# ![@LukeyTrags Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1190855035111952384.png) @LukeyTrags Patrick

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

### Engagements: [-----] [#](/creator/twitter::1190855035111952384/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190855035111952384/c:line/m:interactions.svg)

- [--] Week [------] +28%
- [--] Month [-------] +353%
- [--] Months [---------] +136%
- [--] Year [---------] -22%

### Mentions: [--] [#](/creator/twitter::1190855035111952384/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190855035111952384/c:line/m:posts_active.svg)

- [--] Month [---] +2.60%
- [--] Months [---] +45%
- [--] Year [---] +31%

### Followers: [-----] [#](/creator/twitter::1190855035111952384/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190855035111952384/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +6%
- [--] Months [-----] +9.10%
- [--] Year [-----] +14%

### CreatorRank: [-------] [#](/creator/twitter::1190855035111952384/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1190855035111952384/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)  [musicians](/list/musicians)  [technology brands](/list/technology-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks) 

**Social topic influence**
[$yalax](/topic/$yalax) #1, [$whcax](/topic/$whcax) #1, [$whc](/topic/$whc) #2, [$nhcax](/topic/$nhcax) #1, [$yal](/topic/$yal) #1, [$btu](/topic/$btu) #1, [$smrax](/topic/$smrax) #1, [$nhc](/topic/$nhc), [$hcc](/topic/$hcc) #5, [$amr](/topic/$amr) #5

**Top accounts mentioned or mentioned by**
[@realhagetaka](/creator/undefined) [@respeculator](/creator/undefined) [@twinturboce1ica](/creator/undefined) [@k311126](/creator/undefined) [@hsiuchinchen095](/creator/undefined) [@cyclopstrader](/creator/undefined) [@immayieldguy](/creator/undefined) [@zhanginu](/creator/undefined) [@mondyinvest](/creator/undefined) [@mfwarder](/creator/undefined) [@gardnerrhod](/creator/undefined) [@sr71blackbirds](/creator/undefined) [@lambdownunder](/creator/undefined) [@hsiuchinchen168](/creator/undefined) [@debragrobins](/creator/undefined) [@jamesmo86676773](/creator/undefined) [@shitvaluefund](/creator/undefined) [@tradedollarnut](/creator/undefined) [@yellowlablife](/creator/undefined) [@alchemyoffinan1](/creator/undefined)

**Top assets mentioned**
[Peabody Energy Corporation (BTU)](/topic/$btu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [NuScale Power Corporation (SMR)](/topic/$smr) [Pulsechain (PLS)](/topic/$pls) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Archway (ARCH)](/topic/$arch) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Blockchain Bets (BCB)](/topic/$bcb) [Firmachain (FCT)](/topic/$fct)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$TEG daily log #chart has broken out on huge vol (CR being soaked) - signals big move up likely. $20m MC $10m cash 28% stake in $GAS $BP off-take deal & macro state of #oil bullish. #TA for a trade & #FA for a hold = bottom in. Resistance at 2.5c with target of 3c #ASX #energy"  
[X Link](https://x.com/LukeyTrags/status/1423532004990066689)  2021-08-06T06:30Z [----] followers, [--] engagements


"FA on $KAR is appealing: - doubling production from 14000bpd to [-----] by FY23 - potential for further development & discoveries - macro bullish environment will increase margins - likely to pay future dividends TA shows key weekly resistance at [----] ($75 for #oil)"  
[X Link](https://x.com/LukeyTrags/status/1437368700110204941)  2021-09-13T10:52Z [----] followers, [--] engagements


"$FCT update: seems like theres been a thorough review of legacy contracts (previous management). Good to see the Board deal with this ahead of next weeks exciting CyberCision launch. Ill be looking to add if there is any weakness. #cybersecurity #innovation"  
[X Link](https://x.com/LukeyTrags/status/1450404750940258304)  2021-10-19T10:13Z [----] followers, [--] engagements


"$FCT had its largest vol. week to date with 21m shares traded - stale holders flushed & fresh investors set for the exciting road ahead starting on Wednesday. Registry is very tight & last week showed just how fast it can move on tiny volume. I doubled my units #Cybersecurity"  
[X Link](https://x.com/LukeyTrags/status/1451688864918114311)  2021-10-22T23:16Z [----] followers, [--] engagements


"Here is the $FCT link for the #CyberCision launch this Wednesday morning #cybersecurity https://us02web.zoom.us/webinar/register/WN_n7BiZxqzSumFNFBM5lmEnA https://us02web.zoom.us/webinar/register/WN_n7BiZxqzSumFNFBM5lmEnA"  
[X Link](https://x.com/LukeyTrags/status/1452141557126033408)  2021-10-24T05:15Z [----] followers, [--] engagements


"$FCT +16% today on small vol - equals $170k in value traded to move the mc $10m. This signals the sellers [--] are almost gone & it's back to half cent pips. Registry is very tight so all it takes is a few big players wanting in & this will re-rate quickly #tech #cybersecurity"  
[X Link](https://x.com/LukeyTrags/status/1452547019004801029)  2021-10-25T08:06Z [----] followers, [--] engagements


"CyberCision is the "seatbelts & airbags" analogy for the world's connectivity providers (ISPs & telcos). putting #cybersecurity in the pipe globally $FCT chart is continuing to form this week with plenty of upside ahead. Excited for tomorrow's launch at 10:30am Sydney time"  
[X Link](https://x.com/LukeyTrags/status/1452921925810806785)  2021-10-26T08:55Z [----] followers, [--] engagements


"$VR1 is close to a major breakout to ATHs & beyond. Despite being a tad late I have wrapped my head around the FA potential over the last few weeks & entered today for a LT hold - will accumulate on weakness. #VR1 #VirtualReality #Metaverse #AugmentedReality #3D #technology"  
[X Link](https://x.com/LukeyTrags/status/1461557762177974275)  2021-11-19T04:51Z [----] followers, [--] engagements


"$BOA weekly has based with volume increasing nicely over the last few weeks - shaping for a decent run into the high 20s with technicals upticking. Multiple bites at the cherry across a range of projects. Disc: in at 18c #nearology #lithium #nickel #gold #copper $BOA has broken out on the back of today's volume & price discovery. Nice upticks on the indicators with the first key resistance at the 25c level. @setfire2thehive is all over the value upside in the FA #nickel #gold #nearology #exploration https://t.co/O3twYJODz0 $BOA has broken out on the back of today's volume & price discovery."  
[X Link](https://x.com/LukeyTrags/status/1466280753675706374)  2021-12-02T05:39Z [----] followers, [--] engagements


"@AsxIbx This is actually the cutest stock post Ive seen. MrIBX made MrLukeyTrags cry. 😢"  
[X Link](https://x.com/LukeyTrags/status/1485846847747149831)  2022-01-25T05:27Z [----] followers, [--] engagements


"@AsxIbx MrIBX I am at your service Looks like we are approaching decision time on the wedge - will we break up towards 10c again or will we create a lower low I think we will break to the upside assuming the broader market doesn't crash 🙏"  
[X Link](https://x.com/LukeyTrags/status/1490587576507727872)  2022-02-07T07:25Z [----] followers, [--] engagements


"@AsxIbx @ambermatthews_1 Sorry MrIBX Lukey doesnt DM very often dont take it personally 😭 We are always friends even if IBX goes to 3c 💕"  
[X Link](https://x.com/LukeyTrags/status/1502203740735950848)  2022-03-11T08:44Z [----] followers, [--] engagements


"@AsxIbx Long term investing can be extremely rewarding MrIBX you have valiantly lead the calvary through the dark times"  
[X Link](https://x.com/LukeyTrags/status/1504279296353120256)  2022-03-17T02:11Z [----] followers, [--] engagements


"$FCT weekly log: - triple bottom + bullish divergence & technicals turning - smooth integration w/ @opmantek + "one click" cybercision launching imminently - blue-ribbon clients including @Microsoft $MSFT - fast growing sector w/ #cybersecurity threats increasing globally FirstWave Chief Revenue Officer Craig Nelson states At our core our software has been built by engineers for engineers that give businesses access to visibility control and automation of their IT environments👉 Connect with our experts https://t.co/Stx0Ptjmwr https://t.co/vLH5NYSB3C FirstWave Chief Revenue Officer Craig"  
[X Link](https://x.com/LukeyTrags/status/1505780832849756161)  2022-03-21T05:38Z [----] followers, [--] engagements


"$BPM looks good on the daily chart: - double bottom formed with indicators upticking - breakout of the downtrend resistance followed by a healthy backtest - popular Earaheedy region with $RTR $STK $CDT $LSR $BLZ - recently entered & will cut if PA falls below 19c"  
[X Link](https://x.com/LukeyTrags/status/1507889124992516096)  2022-03-27T01:15Z [----] followers, [--] engagements


