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[@varahacap](/creator/twitter/varahacap)
"$STO.AX's report looks very solid at first glance. Honestly I'm happy if the takeover doesn't happen. Executing well in a low price environment. I'd rather hold STO than $WDS.AX next cycle. Let's see if it actually gets taken out"  
[X Link](https://x.com/varahacap/status/1959763080222835079) [@varahacap](/creator/x/varahacap) 2025-08-24T23:41Z XX followers, XXX engagements


"The QLD royalty regime is likely to change due to growing corporate and community pressure. A flat royalty rate (say 20%) seems plausible which would significantly increase QLD coal miners valuations. Hello $WHC.AX and the winner of Anglo's sale processđź‘€ #coaltwitter"  
[X Link](https://x.com/varahacap/status/1968087544953974957) [@varahacap](/creator/x/varahacap) 2025-09-16T23:00Z XX followers, XXX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@varahacap "$STO.AX's report looks very solid at first glance. Honestly I'm happy if the takeover doesn't happen. Executing well in a low price environment. I'd rather hold STO than $WDS.AX next cycle. Let's see if it actually gets taken out"
X Link @varahacap 2025-08-24T23:41Z XX followers, XXX engagements

"The QLD royalty regime is likely to change due to growing corporate and community pressure. A flat royalty rate (say 20%) seems plausible which would significantly increase QLD coal miners valuations. Hello $WHC.AX and the winner of Anglo's sale processđź‘€ #coaltwitter"
X Link @varahacap 2025-09-16T23:00Z XX followers, XXX engagements

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