# ![@AlchemyofFinan1 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1435543355253870594.png) @AlchemyofFinan1 Sir Alchemy of Finance (Parody) (AO)

Sir Alchemy of Finance (Parody) (AO) posts on X about $whcax, $yalax, $whc, debt the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1435543355253870594/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1435543355253870594/c:line/m:interactions.svg)

- [--] Week [-----] +519%
- [--] Month [------] +163%
- [--] Months [------] -36%
- [--] Year [------] +308%

### Mentions: [--] [#](/creator/twitter::1435543355253870594/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1435543355253870594/c:line/m:posts_active.svg)

- [--] Month [--] -4.40%
- [--] Months [---] -11%
- [--] Year [---] +123%

### Followers: [---] [#](/creator/twitter::1435543355253870594/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1435543355253870594/c:line/m:followers.svg)

- [--] Week [---] -0.20%
- [--] Month [---] +2.80%
- [--] Months [---] +16%
- [--] Year [---] +55%

### CreatorRank: [---------] [#](/creator/twitter::1435543355253870594/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1435543355253870594/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$whcax](/topic/$whcax), [$yalax](/topic/$yalax), [$whc](/topic/$whc), [debt](/topic/debt), [$min](/topic/$min), [$yal](/topic/$yal), [$nhcax](/topic/$nhcax), [$bgl](/topic/$bgl), [$nhc](/topic/$nhc), [$nem](/topic/$nem)

**Top assets mentioned**
[Minswap (MIN)](/topic/$min) [Bitgesell (BGL)](/topic/$bgl) [Newmont Corporation (NEM)](/topic/$nem) [Agilon Health, Inc. (AGL)](/topic/$agl) [NuScale Power Corporation (SMR)](/topic/$smr) [BHP Group Limited (BHP)](/topic/$bhp) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Realio Network (RIO)](/topic/$rio) [Peabody Energy Corporation (BTU)](/topic/$btu) [Teck Resources Limited (TECK)](/topic/$teck) [SafeMoon Inu (SMI)](/topic/$smi) [Encore Wire Corp (WIRE)](/topic/$wire) [Pulsechain (PLS)](/topic/$pls) [American Airlines Group Inc (AAL)](/topic/$aal) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Premia (PREMIA)](/topic/premia) [Mantle (MNT)](/topic/mantle) [Royal Gold Inc (RGLD)](/topic/$rgld) [New Gold Inc. (NGD)](/topic/$ngd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@respeculator $AGL is shaping up well for a big upside run. Bring on results. Also for the #coaltwitter believers he owns its mines or has fixed priced coal (and gas) supply prices locked in last cycle"  
[X Link](https://x.com/AlchemyofFinan1/status/1661853473569406977)  2023-05-25T21:55Z [---] followers, [--] engagements


"Bless bless bless that goodness for $WHC and is influence on NSW Labour. Those lobbyists deserve a bonus. If only $CRN and $SMR could do the same in Qld. #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1671258365207678977)  2023-06-20T20:54Z [---] followers, [---] engagements


"@LukeyTrags So $SMR is paying Grant Samuel to make a call to Ray - money for nothing"  
[X Link](https://x.com/AlchemyofFinan1/status/1704190038907703556)  2023-09-19T17:45Z [---] followers, [--] engagements


"@samhigginson8 @zhanginu No idea but delay is killing me My view if $WHC misses out BUY if they get it review the terms (no ER a weak buy) Whatever the valuation is use it to read through on $CRN / $SMR"  
[X Link](https://x.com/AlchemyofFinan1/status/1705527535617110275)  2023-09-23T10:20Z [---] followers, [--] engagements


"@CoalNewswire Interesting do they need FIRB/CFIUS Have them been controlling shareholders of a public company before"  
[X Link](https://x.com/AlchemyofFinan1/status/1706404103822430705)  2023-09-25T20:23Z [---] followers, [--] engagements


"@Kraken_aus Really important to punch through [----] - esp without the BB volume"  
[X Link](https://x.com/AlchemyofFinan1/status/1707270348247605722)  2023-09-28T05:45Z [---] followers, [--] engagements


"@CoalNewswire Liberty Mutual been trying to sell Baralaba for ages. $APC / $BRL must be due a debt recap/restructure. Is Banpu sick of subsidizing Aussie power All eyes on Teck"  
[X Link](https://x.com/AlchemyofFinan1/status/1715212193002840187)  2023-10-20T03:43Z [---] followers, [--] engagements


"@respeculator These mining funds have mixed results. RCF selling Wodgina to Ellison for pennies 🤮. Tribeca is just a management enrichment program. Taurus trade to Regal is interesting"  
[X Link](https://x.com/AlchemyofFinan1/status/1722014601741553838)  2023-11-07T22:14Z [---] followers, [---] engagements


"@tradedollarnut @respeculator Coronado used to pump out this data Ive not been able to find something up to date. Suspect $WHC $SMR $CRN and $GLEN are becoming the dominant players by 2025"  
[X Link](https://x.com/AlchemyofFinan1/status/1724545408930873670)  2023-11-14T21:50Z [---] followers, [---] engagements


"@zhanginu Balance sheet pressure its vendor finance & ringfenced to the acqed assets. They can still pay divvies from existing assets. + at current run-rate $whc will limited debt by settlement. Also miss the transformative nature of the deal & likely increase in passive tracking $"  
[X Link](https://x.com/AlchemyofFinan1/status/1726734670174605645)  2023-11-20T22:50Z [---] followers, [---] engagements


"@PeteWargent This is stolen money stolen from every coal producer in Queensland #coaltwitter $CRN $SMR"  
[X Link](https://x.com/AlchemyofFinan1/status/1727281415216341275)  2023-11-22T11:02Z [---] followers, [--] engagements


"@Piccan3 Well oversold. Those coal assets will be running for atleast a decade unless Aussies want blackouts and no more manufacturing #coaltwitter $agl"  
[X Link](https://x.com/AlchemyofFinan1/status/1727575412447072482)  2023-11-23T06:30Z [---] followers, [--] engagements


"@TrentBuckle He should buy $AGL and really show Double Bay Jesus how to turn coal power green"  
[X Link](https://x.com/AlchemyofFinan1/status/1728706622628024626)  2023-11-26T09:25Z [---] followers, [--] engagements


"@anti_gyro_ $WHC will never get a non-coal valuation premia. Rather they get into tobacco gas or uranium all are deeply discounted and penalized by ESG investors than pumped up lithium. Or just give the cash back to investors and let them decide"  
[X Link](https://x.com/AlchemyofFinan1/status/1729331839406645726)  2023-11-28T02:50Z [---] followers, [---] engagements


"@LukeyTrags Block caves are massive massive risk. I hope Jake has done sufficient DD esp on grade predictions. His gamble in soft rock mud in Canada was a waste of money. I dont believe he deserves this M&A expert premia / mantle. Does EVN have any expertise in block caves"  
[X Link](https://x.com/AlchemyofFinan1/status/1732217560912085215)  2023-12-06T01:57Z [---] followers, [--] engagements