"@AsxIbx @ambermatthews_1 @Dragan8er MrIBX we have a deep love 💕"  
[X Link](https://x.com/LukeyTrags/status/1510544682895671298)  2022-04-03T09:08Z [----] followers, [--] engagements


"@JavierBlas Can you use $WHC $YAL for some Aussie names next time JB 😋 @OneMoreif @TwinTurboCe1ica @zhanginu"  
[X Link](https://x.com/LukeyTrags/status/1611288312735731712)  2023-01-06T09:07Z [----] followers, [----] engagements


"@OneMoreif @TwinTurboCe1ica $SMR was waiting for $OMA to flush which was waiting for $KFM to flush"  
[X Link](https://x.com/LukeyTrags/status/1664194664084443136)  2023-06-01T08:58Z [----] followers, [--] engagements


"@TwinTurboCe1ica @respeculator @OneMoreif If Cobalt is ripping to fitty kay Im buying @Edark94s $JRV $JRV.AX"  
[X Link](https://x.com/LukeyTrags/status/1676507228940177409)  2023-07-05T08:24Z [----] followers, [---] engagements


"@alisterberkeley @realhagetaka @UBS Soon to be replaced by"  
[X Link](https://x.com/LukeyTrags/status/1676542629574746112)  2023-07-05T10:44Z [----] followers, [---] engagements


"@JavierBlas This climate change agenda is straight fraud & you know it JB"  
[X Link](https://x.com/LukeyTrags/status/1681433329059659776)  2023-07-18T22:38Z [----] followers, [---] engagements


"If I can buy [--] $SMR's or [--] $NST what do I buy #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1681825085479587840)  2023-07-22T01:02Z [----] followers, 12.6K engagements


"Anyone else seeing one or a combination of the following in the #lithium space: - outrageous valuation - price distribution - bearish divergences on various time frames - elated sentiment Is the bubble about to pop or does the party continue 🫧💥"  
[X Link](https://x.com/LukeyTrags/status/1681949940493479936)  2023-07-20T08:51Z [----] followers, [----] engagements


"@DebraG_Robins @respeculator @Piccan3 @CheatChart @ASXCowboy @InspectionDeep @TinInvestor @laggers Youll be pleased to know I nibbled $PRU today Deb. Only ASX goldie that makes sense valuation wise 😉"  
[X Link](https://x.com/LukeyTrags/status/1682312267076083712)  2023-07-21T08:51Z [----] followers, [--] engagements


"@ECamp1234 @USFunds $PRU @respeculator"  
[X Link](https://x.com/LukeyTrags/status/1682709363574857728)  2023-07-22T11:09Z [----] followers, [--] engagements


"This is #coaltwitter vs everything else 🐐 $WHC $NHC $YAL $SMR $BTU $HCC $AMR $CEIX $ARCH"  
[X Link](https://x.com/LukeyTrags/status/1683012866415427584)  2023-07-29T20:10Z [----] followers, [----] engagements


"@realhagetaka I have $SMR $WHC $YAL $NHC at the moment but Im an idiot 😂"  
[X Link](https://x.com/LukeyTrags/status/1683016619466047489)  2023-07-23T22:19Z [----] followers, [---] engagements


"@Cyclops_Trader @respeculator $SMR"  
[X Link](https://x.com/LukeyTrags/status/1683096072175116288)  2023-07-23T12:45Z [----] followers, [--] engagements


"I would say $US230 a tonne is probably the floor in coking coal prices - Gerhard Ziems CFO of $CRN. Is the met #coal floor in $SMR $WHC $NHC $YAL $BTU $AMR $HCC"  
[X Link](https://x.com/LukeyTrags/status/1689209902127108096)  2023-08-09T09:39Z [----] followers, [----] engagements


"@JamesMo86676773 Daunia infrastructure is the real value for WHC (moreso than the deposit) & BW is a 100yr beast @realhagetaka"  
[X Link](https://x.com/LukeyTrags/status/1689569896433434624)  2023-08-10T09:30Z [----] followers, [---] engagements


"Me patting @JamesMo86676773 for reading the notes"  
[X Link](https://x.com/LukeyTrags/status/1691373215250296832)  2023-08-15T08:56Z [----] followers, [----] engagements


"And so it continues 👎🏽"  
[X Link](https://x.com/LukeyTrags/status/1692004770914111874)  2023-08-17T02:45Z [----] followers, [----] engagements


"@THE_ROBBO_ A very nice tailwind indeed"  
[X Link](https://x.com/LukeyTrags/status/1692007332098822147)  2023-08-17T02:55Z [----] followers, [--] engagements


"The #coal industry employed around [-----] people in [----] and is projected to employ around [-----] people by [----]. Shouldnt this number be dropping based on the ESG narrative rather than increasing by 50% $WHC $NHC $YAL $SMR"  
[X Link](https://x.com/LukeyTrags/status/1693471516422508891)  2023-08-21T03:54Z [----] followers, [----] engagements


"@Cyclops_Trader Always playing catchup"  
[X Link](https://x.com/LukeyTrags/status/1699990451510808979)  2023-09-08T03:38Z [----] followers, [---] engagements


"@_H00PZ_ Great work mate. $ACB & $LOT are in the process of a merger so the numbers will likely need to be revised post the combined entity"  
[X Link](https://x.com/LukeyTrags/status/1700014560814719135)  2023-09-08T05:13Z [----] followers, [---] engagements


"@ausnotes Stopped reading at according to JPMorgan 😂"  
[X Link](https://x.com/LukeyTrags/status/1701076675218522204)  2023-09-11T03:34Z [----] followers, [---] engagements


"@ausnotes @realhagetaka @NatgasTurk By the time this thing gets through all the stages they will just have enough cash outright 🤣"  
[X Link](https://x.com/LukeyTrags/status/1701141845445898304)  2023-09-11T07:53Z [----] followers, [---] engagements


"Welcome back $SMR $SMR.AX #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1701811059689148875)  2023-09-13T04:12Z [----] followers, [--] engagements


"@clex000 @Porky8557 @TwinTurboCe1ica V small short % wouldnt say its a squeeze"  
[X Link](https://x.com/LukeyTrags/status/1702534311499669839)  2023-09-15T04:06Z [----] followers, [--] engagements


"@patrickadownes @Cyclops_Trader After a big cash injection like this youd be hoping to raise capital in future at much higher levels than current price / market cap if youre bullish both AGEs progress & Uranium in general. The oppies are just hugely dilutionary & will create a big overhang IMO"  
[X Link](https://x.com/LukeyTrags/status/1704351667767112104)  2023-09-20T04:27Z [----] followers, [---] engagements


"@ilzenberg @patrickadownes @mondyinvest @BambroughKevin After a big cash injection like this youd be hoping to raise capital in future at much higher levels than current price / market cap if youre bullish both AGEs progress & Uranium in general. The oppies are just hugely dilutionary & will create a big overhang IMO"  
[X Link](https://x.com/LukeyTrags/status/1704351903638044696)  2023-09-20T04:28Z [----] followers, [--] engagements


"@YuanTalks rare drop @zhanginu @respeculator @realhagetaka burn de gases & coals"  
[X Link](https://x.com/LukeyTrags/status/1704779556513886588)  2023-09-21T08:48Z [----] followers, [---] engagements


"@mondyinvest Higher FCF multiples As in 10x"  
[X Link](https://x.com/LukeyTrags/status/1704986555146990045)  2023-09-21T22:30Z [----] followers, [---] engagements


"@mondyinvest Nice one. Gold space seems grim with respect to valuations & balance sheets ex. Africa. In saying thay FCF can rocket if gold price rips. The big IF"  
[X Link](https://x.com/LukeyTrags/status/1704993692946469362)  2023-09-21T22:59Z [----] followers, [---] engagements


"Where does the #uranium price reach over the next 6months (in USD/lbs) $PDN $DYL $BMN $BOE $LOT $ACB $AGE etc. 60-90 90-120 [---] 120-150 60-90 90-120 [---] 120-150"  
[X Link](https://x.com/LukeyTrags/status/1706796725820874995)  2023-09-26T22:23Z [----] followers, [----] engagements


"@realhagetaka @JamesMo86676773 @jmcduling In this instance payment terms will likely be favourable for the buyer as BHP are the forced seller due to their register being dominated with the woke Blackrocks of the world (hence recent poor divestment history)"  
[X Link](https://x.com/LukeyTrags/status/1707634931965542513)  2023-09-29T05:54Z [----] followers, [---] engagements


