# ![@mfwarder Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::920624379607822337.png) @mfwarder Matt Warder

Matt Warder posts on X about $amr, $arch, china, $btu the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::920624379607822337/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:interactions.svg)

- [--] Week [------] +15%
- [--] Month [------] +7.70%
- [--] Months [-------] -64%
- [--] Year [---------] -56%

### Mentions: [--] [#](/creator/twitter::920624379607822337/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:posts_active.svg)

- [--] Week [--] +65%
- [--] Month [--] +78%
- [--] Months [---] +2.20%
- [--] Year [---] -37%

### Followers: [------] [#](/creator/twitter::920624379607822337/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:followers.svg)

- [--] Week [------] +0.22%
- [--] Month [------] +1.70%
- [--] Months [------] +4.80%
- [--] Year [------] +11%

### CreatorRank: [---------] [#](/creator/twitter::920624379607822337/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::920624379607822337/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$amr](/topic/$amr), [$arch](/topic/$arch), [china](/topic/china), [$btu](/topic/$btu), [$hcc](/topic/$hcc), [$ceix](/topic/$ceix), [money](/topic/money), [in the](/topic/in-the), [india](/topic/india), [$cnr](/topic/$cnr)

**Top assets mentioned**
[Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Archway (ARCH)](/topic/$arch) [Peabody Energy Corporation (BTU)](/topic/$btu) [Warrior Met Coal, Inc. (HCC)](/topic/$hcc) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Cornerstone Building Brands, Inc. (CNR)](/topic/$cnr) [Ramaco Resources, Inc. Common Stock (METC)](/topic/$metc) [Alliance Resource Partners LP (ARLP)](/topic/$arlp) [BHP Group Limited (BHP)](/topic/$bhp) [Teck Resources Limited (TECK)](/topic/$teck) [NuScale Power Corporation (SMR)](/topic/$smr) [Bitcoin (BTC)](/topic/bitcoin) [PolkaBridge (PBR)](/topic/$pbr) [Cameco Corporation (CCJ)](/topic/$ccj)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Happy 160th birthday West Virginia This is a special one as nephew #2 arrived this morning at 11:33AM So no pepperoni rolls this year just Lula and me waiting for a glimpse of the new little Warderand of course the obligatory duet. 😉 #WVDay #WV #AlmostHeaven"  
[X Link](https://x.com/anyuser/status/1671256173788672000)  2023-06-20T20:38Z 18.9K followers, 257.5K engagements


"@KonekoResearch *Very rough* back of the envelope calc from old notes Ive got Fording generating just a little over $6B in margin from then through [----]. Frankly one of the better results from those last terrible peak cycle #coal deals of which there were *many*"  
[X Link](https://x.com/mfwarder/status/1437944149777567746)  2021-09-15T00:59Z 18.1K followers, [--] engagements


"@AQR1485 @puppyeh1 Gahhhhhh the risk of stupid in this space is so exceptionally high. 🤦♂ Thats probably an offline conversation 😂😂🤣"  
[X Link](https://x.com/mfwarder/status/1498564836103446532)  2022-03-01T07:44Z 17.9K followers, [--] engagements


"Coking #coal near-term curve beginning to consolidate back toward prior cycle highs at $400. $ARCH earnings tomorrow.I'm buying today b/c they'll do well. But if there's no pop it's probably time to exit coal for a bit.remember in a market crash all correlations go to 1"  
[X Link](https://x.com/mfwarder/status/1518606035501596675)  2022-04-25T15:01Z 16.6K followers, [--] engagements


"My friend and I organized our first whiskey tasting party since COVIDoversubscribed like a mining shitco private placement. 😂"  
[X Link](https://x.com/mfwarder/status/1520616155538460672)  2022-05-01T04:08Z 16.6K followers, [--] engagements


"$AMR $ARCH whaaaaaaat"  
[X Link](https://x.com/mfwarder/status/1522570480804409344)  2022-05-06T13:34Z 16.6K followers, [--] engagements


"Breaking a strong negative correlation today we have US dollar down #Bitcoin down as we approach last year's lows at $28.8k.not looking good"  
[X Link](https://x.com/mfwarder/status/1524381812335779842)  2022-05-11T13:32Z 16.6K followers, [--] engagements


"$ARCH approaching all-time highs. @mfwarder $AMR +8% $ARCH +6% HCC +5% Good day for coal. @mfwarder $AMR +8% $ARCH +6% HCC +5% Good day for coal"  
[X Link](https://x.com/mfwarder/status/1528748187401461761)  2022-05-23T14:42Z 16.6K followers, [--] engagements


"Not a good result from $ARCH EBITDA at about 8% below my last estimate and dividend much lower at $6 vs $8 last quarter. Pretty big receivables build. Q3 going to be tough sledding in a slow Met market but thermal and crossover tons will help. Lets see what they say"  
[X Link](https://x.com/mfwarder/status/1552620324902113281)  2022-07-28T11:41Z 16.6K followers, [--] engagements


"@alexkagin Not far. DXY about to hit 50D MA and broader QQQ/USD correlation flipped back to negative on [--] day and deepening as commodity/USD correlation softening. Think that means DXY up (most) commodities up and tech down. https://x.com/mfwarder/status/1553076062808145920s=20&t=6z25fvZAXXjkKXFU-02Mdw I did not nibble but this was a pretty good trade for $GLD. However with tech hitting past resistance levels earnings largely a s***show and the DXY about to hit that 50-day now would be a very good time to exit. https://t.co/j4RfLIdEwA"  
[X Link](https://x.com/mfwarder/status/1553090791454687233)  2022-07-29T18:51Z 17.7K followers, [--] engagements


"After two years of supply chain constraints and one year of Russia-related reflation think it is time to ladder tf out of $DE bois and gerlz. It's a short on the chart alone but suppose we can get into fundamentals if we need to"  
[X Link](https://x.com/mfwarder/status/1603793742066249729)  2022-12-16T16:46Z 16.6K followers, [----] engagements


"@TraderPamplona Looking at $RS and $ZEUS too coming off recent bottoms"  
[X Link](https://x.com/mfwarder/status/1605620596167131137)  2022-12-21T17:45Z 16.6K followers, [----] engagements


"Round [--] (hopefully🤞🏻) of buying $PBR in the low $9s and selling at $11 commenced this AM"  
[X Link](https://x.com/mfwarder/status/1610683786852798491)  2023-01-04T17:05Z 16.6K followers, 12K engagements


"Playoff appearance would have been a nice cherry on top but the 7-2 run by the #Steelers to finish the year above .500 and stick it to all the Tomlin haters is frankly more satisfying. Way to close bois https://www.espn.com/nfl/game/_/gameId/401437958 https://www.espn.com/nfl/game/_/gameId/401437958"  
[X Link](https://x.com/mfwarder/status/1612195848573657090)  2023-01-08T21:13Z 16.6K followers, [----] engagements


"Little relaxation in coking #coal prices but China buying (only confirmed cargo I've seen below but at least two have sold) gonna keep Q1 above $300 for the duration methinks - or at least through the New Year celebration. $ARCH $AMR $HCC $SMR.AX $BTU $BHP $TECK $GLEN.LN"  
[X Link](https://x.com/mfwarder/status/1612449854797615107)  2023-01-09T14:02Z 16.6K followers, [----] engagements


"Selling some $PBR here for the third time in [--] months at a nearly 20% gain.holding a bit in case moon"  
[X Link](https://x.com/mfwarder/status/1613603916335153158)  2023-01-12T18:28Z 16.6K followers, [----] engagements


"Sold $PBR for +20% this AM as well as most of my $AMR a little $HCC and some $VALE (rolled some of that into $ARCH). Trying not to look at $BOIL (ducks to avoid thrown shoe) 🤣"  
[X Link](https://x.com/mfwarder/status/1615771520034373632)  2023-01-18T18:02Z 16.6K followers, 16.7K engagements


"$ARCH $ARCH FWIW think we looking at good print and guide on Thursday $ARCH FWIW think we looking at good print and guide on Thursday"  
[X Link](https://x.com/mfwarder/status/1625591879646470164)  2023-02-14T20:24Z 16.6K followers, [----] engagements


