be #coal. hence the name Blackrock. It's been obvious for decades. since before blackrock was even called blackrock. just that y'all chose to deny the science & ignore it. $BTU $CEIX $YAL $WHC $NHC $ARCH $HNRG"
X Link 2024-06-01T13:21Z [----] followers, [---] engagements

"@ImmaYieldGuy Underwriting coal power. This is a real world example of socialism lifting itself up by the bootstraps. Human stupidity knows no bounds. Inflationary to the max. 🤷🏼♂🤷🏼♂ 😒😒 🤷🏼♂🤷🏼♂ 😒😒"
X Link 2024-06-01T18:41Z [----] followers, [--] engagements

"@SPECCAPITAL Blackrock gonna pump the blackrock"
X Link 2024-06-01T23:29Z [----] followers, [---] engagements

"@LukeyTrags @sns_trader We're on the runway of coals four year cycle. Muted shoulder season next year. A good solid $170-200/t average for [--] months over the horizon would be nice. although my crystal ball is telling me the AI power thang gonna pump our numbers instead during this cycle"
X Link 2024-06-02T07:44Z [----] followers, [---] engagements

"@Geologo_Trader @trader_ferg Ask yourself why Microsoft Meta and others are building big fuck off data centres in Wyoming again. remembering that this is where the powder river basin hosts big fuck off #coal seams. They know ESG is bullshit. They know they need #coal 💪💪💪💪 https://maps.app.goo.gl/c5FMniA7Er5kLVXT9 https://maps.app.goo.gl/c5FMniA7Er5kLVXT9"
X Link 2024-06-02T07:58Z [----] followers, [---] engagements

"@OakInAlexandria Isn't the commander chief trans"
X Link 2024-06-03T01:25Z [----] followers, [---] engagements

"@claimenza Your fake science doesn't explain low birth rates elsewhere in the world. Feminism and affirmative action however most certainly can"
X Link 2024-06-05T19:49Z [----] followers, [---] engagements

"@LukeyTrags When people say that the stock market is a casino run by thieves. this is what they're talking about. The grift is real"
X Link 2024-06-06T21:27Z [----] followers, [---] engagements

"@PraiseKek @TRAVmoneyofmine @YellowLabLife @moneyofminepod @SergeyNazarov @ChainLinkGod @BFresh256 . and out of ground resources through the supply chain. that's never going to fly unless it's a grift. feels close but no. Proof of in ground reserves. only when software vendors open source their code so models can be openly published and are reproducible"
X Link 2024-06-11T18:17Z [----] followers, [---] engagements

"@mfwarder @respeculator That's the media part of social media"
X Link 2024-06-21T21:15Z [----] followers, [---] engagements

"@TwainsMustache TLDR: never confuse a bull market for brains"
X Link 2024-06-22T16:53Z [----] followers, [---] engagements

"@RazorOil Gotta power them nvidia chips with something. I wonder what the fastest to market power source could be. 🤔🤔🤔"
X Link 2024-06-22T17:31Z [----] followers, [---] engagements

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@realhagetaka
/creator/twitter::realhagetaka