"Ord Minnetts latest coal price assumptions out to [----] (as of 2nd October). Youll love this @respeculator #coaltwitter $WHC $NHC $YAL $BTU $SMR"  
[X Link](https://x.com/LukeyTrags/status/1708968426071589243)  2023-10-02T22:13Z [----] followers, [----] engagements


"Here is a bearish coal outlook by Simon Nicholas a few hours ago. $WHC $NHC $YAL $BTU $SMR #CoalTwitter Access the full 33pg report via the below link:"  
[X Link](https://x.com/LukeyTrags/status/1710082786714124597)  2023-10-06T00:01Z [----] followers, 15.6K engagements


"@YBMCapital Tim Buckley also tweeted this in [----] 😬"  
[X Link](https://x.com/LukeyTrags/status/1710091228770095614)  2023-10-06T00:34Z [----] followers, [---] engagements


""If there is a global consensus about one thing to do urgently it is to stop producing and burning coal." How can that be a GLOBAL consensus when the exact opposite is happening Adrian #coaltwitter $WHC $NHC $YAL $SMR $BTU"  
[X Link](https://x.com/LukeyTrags/status/1714060886090961193)  2023-10-16T23:28Z [----] followers, [----] engagements


"@Bogan_Geologist $WHC just bought Dauni & BW for less than this 🤣 @respeculator"  
[X Link](https://x.com/LukeyTrags/status/1714500277582369098)  2023-10-18T04:34Z [----] followers, [----] engagements


"@dyer440 @bjyanzi Agreed. Hypothetically a takeover of either $SMR or $YAL would have required a 50% premium minimum IMO. Probably more like 100% to be taken seriously due to their starting valuations. Especially when compared to $NHC & US peers"  
[X Link](https://x.com/LukeyTrags/status/1714593355299184971)  2023-10-18T10:44Z [----] followers, [---] engagements


"@ShitValueFund $MSV at 36c 🤯 @realhagetaka"  
[X Link](https://x.com/LukeyTrags/status/1715152839591567421)  2023-10-19T23:47Z [----] followers, [---] engagements


"@GameofTrades_ @realhagetaka you know what the 70s means 😉"  
[X Link](https://x.com/LukeyTrags/status/1715363725950234747)  2023-10-20T13:45Z [----] followers, [---] engagements


"@whirlybard @TetonCapital1 Tbh Im just a degenerate coal bull 🤣 I think the higher for longer thesis is valid due to a numbers of factors (especially ESG related). This will lead to higher avg realised prices long term. But as Whirly said its cyclical so there will be buy opportunities along the way"  
[X Link](https://x.com/LukeyTrags/status/1715867876538843206)  2023-10-21T23:09Z [----] followers, [---] engagements


"Even if the bearish #China narrative finally plays out is there a new bullish powerhouse emerging $WHC $YAL $NHC $BTU $SMR #coaltwitter #energy #metals #India"  
[X Link](https://x.com/LukeyTrags/status/1716220745335120237)  2023-10-22T22:31Z [----] followers, [----] engagements


"@Randhir22347277 @DebraG_Robins Supply/Demand scenarios for short term (recession potential) v long term (increasing structural deficit) @Josh_Young_1"  
[X Link](https://x.com/LukeyTrags/status/1721324319580782894)  2023-11-06T00:31Z [----] followers, [--] engagements


"@TwinTurboCe1ica For context comparing to it's direct peer & adjusted for divs $NHC is down 15% since the tweet (5% more than WHC) & $WHC is outperforming by 20% since the deal. IMO this shows it's a result of NEWC. If anything WHC appears to be holding up better due to the deal. #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1721395860846862346)  2023-11-06T05:15Z [----] followers, 16.3K engagements


"@TwinTurboCe1ica Indeed. $SMR was a lay-down at [---] which hopefully most of coaltwit did well out of"  
[X Link](https://x.com/LukeyTrags/status/1721398927361200432)  2023-11-06T05:27Z [----] followers, [---] engagements


"@TwinTurboCe1ica Always been in the public system living off taxpayers. Would have to be one the greatest muppets this country has produced 🤡"  
[X Link](https://x.com/LukeyTrags/status/1722020674842018281)  2023-11-07T22:38Z [----] followers, [---] engagements


"@patrickadownes $LOT post merger with $ACB is a beast"  
[X Link](https://x.com/LukeyTrags/status/1724295492173988158)  2023-11-14T05:17Z [----] followers, [----] engagements


"@TwinTurboCe1ica @Cyclops_Trader Didnt get a dirtybird seat but I reckon you're a big chance to land a PLS one"  
[X Link](https://x.com/LukeyTrags/status/1726761335650980291)  2023-11-21T00:35Z [----] followers, [---] engagements


"Recharging her #coal powered EV 🪨"  
[X Link](https://x.com/LukeyTrags/status/1728191119782220085)  2023-11-24T23:17Z [----] followers, 33.6K engagements


"@WilliamYork_ Hence electricity prices have been going go"  
[X Link](https://x.com/LukeyTrags/status/1728287180374913144)  2023-11-25T05:39Z [----] followers, [---] engagements


"@westy2906 @Carrot70 Capacity factor of wind & solar is dreadful"  
[X Link](https://x.com/LukeyTrags/status/1728293547865161902)  2023-11-25T06:04Z [----] followers, [--] engagements


"@respeculator @ambermatthews_1 Cheers legend beautiful msg. Appreciate you 🤝"  
[X Link](https://x.com/LukeyTrags/status/1728727791338930622)  2023-11-26T10:49Z [----] followers, [---] engagements


"@Porky8557 @TwinTurboCe1ica @Cyclops_Trader I think next round of #lithium quarterlies will result in major consensus downgrades to price decks cash flow estimates & valuations which "could" see some large capitulation volumes traded (cover opportunity)"  
[X Link](https://x.com/LukeyTrags/status/1730037795983614238)  2023-11-30T01:35Z [----] followers, [---] engagements


"What an amazing story and tribute. R.I.P. Charlie #Munger"  
[X Link](https://x.com/LukeyTrags/status/1730114058668707978)  2023-11-30T06:38Z [----] followers, [----] engagements


"@TwinTurboCe1ica @Cyclops_Trader Me no understand what that means Twinny"  
[X Link](https://x.com/LukeyTrags/status/1731939152781025551)  2023-12-05T07:30Z [----] followers, [---] engagements


"@TwinTurboCe1ica @Cyclops_Trader Im talking about bloted EV in a low/negative/neutral FCF environment"  
[X Link](https://x.com/LukeyTrags/status/1731944866513666224)  2023-12-05T07:53Z [----] followers, [---] engagements


"@TwinTurboCe1ica @Cyclops_Trader Looking at historic valuations (EV) the market was willing to pay for $PLS at different stages throughout this Li cycle. For example EV peaked at 12B in June this year. Currently Li prices are at similar levels to mid [----] & the mrkt paid around 4B EV at the time"  
[X Link](https://x.com/LukeyTrags/status/1731945159321899025)  2023-12-05T07:54Z [----] followers, [---] engagements


"@mondyinvest @agroasx Yikes are these tweets legit 😳 #notenoughpain"  
[X Link](https://x.com/LukeyTrags/status/1732197705336996056)  2023-12-06T00:38Z [----] followers, [---] engagements


"@DebraG_Robins But there are so many better + safer ways to play gold IMO. Why take the balance sheet & execution risk with EVN's assets"  
[X Link](https://x.com/LukeyTrags/status/1732200574744133925)  2023-12-06T00:49Z [----] followers, [---] engagements


"@InvestInOnG No. It's just a valuation ration so WHC market cap divided by NHC market cap"  
[X Link](https://x.com/LukeyTrags/status/1732223239257211016)  2023-12-06T02:19Z [----] followers, [--] engagements


"Fun Fact Friday: $YAL.AX $YAL just had it's 4th highest volume day in its history. #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1735528503137984780)  2023-12-15T05:13Z [----] followers, [----] engagements


"@DebraG_Robins @TuckerCarlson @elonmusk Very"  
[X Link](https://x.com/LukeyTrags/status/1737069014437019773)  2023-12-19T11:15Z [----] followers, [---] engagements


"$CXO another liffium catastrophic dog. Goneskies. @mondyinvest $LKE is an absolute catastrophe. https://t.co/kc3eQsP84R @mondyinvest $LKE is an absolute catastrophe. https://t.co/kc3eQsP84R"  
[X Link](https://x.com/LukeyTrags/status/1737972294117691741)  2023-12-21T23:04Z [----] followers, [----] engagements


"So many likes yikes @Cyclops_Trader @TwinTurboCe1ica"  
[X Link](https://x.com/LukeyTrags/status/1737972971661365490)  2023-12-21T23:07Z [----] followers, [---] engagements


"@realhagetaka @RickRuleRulz The more they hate coal the better for coal investors"  
[X Link](https://x.com/anyuser/status/1743496100999512458)  2024-01-06T04:53Z [--] followers, [---] engagements