"My initial thoughts on the $TECK spinoff of Elk Valley Resources"  
[X Link](https://x.com/mfwarder/status/1628030399044542465)  2023-02-21T13:54Z 18.1K followers, [--] engagements


"@philoinvestor @respeculator $ARCH is mostly Met by revenue and Met has has been doing pretty well"  
[X Link](https://x.com/mfwarder/status/1631414948743069696)  2023-03-02T22:03Z 16.6K followers, [---] engagements


"Biiiiiggggg hurdle cleared for Corsa $CSO.V $CRSXF #CoalTwitter https://www.corsacoal.com/investors-news/news-releases/corsa-coal-provides-corporate-update- https://www.corsacoal.com/investors-news/news-releases/corsa-coal-provides-corporate-update-"  
[X Link](https://x.com/mfwarder/status/1633985963746643971)  2023-03-10T00:19Z 17.6K followers, 10.4K engagements


"Lolol $HCC done flipt R/Gwen $ARCH $AMR doneMet coal big boi $HCC next https://t.co/DRaknp18U7 $AMR doneMet coal big boi $HCC next https://t.co/DRaknp18U7"  
[X Link](https://x.com/mfwarder/status/1636419427297116174)  2023-03-16T17:29Z 16.6K followers, [----] engagements


"Gahhhh $ARCH - so close 🤣 Even my ol yinzer thermal coal bois $CEIX flippedcatch up St Louis Lolol $HCC done flipt R/Gwen $ARCH https://t.co/QwY19KOpgm Lolol $HCC done flipt R/Gwen $ARCH https://t.co/QwY19KOpgm"  
[X Link](https://x.com/mfwarder/status/1636425535701041166)  2023-03-16T17:53Z 16.6K followers, [----] engagements


"THERE WE GO $ARCH LFG #CoalTwitter Gahhhh $ARCH - so close 🤣 Even my ol yinzer thermal coal bois $CEIX flippedcatch up St Louis https://t.co/s95vSRd0Rd Gahhhh $ARCH - so close 🤣 Even my ol yinzer thermal coal bois $CEIX flippedcatch up St Louis https://t.co/s95vSRd0Rd"  
[X Link](https://x.com/mfwarder/status/1636456261829947392)  2023-03-16T19:55Z 16.6K followers, [----] engagements


"$AMR $HCC $ARCH all down 2% AGAIN today meanwhile nothing has really changed in Met #coal marketsChina reopening in rearview but supply is tight and restocking demand looks good through May/June and steel margins high enough for long enough that this cost doesnt matter much"  
[X Link](https://x.com/mfwarder/status/1636811645522419712)  2023-03-17T19:28Z 16.6K followers, 19.2K engagements


"Closing my $UCO long here.been a nice little run. Special thanks to all those that made it possible. 😘"  
[X Link](https://x.com/mfwarder/status/1638623440709074944)  2023-03-22T19:27Z 16.6K followers, [----] engagements


"@Grainjones Wrong $SMR 😉🤣🥳"  
[X Link](https://x.com/mfwarder/status/1640391369830137856)  2023-03-27T16:32Z 18.3K followers, [--] engagements


"$BTU trading halted 🤯🤯🤯🤯🤯"  
[X Link](https://x.com/mfwarder/status/1641164873278054402)  2023-03-29T19:46Z 16.8K followers, 34.8K engagements


"Lolz coal-fired $TSLAs 🤣🤣🤣"  
[X Link](https://x.com/mfwarder/status/1659012389042266112)  2023-05-18T01:45Z 18.1K followers, [----] engagements


"@TwainsMustache @WTIBull My $PBR positioning:"  
[X Link](https://x.com/mfwarder/status/1669157892493115393)  2023-06-15T01:40Z 17.3K followers, [---] engagements


"Sayonara bird apptime to move on. Will make an announcement here soon assuming anyone can even read it"  
[X Link](https://x.com/mfwarder/status/1675233146189561857)  2023-07-02T00:12Z 13.3K followers, [--] engagements


"@FbmHero @respeculator Would say err on the side of caution and use a bit lower as 90% cost probably $180-200 for coking coal depending on how much inflation pulls back over next couple of years. NEWC more like $120 or thereabouts I think"  
[X Link](https://x.com/mfwarder/status/1677524556364349440)  2023-07-08T03:46Z 13.3K followers, [---] engagements


"@NarrativeCombat @JamesHMackay Lol the rapid pace of economic development she do be a cruel mistress"  
[X Link](https://x.com/mfwarder/status/1677892954139099136)  2023-07-09T04:55Z 13.3K followers, [---] engagements


"@JamesHMackay @NarrativeCombat Not to say we havent f***ed up on occasion but there was this little thing called WWII and USD happened to be the most reasonable solutionwas never meant to be permanent and one can argue it puts too much pressure on the US to distribute $ for trade at an exponential pace"  
[X Link](https://x.com/mfwarder/status/1677895951338418178)  2023-07-09T04:29Z 13.3K followers, [---] engagements


"@OHare888 @NarrativeCombat @JamesHMackay Not for the rest of the world it wontdeclining grades plus labor inflation are a problem. Thats why royalty cos the safer bet over miners"  
[X Link](https://x.com/mfwarder/status/1677902060770013184)  2023-07-09T04:58Z 13.3K followers, [---] engagements


"@OHare888 @NarrativeCombat @JamesHMackay Lol you know Im on board w/rising pricesjust not on team gold standard. And been a mining analyst waaaay too long to know better than to buy and hold miners esp through cost inflation cycles. That said costs will ease up in 2H but if gold price declines then its so over"  
[X Link](https://x.com/mfwarder/status/1677904779517861888)  2023-07-09T04:58Z 12.1K followers, [---] engagements


"@OHare888 @NarrativeCombat @JamesHMackay Whilst true of fossil fuel execs its my experience that precious metals producers have not gotten the memo as of yet"  
[X Link](https://x.com/mfwarder/status/1677906496951033857)  2023-07-09T05:05Z 13.3K followers, [---] engagements


"@HoppyKercheval Happy to hear specific legal pushback (or see other docs) but I dont think either this email - or a public statement - constitute an official resignation. This appears to be correspondence attempting to codify terms of a potential resignation rather than the resignation itself"  
[X Link](https://x.com/mfwarder/status/1677920472489512961)  2023-07-09T06:00Z 13.3K followers, [----] engagements


"@Citrini7 @Namzes_G @Bobo_Soros Lol Im saying kind of in balance for now but on knifes edge like some metals. My track record of predicting China stimmy (steel/Met coal) and/or gas markets unblemished by success but will take the under if I had to make a bet. Hence glide path lower absent all other factors"  
[X Link](https://x.com/mfwarder/status/1678080269314662402)  2023-07-10T00:20Z 12.4K followers, [---] engagements


"The sheer number of bird app suckaz simping for Russia tells you all you need to know about bird app"  
[X Link](https://x.com/mfwarder/status/1678167350363684864)  2023-07-10T01:22Z 13.3K followers, 10.8K engagements


"@Citrini7 @Namzes_G @Bobo_Soros Here's China steel costs vs price @Citrini7 - no room to move up for ze met coal unless ze China stimmy and steel go bang zoom. WM [----] cost curve 90% level was $150 but QLD royalty levels now $20 higher and direct costs up another $20-30 across board so think $200 LT price"  
[X Link](https://x.com/mfwarder/status/1678195116417114113)  2023-07-10T00:20Z 13.3K followers, [----] engagements


"@RoyalFlush77777 @tradedollarnut I own both but $AMR if I had to pick onebuybacks over growth"  
[X Link](https://x.com/mfwarder/status/1678198889764077568)  2023-07-10T00:26Z 16.6K followers, [---] engagements


"@PA_P3RRY @HoppyKercheval Hard to imagine that happens and no idea what the upside to this approach is for Huggs. I would think the University has a chance to just fire him and give him nothing if this route is pursued but that is contingent upon details of his contract to which Im not privy"  
[X Link](https://x.com/mfwarder/status/1678233464242315264)  2023-07-10T02:48Z 12.3K followers, [--] engagements