"@YellowLabLife How stupid is $TECK selling the cash cow in the best jurisdiction"  
[X Link](https://x.com/AlchemyofFinan1/status/1732218393573687489)  2023-12-06T02:00Z [---] followers, [--] engagements


"@respeculator $OGC has inherited the Newcrest bloat from its CEO. Just look at LinkedIn they have executives in every continent. Sell Didipio (or high grade it) sell Haile or just merger with $NST or $KL"  
[X Link](https://x.com/AlchemyofFinan1/status/1732323767664492721)  2023-12-06T08:59Z [---] followers, [---] engagements


"@therevaknight Dont the bogans have mortgages to pay now"  
[X Link](https://x.com/AlchemyofFinan1/status/1732324307358101587)  2023-12-06T09:01Z [---] followers, [--] engagements


"@therevaknight Look at US subprime auto - its a fucking blood bath. Should be some cheeep Rangers in Aussie next year. Who is going to buy a new $GUD tow bar"  
[X Link](https://x.com/AlchemyofFinan1/status/1732325848198598844)  2023-12-06T09:07Z [---] followers, [--] engagements


"@DEBOSS7788 While the multinational corporations who donate to both parties transfer price and brightline their taxes away"  
[X Link](https://x.com/AlchemyofFinan1/status/1733226948770631953)  2023-12-08T20:48Z [---] followers, [--] engagements


"@puppyeh1 Why havent they privatized this surely CPPIB or Brookfield could run this"  
[X Link](https://x.com/AlchemyofFinan1/status/1734748545830514804)  2023-12-13T01:34Z [---] followers, [--] engagements


"@BLSHigh Do $DRR"  
[X Link](https://x.com/AlchemyofFinan1/status/1734749207712690349)  2023-12-13T01:36Z [---] followers, [--] engagements


"@JamesMo86676773 @LukeyTrags Has it rained a lot recently"  
[X Link](https://x.com/AlchemyofFinan1/status/1735542095337914824)  2023-12-15T06:07Z [---] followers, [---] engagements


"@LukeyTrags Jackie knows $NHC at sub $5/sh is a steal - well times buying"  
[X Link](https://x.com/AlchemyofFinan1/status/1736913631907037261)  2023-12-19T00:57Z [---] followers, [---] engagements


"Nobody is talking about $DRR - keeps eating gains and winning higher tops - Show me the divvies"  
[X Link](https://x.com/AlchemyofFinan1/status/1736978867754324391)  2023-12-19T05:16Z [---] followers, [--] engagements


"@HC_Haplo @DerGoldreport Wouldnt be surprised"  
[X Link](https://x.com/AlchemyofFinan1/status/1737064451826938057)  2023-12-19T10:56Z [---] followers, [--] engagements


"@ChinaBeigeBook Look at what happened to foreign Evergrande bond holders"  
[X Link](https://x.com/AlchemyofFinan1/status/1741187738194624528)  2023-12-30T20:01Z [---] followers, [--] engagements


"Any views on Dividend per share for $WHC think itll be low - big capex spend tax and reducing debt draw for BHP acquisition. Expect 20-30c for March"  
[X Link](https://x.com/AlchemyofFinan1/status/1742699863253586306)  2024-01-04T00:09Z [---] followers, [---] engagements


"@Restructuring__ [--]. RX: Modelling make-believe liquidity/covenant forecasts which the inept company management wont accept and lenders dont what to hear about and debt stack slides 🙈"  
[X Link](https://x.com/AlchemyofFinan1/status/1743865796047106464)  2024-01-07T05:22Z [---] followers, [---] engagements


"How many fund manager take an oversized position in $WHC between there disclosure periods Also how many Sydney bankers hold it on PA. #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1744172547913249137)  2024-01-08T01:41Z [---] followers, [---] engagements


"@PeteWargent Funny what uncontrolled immigration does"  
[X Link](https://x.com/AlchemyofFinan1/status/1744634563828285929)  2024-01-09T08:17Z [---] followers, [--] engagements


"@JohnArnoldFndtn @Bloomberg Amazes me that Americans rarely consider moving offshore to pursue $$$. Theyd easily make more in Australia"  
[X Link](https://x.com/AlchemyofFinan1/status/1744923499142217811)  2024-01-10T03:25Z [---] followers, [---] engagements


"$WHC train keeps running"  
[X Link](https://x.com/AlchemyofFinan1/status/1744923744626434473)  2024-01-10T03:26Z [---] followers, [---] engagements


"This headline is grossly misleading is a clear breach of JORC and $SMI have a duty to get it corrected @asicmedia @MarjorieCook7"  
[X Link](https://x.com/AlchemyofFinan1/status/1745580000148066778)  2024-01-11T22:54Z [---] followers, [--] engagements


"@ColinSt30481392 When is $NEM going to write down the Newcrest shite Teller already a dog and the exploration portfolio is a dream Rather focus on producers with growth options & royaltycos - $OGC (which should be selling itself) $RGLD $NGD"  
[X Link](https://x.com/AlchemyofFinan1/status/1748549387763302555)  2024-01-20T03:33Z [---] followers, [---] engagements


"@adamgeny @solo_dio_ Na when manipulated interest rates go back to normal (5%) those DCF valuations all blow up. Someone needs to eat the pain equity first and some of the debt WFH wont solve a balance sheet which cant be service in normal conditions"  
[X Link](https://x.com/AlchemyofFinan1/status/1748639371425890768)  2024-01-20T09:31Z [---] followers, [--] engagements


"@TheIdiotTax This is the logic of Australia - this country is doomed No interest in investing in productive assets just leveraging on propadee Tell me this doesnt feel like Ireland or Florida in 2006"  
[X Link](https://x.com/anyuser/status/1748664381133451683)  2024-01-20T11:10Z [--] followers, [----] engagements


"@Restructuring__ Smartest people first years just pump out slides manage VDD and might be useful at modeling. All [--] years at PJT or Moelis says is this MF will work to 3am and can take shit those firms extract work ethic"  
[X Link](https://x.com/AlchemyofFinan1/status/1749015676881379839)  2024-01-21T10:26Z [---] followers, [---] engagements


"@CoalNewswire Hes a legend"  
[X Link](https://x.com/AlchemyofFinan1/status/1752203051379908775)  2024-01-30T05:32Z [---] followers, [--] engagements


"@RonShamgar Long Metrics Credit Partners $MOT"  
[X Link](https://x.com/AlchemyofFinan1/status/1752203623914971147)  2024-01-30T05:34Z [---] followers, [--] engagements


"@mondyinvest The Board stinks anyone around since the New Century debackle needs to go"  
[X Link](https://x.com/AlchemyofFinan1/status/1752599051802128572)  2024-01-31T07:45Z [---] followers, [---] engagements


"@ChuckChunder007 Just shareholder value being diluted - carry on"  
[X Link](https://x.com/AlchemyofFinan1/status/1752599593634890221)  2024-01-31T07:47Z [---] followers, [--] engagements


"@stockswami @asicmedia They could also look at Mr. Ellison and associates trading of Atlas Iron during the takeover"  
[X Link](https://x.com/AlchemyofFinan1/status/1752621140085026819)  2024-01-31T09:13Z [---] followers, [--] engagements