"Type the year you turned [--] into the GIF bar and post the best GIF you see Type the year you turned [--] into the GIF bar and post the best GIF you see https://t.co/W30mWQGYcx Type the year you turned [--] into the GIF bar and post the best GIF you see https://t.co/W30mWQGYcx"  
[X Link](https://x.com/LukeyTrags/status/1744531733977215032)  2024-01-09T01:29Z [----] followers, [----] engagements


"@EnergyWrapAU Wind and solar is pure fraud"  
[X Link](https://x.com/LukeyTrags/status/1744653014630387722)  2024-01-09T09:31Z [----] followers, [---] engagements


"@darthjimmyau Standard practice 🤣 Payment from $BCB I presume"  
[X Link](https://x.com/LukeyTrags/status/1745427504821891261)  2024-01-11T12:48Z [----] followers, [---] engagements


"$RIO.AX $RIO is planning to invest billions to increase their #iron production by 15-20%. #India is the next "#China" & maybe China isn't so terminal despite 20yrs of doom bears. Helluva lotta met #coal required #coaltwitter $WHC $AMR $HCC $SMR $BTU etc. etc"  
[X Link](https://x.com/LukeyTrags/status/1747024389634466271)  2024-01-15T22:34Z [----] followers, [----] engagements


"$525M equity raise + dilution for an "acquisition" when the underlying purpose was likely to top up liquidity on the balance sheet. Ugly signs & relying on #gold / #copper price to bail it out from here. $EVN.AX $EVN"  
[X Link](https://x.com/LukeyTrags/status/1747399381152841920)  2024-01-16T23:24Z [----] followers, [----] engagements


"@mondyinvest @Jkoozi1 Mrkt willing to forgive & look beyond poor quarterlies due to past mgmt / reputation but only so many times in succession that can keep happening. Trust is thinning"  
[X Link](https://x.com/LukeyTrags/status/1747556867675771135)  2024-01-17T09:49Z [----] followers, [---] engagements


"@respeculator @realhagetaka @zhanginu @YellowLabLife @dyer440 @InvestInOnG Is there precedence in commodities of mines running at lower run rates post M&A during the interim period before the handover date"  
[X Link](https://x.com/LukeyTrags/status/1747752735238394000)  2024-01-17T22:48Z [----] followers, [---] engagements


"@wcrelease Possibly Id say given softer coal prices they might be conservative & retain cash on balance sheet to help absorb any potential recessions or persistent weakness"  
[X Link](https://x.com/LukeyTrags/status/1747770404209643799)  2024-01-17T23:58Z [----] followers, [---] engagements


"Ooft. $YAL.AX $YAL #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1747902051491946895)  2024-01-18T08:41Z [----] followers, [----] engagements


"2024 it's head down business as usual. This is on a 20-30% FCFy (yes that's right) w/ a free call option on any mrkt disruptions or imbalances that "could" lead to higher prices + a strong balance sheet / operating costs that can absorb weaker periods $YAL.AX $YAL #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1747910451470770323)  2024-01-18T09:15Z [----] followers, [----] engagements


"@mondyinvest I know you love your deep dive analysis so I have a challenge for you: Can you rank YAL based on FCF for both this qrtr & for the FY against all other ASX stocks (I bet it goes close to top 10). Then compare against the market cap of similar FCF companies"  
[X Link](https://x.com/LukeyTrags/status/1747935288348049462)  2024-01-18T10:53Z [----] followers, [---] engagements


"I know you love your deep dives @mondyinvest so I have a challenge for you & #coaltwitter: Can you rank $YAL.AX $YAL on FCF for both recent qrt & FY against all other ASX stocks (gut feel is it goes close to top 10). Then compare the market cap against similar FCF companies"  
[X Link](https://x.com/LukeyTrags/status/1747936453110480985)  2024-01-18T10:58Z [----] followers, [----] engagements


"@mondyinvest For example $WOW has similar FCF on an annualised basis yet is trading at 45B market cap (6x bigger) We can filter results on a pure FCF basis & then on a FCFy basis"  
[X Link](https://x.com/LukeyTrags/status/1747943031859544543)  2024-01-18T11:24Z [----] followers, [---] engagements


"@10xHunter Was a piss take. 6B EV for zero cash flow + U/G asset was of the craziest things Ive seen in my short time in the mrkts"  
[X Link](https://x.com/LukeyTrags/status/1749216404690399235)  2024-01-21T23:44Z [----] followers, [---] engagements


"Key takeaway for investors is to pay attention to the shorts rather than hoping for short squeezes & petitioning for shorting to be banned. #lithium $PLS $LTR $CHN $AVZ $CXO $SYA $LYC As warned its all the shorts fault 🤑 next time listen instead of bagging $AVZ $CXO $SYA $LTR $CHN $LYC $IMU $PLS https://t.co/BLGF56qz0F As warned its all the shorts fault 🤑 next time listen instead of bagging $AVZ $CXO $SYA $LTR $CHN $LYC $IMU $PLS https://t.co/BLGF56qz0F"  
[X Link](https://x.com/LukeyTrags/status/1749572494946906474)  2024-01-22T23:19Z [----] followers, [----] engagements


"Stimmy stimmy stimmy 🎶🎉🚀 **CHINA MULLS STOCK MARKET RESCUE PACKAGE BACKED BY $278 BILLION Hang Seng may finally bottom on this stimulus news. At least in short term lets see if Chinese stocks catch a bid starting tomorrow. https://t.co/E77wXgi9Dt **CHINA MULLS STOCK MARKET RESCUE PACKAGE BACKED BY $278 BILLION Hang Seng may finally bottom on this stimulus news. At least in short term lets see if Chinese stocks catch a bid starting tomorrow. https://t.co/E77wXgi9Dt"  
[X Link](https://x.com/LukeyTrags/status/1749615516489273649)  2024-01-23T02:10Z [----] followers, [----] engagements


"@Mastermines_CN Anyone pumping $CXO needs to go on the ignore list"  
[X Link](https://x.com/LukeyTrags/status/1749991225988702575)  2024-01-24T03:03Z [----] followers, [---] engagements


"@MrJoshPatrick @JabinJump Thing with expansion is it brings more supply onto the mrkt which kinda offsets the marginal producers who are shutting shop due to lower prices"  
[X Link](https://x.com/LukeyTrags/status/1750303517351551235)  2024-01-24T23:44Z [----] followers, [---] engagements


"@elonmusk Only way to keep the fiat ponzi alive"  
[X Link](https://x.com/LukeyTrags/status/1752501351135969536)  2024-01-31T01:17Z [----] followers, [---] engagements


"@realhagetaka @elonmusk Perpetual war machine"  
[X Link](https://x.com/LukeyTrags/status/1752502928143994973)  2024-01-31T01:23Z [----] followers, [--] engagements


"@mfwarder @eadatt Had its lowest EV print back at $4.80 whilst having its strongest ever balance sheet. Madness. Experimenting w/ Enterprise Val (EV) on TV. It has data every 6mths in lockstep. I knew $YAL.AX $YAL was incredibly cheap but discovered it's trading at unprecedented levels as of June '23 with an EV 5B (left axis). An undiscovered gem in the global stock universe #coaltwitter https://t.co/U133KdG73I Experimenting w/ Enterprise Val (EV) on TV. It has data every 6mths in lockstep. I knew $YAL.AX $YAL was incredibly cheap but discovered it's trading at unprecedented levels as of June"  
[X Link](https://x.com/LukeyTrags/status/1754981861003276326)  2024-02-06T21:34Z [----] followers, [----] engagements


"@mondyinvest EV:FCF is obscene. Could halve in SP & still be obscene. Particularly given where gold is trading. They have diluted the fk out of it with recent acquisitions to top up the balance sheet. Either FCF needs to actually start "flowing" or this de-rates. Something's gotta give"  
[X Link](https://x.com/LukeyTrags/status/1757539401603944910)  2024-02-13T22:57Z [----] followers, [---] engagements


"@boronite @LachlanMcArthur Surplus cash on the balance sheet that needs to be distributed in the form of M&A (not many coal options. possibly Yansolar) BBs (unlikely as works against their goals of index inclusion) or a special div (most likely as the mothership enjoys farming the cash)"  
[X Link](https://x.com/LukeyTrags/status/1759378580927320270)  2024-02-19T00:45Z [----] followers, [--] engagements


"@realhagetaka @Tbone_Al All comes down to if they wanna do a $WHC and stash up cash for a bigger acquisition"  
[X Link](https://x.com/LukeyTrags/status/1759400287754916224)  2024-02-19T02:11Z [----] followers, [---] engagements


