[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.]

[@coeus12345](/creator/twitter/coeus12345)
"$YAL.AX the true King of Coal Still think #thermal #met . There is really no tailwind for met and a recession is over due. So Met gets cheaper $BTU $HCC $WHC.AX $AMR $SMR.AX P.S YAL below is ex-div of X% so far this year"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1935183272193163616) 2025-06-18 03:50:20 UTC 1698 followers, 5414 engagements


"$SEI.V $SEUSF is hibernating until it wakes up and explodes. Its just a buy and wait patiently. $PBR.A $PBR wants the whole XX% slide $Galp has to offer. $TTE is drilling #Tamboti-1 well which is likely a #Mopane extension"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1838499164310872349) 2024-09-24 08:42:13 UTC 1698 followers, 10.3K engagements


"Moving to #coal I am long $YAL.AX (top 5) $NRP $WHC.AX $TGA.L My bias over past 12-18 mths has been #thermal over #met Put simply IF a recession hits met coal gets clobbered but we still need thermal Thermal is absolutely hated and valuations are ridiculous 😍 /17"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1869707297519472679) 2024-12-19 11:32:11 UTC 1698 followers, 1448 engagements


"@SonofBugsy you have a fair point but if $galp want's to keep XX% (which they absolutely should) then JV mechanics dictate that the block operator has XX% or more stake i the block. If a consortium offer's galp a deal "they cant refuse" and get galp to XX% or below then yes maybe"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1946187024404492677) 2025-07-18 12:35:19 UTC 1698 followers, XXX engagements


"Anglo's EBITDA & Valuation sensitivities at different #metcoal prices - Assuming C1 cost @ $120/t (higher than $115/t guidance pre-fire but lower than post-fire guidance of $130-140/t due to lower volume & higher fixed costs) $AAL.L $YAL.AX $NHC.AX $SMR.AX $BTU #coaltwitter"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1836593224955347117) 2024-09-19 02:28:41 UTC 1697 followers, 2800 engagements


"Heres what $BP CEO Murray had previously said about the prospects pre-discovery $galp $seiv $eni #OrangeBasin"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1915404408172487050) 2025-04-24 13:56:12 UTC 1698 followers, 4865 engagements


"$HESS 2025/2026/2027 FCF consensus average estimates = $XXX mn $1.3bn $3.8bn. This is excluding the $1bn synergy that $CVX will likely extract out of the merger. So more like $XXX bn FCF in 2026 and $XXX bn FCF in 2027 (at consensus oil prices) from Hess alone"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1946185239312916661) 2025-07-18 12:28:14 UTC 1697 followers, XXX engagements


"1 month report card $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC #Coaltwitter"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1886244834572447793) 2025-02-03 02:46:27 UTC 1698 followers, 12.7K engagements


"$BP made several discoveries in 1Q across Gulf of America T&T Egypt Namibia. But the term "significant" was reserved for only one of those $ENI $Galp $Sei.v #OrangeBasin $TTE $Shel $CVX"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1917491268646756714) 2025-04-30 08:08:38 UTC 1698 followers, 3745 engagements


"horrible start to my $YAL.AX 2025 prediction down X% YTD lets take stock - NewC #coal prices in steady decline and now at $116/t - no idea where it settles but its starting to cut through the cost curve now Seasonality chart also kind of sucks now"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1877677566783598691) 2025-01-10 11:23:12 UTC 1697 followers, 17.3K engagements


"@oilgastourist Organic growth will come from exploration"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1946192212989239770) 2025-07-18 12:55:56 UTC 1698 followers, XXX engagements


"2m report card #coaltwitter $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC $GLEN.L $NRP"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1896084619457614076) 2025-03-02 06:26:15 UTC 1697 followers, 10.6K engagements


"#metcoal has no tailwind in sight. A pretty non-investible sector at this point. some comments from $HCC management below. Don't let people suck you into a trade even the industry insiders think is pretty bleak for a long time ahead. #coal #CoalTwitter"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1891318788978590180) 2025-02-17 02:48:32 UTC 1697 followers, 33.4K engagements


"Who will partner with $galp on #Mopane discovery in Namibia All X below have neighbouring blocks. All X have (or will) inferior discoveries on their blocks which will benefit from Mopane infra. $Shel highest FCF $cvx next post $hes merger $TTE closest to Namibia govt. $sei.v"  
![@coeus12345 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1275722192974733312.png) [@coeus12345](/creator/x/coeus12345) on [X](/post/tweet/1946169116257386706) 2025-07-18 11:24:10 UTC 1698 followers, 1192 engagements