"@puppyeh1 @Oasis_Capital"  
[X Link](https://x.com/AlchemyofFinan1/status/1752679407318388800)  2024-01-31T13:05Z [---] followers, [--] engagements


"@CRichardsonTel @premrugby Can they buy the Melbourne Rebels @martindevlinnz"  
[X Link](https://x.com/AlchemyofFinan1/status/1752779859980623998)  2024-01-31T19:44Z [---] followers, [---] engagements


"@RonShamgar They do have gold in the basement and it is a strategically critical asset - as a comp Barrenjoey spent half that on their new AMP office which is half the size and they still dont make any money for Barclays. Just a cost of business"  
[X Link](https://x.com/AlchemyofFinan1/status/1755469869175464419)  2024-02-08T05:53Z [---] followers, [---] engagements


"@DaveTaylorNews Strip out the legacy low cost gas contracts (mega bucks) and its a complete dog"  
[X Link](https://x.com/AlchemyofFinan1/status/1755523725360087168)  2024-02-08T09:27Z [---] followers, [--] engagements


"@YellowLabLife $FCX is attractive"  
[X Link](https://x.com/AlchemyofFinan1/status/1758087347097464992)  2024-02-15T11:14Z [---] followers, [---] engagements


"@zhanginu This Board are addicts. They lev up to pay a div in 18/19 & got fucking close. Thn they blow bilns on buybacks at $10/sh. They employ a mgmt team whch occasionally meets guidance. And then think they win the Super Bowl with BHP assets where they are the only possible buyer"  
[X Link](https://x.com/AlchemyofFinan1/status/1758403100250124708)  2024-02-16T08:09Z [---] followers, [---] engagements


"$S32 just sold 25% of earnings for less than 15% of market cap and the market likes this"  
[X Link](https://x.com/AlchemyofFinan1/status/1763094240970866925)  2024-02-29T06:49Z [---] followers, [--] engagements


"@NSDtrendtrader @thesharetraders Also like $DUG - they backed nvidia in 2019"  
[X Link](https://x.com/AlchemyofFinan1/status/1763123645923439010)  2024-02-29T08:46Z [---] followers, [--] engagements


"@moneyofminepod @TribecaIP @Glencore @mattymikals Just look at @TribecaIP annual report for the mining fund its supposed to be everything the MoM team dispise. Management loans excessive fees theyve never hit the performance fee. Why would Gary listen to this bloke"  
[X Link](https://x.com/AlchemyofFinan1/status/1768530310801789357)  2024-03-15T06:50Z [---] followers, [---] engagements


"@TRAVmoneyofmine @moneyofminepod @TribecaIP @Glencore @mattymikals 1/3 GLEN should keep coal its a cash cow and well understood by the mgmt team. I like $GLEN and hold some. However no one would seriously get into partnership with them the history of tax evasion and skirting laws means they arent blue chip. They arent angels more gangsters"  
[X Link](https://x.com/AlchemyofFinan1/status/1768850369046794578)  2024-03-16T04:02Z [---] followers, [--] engagements


"@cjoye A lot of zombies from Covid being put down. Dont worry all of those private credit funds are taking PIK amending covenants and marking to model at 100c - nothing to see here"  
[X Link](https://x.com/AlchemyofFinan1/status/1774888430440526309)  2024-04-01T19:55Z [---] followers, [---] engagements


"@BLSHigh Arent $AGL blowing $$ on an uncompetitive solar panel plant. Worst management in Australia"  
[X Link](https://x.com/AlchemyofFinan1/status/1777525913950814213)  2024-04-09T02:36Z [---] followers, [--] engagements


"@CatalystMetals Whats free float now When does $CYL qualify for GDXJ entry"  
[X Link](https://x.com/AlchemyofFinan1/status/1781166637007458617)  2024-04-19T03:43Z [---] followers, [--] engagements


"@respeculator This benefits Origin who dont own their coal assets vs. $AGL who have integrated mining operations"  
[X Link](https://x.com/AlchemyofFinan1/status/1785157238707073261)  2024-04-30T04:00Z [---] followers, [---] engagements


"@mondyinvest JPMorgan lost its oil and gas banker. Its now doing all kinds of rubbish mid/low cap crap. Doubt JPM gets a suitable outcome"  
[X Link](https://x.com/AlchemyofFinan1/status/1787429441322229812)  2024-05-06T10:29Z [---] followers, [--] engagements


"@TinInvestor Who is $BHP and $RIO"  
[X Link](https://x.com/AlchemyofFinan1/status/1787750038711497202)  2024-05-07T07:43Z [---] followers, [--] engagements


"@AshWalton8 @eadatt This guy knows what Perth is about"  
[X Link](https://x.com/AlchemyofFinan1/status/1788123686324854825)  2024-05-08T08:28Z [---] followers, [--] engagements


"@mondyinvest Nobody is talking about $GOR - how can the Board justify this position/exposure"  
[X Link](https://x.com/AlchemyofFinan1/status/1788126920707891659)  2024-05-08T08:40Z [---] followers, [---] engagements


"Never seen Vancouver so negative anywhose this an island of coal. Chin up lads #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1788912325170471166)  2024-05-10T12:41Z [---] followers, [--] engagements


"@TrentBuckle @respeculator Dividend now. What hellscape will South Africa be in [--] let alone [--] years"  
[X Link](https://x.com/AlchemyofFinan1/status/1789091647495758215)  2024-05-11T00:34Z [---] followers, [---] engagements


"@therevaknight Your fully frank beautiful goodness"  
[X Link](https://x.com/AlchemyofFinan1/status/1789521814219260243)  2024-05-12T05:03Z [---] followers, [--] engagements


"@RandolphDuke7 Youre blending ground beef"  
[X Link](https://x.com/AlchemyofFinan1/status/1790129434135040485)  2024-05-13T21:18Z [---] followers, [--] engagements


"@SPECCAPITAL But inflation is coming down"  
[X Link](https://x.com/AlchemyofFinan1/status/1790636014806921642)  2024-05-15T06:51Z [---] followers, [--] engagements


"@BLSHigh $FCX"  
[X Link](https://x.com/AlchemyofFinan1/status/1793492273944248651)  2024-05-23T04:00Z [---] followers, [---] engagements


"@Restructuring__ Leverage on leverage on leverage on tax arbitrage"  
[X Link](https://x.com/AlchemyofFinan1/status/1794244736934658067)  2024-05-25T05:50Z [---] followers, [--] engagements


"@respeculator Origin winning at the expense of $AGL. The penalties to coal companies benefit origin to the detriment of AGL who have internalized coal production"  
[X Link](https://x.com/AlchemyofFinan1/status/1794261211862958493)  2024-05-25T06:56Z [---] followers, [---] engagements


"@martindevlinnz @Highlanders @SuperRugby You wrote them off preseason"  
[X Link](https://x.com/AlchemyofFinan1/status/1794579475633774939)  2024-05-26T04:01Z [---] followers, [--] engagements


"@JamesMo86676773 @todds3n NEVER BUY FROM PRIVATE EQUITY"  
[X Link](https://x.com/AlchemyofFinan1/status/1794673051034120337)  2024-05-26T10:12Z [---] followers, [--] engagements