"@boronite @realhagetaka @respeculator Will be done at a premium so instant reward for the well structured deal + majorly de-risks the balance sheet + locks in supply"  
[X Link](https://x.com/LukeyTrags/status/1759526236328759297)  2024-02-19T10:31Z [----] followers, [---] engagements


"Go look at the profit margin line in the financial reports. Politicians are useful idiots and this is coming from someone who aint a fan of supermarkets 🤡 $WOW $COL I've been clear that Queenslanders are paying too much at the checkout. We're launching an Inquiry into supermarkets so farmers and families can have their say. https://t.co/wEQZENCLlj I've been clear that Queenslanders are paying too much at the checkout. We're launching an Inquiry into supermarkets so farmers and families can have their say. https://t.co/wEQZENCLlj"  
[X Link](https://x.com/LukeyTrags/status/1759838921503187159)  2024-02-20T07:14Z [----] followers, [----] engagements


"Reading through the $SYA.AX $SYA DFS thread on HC. Myopic bulls everywhere. Very good laugh 😂 #lithium"  
[X Link](https://x.com/LukeyTrags/status/1759897480802754890)  2024-02-20T11:07Z [----] followers, [----] engagements


"ASX #coal sorted by QTD. $YAL.AX $YAL outperforming peers big time. starting price matters in down periods #CoalTwitter 🪳🪳🪳 $WHC.AX $NHC.AX http://BCB.AX http://TER.AX http://CRN.AX https://x.com/LukeyTrags/status/1760081940953407911/photo/1 http://SMR.AX http://BCB.AX http://TER.AX http://CRN.AX https://x.com/LukeyTrags/status/1760081940953407911/photo/1 http://SMR.AX"  
[X Link](https://x.com/LukeyTrags/status/1760081940953407911)  2024-02-20T23:20Z [----] followers, [----] engagements


"@ShitValueFund $MSV me thinks theres very little stock left sub [--] @zhanginu @realhagetaka"  
[X Link](https://x.com/LukeyTrags/status/1760115739179266224)  2024-02-21T01:34Z [----] followers, [---] engagements


"@realhagetaka @ShitValueFund @zhanginu Agree"  
[X Link](https://x.com/LukeyTrags/status/1760207322297823374)  2024-02-21T07:38Z [----] followers, [---] engagements


"@ShitValueFund @realhagetaka @alisterberkeley @zhanginu Mitchells are guns too - AJ Lucas cashed in big time back in '08. They will repeat"  
[X Link](https://x.com/LukeyTrags/status/1760490748179603550)  2024-02-22T02:24Z [----] followers, [---] engagements


"@realhagetaka Thanks mate. Definitely no master just trying to keep learning from all you legends. Tbh I thought they would add a special even 10c. Hopefully some good plans for the now 1.3B in cash sitting on the balance sheet. Good interest I suppose 😂"  
[X Link](https://x.com/LukeyTrags/status/1760950477011988959)  2024-02-23T08:51Z [----] followers, [---] engagements


"@10xHunter Very curious to know their plans with the kitty. Will try & tease some more info out of them next call I have with the company"  
[X Link](https://x.com/LukeyTrags/status/1760953351678902434)  2024-02-23T09:02Z [----] followers, [---] engagements


"@HankScorpio01 S32's NSW assets could be on the cards. S32 are committing to Hermosa (stupid btw) & aren't making any FCF. Balance sheet will suffer increasing pressure so they might look to cash in on met"  
[X Link](https://x.com/LukeyTrags/status/1760954873082962144)  2024-02-23T09:08Z [----] followers, [---] engagements


"@realhagetaka S32's NSW assets could be on the cards. S32 are committing to Hermosa (stupid btw) & aren't making any FCF. Balance sheet will suffer increasing pressure so they might look to cash in on met"  
[X Link](https://x.com/LukeyTrags/status/1760955083402219721)  2024-02-23T09:09Z [----] followers, [---] engagements


"@realhagetaka @10xHunter @eadatt Definitely will venture into solar but I doubt it'll be billions to start with. S32's NSW assets could be on the cards. S32 are committing to Hermosa (stupid btw) & aren't making any FCF. Balance sheet will suffer increasing pressure so they might look to cash in on met"  
[X Link](https://x.com/LukeyTrags/status/1760955443781009806)  2024-02-23T09:11Z [----] followers, [---] engagements


"@ds4scanner7 @realhagetaka @eggsbennyies Look at gas prices historically. Whenever they are low look what follows. Mrkt is forward looking & the cure to low prices is low prices"  
[X Link](https://x.com/LukeyTrags/status/1761150159344501198)  2024-02-23T22:04Z [----] followers, [--] engagements


"Interesting slide from the $SMR.AX $SMR preso showing enormous #steel growth ex-China. Gunna need lots & lots of met #coal. $HCC $AMR $METC $BTU $WHC.AX $WHC $YAL.AX $YAL #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1761891961584377888)  2024-02-25T23:12Z [----] followers, [----] engagements


"@patrickadownes U will be no different. Cycles gunna cycle. When not if. @rumorandvalue All commodities are boom & bust in nature @rumorandvalue All commodities are boom & bust in nature"  
[X Link](https://x.com/LukeyTrags/status/1762265918753894616)  2024-02-26T23:58Z [----] followers, [---] engagements


"Back of hand calcs $YAL.AX $YAL has paid out gross of $3.20 since March [----] ($1.40 being Franked) & still have crica $1 in cash on the balance sheet whilst clearing Bs in debt. M&A Yansolar or something else this thing will remain a beast thru the cycle. #coaltwitter Provided some commentary on the highest yielding solar stock on the ASX $YAL $YAL.AX Provided some commentary on the highest yielding solar stock on the ASX $YAL $YAL.AX"  
[X Link](https://x.com/LukeyTrags/status/1762644459693748482)  2024-02-28T01:02Z [----] followers, [----] engagements


"@hsiuchinchen095 I like $LOT a lot going well 😉"  
[X Link](https://x.com/LukeyTrags/status/1762647527747379625)  2024-02-28T01:14Z [----] followers, [---] engagements


"ESG strikes again #S32 translation: "Our balance sheet is f**ked so we are cashing in a quality #coal asset to go all in on Hermosa & pray for a miraculous out-of-consesnus sustained move in #zinc prices to bail us out." Hmmm that [--] handle is defs on the way. ☠⚰💀🪦 Which 'no cash flow bloated EV' 🐶 prints a [--] handle first #S32 $EVN.AX $EVN Which 'no cash flow bloated EV' 🐶 prints a [--] handle first #S32 $EVN.AX $EVN"  
[X Link](https://x.com/LukeyTrags/status/1762960291476951245)  2024-02-28T21:57Z [----] followers, 10.2K engagements


"Didn't take long. based on the circa 1B upfront consideration I'd imagine that's why $YAL.AX $YAL retained 1-1.5B cash on the balance sheet but $GEAR got their mits on it. So what other assets would you look at if you were YAL (excluding yansolar) #coaltwitter @HankScorpio01 S32's NSW assets could be on the cards. S32 are committing to Hermosa (stupid btw) & aren't making any FCF. Balance sheet will suffer increasing pressure so they might look to cash in on met @HankScorpio01 S32's NSW assets could be on the cards. S32 are committing to Hermosa (stupid btw) & aren't making any FCF. Balance"  
[X Link](https://x.com/LukeyTrags/status/1762963930312581596)  2024-02-28T22:12Z [----] followers, [----] engagements


"Someone with influence is going to calculate the CAGR of LT electricity demand growth & realise that the worlds #energy supply shortfalls are catastrophic in all & every fuel source. It could be one of the biggest WTF wakeup calls in history. #coal #oil #gas #uranium #renewables"  
[X Link](https://x.com/LukeyTrags/status/1764631073621971142)  2024-03-04T12:36Z [----] followers, [----] engagements


""You reap what you sow" 🤡🌍 My first election as an Australian citizen First time voting @Greens for @jonathan_sri 💚 https://t.co/BBwyxZXfLm My first election as an Australian citizen First time voting @Greens for @jonathan_sri 💚 https://t.co/BBwyxZXfLm"  
[X Link](https://x.com/LukeyTrags/status/1764840133160014230)  2024-03-05T02:27Z [----] followers, [----] engagements


"@JamesMo86676773 Doubt it will be at a discount"  
[X Link](https://x.com/LukeyTrags/status/1777870458194727305)  2024-04-10T01:25Z [----] followers, [---] engagements


"@LD9918 @mondyinvest All the clowns shouting deflation for months on end are genuine muppets"  
[X Link](https://x.com/LukeyTrags/status/1778181299964158134)  2024-04-10T22:00Z [----] followers, [--] engagements