"@InvestInOnG @minarchis1 Media is just a reflection of society. Amazing how prescient the movie Network was all the way back in 1976"  
[X Link](https://x.com/mfwarder/status/1678453932362702848)  2023-07-10T18:28Z 13.3K followers, [---] engagements


"@InvestInOnG @minarchis1 I didnt say anything about ratings - size of audience matters but consistency of demographic matters just as much as they sell different ads. The whole of the media reflects the whole country but programming is targeted at certain demographics not everyone all at once"  
[X Link](https://x.com/mfwarder/status/1678507780896858119)  2023-07-10T20:56Z 13.3K followers, [---] engagements


"@Citrini7 I deferred med school to play in a band. AMA"  
[X Link](https://x.com/mfwarder/status/1678771158773268480)  2023-07-11T14:23Z 13.3K followers, [---] engagements


"@markfny Looking at NOLA like🤣🤣🤣"  
[X Link](https://x.com/mfwarder/status/1678830534779105285)  2023-07-11T18:17Z 13.3K followers, [---] engagements


"@InkConor Gonna be a good month for ze noozlatterz 🤣"  
[X Link](https://x.com/mfwarder/status/1678858932947648515)  2023-07-11T20:09Z 12.1K followers, [---] engagements


"@Rory_Johnston @derek_brower No no its cant stop me COW Cant stop me COW Good Lord I cant be the only one thinking this 🤣🤣🤣"  
[X Link](https://x.com/mfwarder/status/1678956546359808000)  2023-07-12T02:43Z 12.6K followers, [---] engagements


"@realZenelan @InvestInOnG @Rory_Johnston @derek_brower Nah nah dont be like that 🤣"  
[X Link](https://x.com/mfwarder/status/1678968304457723907)  2023-07-12T03:25Z 13.3K followers, [--] engagements


"@allstarcharts $CVNA easiest call to make although the borrow probably insane"  
[X Link](https://x.com/mfwarder/status/1679211956828270599)  2023-07-12T19:31Z 17.9K followers, [----] engagements


"@tradedollarnut @8750Capital My forecast is [--] for Q3 and [--] for Q4"  
[X Link](https://x.com/mfwarder/status/1679310482748891136)  2023-07-13T02:03Z 16.6K followers, [---] engagements


"@tradedollarnut @8750Capital Newcastle [----] My [----] forecast goes [---] in Q3 to [---] in Q4 but obvs the model assumes there's an actual winter"  
[X Link](https://x.com/mfwarder/status/1679313331570581505)  2023-07-13T02:14Z 13.3K followers, [---] engagements


"I see Twitters #coal experts clearly have things covered now so guess theres no need for me to share things for free here anymore. Been a nice run"  
[X Link](https://x.com/mfwarder/status/1679487406586875904)  2023-07-13T13:51Z 13.3K followers, 32.5K engagements


"PCI #coal discounts to PLV starting to look *awful*. Think its because index is reflecting China buying discounted Russian tons - which IMO is incorrect for ex-Russia pricing methodology - but it is what it is. If it affects Q3 sales Px thats bad for $SMR and *ahem* $BTU"  
[X Link](https://x.com/mfwarder/status/1679943762993192960)  2023-07-14T19:59Z 12K followers, 14.7K engagements


"OMG thermal #coal prices are down 75% & $WHC went from an 11-bagger to a 7-bagger😭 And $CEIX went from a 20-bagger to a 16-bagger😭 And OMG met prices down 75% & $HCC went from a 3-bagger to a 3-bagger😭 And $AMR went from (checks notes) a 60-bagger to a 50-bagger🤣 LMAO🤡 Remember when all that mattered was coal coal coal and everybody thought it was a great idea companies would buy in their own shares That was when Whitehaven $WHC was trading around $10. Today it's trending around $7 having touched $5.50 earlier #XJO #investing #stocks Remember when all that mattered was coal coal coal and"  
[X Link](https://x.com/mfwarder/status/1681177883643879425)  2023-07-18T05:43Z 13.3K followers, 28.1K engagements


"$AMR vs $ARCH settling buybacks vs divs as we speak. Buybacks win. Which is the greatest debate Which is the greatest debate"  
[X Link](https://x.com/mfwarder/status/1684060724148961280)  2023-07-26T04:38Z 15.4K followers, 20K engagements


"HAHAHAHAHA OMG PennDOT to PAY $CSO.V $35M settlement ($23M net of legal fees)pretty much wipes out debt. Culto do Corso be ballin 🤣🤣🤣@nyetjgoldblum @kingdomcapadv @GhostFroman @aggresivevalue @realZenelan"  
[X Link](https://x.com/mfwarder/status/1690081635608256512)  2023-08-11T19:23Z 13.3K followers, 10.2K engagements


"Between ze Culto di Corso and ze $X this was an excellent traveling Monday for ze Warder. 🥳"  
[X Link](https://x.com/mfwarder/status/1691221281838891008)  2023-08-14T22:52Z 13.3K followers, [----] engagements


"@InvestInOnG @nyetjgoldblum Similar to the plight facing colleges if were going to shrink the government - ie fight admin bloat - it would help to first put in place people who can actually run the individual departments efficiently and change the budgeting process to encourage frugal behavior"  
[X Link](https://x.com/mfwarder/status/1694552794454175819)  2023-08-24T03:30Z 16.6K followers, [---] engagements


"Cant say as its very often I agree with a host on FOX News but here we are.🤦♂"  
[X Link](https://x.com/mfwarder/status/1695146840528703581)  2023-08-25T18:51Z 13.3K followers, 11.1K engagements


"Told ya - this song is about rich politicians vs poor normal people not right vs left. You cant grow up in Appalachia without understanding this feeling and its been disheartening to see rich politicians pretend to appropriate that sentiment both here + over the past [--] yrs"  
[X Link](https://x.com/mfwarder/status/1695445634776465698)  2023-08-26T14:38Z 13.3K followers, [----] engagements


"@TheFreeCashFlow Lots and lots of good people. The problem is the ruling class not the bureaucracy (which does what the ruling class tells them)"  
[X Link](https://x.com/mfwarder/status/1695479627945271542)  2023-08-26T16:53Z 13.3K followers, [--] engagements


"@TheFreeCashFlow There has to be a ruling class. The object of civil participation is to ensure the ruling class is benign"  
[X Link](https://x.com/mfwarder/status/1695481382955315350)  2023-08-26T17:00Z 13.3K followers, [--] engagements


"@JamesHMackay Someone compared AS to LotR saying: one is a childish fantasy that engenders a lifelong obsession with its unbelievable heroes leading to an emotionally stunted socially crippled adulthood unable to deal with the real world. The other of course involves orcs." 🤣🤣🤣"  
[X Link](https://x.com/mfwarder/status/1695602180181409841)  2023-08-27T01:00Z 12.5K followers, [---] engagements


"@kdubbsy @JamesHMackay @InvestInOnG Or perhaps any books whatsoever"  
[X Link](https://x.com/mfwarder/status/1695609541474300369)  2023-08-27T01:29Z 13.3K followers, [--] engagements


"the so-called hippies of the right who attempt to snare the younger or more careless ones of my readers by claiming simultaneously to be followers of my philosophy and advocates of anarchism. 2/2"  
[X Link](https://x.com/mfwarder/status/1695641504566399327)  2023-08-27T03:36Z 13.3K followers, [----] engagements


"@kdubbsy @Kallang22 @ColinCa92604304 @JamesHMackay Nah. @Kallang22 is good smart French people and I have always enjoyed his back and forth as well as his shipping knowledge and principled insistence on physical coal assessments. He is in the arena trying stuff. Respect to that. 🥳"  
[X Link](https://x.com/anyuser/status/1695661395533054372)  2023-08-27T04:55Z [--] followers, [--] engagements


"Not sure I agree with the take on Dem crossover vote but out of all the people on that stage the other night Haley is most definitely the one that poses the greatest threat. DeSantis/Vivek will do as much for Dem turnout than they will for R turnout & Trump demonstrably more"  
[X Link](https://x.com/mfwarder/status/1695851660524785738)  2023-08-27T17:31Z 13.3K followers, [----] engagements