"@ChuckChunder007 They need to sell this"  
[X Link](https://x.com/AlchemyofFinan1/status/1794879698029486367)  2024-05-26T23:54Z [---] followers, [--] engagements


"@ChuckChunder007 Mining contractors in Bosnia - per the [----] Annual Report termination was capped at $5m they are paying $11m and assuming $6.5m in leases - WTF"  
[X Link](https://x.com/AlchemyofFinan1/status/1794883033532919942)  2024-05-27T00:07Z [---] followers, [---] engagements


"@BLSHigh $FCX - if they are prepared to dabble in South Africa again theyll be prepared to go back to Indo"  
[X Link](https://x.com/AlchemyofFinan1/status/1795565896884457938)  2024-05-28T21:20Z [---] followers, [--] engagements


"@RodneyForrest00 These business model are temporal. Fads - Big Rooster Fuddruckers Sizzler Botswana Butchery Starbucks Jamie Oliver Wendys Hooters all have blown up in Australia. How can a DCF get close to the $GYG valuation"  
[X Link](https://x.com/AlchemyofFinan1/status/1799932770510070199)  2024-06-09T22:33Z [---] followers, [--] engagements


"@TwinTurboCe1ica @TRAVmoneyofmine Never buy from private equity"  
[X Link](https://x.com/AlchemyofFinan1/status/1800475234048659747)  2024-06-11T10:28Z [---] followers, [--] engagements


"$148m hoses down by the market already today by $DRR basically the value of the acquisition. What an unmitigated disaster for a royalty over lithium clay. Worst acquisition of 2024"  
[X Link](https://x.com/AlchemyofFinan1/status/1801411221671002264)  2024-06-14T00:27Z [---] followers, [---] engagements


"Did $DRR check with the parents $ILU around the acquisition or change in dividend structure"  
[X Link](https://x.com/AlchemyofFinan1/status/1801433272205119648)  2024-06-14T01:55Z [---] followers, [---] engagements


"Who is running comms for $DRR Where is the pres why is the call delayed How can the [--] advisors justify the valuation to the Board What happens to Trident mgmt do they get handshake payments too As this is debt funded why pollute the div Did mgmt go to Thacker Pass"  
[X Link](https://x.com/AlchemyofFinan1/status/1801512838038753361)  2024-06-14T07:11Z [---] followers, [---] engagements


"Did anyone on the $DRR board understand the need to condition the market to such a material change in capital allocation and dividend policy Did anyone learn anything from $BHP or $RIO looking at Graeme Devlin"  
[X Link](https://x.com/AlchemyofFinan1/status/1802128993883496794)  2024-06-16T00:00Z [---] followers, [---] engagements


"Are any of the brokers going to get stuck into Julian $DRR Hes destroyed and will continue to destroy value - $365m since signing the Trident CA on [--] May"  
[X Link](https://x.com/AlchemyofFinan1/status/1802478360037380273)  2024-06-16T23:08Z [---] followers, [---] engagements


"So from quality disciplined stewards of capital Julian and team have transitioned into nothing better than Las Vegas slot monsters $DRR and the share price will reflect it $DRR.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1802512336839999686)  2024-06-17T01:23Z [---] followers, [---] engagements


"@dattosrule Must be an IBD deal in the works has JPM ever slapped a sell on $MIN the lend to $S32 🤮"  
[X Link](https://x.com/AlchemyofFinan1/status/1810603366806143183)  2024-07-09T09:14Z [---] followers, [---] engagements


"@BLSHigh Oligarchs doing oligarchic things. Imagine if Australia had the courage to establish a billionaire tax like France and the Dems are proposing"  
[X Link](https://x.com/AlchemyofFinan1/status/1811173634553331829)  2024-07-10T23:00Z [---] followers, [--] engagements


"@bowtiedstocks Balance sheet is the issue"  
[X Link](https://x.com/AlchemyofFinan1/status/1818199608126009750)  2024-07-30T08:19Z [---] followers, [--] engagements


"@ignore89039500 When parsing a broker note always ask yourself: Is this brokers existence solely dependent on capital raising fees Does the brokers grad do all of the number crunching while they down beers at The Flynn all day"  
[X Link](https://x.com/AlchemyofFinan1/status/1818232692510716310)  2024-07-30T10:30Z [---] followers, [---] engagements


"@respeculator Debt can go to zero/pennies too - Woodlawn Wolf Minerals the bond/ bank lenders to Samarco Gascoyne Atlas Iron New Wilkie almost every penny Tribecas debt fund invested"  
[X Link](https://x.com/AlchemyofFinan1/status/1818590555183669410)  2024-07-31T10:12Z [---] followers, [---] engagements


"@respeculator $AGL legacy gas contracts are the real rivers of gold"  
[X Link](https://x.com/AlchemyofFinan1/status/1818623262345355493)  2024-07-31T12:22Z [---] followers, [---] engagements


"@hubrishunter @13th_Benedict @SPECCAPITAL No way $BHP commits to two massive simultaneous multi-year CapEx projects in third tier locations. Then no way they allow Cascabel to come into production in order to manage global supply. Cascabel will be a zombie for the next decade"  
[X Link](https://x.com/AlchemyofFinan1/status/1818928640999952447)  2024-08-01T08:35Z [---] followers, [--] engagements


"@sportsbetcomau @Spotify can you not emb gambling ads within NURSERY RHYTHM playlists @petajan @MRowlandMP"  
[X Link](https://x.com/AlchemyofFinan1/status/1819848658139197856)  2024-08-03T21:31Z [---] followers, [--] engagements


"So many bargains great day for dry powder $PDN $WHC $WIRE $FUEL $MNRS"  
[X Link](https://x.com/AlchemyofFinan1/status/1820275622658351136)  2024-08-05T01:48Z [---] followers, [---] engagements


"@ChuckChunder007 This wont end well for $rio the collateral impact and social license damage will be significant"  
[X Link](https://x.com/AlchemyofFinan1/status/1820730035478950044)  2024-08-06T07:54Z [---] followers, [--] engagements


"@LukeyTrags This wont go for $5bn. More $2.7-3.0bn. $YAL.AX can fund this out of surplus cash and maybe a small loan from Bank of China"  
[X Link](https://x.com/AlchemyofFinan1/status/1821072360142786909)  2024-08-07T06:34Z [---] followers, [---] engagements


"@Restructuring__ Great Fund - some of the Aussie/Asian investments are chefs kiss"  
[X Link](https://x.com/AlchemyofFinan1/status/1844495687876239762)  2024-10-10T21:50Z [---] followers, [---] engagements


"@Marcus_Today A bank at 3x P/BV"  
[X Link](https://x.com/AlchemyofFinan1/status/1844533158739317039)  2024-10-11T00:19Z [---] followers, [--] engagements


"Now that Metals Acquisition has Net Debt / EBITDA is sub 0.75x who are they going to buy Aeris Aurelia Taseko $MAC.AX Cant see the balance sheet being this lazy for long"  
[X Link](https://x.com/AlchemyofFinan1/status/1845607775487004989)  2024-10-13T23:29Z [---] followers, [--] engagements