"Me spidey senses tell me a big move is coming. #gold + #coal = 💰💸 $MSV.AX $MSV #dirtydrillers #commoditiesboom"  
[X Link](https://x.com/LukeyTrags/status/1778287402504896573)  2024-04-11T05:02Z [----] followers, 14.4K engagements


"@ImmaYieldGuy Look at net group cash flow line on pg10 then compare to its EV and/or as an EPS figure"  
[X Link](https://x.com/LukeyTrags/status/1780376972339916800)  2024-04-16T23:25Z [----] followers, [---] engagements


"With met #coal prices elevated like this during "shoulder season" & thermal prices holding up strongly $WHC.AX $WHC would be making big coin particularly at a [----] AUD. Do you think there is a chance they elect not to selldown any portion of BW #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1780778668438249805)  2024-04-18T02:01Z [----] followers, 15.8K engagements


"@JamesMo86676773 Interesting to see how it plays out I can see the case for both sides of the coin"  
[X Link](https://x.com/LukeyTrags/status/1780828940598481030)  2024-04-18T05:21Z [----] followers, [---] engagements


"Just heard a great saying that can be applied to most aspects of life (including the markets): slow success builds character fast success builds ego - anonymous"  
[X Link](https://x.com/LukeyTrags/status/1780950053965971460)  2024-04-18T13:22Z [----] followers, [----] engagements


"So this is $YAL.AX $YAL's historic EV dating to [----]. It peaked at circa 10B & troughed recently at circa 5B. It's currently at around 6.2B where the cursor is & the balance sheet is in the best health it's ever been along with strong underlying commodity prices. #coaltwitter Experimenting w/ Enterprise Val (EV) on TV. It has data every 6mths in lockstep. I knew $YAL.AX $YAL was incredibly cheap but discovered it's trading at unprecedented levels as of June '23 with an EV 5B (left axis). An undiscovered gem in the global stock universe #coaltwitter https://t.co/U133KdG73I Experimenting w/"  
[X Link](https://x.com/LukeyTrags/status/1781151622485385720)  2024-04-19T02:43Z [----] followers, 14.3K engagements


"@ImmaYieldGuy wow WTF 🤣🤣"  
[X Link](https://x.com/LukeyTrags/status/1782299785028100397)  2024-04-22T06:45Z [----] followers, [---] engagements


"China coal prices have bottomed & will surpass [----] highs $WHC.AX $WHC $YAL.AX $YAL $NHC.AX $NHC $SMR.AX $SMR $BTU $ARCH $SMR $HCC #coaltwitter https://www.reuters.com/markets/commodities/china-coal-prices-have-bottomed-will-surpass-2023-highs-industry-group-says-2024-04-24/ https://www.reuters.com/markets/commodities/china-coal-prices-have-bottomed-will-surpass-2023-highs-industry-group-says-2024-04-24/"  
[X Link](https://x.com/LukeyTrags/status/1783290944487608604)  2024-04-25T00:24Z [----] followers, [----] engagements


"Income tax Greatest scams to ever exist. Ill go first real estate agent commission. Greatest scams to ever exist. Ill go first real estate agent commission"  
[X Link](https://x.com/LukeyTrags/status/1784482691582456043)  2024-04-28T07:20Z [----] followers, [----] engagements


"From the $BCB.AX $BCB qrtly preso showing met #coal structural shortfall reaching a whopping 74Mt by [----] & #steel demand growing 30-60% by [----]. Constrained supply + growing demand = winner #coaltwitter $WHC.AX $WHC $AMR $HCC $SMR $YAL.AX $YAL $BTU Steel consumption (met coal) to GDP basically has an R of [--] (correlation coefficient) #coaltwitter $WHC.AX $WHC $AMR $HCC $SMR $YAL.AX $YAL $BTU Steel consumption (met coal) to GDP basically has an R of [--] (correlation coefficient) #coaltwitter $WHC.AX $WHC $AMR $HCC $SMR $YAL.AX $YAL $BTU"  
[X Link](https://x.com/LukeyTrags/status/1784725758453367239)  2024-04-28T23:25Z [----] followers, [----] engagements


"@elonmusk Albo is a fraud. I am Australian & its a complete embarrassment. Farcical. Exile him from the country & forgo his pension"  
[X Link](https://x.com/LukeyTrags/status/1789080399110709406)  2024-05-10T23:49Z [----] followers, [---] engagements


"Time to deport the eSafety Commisioner along with the rest of the fraudulous politicians in this country. Takes some sort of human to pursue what she is doing knowing it's funded by the very people she wants to censor. This government is sickening. #eKaren #draintheswamp #auspol"  
[X Link](https://x.com/LukeyTrags/status/1789847502901875174)  2024-05-13T02:37Z [----] followers, [----] engagements


"$YAL.AX $YAL latest research from CMB International Link: PT of HK$40 (AUD$7.76) w/ assumptions & sensitivities below. Best bits are the LT met / thermal price assumptions of A$125 / A$200 respectively. #coaltwitter https://www.cmbi.com.hk/article/9478.htmllang=en https://www.cmbi.com.hk/article/9478.htmllang=en"  
[X Link](https://x.com/LukeyTrags/status/1789883676186022390)  2024-05-13T05:01Z [----] followers, [----] engagements


"@zhanginu They been wrong for decades aint breaking news"  
[X Link](https://x.com/LukeyTrags/status/1790327521080463847)  2024-05-14T10:25Z [----] followers, [---] engagements


"Very few understand this & the maths behind it. BBs are a long term capital management strategy that eventually compound like a motherf*cker #coaltwitter #OOTT A reminder to myself and others who are looking at cannibals. The magic of buybacks starts only after 50% of outstanding shares are bought back. And the real party starts after 80% 🎉 Source: Mohnish Pabrai's [----] presentation https://t.co/WqLHi7hOwX A reminder to myself and others who are looking at cannibals. The magic of buybacks starts only after 50% of outstanding shares are bought back. And the real party starts after 80% 🎉"  
[X Link](https://x.com/LukeyTrags/status/1790535106458992970)  2024-05-15T00:10Z [----] followers, [----] engagements


"@hsiuchinchen095 Cheers. Me like too"  
[X Link](https://x.com/LukeyTrags/status/1790988577821839511)  2024-05-16T06:12Z [----] followers, [--] engagements


"@Josh_Young_1 @BankofAmerica And then #coal stocks are discounted again vs the broader energy sector @realhagetaka"  
[X Link](https://x.com/LukeyTrags/status/1791103072409944476)  2024-05-16T13:47Z [----] followers, [---] engagements


"$YAL.AX $YAL div adjusted is now trading in uncharted territory post the HVO JV in [----]. The re-rate is happening slowly but surely. 🪳🪳🪳 #coaltwitter #undiscoveredgem So this is $YAL.AX $YAL's historic EV dating to [----]. It peaked at circa 10B & troughed recently at circa 5B. It's currently at around 6.2B where the cursor is & the balance sheet is in the best health it's ever been along with strong underlying commodity prices. #coaltwitter https://t.co/zS6VTJrsEN So this is $YAL.AX $YAL's historic EV dating to [----]. It peaked at circa 10B & troughed recently at circa 5B. It's currently at"  
[X Link](https://x.com/LukeyTrags/status/1792429779247108280)  2024-05-20T05:38Z [----] followers, [----] engagements


"@alisterberkeley Its been a consistent re-rate as per the chart. Gradual rise as the 50% of NPAT stacks as retained cash on the balance sheet"  
[X Link](https://x.com/LukeyTrags/status/1792702703484969169)  2024-05-20T23:43Z [----] followers, [--] engagements


"Is "catastrophic climate change" the biggest global fraud to exist It has lasted for decades & has cost society trillions of dollars + opportunity cost. If not please comment others below"  
[X Link](https://x.com/LukeyTrags/status/1793520371393765735)  2024-05-23T05:52Z [----] followers, [---] engagements


"@hsiuchinchen095"  
[X Link](https://x.com/LukeyTrags/status/1795047663362072754)  2024-05-27T11:01Z [----] followers, [---] engagements


"@CarlCapolingua @HookedOnLithium Time for updated $YAL & $WHC charts Carlos"  
[X Link](https://x.com/LukeyTrags/status/1795083137401135363)  2024-05-27T13:22Z [----] followers, [---] engagements


"@DebraG_Robins This shows its gone sideways / down whilst issuing stock & increasing debt in a huge gold bull market. So far its been huge underperformance vs a wide range of peers"  
[X Link](https://x.com/LukeyTrags/status/1795776500165419321)  2024-05-29T11:17Z [----] followers, [---] engagements


"@ImmaYieldGuy"  
[X Link](https://x.com/LukeyTrags/status/1796347461289882011)  2024-05-31T01:06Z [----] followers, [---] engagements