"Thaler v Register of Copyrights likely eliminates this approach for defendants (which is frankly a terrible line of argument as music isnt just melody alone anyway)"  
[X Link](https://x.com/mfwarder/status/1696004773638476039)  2023-08-28T03:40Z 13.3K followers, [---] engagements


"@NarrativeCombat Lol its 75lbs 🤣🤣🤣🤣🤣🤣"  
[X Link](https://x.com/mfwarder/status/1696015076841431425)  2023-08-28T04:21Z 12.4K followers, [---] engagements


"@mantico83258495 @YellowLabLife @ShamuCapital @dyer440 @respeculator @ZeroSumBond @aggresivevalue Lots. Whats the question"  
[X Link](https://x.com/mfwarder/status/1696040845319741576)  2023-08-28T06:03Z 13.3K followers, [--] engagements


"@HappyDays528 @jonclrichmond He goes by Andy his last name is spelled Eidson and that sale you mention was a charitable donation. Helps to read the form 4s"  
[X Link](https://x.com/mfwarder/status/1696500354098057646)  2023-08-29T12:29Z 13.3K followers, [--] engagements


"@alsynergy2020 @billahearn3 Im not debating"  
[X Link](https://x.com/mfwarder/status/1696726274029281593)  2023-08-30T03:27Z 13.3K followers, [---] engagements


"@RenfroeWalkOff I really appreciate the compliment and I am so sorry to hear that. 🙏🏻"  
[X Link](https://x.com/mfwarder/status/1697447963126054925)  2023-09-01T03:15Z 13.3K followers, [--] engagements


"Cue Country Roads #AlmostHeaven #WestVirginia #WVU #collegegameday"  
[X Link](https://x.com/mfwarder/status/1698093010620203297)  2023-09-02T21:58Z 15.4K followers, [----] engagements


"@NarrativeCombat Whether hes right or wrong hes often intellectually lazy and always awful. Loathe myself whenever I find I agree with him because I know he didnt do the work"  
[X Link](https://x.com/mfwarder/status/1698868642534850780)  2023-09-05T01:20Z 16.6K followers, [---] engagements


"@GoForGrubes2 Hey nobody ever went broke booking winners. - Grubes probably 🥳"  
[X Link](https://x.com/mfwarder/status/1699850288201404581)  2023-09-07T18:21Z 13.3K followers, [---] engagements


"@tradedollarnut @jnconkle They have a VWAP buyback on and candles are part of the DMA calculation so no not in this case. Been yrs since I analyzed it but 20/50 crosses backtest about at a coin flipesp w/an underlying price driving the share price. Seasonal factor here may be weak or not show up"  
[X Link](https://x.com/mfwarder/status/1701417060360679633)  2023-09-12T02:06Z 13.3K followers, [---] engagements


"@aggresivevalue @realZenelan @RoyalFlush77777 @kingdomcapadv 100% same view. 🥳🥳🥳"  
[X Link](https://x.com/mfwarder/status/1701774031282638949)  2023-09-13T01:45Z 13.3K followers, [----] engagements


"@porterstansb It's not just retail - funds are driving that 0dte bus too.that's just what vol targeting looks like now that VIX is broken. CPI/PCE acceleration ends w/rebound in Q4 and new ATH in Q1 before cycle finally catches up. Save fear for 4Q24/1Q25.getcha greed promos ready💰💰🥳"  
[X Link](https://x.com/mfwarder/status/1702014974007083087)  2023-09-13T17:42Z 13.3K followers, [---] engagements


"@eifers1 @ryanoneill64 $ARCH is up 50% since May 31"  
[X Link](https://x.com/mfwarder/status/1702039960176529690)  2023-09-13T19:22Z 13.3K followers, [---] engagements


"@tradedollarnut @aggresivevalue Rail isnt staticits between 15-20% of price depending on price level"  
[X Link](https://x.com/mfwarder/status/1702154968050843808)  2023-09-14T02:59Z 13.3K followers, [---] engagements


"@InvestInOnG Root against lawyers taking charge and dismissing expertsat least on the energy side we are unanimous. Sadly that is exactly the opposite of both conservative and liberal marketing"  
[X Link](https://x.com/mfwarder/status/1702158990212309205)  2023-09-14T03:15Z 13.3K followers, [---] engagements


"@InvestInOnG Theyre smart - but theyre only smart about certain things. Similarly experts have a skill set that does not include marketing or creative writing"  
[X Link](https://x.com/mfwarder/status/1702159624516862057)  2023-09-14T03:17Z 13.3K followers, [---] engagements


"@tradedollarnut @dyer440 @aggresivevalue Average quarterly price is like $237 and dont forget to lag it a month from a lower price point so more like $42-43"  
[X Link](https://x.com/mfwarder/status/1702160248574800137)  2023-09-14T03:20Z 13.3K followers, [---] engagements


"@Damian_Roy For $AMR you are *never too late*. Aggressive buyback + commanding premium prices in seaborne markets = equivalent of a 401k/savings account (as long as theyre buying back) and then after that like the best dividend stock ever made"  
[X Link](https://x.com/mfwarder/status/1702375622763291042)  2023-09-14T17:35Z 13.3K followers, [---] engagements


"#Met #Coal Lets GOOOOOOOO 🚀🚀🚀 $AMR $HCC $ARCH #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1703781174877827128)  2023-09-18T14:41Z 13.3K followers, [----] engagements


"@BigFrasD @agnostoxxx @YellowLabLife I was a teacher until I couldnt afford to be a teacher anymore. Pay me $200k a year and Ill fix one classroom now. If we keep cutting funding then we should also keep lowering expectations"  
[X Link](https://x.com/mfwarder/status/1704578765496431072)  2023-09-20T19:30Z 16.6K followers, [---] engagements


"Had a really great time talking with Trevorcheck out the pod tomorrow #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1704936711631827035)  2023-09-21T19:12Z 13.3K followers, [----] engagements


"@Jgj31929196 We have a saying in Morgantown West Virginia#TrustTheClimb. We dont believe it but sometimes it makes us feel better when we use it ironically. 🤣"  
[X Link](https://x.com/mfwarder/status/1705040990354976922)  2023-09-22T02:07Z 13.3K followers, [--] engagements


"Was fantastic to sit down with @charlesbonnerjr and talk all things #coal markets and equities for the @MarhelmData community. Access to their service has been a great source of Intel and Ive learned a lot over the past few months. Save 20% on a sub using coupon code WARDER"  
[X Link](https://x.com/mfwarder/status/1705083631318749622)  2023-09-22T04:56Z 12.4K followers, [----] engagements


"Publicly traded #Coal bois learn to battle price beta with massive buybacks. #CoalTwitter $AMR $CEIX $ARCH 😤😤😤"  
[X Link](https://x.com/mfwarder/status/1705116573394940118)  2023-09-22T07:07Z 12.1K followers, [----] engagements


"Long time listener first time guest Loved loved loved talking to Trevor about #coal yesterday and hope to do so again soon. If you follow the mining sector at all go go go go go to YouTube or your preferred podcast app and subscribe"  
[X Link](https://x.com/mfwarder/status/1705288686651236747)  2023-09-22T18:31Z 13.3K followers, [----] engagements


"@OHare888 Right time to sell for podbois Yeah probably. Right time to sell for long term nuclear bulls with titanium sacks who hate derpy generalist tourists Def not. I bought a nice $CCJ stake after the Westinghouse dip took some profits at 50% and gonna HODL the rest forever"  
[X Link](https://x.com/mfwarder/status/1705477266464030903)  2023-09-23T07:00Z 12.3K followers, [---] engagements


"My poker game tonight be all like:"  
[X Link](https://x.com/mfwarder/status/1705788023504281643)  2023-09-24T03:35Z 16.6K followers, [----] engagements


"@tradedollarnut Should be soonOct/Nov usually when orders start to slow. The one question is will China need to stay in the market (even a little bit) for quality tons"  
[X Link](https://x.com/mfwarder/status/1706492679247233091)  2023-09-26T02:15Z 12.5K followers, [--] engagements


"COOOOOOOOOOOOAAAAAALLLLLL $AMR $HCC $ARCH #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1707026762465522157)  2023-09-27T13:37Z 17.2K followers, 11.6K engagements