"$CYL.AX trading 20% spot FCF yield net cash further performance improvements to reach steady state and more than [--] years Rem. LOM. On the cusp of $GDX inclusion next year"  
[X Link](https://x.com/AlchemyofFinan1/status/1846391350163657141)  2024-10-16T03:22Z [---] followers, [--] engagements


"@TRAVmoneyofmine 100% this is the chart to follow Refi going to be hard $MIN need to delever"  
[X Link](https://x.com/AlchemyofFinan1/status/1848529472338751808)  2024-10-22T00:59Z [---] followers, [---] engagements


"@respeculator Debt has little/no covies - they just need to meet refi demands. So have a bit of runway. Issue is $MIN is in a coma for the next 12-18mths needs a new Chair/CEO & to corporatize. Unquestionably the next CEO flushes more bad news. No catalysts aside lithium price recovery"  
[X Link](https://x.com/AlchemyofFinan1/status/1853307983364825380)  2024-11-04T05:27Z [---] followers, [---] engagements


"@respeculator Plenty of talent in the organization how many participated in the rackets the Kali pump and dump / insto ramping - next Chair & CEO needs to clean house. Itll take time and no strategic decisions will occur asides debt reduction Hard pass on 54-56% transshipped iron ore"  
[X Link](https://x.com/AlchemyofFinan1/status/1853355854046609585)  2024-11-04T08:37Z [---] followers, [---] engagements


"@internetdreams7 @puppyeh1 Agree Chris will come back hes down now and not out. NB: Zero Appetite for $MIN"  
[X Link](https://x.com/AlchemyofFinan1/status/1853622845038899543)  2024-11-05T02:18Z [---] followers, [---] engagements


"When is anyone (the AFR) going to shine a light on Twiggy lavish use of personal jet (worlds most expensive) FFI should be in Minderoo not FMG Wyloo/Greatland should be in FMG A private yacht masquerading as a research vessel. $MIN $FMG"  
[X Link](https://x.com/AlchemyofFinan1/status/1853702291242782743)  2024-11-05T07:34Z [---] followers, [---] engagements


"@blinkythefish Hopefully Kev keeps an eye on the working capital pre-stripping and ROM inventory levels at completion date. $BHP pulled a swifty"  
[X Link](https://x.com/AlchemyofFinan1/status/1853726834136846773)  2024-11-05T09:11Z [---] followers, [--] engagements


"@liberals_ipa @MarkDiStef Look into Atlas Iron"  
[X Link](https://x.com/AlchemyofFinan1/status/1855542124650893673)  2024-11-10T09:24Z [---] followers, [--] engagements


"What a complete fairytale $SMI $SMI.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1857360222656024862)  2024-11-15T09:49Z [---] followers, [--] engagements


"Did Santana do any benchmarking to Macraes Only fools are buying this pump $SMI $SMI.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1857363656926695816)  2024-11-15T10:02Z [---] followers, [--] engagements


"@YellowLabLife Codelco is doing the same US$4.5bn to add 150kt/yr - they spend it because they have to. Fitch CODELCO's mining assets are older leading to a notable decline in production which has impacted its cost structure and necessitated significant investments to prevent further drops"  
[X Link](https://x.com/AlchemyofFinan1/status/1858471775606030435)  2024-11-18T11:26Z [---] followers, [---] engagements


"Too many light-weight WA Directors on this Board $MIN need Garry Weiss John Wylie Sandeep Biswas or Michael Anglin"  
[X Link](https://x.com/AlchemyofFinan1/status/1859415492404052110)  2024-11-21T01:56Z [---] followers, [---] engagements


"Someone ask Mark Wilson and the other executives (Thurlow) about Kali Metals and if they believe trading those stocks was prudent $min $min.ax Time for a broom through c-suite and Board"  
[X Link](https://x.com/AlchemyofFinan1/status/1859423824275702110)  2024-11-21T02:29Z [---] followers, [---] engagements


"@k311126 $29M was a private equity pump. Operating costs never meet forecasts and the tailing dam issues never disclosed"  
[X Link](https://x.com/AlchemyofFinan1/status/1859434827507958186)  2024-11-21T03:13Z [---] followers, [--] engagements


"Is James McClements fit to manage superfund and now be closely associated with Govt money $MIN $MIN.AX https://amp.abc.net.au/article/104620422 https://amp.abc.net.au/article/104620422"  
[X Link](https://x.com/AlchemyofFinan1/status/1859435923836109261)  2024-11-21T03:17Z [---] followers, [---] engagements


"Can Justin prioritize rebuilding another higher performing team Swap sandpaper for alleged corporate malfeasance. $MIN $MIN.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1859455705314726316)  2024-11-21T04:36Z [---] followers, [---] engagements


"@IFM_Economist So be like New Zealand or some other banana republic Why not be like Switzerland or one of the Gulf States (perhaps value citizenship dont give it away)"  
[X Link](https://x.com/AlchemyofFinan1/status/1860919924115591658)  2024-11-25T05:34Z [---] followers, [--] engagements


"@mfwarder Can $BTU game the timing of the restart of Gro What incentive price is required"  
[X Link](https://x.com/AlchemyofFinan1/status/1860964091298234576)  2024-11-25T08:29Z [---] followers, [---] engagements


"This is a phenomenal outcome for Anglo $AAL.LN Brokers valued the steel coal portfolio at US$2.7bn at the time of the $BHP deal. Well done Goldies and MS #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1860969958060024281)  2024-11-25T08:53Z [---] followers, [---] engagements


"Anytime a bulge bracket banker tries to force a phone call onto teams its purely for CRM salesforce tick box horseshit. Dont give them the satisfaction"  
[X Link](https://x.com/AlchemyofFinan1/status/1861668279968022987)  2024-11-27T07:08Z [---] followers, [--] engagements


"@respeculator Do you think the market is discounting the cash surplus for crazy M&A risk (evidently low) or it believes the surplus cash is never released (Mount Gibson $MGX.AX)"  
[X Link](https://x.com/AlchemyofFinan1/status/1861721594110115972)  2024-11-27T10:39Z [---] followers, [---] engagements


"@respeculator MCAP giving nil value to $1.6bn of these tax credits either - (Gina would)"  
[X Link](https://x.com/AlchemyofFinan1/status/1861724011841138961)  2024-11-27T10:49Z [---] followers, [---] engagements


"@respeculator Will be interesting to see how Broken Hill Mines $CBH.AX trades"  
[X Link](https://x.com/AlchemyofFinan1/status/1863032378677133544)  2024-12-01T01:28Z [---] followers, [---] engagements


"@respeculator And if $CBH.AX can buy out the Chinese or come to another agreement theres a mountain of boundary ore stilling sterilized"  
[X Link](https://x.com/AlchemyofFinan1/status/1863101572353556602)  2024-12-01T06:03Z [---] followers, [--] engagements


"@Rabe9 @MarkDiStef What happened to MinAir $MIN"  
[X Link](https://x.com/AlchemyofFinan1/status/1863495200070369391)  2024-12-02T08:07Z [---] followers, [---] engagements