"@RinjaniCapital 18month base while the new assets changed ownership & cash flows started flowing. Big launch pad to move from"  
[X Link](https://x.com/LukeyTrags/status/1797082652627075511)  2024-06-02T01:47Z [----] followers, [---] engagements


"@realhagetaka @JamesMo86676773 @sns_trader NHC doesnt have much torque vs the large EV multiple premium youre paying for the Milners. Whereas something like YAL could earn its EV in a year should there be a price spike"  
[X Link](https://x.com/LukeyTrags/status/1797394180081418419)  2024-06-02T22:25Z [----] followers, [---] engagements


"@YellowLabLife Id be okay with it but I think a lot can happen in [--] months & both met & thermal prices will surprise to the upside. They may not need to issue equity particularly if deal drags out & takes a further [--] months to settle. 24months cash flow from here could be substantial"  
[X Link](https://x.com/LukeyTrags/status/1797462607626113219)  2024-06-03T02:57Z [----] followers, [---] engagements


"There is some logic behind this degen based on parabolic global energy consumption driven by: [--]. AI data centres & cryptocurrencies [--]. 2-3B ppl emerging from poverty who use energy than a fridge [--]. Electrification of the planet #Coal is the cheapest & most reliable source. @LukeyTrags @zhanginu @realhagetaka Respect to you @LukeyTrags . You held strong on thermal earlier this year even as the rest of coal twitter was dooming 🤌🤌🤌🤌🤌 @LukeyTrags @zhanginu @realhagetaka Respect to you @LukeyTrags . You held strong on thermal earlier this year even as the rest of coal twitter was dooming"  
[X Link](https://x.com/LukeyTrags/status/1797850985668481455)  2024-06-04T04:40Z [----] followers, [----] engagements


"@The_scanner_man Good stuff mate I did it while working but wasn't too hard. with a bit of time & effort can get Ds & HDs all round. Was gunna say I got all the assignments etc. if you wanted them but you're nearly done lol"  
[X Link](https://x.com/LukeyTrags/status/1797919881641509061)  2024-06-04T09:14Z [----] followers, [---] engagements


"@mfwarder @realhagetaka @Sheepdogcapital Haha I can confirm that long term forecasts are next to useless due to % error compounding. Did a whole course on it during my engineering days 😂"  
[X Link](https://x.com/LukeyTrags/status/1798570732517249289)  2024-06-06T04:20Z [----] followers, [---] engagements


"Add back the lease liabilities and its closer to 40x $GYG.AX $GYG. Global peers growing at similar 40% CAGRs like Shake Shack & Dutch Bros are on 23x & 13x. Tight cap structure & being pumped hard so very curious to see how it trades. Personally wouldnt touch it 💩 I hope to god $GYG lists so i can go the registry and get a list of every single dipshit that bid into this https://t.co/lWXSiNWWxp I hope to god $GYG lists so i can go the registry and get a list of every single dipshit that bid into this https://t.co/lWXSiNWWxp"  
[X Link](https://x.com/LukeyTrags/status/1798826679433118132)  2024-06-06T21:17Z [----] followers, [----] engagements


"@BLSHigh Bigger picture has underperformed peers massively & balance sheet is grim depsite gold/cu bull mrkt. Wouldn't touch it at these valuations"  
[X Link](https://x.com/LukeyTrags/status/1800683972449775712)  2024-06-12T00:18Z [----] followers, [---] engagements


"@BLSHigh That guy is comfortably the biggest muppet I've interacted with on X. Consistently posts factually incorrect info to feed his self-serving interests. Then when he is called out or corrected for it he just auto blocks 🤡"  
[X Link](https://x.com/LukeyTrags/status/1800716361087463860)  2024-06-12T02:26Z [----] followers, [---] engagements


"$MRQ.AX $MRQ looks like an interesting binding JV deal. Specifially the USD $50M drag-along clause equates to 2c/s depending on oppie dilution etc. which is 10x current levels. Seems like a good R v R punt with some downside protection. Anyone else got any thoughts #mintwit"  
[X Link](https://x.com/LukeyTrags/status/1801073074315682030)  2024-06-13T02:04Z [----] followers, [----] engagements


"$MRQ.AX $MRQ assuming these PEA metrics are relatively unchanged 20% of the US$258M NPV = US$51.6M US which explains the drag-along valuation of US$50M #mintwit $MRQ this is the [----] SS/PEA. And at 0.4c its still only $10m mcapgranted at Stage [--] its equity is at 20% but gets 5% of sales commission (off-take at 100%) and still has other projects. upside much DYOR https://t.co/LlZKDkIMIR $MRQ this is the [----] SS/PEA. And at 0.4c its still only $10m mcapgranted at Stage [--] its equity is at 20% but gets 5% of sales commission (off-take at 100%) and still has other projects. upside much DYOR"  
[X Link](https://x.com/LukeyTrags/status/1801220524657480137)  2024-06-13T11:50Z [----] followers, [----] engagements


"Stephen articulated the $WHC.AX $WHC thesis very well & in 'easy to digest' manner. The balance sheet has potential to de-gear rapidly & the mrkt has not adjusted to these healthy thermal & met prices. Also compared it to $FMG's journey which I did a few years ago #coaltwitter When to buy miners with Stephen Wood of Eiger Cap Lithium & Iron ore similarities Will $LYC & $MP merge Whos fixing $ILU s gap Will $BGL need cash Why hold $DRR Holding $BOE thru ramp-up Uranium M&A to come Backing $WHC https://t.co/5LfYUv53kb When to buy miners with Stephen Wood of Eiger Cap Lithium & Iron ore"  
[X Link](https://x.com/LukeyTrags/status/1801241236608868598)  2024-06-13T13:12Z [----] followers, [----] engagements


"One of the better contras on X @mondyinvest #lithium Seems like all stars are aligning for the energy transition to take place much sooner than expected. #lithium Seems like all stars are aligning for the energy transition to take place much sooner than expected. #lithium"  
[X Link](https://x.com/LukeyTrags/status/1801488145541960021)  2024-06-14T05:33Z [----] followers, [----] engagements


"@ilzenberg Golden rule is always take fully diluted If youre suggesting 3-3.5 bhags from here to catch up then all are in the money at that point so its a must. Can almost double the market cap based on those [--] lines of oppies"  
[X Link](https://x.com/LukeyTrags/status/1803208114742943888)  2024-06-18T23:28Z [----] followers, [--] engagements


"@zhanginu @ausnotes Master plan to allow us hydrocarbon degens to provide exit liquidity to the ESG folk at some silly expanded multiple"  
[X Link](https://x.com/LukeyTrags/status/1808394703370662057)  2024-07-03T06:57Z [----] followers, [---] engagements


"@respeculator @minenergybiz @eadatt @zhanginu $WHC.AX $WHC weekly log is a thing of beauty - hyooooge 18month base into long term support while digesting the acquisition. #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1808797729700917272)  2024-07-04T09:39Z [----] followers, [----] engagements


"@AlchemyofFinan1 $OZL takeover last year for Cu exposer"  
[X Link](https://x.com/LukeyTrags/status/1810222242741232060)  2024-07-08T07:59Z [----] followers, [---] engagements


"Why is politics so divisive How can two people / groups of people with supposedly good intentions have such opposing views on things Genuinely interested in your thoughts fintwit #politics"  
[X Link](https://x.com/LukeyTrags/status/1815311534324879641)  2024-07-22T09:02Z [----] followers, [----] engagements


"@timbo80s I agree social media exacerbates just about everything. But even so its always been highly divisive pre social media era"  
[X Link](https://x.com/LukeyTrags/status/1815323737212027021)  2024-07-22T09:51Z [----] followers, [--] engagements


"Fun fact: Mainstream media have been calling peak #coal since King Edward 700yrs ago @realhagetaka #coaltwitter"  
[X Link](https://x.com/LukeyTrags/status/1816307125393805540)  2024-07-25T02:58Z [----] followers, [----] engagements


"@Spec_punter You obviously have a skewed snapshot of the retail punter based on who you follow. To be clear I have hated predominantly on $EVN but I have traded $PRU & $RSG. Bullish the metal #gold"  
[X Link](https://x.com/LukeyTrags/status/1817896711781830990)  2024-07-29T12:15Z [----] followers, [---] engagements


"Just like #lithium investors #uranium investors are starting to realise that equity valuations are a very different beast to the underlying U supply/demand fundamentals particularly when there is minimal cash flow in the sector. It can be brutal. Welcome to commodities"  
[X Link](https://x.com/LukeyTrags/status/1819168512839184870)  2024-08-02T00:29Z [----] followers, [----] engagements