"Nice update but still wrong. Price target is $450. $AMR #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1707037601234903457)  2023-09-27T14:20Z 13.3K followers, [----] engagements


"Were not just bulled up for todaywere bulled up for the foreseeable future. Even worst case scenarios are pretty sunny for Met #coal. #CoalTwitter $HCC"  
[X Link](https://x.com/mfwarder/status/1707053629629218836)  2023-09-27T15:24Z 12K followers, 11.5K engagements


"@lassehie January puts/calls suggesting $22 $25 and $30 are the targeted battlegrounds so maybe. Still a lot of thermal price exposure and we are heading into Oct/Nov so tread carefully. Zero chance they buy the BHP mines though so theres that"  
[X Link](https://x.com/mfwarder/status/1707059180429885880)  2023-09-27T15:46Z 13.3K followers, [---] engagements


"Had a great time talking to Jason earlier today about #coal markets. Be sure and check out his podcastlike and subscribe 🥳"  
[X Link](https://x.com/mfwarder/status/1707169163834204371)  2023-09-27T23:03Z 13.3K followers, 15K engagements


"@respeculator The things nobody realized back then: 1) The digestion CAPEX infrastructure investment and right sizing of the Massey acquisition was nearing completion. 2) Leveraging all tons to ship on CSX (shorter haul where they have port space). 3) Best CM Ops culture in biz - costs"  
[X Link](https://x.com/mfwarder/status/1707262239554556277)  2023-09-28T05:13Z 13.3K followers, [--] engagements


"Can confirm"  
[X Link](https://x.com/mfwarder/status/1707881037668180343)  2023-09-29T22:12Z 13.3K followers, [----] engagements


"CUE COUNTRY ROADS 😤😤😤 #WVU #AlmostHeaven 🎶 CUE COUNTRY ROADS The Mountaineers WIN IT on the road #HailWV https://t.co/71Qv8ESEjX 🎶 CUE COUNTRY ROADS The Mountaineers WIN IT on the road #HailWV https://t.co/71Qv8ESEjX"  
[X Link](https://x.com/mfwarder/status/1708328300597141989)  2023-10-01T03:49Z 15.4K followers, [----] engagements


"DXY approaching the 50% retracement of its peak-to-trough move. The USD has been positively correlated with oil (and therefore #coal because algos) over the past 2-3 months so this divergence is something to watch closely as 1M energy momentum close to flipping negative. 1/2"  
[X Link](https://x.com/mfwarder/status/1708855930497216904)  2023-10-02T14:46Z 13.3K followers, [----] engagements


"@tradedollarnut @WhosThisGaltGuy But also watch correlation between oil/coal and USDthey have been trending together and DXY about to hit a magic line that could matter. If USD retraces I think you can short energy (or just own less) for a bit if you were so inclined"  
[X Link](https://x.com/mfwarder/status/1708893879729033557)  2023-10-02T17:17Z 13.3K followers, [---] engagements


"@sstrazza Rates have been affecting the entire sector all year but there's only one individual stonk really falling off a cliff the past [--] days and forcing sales across the broader sector. For that info gotta look at the news rather than an ETF"  
[X Link](https://x.com/mfwarder/status/1708905977762730169)  2023-10-02T18:05Z 13.3K followers, [---] engagements


"@Edark94 Its not but met #coal in particular just always on the precipice of undersupply particularly for high quality PLV which drives market pricing. Similar dynamic in high quality iron ore"  
[X Link](https://x.com/mfwarder/status/1709197273819660524)  2023-10-03T13:22Z 13.3K followers, [---] engagements


"@Pingyan41572 @tradedollarnut Good question - no not really. The shipping netback from Australia I think is like $35 right now so theres always going to be SOME difference. But also US LV is more illiquid so there are fewer transactions to anchor on for the trade publications who guess what prices are"  
[X Link](https://x.com/mfwarder/status/1709575456687583583)  2023-10-04T14:25Z 13.3K followers, [---] engagements


"Good question - no not really. The shipping netback from Australia I think is like $35 right now so theres always going to be SOME difference. But also US LV is more illiquid so there are fewer transactions to anchor on for the trade publications who guess what prices are"  
[X Link](https://x.com/mfwarder/status/1709575621674750241)  2023-10-04T14:26Z 12.4K followers, [----] engagements


"@professor_TopK @FilmLadd @JoeStief It would be lower as it would reduce seaborne imports which is where the bulk of the market is. Prob should have put my comment up at the top with your original post re: US energy independence. Just wanted to clarify the narrative you heard and say thx for comments on spaces"  
[X Link](https://x.com/mfwarder/status/1709668513822941344)  2023-10-04T20:35Z 12.5K followers, [--] engagements


"@realhagetaka @LukeyTrags @simonjnicholas Guess you can. But this report is more hopes and dreams and visions of a future beyond [----] than any kind of real data analysis for the coming decade-plus. Meanwhile during that period $WHC will gross something like US$140B and FCF a big chunk before any of this BS matters"  
[X Link](https://x.com/mfwarder/status/1710117505866322241)  2023-10-06T02:19Z 13.3K followers, [---] engagements


"Have fielded some DM questions about $CRN.AX recently asking about the Sev.En acquisition of 51% for US$1.1B. The US #coal ops are OK - at a long term LV/HV Met price of $225/200 they're worth around US$1.2B. The problem is Curragh's terrible contracts w/Stanwell and WICET"  
[X Link](https://x.com/mfwarder/status/1710144174526181580)  2023-10-06T04:05Z 13.3K followers, [----] engagements


"@charlesbonnerjr For the average person not really. $BTU more levered to thermal and most of its Met does not fetch maximum market prices. For a larger fund manager $BTU relative liquidity probably matters though"  
[X Link](https://x.com/mfwarder/status/1710340533380411853)  2023-10-06T17:05Z 12K followers, [----] engagements


"@respeculator A linear look"  
[X Link](https://x.com/mfwarder/status/1710425189551342050)  2023-10-06T22:41Z 16.6K followers, [----] engagements


"BREAKING: Republican Presidential Candidate Vivek Ramaswamy accidentally uncovers plot device from the [----] comedy Canadian Bacon"  
[X Link](https://x.com/mfwarder/status/1710793657781989489)  2023-10-07T23:06Z 13.3K followers, [----] engagements


"BREAKING: Republican Presidential candidate Vivek Ramaswamy calls out leaky Canadian border security investigating concerns about Brazilian vacationers Bigfoot and that one girl who moved away that you totally kissed at 8th grade summer camp"  
[X Link](https://x.com/mfwarder/status/1710820582000869583)  2023-10-08T00:53Z 13.3K followers, [----] engagements


"@Paul_Heckman_ Hahaaaa that was brutalbut hey everybody gets lucky once in a while. End of restocking season in Oct/Nov/early Dec usually when a period of relative price weakness begins. Earnings tied to avg Q price though not to peaks/troughs/inflectionsits a marathon not a sprint"  
[X Link](https://x.com/mfwarder/status/1712690629048758764)  2023-10-13T04:44Z 13.3K followers, [---] engagements


"@realZenelan @dyer440 Gonna have some hiccups 2030+ but have a suspicion theyll figure something else out. At the very least will be fun to watch the climate denialists squirm as air conditioner output becomes a steel demand driver. 😤"  
[X Link](https://x.com/mfwarder/status/1713293490916934135)  2023-10-14T20:39Z 13.3K followers, [---] engagements


"Real talk: I *LOVE* momentum. I was at best a middling to decent price forecaster before I embraced rate of change/Bayesianism etc. But *share price* momentum is not the same as *revenue* or *gross profit* momentum. Follow #coal on the whole cycle not just the short term H/L"  
[X Link](https://x.com/mfwarder/status/1713523622340420015)  2023-10-15T11:54Z 13.3K followers, [----] engagements


"@nyetjgoldblum Im not a fan either. Wet donut blech.🤮 Will tear up some kheer tho 🥳"  
[X Link](https://x.com/mfwarder/status/1714129329913819451)  2023-10-17T04:00Z 12.3K followers, [---] engagements