"@respeculator Capital markets have had zero interest in exploration or developers for a decade. Look at $NST crowing about capital returns Aussie shareholders want FF divies. TSX reward developers"  
[X Link](https://x.com/AlchemyofFinan1/status/1863496481539305774)  2024-12-02T08:12Z [---] followers, [---] engagements


"The yield roaches transitioning out of $NST as they realize growth means divies are about to get lean $NST.AX Do they go to Perseus $PRU"  
[X Link](https://x.com/AlchemyofFinan1/status/1863846387961508158)  2024-12-03T07:23Z [---] followers, [---] engagements


"@ausnotes @eadatt Do they have anything worth selling remaining portion of VicRoads VTrack few more toll roads"  
[X Link](https://x.com/AlchemyofFinan1/status/1866067561210871955)  2024-12-09T10:29Z [---] followers, [--] engagements


"@ausnotes Its an absolute wrought"  
[X Link](https://x.com/AlchemyofFinan1/status/1866221780618407939)  2024-12-09T20:41Z [---] followers, [---] engagements


"@im_mining @CEFCAus A Govt Sponsored Fund Manager investing in a Private Equity Fund - looks like management fees on management fees to me"  
[X Link](https://x.com/AlchemyofFinan1/status/1866251834215841938)  2024-12-09T22:41Z [---] followers, [--] engagements


"Greatland Gold shareholders are deluding themselves if they think institutional investors will touch this given the shadow of Twiggy. $FMG trades at a discount for a reason and $GGP.UK will do the same"  
[X Link](https://x.com/AlchemyofFinan1/status/1866998476569256334)  2024-12-12T00:08Z [---] followers, [---] engagements


"Which miner torched the most shareholder cash in [----] with disastrous capital allocation Deterra flushing $273m down the Trident drain is definitely in the running. $DRR $DRR.AX Bellevues mistimed/miscommunicated equity raise $BGL Pilbara printing shares for LRS"  
[X Link](https://x.com/AlchemyofFinan1/status/1873937708286173663)  2024-12-31T03:42Z [---] followers, [---] engagements


"@capital_razor @zhanginu @respeculator - Zinc tight market pdn issues at KipushiGlencore pdn is fct to be down - Proven mgmt & board - Turnaround scenario ex-Jap owners easy stuff fleet manning etc. - Consolidation play in proven district - Unicorn opportunity to buy/JV with Chinese and make BH a super pit"  
[X Link](https://x.com/AlchemyofFinan1/status/1875853073538793688)  2025-01-05T10:33Z [---] followers, [--] engagements


"Is Bellevue Gold experiencing the greatest choke since Greg Norman Will they miss this cycle $BGL $BGL.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1876159263628050642)  2025-01-06T06:50Z [---] followers, [---] engagements


"@SpachusAus If they do that AUD wont buy much"  
[X Link](https://x.com/AlchemyofFinan1/status/1876917413549138311)  2025-01-08T09:02Z [---] followers, [--] engagements


"@berthon_jones Have you looked at the balance sheet Hard no to those Apollo hybrids"  
[X Link](https://x.com/AlchemyofFinan1/status/1876923814367351244)  2025-01-08T09:28Z [---] followers, [--] engagements


"@JorjxM @TheWealthMiner Need to seem more of this - disparity within the overall sector rewards for individual stock picking over index buying"  
[X Link](https://x.com/AlchemyofFinan1/status/1880051844007043139)  2025-01-17T00:37Z [---] followers, [--] engagements


"@adamgeny Why are any resource companies based in Melbourne If they are technically/operationally focused they should be in Perth if they are listed and capital focused Sydney. Melbourne offers none of this its population hates mining"  
[X Link](https://x.com/AlchemyofFinan1/status/1880454563335180781)  2025-01-18T03:17Z [---] followers, [--] engagements


"@ArrakisGlobal $RIO is the impossible dream. If $GLEN has $10bn (pre-leverage) dry powder what could they buy"  
[X Link](https://x.com/AlchemyofFinan1/status/1880923547872473582)  2025-01-19T10:21Z [---] followers, [--] engagements


"@J_Wise_geology @minenergybiz I think I wasted 100s of hours making the same pitchbooks with the same broker/WoodMac data that [--] other banks/boutiques used for these assets to that to the same 7-8 logical owners"  
[X Link](https://x.com/AlchemyofFinan1/status/1882017514689053116)  2025-01-22T10:48Z [---] followers, [--] engagements


"@YellowLabLife @TRAVmoneyofmine $BTU can probably get money from Elliott the terms will feel like a swift kick in the neithers"  
[X Link](https://x.com/AlchemyofFinan1/status/1882357966051094625)  2025-01-23T09:21Z [---] followers, [---] engagements


"Well done Stanmore such a great operational team. They cant control the pricing but they are demonstrating consistency. $SMR $SMR.AX #CoalTwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1884021751681867877)  2025-01-27T23:32Z [---] followers, [---] engagements


"What share price does $BGL $BGL.AX need to be for Darren to keep his job Drums are beating"  
[X Link](https://x.com/AlchemyofFinan1/status/1884125160057495907)  2025-01-28T06:23Z [---] followers, [--] engagements


"@k311126 @LukeyTrags $NHC has Milner risk They should buy Mount Pleasant - massive synergies"  
[X Link](https://x.com/AlchemyofFinan1/status/1885175446159188353)  2025-01-31T03:57Z [---] followers, [--] engagements


"@BLSHigh @agcmoneyofmine What does the tariffs mean for $SBM and $EVN - lower CAD should be a tailwind"  
[X Link](https://x.com/AlchemyofFinan1/status/1885844618216141215)  2025-02-02T00:16Z [---] followers, [---] engagements


"@mondyinvest Pump and dumps in broad daylight the CFO and ExCo enriching themselves - Mark Wilson bought 600k in Kali Metals. $MIN lithium chief Joshua Thurlow bought 400k shares while Yenna Ong MinRess director of international trade and strategy acquired 200k"  
[X Link](https://x.com/AlchemyofFinan1/status/1886330437129437612)  2025-02-03T08:26Z [---] followers, [---] engagements


"@respeculator FQM has a lot of Panama risk adjusted value in the stock price"  
[X Link](https://x.com/AlchemyofFinan1/status/1887060878111252576)  2025-02-05T08:49Z [---] followers, [---] engagements


"@ChuckChunder007 @westaustralian Morgan Stanleys lawyers joining theyll be desperate to leave now"  
[X Link](https://x.com/AlchemyofFinan1/status/1887406552937865505)  2025-02-06T07:42Z [---] followers, [---] engagements


"Probably nothing could be something $WHC $WHC.AX #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1888788015348359328)  2025-02-10T03:12Z [---] followers, [----] engagements


"$NHC $NHC.AX coping it too"  
[X Link](https://x.com/AlchemyofFinan1/status/1888797511969837127)  2025-02-10T03:49Z [---] followers, [---] engagements


"Does anyone know the fiscal breakeven price metallurgical coal needs to be for Queensland to breakeven and afford the Olympics #QueenslandtheSaudiofMetCoal US$190/t doesnt cut it"  
[X Link](https://x.com/AlchemyofFinan1/status/1888851599851941972)  2025-02-10T07:24Z [---] followers, [---] engagements