"@patrickadownes I wld say most got bubble pricey & smart money exited the equities for some time. Wont see those valuations again anytime soon IMO"  
[X Link](https://x.com/LukeyTrags/status/1819279701506228596)  2024-08-02T07:50Z [----] followers, [--] engagements


"Even the ESG / green / sustainable funds cant resist #coal equities because theyre some of the cheapest assets in the world. Historically cheap #coaltwitter In a landmark case for ASIC the Federal Court has penalised Mercer Superannuation $11.3 million for #greenwashing. Members who took up Sustainable Plus investment options had investments in industries Mercer's website said were excluded https://t.co/ZMxexM4i5r https://t.co/aiAz8BzW1F In a landmark case for ASIC the Federal Court has penalised Mercer Superannuation $11.3 million for #greenwashing. Members who took up Sustainable Plus"  
[X Link](https://x.com/LukeyTrags/status/1819303989328203823)  2024-08-02T09:27Z [----] followers, [----] engagements


"@realhagetaka @zhanginu @respeculator Have u seen NEWC & Rott moves this week despite recession fears This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏 e.g. EVs $YAL.AX $NHC.AX $WHC.AX $BTU.AX #coaltwitter This degen is 🐂 thermal #coal b/c global #energy consumption pie is increasing exponentially due to: [--]. #AI / #datacentres / #crypto [--]. B's emerging from poverty that use energy than a fridge [--]. Electrification of the 🌏"  
[X Link](https://x.com/LukeyTrags/status/1819608520599515341)  2024-08-03T05:37Z [----] followers, [---] engagements


"What Presidential outcome is better for #coal equities & why #coaltwitter Kamala Trump Other Kamala Trump Other"  
[X Link](https://x.com/LukeyTrags/status/1820057563259658711)  2024-08-04T11:21Z [----] followers, [----] engagements


"@YellowLabLife Interested to know how would better be measured FCF / Acquisition Cost"  
[X Link](https://x.com/LukeyTrags/status/1820346357422739923)  2024-08-05T06:29Z [----] followers, [---] engagements


"@YellowLabLife Interesting indeed. Agree itll be obvious 😉"  
[X Link](https://x.com/LukeyTrags/status/1820350136830263608)  2024-08-05T06:44Z [----] followers, [---] engagements


"@YellowLabLife Net FCF / (Acquisition + capex/opex ) for the duration of 10years"  
[X Link](https://x.com/LukeyTrags/status/1820350647327510830)  2024-08-05T06:46Z [----] followers, [---] engagements


"@climate_is_ok Pursue suitable growth opportunities as they arise ;)"  
[X Link](https://x.com/LukeyTrags/status/1820979259743334537)  2024-08-07T00:24Z [----] followers, [---] engagements


"First thoughts are this would transform $YAL.AX into a $WHC.AX on steroids 😳 Sounds like there's competition though"  
[X Link](https://x.com/LukeyTrags/status/1821013888512692380)  2024-08-07T02:41Z [----] followers, [----] engagements


"@JamesMo86676773 Indeed. The beauty of a tightly balanced mrkt (thermal) or a mrkt in deficit (met) means there could be any number of disruptions that immediately puts the S/D balance under pressure. the coal equities are like a call option on upside catalysts"  
[X Link](https://x.com/LukeyTrags/status/1822806661981204672)  2024-08-12T01:25Z [----] followers, [---] engagements


"@CarlCapolingua Theres a reason $PLS is heavily shorted 😉"  
[X Link](https://x.com/LukeyTrags/status/1822939393390157998)  2024-08-12T10:13Z [----] followers, [---] engagements


"I hate banks just like I hate supermarkets but they are critical to society as we know it. I bet this fraud has a bank account or multiple accounts with any of the big [--]. I bet he also shops at either Woolies or Coles. $CBA $NAB $WBC $ANZ $WOW $COL #muppet The Commonwealth Bank has posted a $9.79 billion profit. Earned off the pain of mortgage-holders & renters while struggling families cant afford the basics to survive. What an obscene & broken system we live under. The Commonwealth Bank has posted a $9.79 billion profit. Earned off the pain of mortgage-holders & renters while struggling"  
[X Link](https://x.com/LukeyTrags/status/1823527808406315350)  2024-08-14T01:11Z [----] followers, [----] engagements


"@TopEndRooster If/when there is another cycle $PLS will be one of if not the single biggest beneficiary. Question is will it happen"  
[X Link](https://x.com/LukeyTrags/status/1823642374008135752)  2024-08-14T08:46Z [----] followers, [--] engagements


"Thoughts #coaltwitter 🪨🪨"  
[X Link](https://x.com/LukeyTrags/status/1823667195584639457)  2024-08-14T10:25Z [----] followers, [----] engagements


"6m on & its clear ASX thermal was & is the place to be in #coal land while the met equities get crunched sniffing out a cycle bottom I did a peer comp a month or two ago showing the big outperformance from $YAL.AX itll be even bigger now. #coaltwitter $NHC.AX $WHC.AX 8x directors have bought into $WHC.AX $WHC & $NHC.AX $NHC the last couple of weeks - all the yarn is about met but I think thermal is gunna surprise also #coaltwitter 8x directors have bought into $WHC.AX $WHC & $NHC.AX $NHC the last couple of weeks - all the yarn is about met but I think thermal is gunna surprise also"  
[X Link](https://x.com/LukeyTrags/status/1823823466916929814)  2024-08-14T20:46Z [----] followers, [----] engagements


"@realhagetaka Scrip instead of cash is admission by PLS that its equity is expensive IMO. Gimme $2.50"  
[X Link](https://x.com/LukeyTrags/status/1823862415320342659)  2024-08-14T23:21Z [----] followers, [---] engagements


"@JamesMo86676773 I think its an admission by PLS that their equity is still expensive hence 100% scrip instead of using any cash. Its actually smart by PLS from a long term perspective because I agree the equity isnt cheap yet"  
[X Link](https://x.com/LukeyTrags/status/1823874974496776481)  2024-08-15T00:10Z [----] followers, [---] engagements


"@JamesMo86676773 When you have 3x the cash of the acquisition & dont even do part cash/equity & instead elect to go 100% scrip (max dilution) then I think it's telling short term. Right now preserving a strong balance sheet is important for PLS so this is smart from a LT survivorship lens"  
[X Link](https://x.com/LukeyTrags/status/1823876398471373252)  2024-08-15T00:16Z [----] followers, [---] engagements


"China gunna stimulate & troll the bears like they have done for [--] decades. #commodities #energy"  
[X Link](https://x.com/LukeyTrags/status/1824257409575161878)  2024-08-16T01:30Z [----] followers, [----] engagements


"Argentina's GDP/capita will climb under Milei @Geologo_Trader Good meme to accompany this: https://x.com/Rothmus/status/1825655044726993336 https://x.com/Rothmus/status/1825655044726993336"  
[X Link](https://x.com/LukeyTrags/status/1825851581931335743)  2024-08-20T11:05Z [----] followers, [----] engagements


"@10xHunter @respeculator For sure. I think Anglo are more "forced" sellers than BHP & the met mrkt is much more favourable for buyers at current prices. no excuses for overpaying IMO"  
[X Link](https://x.com/LukeyTrags/status/1826429879555907824)  2024-08-22T01:23Z [----] followers, [---] engagements


"@Eagleresa @deepfriedWA @respeculator Its why S32 paid a 0.6c dividend (statistically redundant) & EVN paid a divi from debt - keep their streaks going"  
[X Link](https://x.com/LukeyTrags/status/1826483160777195791)  2024-08-22T04:54Z [----] followers, [---] engagements


"@respeculator US coal investors be like"  
[X Link](https://x.com/LukeyTrags/status/1826502634976460991)  2024-08-22T06:12Z [----] followers, [----] engagements


"@respeculator Interesting comparison. So HCC wins in cost curve pricing environments & WHC wins in windfall pricing environments"  
[X Link](https://x.com/LukeyTrags/status/1826506083504152591)  2024-08-22T06:25Z [----] followers, [----] engagements


"@hsiuchinchen095 Goldamns used $83 NEWC & its trading $150. They are soaking for clients"  
[X Link](https://x.com/LukeyTrags/status/1827980013834219978)  2024-08-26T08:02Z [----] followers, [---] engagements


"@Dream_S14 IMO its more because it has been outperforming all other names & hasnt had an excuse to dump. Didnt even dump during YEN saga. YAL still only ASX name green YTD. Needed a liquidity event"  
[X Link](https://x.com/LukeyTrags/status/1827981251736895683)  2024-08-26T08:07Z [----] followers, [---] engagements


"@DeezPeanutsss The inevitable s/d squeeze gunna be somethin else"  
[X Link](https://x.com/LukeyTrags/status/1828212950274044034)  2024-08-26T23:28Z [----] followers, [---] engagements

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