[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 $YAL trading at an EV of A$5.7 bn just reported a net cash increase of A$480 mn from a SINGLE Quarter. Net Cash increase -- post-capex post-taxes. Do the math" [X Link](https://x.com/coeus12345/status/1881265623227093361) [@coeus12345](/creator/x/coeus12345) 2025-01-20T09:00Z 1733 followers, 8126 engagements "All $YAL.AX $YAL had to do was just show em the money Now dump that stupid Kestrel mine plan and just go business as usual" [X Link](https://x.com/coeus12345/status/1881491134792540614) [@coeus12345](/creator/x/coeus12345) 2025-01-20T23:56Z 1733 followers, 4789 engagements "1 month report card $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC #Coaltwitter" [X Link](https://x.com/coeus12345/status/1886244834572447793) [@coeus12345](/creator/x/coeus12345) 2025-02-03T02:46Z 1733 followers, 13.7K engagements "In $YAL $YAL.AX we trust" [X Link](https://x.com/coeus12345/status/1967571518768202041) [@coeus12345](/creator/x/coeus12345) 2025-09-15T12:49Z 1733 followers, 1053 engagements "@CaptainRoyen No dividend not factored in Not that it changes chart materially. Congrats on your wins :) $YAL.AX could dump further tbh if & when it wins $AAL mines even at discounted valuation vs $BTU bid Divies will be halted = divy hunters will dump the share" [X Link](https://x.com/coeus12345/status/1973398766515609747) [@coeus12345](/creator/x/coeus12345) 2025-10-01T14:45Z 1733 followers, XXX engagements "@3 I didn't mention earlier how I arrived at cost assumptions for 1) Subsea Production Systems and Subsea Umbilicals Risers & Flowlines (SURF). Let's look at what $TTE is paying for these at its recently FIDed GranMorgu project in Suriname to get some context 17/" [X Link](https://x.com/coeus12345/status/1966400049170321811) [@coeus12345](/creator/x/coeus12345) 2025-09-12T07:14Z 1733 followers, XXX engagements "@3 $TTE has awarded X contracts for these 1) A $1bn+ award to TechnipFMC $FTI for the #1 -- Subsea Production Systems 2) A $XXX bn contract to Saipem $SPM.MI for #2 -- SURF /18" [X Link](https://x.com/coeus12345/status/1966401227069206628) [@coeus12345](/creator/x/coeus12345) 2025-09-12T07:19Z 1733 followers, XXX engagements "#metcoal has no tailwind in sight. A pretty non-investible sector at this point. some comments from $HCC management below. Don't let people suck you into a trade even the industry insiders think is pretty bleak for a long time ahead. #coal #CoalTwitter" [X Link](https://x.com/coeus12345/status/1891318788978590180) [@coeus12345](/creator/x/coeus12345) 2025-02-17T02:48Z 1733 followers, 33.4K engagements "$sei.v acquires $ceg.l Key issues: 1) Charlestown (CT) and its partner Rob Bose is CEO of $sei.v and also hold XX million (8.7%) shares in $CEG.L 2) CT & Bose acquired those 20m shares for 16.6p in 2024 -- and they priced the acquisition at the same price. Cost recovery. /1" [X Link](https://x.com/coeus12345/status/1976554000951672917) [@coeus12345](/creator/x/coeus12345) 2025-10-10T07:42Z 1733 followers, 3261 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@coeus12345
"$YAL.AX $YAL trading at an EV of A$5.7 bn just reported a net cash increase of A$480 mn from a SINGLE Quarter. Net Cash increase -- post-capex post-taxes. Do the math"
X Link @coeus12345 2025-01-20T09:00Z 1733 followers, 8126 engagements
"All $YAL.AX $YAL had to do was just show em the money Now dump that stupid Kestrel mine plan and just go business as usual"
X Link @coeus12345 2025-01-20T23:56Z 1733 followers, 4789 engagements
"1 month report card $YAL.AX $WHC.AX $SMR.AX $NHC.AX $BTU $AMR $HCC $METC #Coaltwitter"
X Link @coeus12345 2025-02-03T02:46Z 1733 followers, 13.7K engagements
"In $YAL $YAL.AX we trust"
X Link @coeus12345 2025-09-15T12:49Z 1733 followers, 1053 engagements
"@CaptainRoyen No dividend not factored in Not that it changes chart materially. Congrats on your wins :) $YAL.AX could dump further tbh if & when it wins $AAL mines even at discounted valuation vs $BTU bid Divies will be halted = divy hunters will dump the share"
X Link @coeus12345 2025-10-01T14:45Z 1733 followers, XXX engagements
"@3 I didn't mention earlier how I arrived at cost assumptions for 1) Subsea Production Systems and Subsea Umbilicals Risers & Flowlines (SURF). Let's look at what $TTE is paying for these at its recently FIDed GranMorgu project in Suriname to get some context 17/"
X Link @coeus12345 2025-09-12T07:14Z 1733 followers, XXX engagements
"@3 $TTE has awarded X contracts for these 1) A $1bn+ award to TechnipFMC $FTI for the #1 -- Subsea Production Systems 2) A $XXX bn contract to Saipem $SPM.MI for #2 -- SURF /18"
X Link @coeus12345 2025-09-12T07:19Z 1733 followers, XXX engagements
"#metcoal has no tailwind in sight. A pretty non-investible sector at this point. some comments from $HCC management below. Don't let people suck you into a trade even the industry insiders think is pretty bleak for a long time ahead. #coal #CoalTwitter"
X Link @coeus12345 2025-02-17T02:48Z 1733 followers, 33.4K engagements
"$sei.v acquires $ceg.l Key issues: 1) Charlestown (CT) and its partner Rob Bose is CEO of $sei.v and also hold XX million (8.7%) shares in $CEG.L 2) CT & Bose acquired those 20m shares for 16.6p in 2024 -- and they priced the acquisition at the same price. Cost recovery. /1"
X Link @coeus12345 2025-10-10T07:42Z 1733 followers, 3261 engagements
/creator/twitter::1275722192974733312/posts