"@blackswan2023 Subsidy = Divvy This company is going nowhere. When the favourable gas & coal supply contracts end it wont be pretty. Coal & gas doing the heavy lifting renewables GWh down double digits. $AGL $AGL.AX terrible management protected by the Double Bay Jesus governance team"  
[X Link](https://x.com/AlchemyofFinan1/status/1889454558751125705)  2025-02-11T23:20Z [---] followers, [--] engagements


"Post 1HY25 results it maybe a good signal for the Whitehaven board to purchase shares $WHC $WHC.AX Fiona will be busy topping up her $BGL and $29M stakes too"  
[X Link](https://x.com/AlchemyofFinan1/status/1889591999512138011)  2025-02-12T08:26Z [---] followers, [---] engagements


"Still a good day to shift dirt. Coppabella. $whc $whc.ax #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1897893953497690129)  2025-03-07T06:15Z [---] followers, [---] engagements


"Been a while since the coal names have had a near market leading day. Small wins - toot toot $YAL.AX $WHC.AX #coaltwitter http://SMR.AX http://SMR.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1898973274249232864)  2025-03-10T05:44Z [---] followers, [---] engagements


"@spudheadcapital When $MIN going to show retail shareholders bond pricing"  
[X Link](https://x.com/AlchemyofFinan1/status/1899699320229646594)  2025-03-12T05:49Z [---] followers, [--] engagements


"@MarkDiStef Now can he exit $AGL.AX $AGL"  
[X Link](https://x.com/AlchemyofFinan1/status/1900091927728656679)  2025-03-13T07:49Z [---] followers, [---] engagements


"@respeculator When the momentum robots push $AGL to low-9s/8s buy. And then sell pre-earnings. Been a great pattern"  
[X Link](https://x.com/AlchemyofFinan1/status/1900856034258018692)  2025-03-15T10:26Z [---] followers, [---] engagements


"@respeculator Perhaps Bengalla with Mount Pleasant - $NHC.AX / Indos Boggabri with Maules - Idemitsu / $WHC.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1901519494859923850)  2025-03-17T06:22Z [---] followers, [---] engagements


"Good result but what is the $400m in listed assets $Nhc.ax"  
[X Link](https://x.com/AlchemyofFinan1/status/1901750988131971154)  2025-03-17T21:42Z [---] followers, [---] engagements


"@ImmaYieldGuy No Malabar is not listed (just a OTC exchange). This is Managed Investment Funds which barely generated a return for the period"  
[X Link](https://x.com/AlchemyofFinan1/status/1901758644301283614)  2025-03-17T22:12Z [---] followers, [---] engagements


"6% dilution for the totally unnecessary convertible bond - talk about Milner looking after the little guy. Cant wait for FY related party disclosures $Nhc.ax"  
[X Link](https://x.com/AlchemyofFinan1/status/1901761339816808757)  2025-03-17T22:23Z [---] followers, [---] engagements


"@LukeyTrags How $NHC just issued 6% of its stock to Milner and friends via the convert a $100m BB might get 3%"  
[X Link](https://x.com/AlchemyofFinan1/status/1901769910256382072)  2025-03-17T22:57Z [---] followers, [---] engagements


"@respeculator @ImmaYieldGuy If these guys want to be finance bros they need to provide more info"  
[X Link](https://x.com/AlchemyofFinan1/status/1901787160048791829)  2025-03-18T00:06Z [---] followers, [--] engagements


"$NHC.AX operations are solid. But heres the rub: governance and capital allocation are a bit of a dogs breakfast. The valuation is over 0.5-1x its peers. Add in the lack of real catalysts and risk Malabar acquisition will be pricey its easy to pass"  
[X Link](https://x.com/AlchemyofFinan1/status/1901805516923490602)  2025-03-18T01:19Z [---] followers, [---] engagements


"@mattymikals @PraiseKek Add in Yeelirrie 650km from Perth 128m/lbs which wont be excavated anytime soon"  
[X Link](https://x.com/AlchemyofFinan1/status/1903906576198681079)  2025-03-23T20:27Z [---] followers, [--] engagements


"@YellowLabLife Time to buy Sims Group $SGM.AX - the real estate is worth half the stock price. Management are inept"  
[X Link](https://x.com/AlchemyofFinan1/status/1904449423389729097)  2025-03-25T08:25Z [---] followers, [--] engagements


"Is Bellevue $BGL $BGL.AX just an analogue of Pretium Resources a volatile wave of ecstasy and exasperation where fundamentals dont matter just timing and blind luck"  
[X Link](https://x.com/AlchemyofFinan1/status/1904966650295914517)  2025-03-26T18:40Z [---] followers, [---] engagements


"@minoil61 @ShitValueFund & SuperFunds are happy to have bullshit returns generated within illiquid private equity / private credit portfolios with valuations which never decline to generate fat performance bonuses - the real theft is the wealth transfer from the poor who are bing slowly fleeced"  
[X Link](https://x.com/AlchemyofFinan1/status/1905139822504857947)  2025-03-27T06:08Z [---] followers, [--] engagements


"@88888sAccount Anyone who bought $BGL on Monday"  
[X Link](https://x.com/AlchemyofFinan1/status/1905182200578117797)  2025-03-27T08:56Z [---] followers, [---] engagements


"Does WA Department of Water and Environmental Regulation (DWER) or WA Department of Mines and Petroleum need to disclose any issues with Bellevue $BGL $BGL.AX Tailings Ground Stability"  
[X Link](https://x.com/AlchemyofFinan1/status/1905185702939386058)  2025-03-27T09:10Z [---] followers, [---] engagements


"Gold / orange tie day $WHC.AX $WHC #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1906564110613200927)  2025-03-31T04:28Z [---] followers, [----] engagements


"@GringoInvestor This is a bottom draw stock now at current prices wont be much yield but long term thematics are solid and downside capital risk lowish"  
[X Link](https://x.com/AlchemyofFinan1/status/1907299951606132748)  2025-04-02T05:11Z [---] followers, [--] engagements


"@GardnerRhod @mfwarder And most of the Aussie miners are Net Cash - liquidity is ALL that matters in these conditions. $WHC $SMR $YAL $CRN is toast"  
[X Link](https://x.com/AlchemyofFinan1/status/1908339283301458197)  2025-04-05T02:01Z [---] followers, [---] engagements


"@GardnerRhod @mfwarder $NHC is an un-investable vassal of its oligarchy owner"  
[X Link](https://x.com/AlchemyofFinan1/status/1908436067193413680)  2025-04-05T08:26Z [---] followers, [--] engagements


"Im buying Yancoal on Monday. Its un-Australian not to. Turn out for Aussie exporters $YAL $YAL.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1908440341843501118)  2025-04-05T08:43Z [---] followers, [----] engagements


"@LambDownUnder Balance Sheet"  
[X Link](https://x.com/AlchemyofFinan1/status/1908619394101764523)  2025-04-05T20:34Z [---] followers, [---] engagements


"Bought more Yancoal going full degenerate #coaltwitter $yal $yal.ax"  
[X Link](https://x.com/AlchemyofFinan1/status/1909455075288006993)  2025-04-08T03:55Z [---] followers, [---] engagements