"Cue Country Roads #AlmostHeaven"  
[X Link](https://x.com/mfwarder/status/1714390566778143186)  2023-10-17T21:18Z 13.3K followers, [----] engagements


"@tradedollarnut @TetonCapital1 @LukeyTrags What causes that"  
[X Link](https://x.com/mfwarder/status/1715111711600976146)  2023-10-19T21:04Z 16.6K followers, [---] engagements


"@tradedollarnut @TetonCapital1 @LukeyTrags Who tf assesses an acquisition by picking a single moment in time That makes zero sense"  
[X Link](https://x.com/mfwarder/status/1715115357516509389)  2023-10-19T21:19Z 13.3K followers, [---] engagements


"@TetonCapital1 @tradedollarnut @LukeyTrags The cost curve is VERY different. I dont make the supply/demand rules"  
[X Link](https://x.com/mfwarder/status/1715117590832386307)  2023-10-19T21:27Z 12K followers, [---] engagements


"@TetonCapital1 @tradedollarnut @LukeyTrags Lol Matt Warder built the WoodMac US Met asset coverage. Argus and Platts both good for US pricingCoalMint the cheapest and also pretty good. I can get pretty close to all of em just by looking at PLV or making a phone call so not currently subscribed"  
[X Link](https://x.com/mfwarder/status/1715125617526521966)  2023-10-19T21:59Z 17.9K followers, [---] engagements


"@LukeyTrags Alphas cost guidance was like $106-112/stlets call it $110. Its $50/st to get to port so $160/st or $176/tonne in the boat. Bruce is telling us that the largest best run supplier in the US will willingly absorb a $377M/year loss at $150 without cutting production Lol"  
[X Link](https://x.com/mfwarder/status/1715211320537055249)  2023-10-20T03:40Z 12.1K followers, [----] engagements


"@tradedollarnut My post said for a meaningful period of time not for a day. Spot prices arent even real prices in a market where a negligible volume trades on it"  
[X Link](https://x.com/mfwarder/status/1715220288672068003)  2023-10-20T04:15Z 13.3K followers, [---] engagements


"@tradedollarnut Bruce Ive built global cost curves for close to two decades. Theyve never looked like they do now. Labor costs cant go down. Seam heights arent increasing. Strip ratios arent improving. A return to prior price regimes is physically impossible"  
[X Link](https://x.com/mfwarder/status/1715228132850962765)  2023-10-20T04:47Z 16.6K followers, [---] engagements


"@ElliotDodson I have [--]. Absolutely no effects. I went to college a couple hours away from Meb and have a chemistry degree with honors. Why is my experience not a headline Guessing because Im not selling you something"  
[X Link](https://x.com/mfwarder/status/1715257113662918941)  2023-10-20T06:42Z 13.3K followers, [----] engagements


"@Queenie367 It doesn't mean what you're implying here. Long tailed keywords have lower overall engagement than shorter ones. If it were *really* statistically significant then "Bitcoin ETF" and "Bitcoin" would also be trending toward statistically significant levels and they're not"  
[X Link](https://x.com/mfwarder/status/1715365366702977532)  2023-10-20T13:52Z 13.3K followers, [---] engagements


"One of the really interesting things about X is the sheer number of middle aged white guys with absolutely no experience or relevant expertise who are completely willing to experiment in radical/unprecedented ways with the global monetary system of a world they havent even seen"  
[X Link](https://x.com/mfwarder/status/1717382490229219515)  2023-10-26T03:27Z 12.1K followers, [----] engagements


"Seaborne met disappointing with regard to production but prices about where I pegged them (had $170). Again though costs look VERY GOOD.about 6-7% below my estimate for the quarter. Part of that is price-related but it's not as big as you think per my table below. 3/x"  
[X Link](https://x.com/mfwarder/status/1717555628216836343)  2023-10-26T14:55Z 12K followers, [----] engagements


"US thermal segment was steady but PRB results were FANTASTIC.great to see costs coming back under control there as this unit has always had the potential to be a sneaky FCF generator. Basically 3xed EBITDA in a year. 👏👏👏 4/x"  
[X Link](https://x.com/mfwarder/status/1717556542080188926)  2023-10-26T14:59Z 12.1K followers, [----] engagements


"Yes I know you're all soooooper disapponted about the CAPEX overrun for N Goonyella but are you surprised The $500M is an estimate from YEARS ago.I jacked that number up by 20% in my model back in [----] (and Blue Creek too for that matter). This should've been PRESUMED. 5/x"  
[X Link](https://x.com/mfwarder/status/1717558516431429636)  2023-10-26T15:07Z 12.1K followers, [----] engagements


"And finally Wards Well.yes yes derp derp mUh bUyBaCkS. Whatever. When somebody offers you an additional [--] years of $300M annual cash flow at 1/20th the price you say YEEEESSSSSSSSS SIRRRRRR.😤😤😤 6/x"  
[X Link](https://x.com/mfwarder/status/1717559756850614283)  2023-10-26T15:12Z 12.4K followers, [----] engagements


"@Namzes_G Oh I know brotherwas just sort of lamenting the fact that being bearish bums me out. 🤣"  
[X Link](https://x.com/mfwarder/status/1717703446260834534)  2023-10-27T00:43Z 12K followers, [---] engagements


"I really like what Keith does. But hes absolutely clueless with regard to energy and materials which is sort of amazing given Jay Van Sciver is pretty damn solid current $NUE short nonwithstanding"  
[X Link](https://x.com/mfwarder/status/1717864941602881715)  2023-10-27T11:24Z 16.2K followers, [----] engagements


"Maybe Im just willing to take a bigger kick in the pants in my 401k after 10x-ing from 2020-2022 but I fundamentally do not understand this dynamic with regard to retail. Stop. Trading. Options"  
[X Link](https://x.com/mfwarder/status/1717989441099202790)  2023-10-27T19:39Z 12.1K followers, [----] engagements


"@albertrjf Hard for me to point out the faults in that logic. My little 20% basket is $AMR $HCC $CSO.V $METC $ARCH $SMR.AX $WHC.AX $CEIX $YAL.AX in that order. Probably needed to rebalance a while ago but Im lazy. 🥳"  
[X Link](https://x.com/mfwarder/status/1718009324826464555)  2023-10-27T20:58Z 12.4K followers, [----] engagements


"@LongShotCap1 @SnausageCapital Because we get to drain the Russian coffers for the cost of scrap metal"  
[X Link](https://x.com/mfwarder/status/1718679746995683719)  2023-10-29T17:22Z 12.1K followers, [--] engagements


"There are people out there who really think theres enough mining operations financed over the next few years to have a meaningful energy transition"  
[X Link](https://x.com/mfwarder/status/1719172507058520542)  2023-10-31T02:00Z 12.1K followers, [----] engagements


"@tradedollarnut My magic lines think $81 a better baseline but bottom line I might think about buying some down here which is something I haven't thought about in a long while"  
[X Link](https://x.com/mfwarder/status/1719355553023938991)  2023-10-31T14:08Z 12.4K followers, [---] engagements


"@realZenelan @aggresivevalue @dyer440 @rakoraja @tradedollarnut @YellowLabLife @Edark94 @GhostFroman Yup had seen the MSHA data a while back but that's worse. If they sell 300k at $170 the price averages out to $152.50 so $27M EBITDA and still undervalued.just not by as much (like 10-20%). I sold 1/2 back in August but looking for a reason to own the rest for [----] like"  
[X Link](https://x.com/mfwarder/status/1719473472382943448)  2023-10-31T21:56Z 12.1K followers, [---] engagements


"Zombies make the best cocktail garnishes @OldWhiteWalker 🥳"  
[X Link](https://x.com/mfwarder/status/1720300186272972942)  2023-11-03T04:41Z 12.2K followers, [----] engagements


"@emmpeethree @WTIBull North Macedonia is most certainly a country but yes to the rest 🥳🤣"  
[X Link](https://x.com/mfwarder/status/1720573201778978853)  2023-11-03T22:46Z 12.2K followers, [---] engagements


"We out here. #CoalTwitter 😤😤😤"  
[X Link](https://x.com/mfwarder/status/1720936831510790511)  2023-11-04T22:51Z 12.2K followers, [----] engagements