"@TwinTurboCe1ica Add US treasury plus HY / Junk spreads plus a C swap - $MIN cost of debt - it going to be 12% if they can even get it away"  
[X Link](https://x.com/AlchemyofFinan1/status/1909951961023348810)  2025-04-09T12:50Z [---] followers, [--] engagements


"Is there a call for Bellevue $BGL $BGL.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1911662102135333077)  2025-04-14T06:05Z [---] followers, [---] engagements


"@Eagleresa @Resourcesautist My money is on Jake $BGL would make a great $EVN $EVN.AX asset"  
[X Link](https://x.com/AlchemyofFinan1/status/1911691639422148971)  2025-04-14T08:02Z [---] followers, [---] engagements


"@MarhelmData $yal.ax $whc.ax $smr.ax $nhc.ax"  
[X Link](https://x.com/AlchemyofFinan1/status/1912090047098265886)  2025-04-15T10:26Z [---] followers, [---] engagements


"@ScottNorth64736 Why isnt Ivanhoe Mines on the ASX then $IVN.TX"  
[X Link](https://x.com/AlchemyofFinan1/status/1916467056607744327)  2025-04-27T12:18Z [---] followers, [---] engagements


"When will Blackwater and Daunia hit forecast ROM production numbers Work to do or gaming the contingent payment $WHC.AX #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1917004451883454642)  2025-04-28T23:54Z [---] followers, [---] engagements


"@bowtiedstocks Now do forecast collapses / founder greed - Guzman - HMC Capital (the next Babcock / Allco) - Buy now pay later (this cycles Rams) - Any IPOs with a founder in the Gold Coast (Billabong) - Virgin [---] (when it IPOs) - Any IPO from Anchorage Quadrant EMR Capital"  
[X Link](https://x.com/AlchemyofFinan1/status/1917121111160131881)  2025-04-29T07:37Z [---] followers, [---] engagements


"@bowtiedstocks News Corp governance structure is probably all time greatest wealth transfer"  
[X Link](https://x.com/AlchemyofFinan1/status/1917124336768717292)  2025-04-29T07:50Z [---] followers, [---] engagements


"@Mark_IKN Bellevue Gold $BGL $BGL.AX ❌production cuts ❌lower grades ❌bad hedge book ❌dilusional self promoting self-enriching management ❌poor ramp-up and capital budgeting fully funded twice ❌mismanagement of mining contractor ❌poor Board with little-shareholder alignment"  
[X Link](https://x.com/AlchemyofFinan1/status/1917330985236193538)  2025-04-29T21:31Z [---] followers, [---] engagements


"Yancoal cheque day $YAL $YAL.AX In the past [--] years Yancoal has given back $3.125/sh in fully franked divvys. And sits on $1.88/sh in cash with $2.2bn ($1.66/sh) in franking credits to distribute. Anyway this is cut its VALUE"  
[X Link](https://x.com/AlchemyofFinan1/status/1917349223399579917)  2025-04-29T22:44Z [---] followers, [----] engagements


"Oh boi Deterra $DRR $DRR.AX are morons paying 20x rev for a portfolio of shite (lithium clay) even worse when the producing asset is suspended"  
[X Link](https://x.com/AlchemyofFinan1/status/1917424447700762691)  2025-04-30T03:43Z [---] followers, [---] engagements


"@TomkinsonCap Greedy bastards took a tier-1 fully franked divvy machine to gamble on Mexican gold and lithium (worlds largest deposit) clay"  
[X Link](https://x.com/AlchemyofFinan1/status/1917445999502712989)  2025-04-30T05:08Z [---] followers, [--] engagements


"The velocity of new mortgages hitting delinquency isnt a great signal. $WBC $WBC.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1919177934264234241)  2025-05-04T23:50Z [---] followers, [----] engagements


"Where was this bloke last year $DRR $DRR.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1919589973134651734)  2025-05-06T03:08Z [---] followers, [---] engagements


"@CaptainRoyen Who is your money on $WHC.AX $YAL.AX Indo/M Res $SMR.AX TeamIndia"  
[X Link](https://x.com/AlchemyofFinan1/status/1919956111425204732)  2025-05-07T03:23Z [---] followers, [---] engagements


"So Chris is selling his - Yacht (no more free $MIN diesel) - a Luxury Perth Property - 51% of Northern Gateway Industrial Park Why would he need the cash Repay fines/charitable donation margin call or raise"  
[X Link](https://x.com/AlchemyofFinan1/status/1922547270131576954)  2025-05-14T06:59Z [---] followers, [---] engagements


"@rfkenmore Filson on Broadway"  
[X Link](https://x.com/AlchemyofFinan1/status/1924771584423952400)  2025-05-20T10:18Z [---] followers, [---] engagements


"@ScottNorth64736 @ChuckChunder007 NPV [--] is US$1.062bn (2021 DFS) using a US$25 silver $3k zinc. At +20% price deck (no where near spot) its US$1.4bn. Do you think shareholders will get that value (i.e A$5.40/sh.) $ADT.AX $ADT"  
[X Link](https://x.com/AlchemyofFinan1/status/1924996943727755594)  2025-05-21T01:13Z [---] followers, [--] engagements


"Whats the situation on-site in the Hunter Bit of rain $WHC.AX $YAL.AX #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1925479646331904079)  2025-05-22T09:11Z [---] followers, [---] engagements


"Anyone going to the Yancoal AGM tomorrow If youd like a post event beer Ill be about the Shelbourne Hotel. $YAL $YAL.AX"  
[X Link](https://x.com/AlchemyofFinan1/status/1927241982214057991)  2025-05-27T05:54Z [---] followers, [----] engagements


"@plebcapital @TheRealDavey2 @MarkDiStef Cant they just redomicle to Israel/Greece/choose your haven and empty out the whole SMSF after [---] days"  
[X Link](https://x.com/AlchemyofFinan1/status/1927519100332368269)  2025-05-28T00:15Z [---] followers, [--] engagements


"Dont understand the FIRB questions has Yancoal really missed out Suggest TSR (inc FF divvies) is better than $WHC and $BTU since respective acquisitions $YAL $YAL.AX #CoalTwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1927544514895397283)  2025-05-28T01:56Z [---] followers, [----] engagements


"@JohnLeePettim13 $MIN is offering truck drivers on the Onslow Iron haul road A$166k - trucks have a habit of rolling"  
[X Link](https://x.com/AlchemyofFinan1/status/1928394922089959927)  2025-05-30T10:15Z [---] followers, [--] engagements


"Does anyone seriously believe the Chinese who hold a substantial portion of Rio Tinto are going to allow a Glencore deal $RIO.AX $GLEN"  
[X Link](https://x.com/AlchemyofFinan1/status/1929288333902991791)  2025-06-01T21:25Z [---] followers, [----] engagements


"Should Soul Patts tuck-in the 60% of New Hope it doesnt own Would $NHC $NHC.AX take a small premium and potential re-rate plenty of cover for coal earnings within the $12bn group $SOL.AX $SOL #coaltwitter"  
[X Link](https://x.com/AlchemyofFinan1/status/1929323672717693247)  2025-06-01T23:46Z [---] followers, [----] engagements

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