"@leezybreezy1 @YellowLabLife @ItsWarrenIrwin @Aweisenfeld Im suggesting only there is a dearth of high-quality HCC in the world and we at least need some replacement tons as current mines begin to deplete reserves"  
[X Link](https://x.com/mfwarder/status/1721392828448678274)  2023-11-06T05:03Z 12.2K followers, [---] engagements


"Ahhh the seasonal rug pull. May start calling it the seasonal buyback sale. #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1721916848009105855)  2023-11-07T15:45Z 12.4K followers, 28.5K engagements


"Cant say as I even remotely expected that hashtags demographic to be split that tightly. Go vote - really interested to see where results end up #CoalTwitter #EFT #WVU OK heck with it lets see whats upIm sort of interested to see these results though I suspect I know what the result will be. In a 3-way #POTUS Race who you voting for #CoalTwitter #EFT OK heck with it lets see whats upIm sort of interested to see these results though I suspect I know what the result will be. In a 3-way #POTUS Race who you voting for #CoalTwitter #EFT"  
[X Link](https://x.com/mfwarder/status/1725405418938114484)  2023-11-17T06:48Z 15.4K followers, [----] engagements


"Lol #CoalTwitter $AMR $HCC $ARCH $BTU $SMR.AX $CEIX $TECK $GLEN.LN"  
[X Link](https://x.com/mfwarder/status/1725587430139387952)  2023-11-17T18:51Z 12.6K followers, [----] engagements


"@Jgj31929196 @respeculator Too many shitcos in the sector for me to own an ETF"  
[X Link](https://x.com/mfwarder/status/1726755054554611889)  2023-11-21T00:11Z 12.3K followers, [---] engagements


"Horasho komradesthe only way forward is to keep the tonnes in the ground. 😤😤😤"  
[X Link](https://x.com/mfwarder/status/1726805732551717313)  2023-11-21T03:32Z 12.3K followers, [----] engagements


"@sstrazza More like a year and change.over [--] years the best performing energy and materials stocks belong to the #coal sector and even over the last [---] yrs the coal bois have kept up pretty steadily with their #uranium brothers $CCJ and $SPUT. #CoalTwitter 🥳"  
[X Link](https://x.com/mfwarder/status/1727462638613848222)  2023-11-22T23:02Z 12.3K followers, [----] engagements


"@staintonrick1 @InvestInOnG Thx but doesnt matter why people voted for him. Nothing changes the job requirement that one has to have functional relationships with others to succeed. To that end disagree with bird app assessment. Demonstrably worse engagement functionality and security since takeover"  
[X Link](https://x.com/mfwarder/status/1728182435463245961)  2023-11-24T22:42Z 12.3K followers, [---] engagements


"@staintonrick1 @InvestInOnG Judging solely from his own statements unilaterally hiring and firing with gay abandon seems to be his preferred Modus Operandi"  
[X Link](https://x.com/mfwarder/status/1728202118354669794)  2023-11-25T00:01Z 12.3K followers, [--] engagements


"LETS GOOOOOOOOOOO #HailWV"  
[X Link](https://x.com/mfwarder/status/1728615870153490852)  2023-11-26T03:25Z 12.3K followers, [----] engagements


"Everybody focusing on the obvious quotable moment missed the heck out of this one"  
[X Link](https://x.com/mfwarder/status/1730261291846045928)  2023-11-30T16:23Z 12.3K followers, 12.1K engagements


"@polan13 Looooooooooootta debt out there. Lotta debt"  
[X Link](https://x.com/mfwarder/status/1730394923482935646)  2023-12-01T01:14Z 12.3K followers, [---] engagements


"@realZenelan @polan13 Exactly. Monthly close is a significant milestone but doesnt change current market conditions. Speculation is obvs in interest rates. If the Fed does push rates down further than expected gold may very well moon. If they dont it tanks. Thank you for coming to my TED talk"  
[X Link](https://x.com/mfwarder/status/1730399979737354587)  2023-12-01T01:34Z 12.3K followers, [--] engagements


"@metakni89918009 Gotta have majority Met exposure in [----] and then think we have to wait and see what effect ramp up of US LNG facilities (and Qatar) has in [----]. Lower quality thermal (ie $YACAF) maybe less downside but for better or worse Im riding the Met train"  
[X Link](https://x.com/mfwarder/status/1730413434909401590)  2023-12-01T02:28Z 17.9K followers, [----] engagements


"Think most of the selling is behind $CSO.V $CRSXF at this point. No real catalysts to the upside absent a huge spike in met prices (which would boost their spot business) but it'll be OK as long as costs are managed. And STILL roughly a double from where I flagged them in March"  
[X Link](https://x.com/mfwarder/status/1730583434693648825)  2023-12-01T13:43Z 17.6K followers, 19.5K engagements


"Have been busy today so havent had a chance to shout COOOOOOOAAAAAAAAAALLLLLL #CoalTwitter $AMR"  
[X Link](https://x.com/mfwarder/status/1730705183330480565)  2023-12-01T21:47Z 12.4K followers, 13.1K engagements


"@JamesHMackay Not sure a) how many ppl own or b) how many ppl lost money this year. _()_/"  
[X Link](https://x.com/mfwarder/status/1730896025613656531)  2023-12-02T10:25Z 12.3K followers, [---] engagements


"Crazy to see the #1 play on Sportscenter this AM come from the WV State Championship gamebut what an insane catch. 😳😳😳 My HS Alma Mater @BFairmontsenior was on the receiving end of this one but they managed to win this shootout 49-48 #FSHS 💪💪💪"  
[X Link](https://x.com/mfwarder/status/1731085991950024750)  2023-12-02T23:00Z 12.4K followers, [----] engagements


"@TheBigLong2019 Sure they could make more moneybut they make money. Even if CAPEX and costs overrun by 20% and theres a global recession the mine will still cash flow $200 million a year. Maybe @realhagetaka and @respeculator have a more detailed view on construction and OpEx risk"  
[X Link](https://x.com/mfwarder/status/1731524514461180270)  2023-12-04T04:03Z 17.2K followers, [----] engagements


"@TheStalwart Lol I see youve met Steven. 🤣"  
[X Link](https://x.com/mfwarder/status/1731991584382595396)  2023-12-05T10:59Z 12.4K followers, [----] engagements


"@Value_wizard @TheWealthMiner @Namzes_G Tier [--] not a term used in coal. Met coal makes steel - higher value market. Top names $AMR $HCC $ARCH $METC $SMR.AX Thermal coal generates energy at power plants - lower value market. Top name $CEIX but $TGA.LN $YAL.AX $NHC.AX also in consideration. Top hybrids $BTU $WHC.AX"  
[X Link](https://x.com/mfwarder/status/1732065153183625362)  2023-12-05T15:51Z 18.1K followers, [----] engagements


"@OnlyFol35201188 Excluding the immediate aftermath of Russia/Ukraine prices for met coal are average higher than any period in history. Multiples only expanding due to buybacks. No bank finance available. Hard to insure. No quality projects of significant size. Its just a different situation"  
[X Link](https://x.com/mfwarder/status/1732230594585600039)  2023-12-06T02:48Z 12.4K followers, [---] engagements


"Had an absolute blast talking all things #coal with Steve Barton earlier todaylots of basics for those new to the sector and some thoughts on where things stand at the moment. Check it out here and give Steve a follow 🥳🥳🥳"  
[X Link](https://x.com/mfwarder/status/1732538711936491757)  2023-12-06T23:13Z 12.5K followers, 13.4K engagements


"Have been saying for a while that research houses have been grossly overstating any rebound in Aussie met #coal production. Anglo now saying the quiet part out loud. #CoalTwitter $AMR $HCC $SMR $WHC Being long Warrior I shall not complain but why oh why Anglo Looks like a gift for everyone else. #CoalTwitter https://t.co/YFAzxUJejM $AMR $HCC $SMR $WHC Being long Warrior I shall not complain but why oh why Anglo Looks like a gift for everyone else. #CoalTwitter https://t.co/YFAzxUJejM"  
[X Link](https://x.com/anyuser/status/1733154060696441030)  2023-12-08T15:58Z [--] followers, 17.5K engagements


"@KK_Investing Doesnt hurt for sure but the buyback has been pushing this same kind of price action for a long time so hard for me to isolate"  
[X Link](https://x.com/mfwarder/status/1734092571192815885)  2023-12-11T06:07Z 13.3K followers, [---] engagements


"The $METC short report today is pretty useless as zero people who follow #CoalTwitter take the REE claim seriously at this point. But the $400M shelf offering flagged here is the real existential dilutive risk that **should've been their lede**. 1/x"  
[X Link](https://x.com/mfwarder/status/1734274786270888063)  2023-12-11T18:11Z 12.6K followers, [----] engagements


"So the REAL short thesis comes down to: will management use the REE story to dilute at current levels Sure that's possible - the royalty transaction a while back was similarly weird and illustrative of why $METC should be part of a basket rather than a primary holding. 3/x"  
[X Link](https://x.com/mfwarder/status/1734281601658319026)  2023-12-11T18:38Z 12.5K followers, [----] engagements


"But as to the Brook mine itself it's worthy of neither the hype nor the hate. It's the met #coal business in WV/VA will always and forever drive the value of this particular collection of assets. 4/4"  
[X Link](https://x.com/mfwarder/status/1734285269568717124)  2023-12-11T18:53Z 12.5K followers, [----] engagements


"China thermal #coal imports still up 70% YoY to 285.8Mt but began to slow in October falling over 10% MoM for the second consecutive month. Roughly 98% of the total 117.5Mt increase is coming from Indonesia (39.4%) Australia (31.6%) Russia (19%) and Mongolia (8%)"  
[X Link](https://x.com/mfwarder/status/1734629692903195038)  2023-12-12T17:42Z 12.6K followers, 10.6K engagements


"China coking #coal imports similarly slowing down 26.3% MoM but still up 57% YTD to 81.1Mt. Roughly 97% of the 29.5Mt increase is coming from Mongolia (75%) Russia (17%) and Indonesia (5%). Man that's a LOT of high-vol #CoalTwitter"  
[X Link](https://x.com/mfwarder/status/1734637468706574589)  2023-12-12T18:12Z 12.6K followers, 16.7K engagements


"@tradedollarnut They produce 60% more met coal (with each at full production) and dont have a PRB mine dragging on them in 2024-25 when natgas is free. So yeah think so"  
[X Link](https://x.com/mfwarder/status/1734659619128037755)  2023-12-12T19:40Z 13.3K followers, [----] engagements


"Three dots = commodities rip. XLE only 1.4% from flipping positive on 1M momentum.algo party incoming if that happens and shorts get faces ripped off"  
[X Link](https://x.com/mfwarder/status/1735308818509115425)  2023-12-14T14:40Z 12.6K followers, [----] engagements


"If China imports of high-quality coking #coal re-accelerate due to the Shanxi mine accidents BEFORE restocking season even starts there's no reason why prices couldn't retest February highs at $390/tonne - esp since YTD imports from Aus/CA/US haven't changed much over 2022"  
[X Link](https://x.com/anyuser/status/1735315315892867204)  2023-12-14T15:06Z [--] followers, [----] engagements


"@cbp206 Varies a little from year to year but the key event at the center is Chinese New Year in February. Restocking activity basically straddles that event so the ramp up can peak before or after (usually after) depending on inventories and coal/coke/steel market conditions"  
[X Link](https://x.com/mfwarder/status/1735318145596866920)  2023-12-14T15:17Z 12.6K followers, [---] engagements


"Lol so whats the going industry rate for this gig @scottsimonsWVLA 🤣 Blackstones [----] Holiday Video https://t.co/xbYxA4rZgt Blackstones [----] Holiday Video https://t.co/xbYxA4rZgt"  
[X Link](https://x.com/mfwarder/status/1735674226890228041)  2023-12-15T14:52Z 13.3K followers, [----] engagements


"Oh NBD just another ATH for $AMR #CoalTwitter 🥳🥳🥳"  
[X Link](https://x.com/mfwarder/status/1735750881130234002)  2023-12-15T19:57Z 13.3K followers, 18.4K engagements


"@yeticapital99 Not with the Cobre Panama mine out of production forever"  
[X Link](https://x.com/mfwarder/status/1735765845349892272)  2023-12-15T20:56Z 12.6K followers, [---] engagements


"@KK_Investing Think theyre on their way. Have some concerns in 24/25 re: PRB thermal but the Met biz is great"  
[X Link](https://x.com/mfwarder/status/1736012964010865089)  2023-12-16T13:18Z 12.6K followers, [---] engagements


"OKAY THERE WE GO HOLY MOLY $X $X 🔸 Nippon Steel to Acquire U. S. Steel for $55.00 Per Shr in an All-Cash Transaction $X 🔸 Nippon Steel to Acquire U. S. Steel for $55.00 Per Shr in an All-Cash Transaction"  
[X Link](https://x.com/anyuser/status/1736706424602832909)  2023-12-18T11:14Z [--] followers, 11.2K engagements


"Just three short years ago half of the blast furnace production in the U.S. was owned by an Indian companybefore being sold to a company headed by a Brazilian national. In the 1970s those same blast furnaces had partnerships with Nippon. This is poorly written theater"  
[X Link](https://x.com/mfwarder/status/1736892744696565929)  2023-12-18T23:34Z 12.6K followers, 15.3K engagements


"Just three short years ago half of the blast furnace production in the U.S. was owned by an Indian companybefore being sold to a company headed by a Brazilian national. That company even owned ***several facilities in this guys home state***. This is poorly written theater"  
[X Link](https://x.com/mfwarder/status/1736939904368558345)  2023-12-19T02:41Z 12.6K followers, [----] engagements


"@MMInvestor0 @respeculator @InspectionDeep @Edark94 Short covering US Steel acquisition algos picking up momo stonksthat sort of stuff"  
[X Link](https://x.com/mfwarder/status/1737252220444303412)  2023-12-19T23:23Z 17.7K followers, [---] engagements


"The 🐐 $AMR +17.8% since this tweet. Faces were ripped. Dont say #CoalTwitter didnt warn ya. Don't get me wrong $AMR shorts I would LOVE for you to grant #CoalTwitter a fantastic new entry point. But just as a PSA this is an excellent way to get your face ripped off. https://t.co/cY96vfSbj0 Don't get me wrong $AMR shorts I would LOVE for you to grant #CoalTwitter a fantastic new entry point. But just as a PSA this is an excellent way to get your face ripped off. https://t.co/cY96vfSbj0"  
[X Link](https://x.com/mfwarder/status/1737310968915411013)  2023-12-20T03:16Z 13.5K followers, 14.4K engagements


"@Edark94 @zhanginu Like I said nearly two years ago re: Mongolia production increase - that take will eventually be right and matter. And here we are"  
[X Link](https://x.com/mfwarder/status/1737427768416117179)  2023-12-20T11:00Z 12.6K followers, [---] engagements


"@zhanginu Lolol. In his defense I really liked his modeling of China and Mongolia. What I still disagree with were his assumed secondary and tertiary effects on global trade. Bottom line is that no viable conclusion can be made w/o plant-level analysis of global therm/met blend quality"  
[X Link](https://x.com/mfwarder/status/1737429857527632205)  2023-12-20T11:08Z 12.6K followers, [---] engagements


"@radog_77 Well thats my point - theyre a net exporter of certain goods. If exporting is now illegal what does that do to food prices globally What does that do to tax receipts Assume you see where Im headed here"  
[X Link](https://x.com/mfwarder/status/1737759420178731346)  2023-12-21T08:58Z 12.6K followers, [---] engagements


"@Nemoincognitoo How much of that gain due to SouthGobi profit warning in last month"  
[X Link](https://x.com/mfwarder/status/1737764816146624951)  2023-12-21T09:19Z 12.6K followers, [---] engagements


"@JeanCharlesEvr Too illiquid for me to do in size with my level of access but still some upside left for the Mongolia bois I would think. @respeculator @InspectionDeep @YellowLabLife probably have better short term takes than I"  
[X Link](https://x.com/mfwarder/status/1738024866790445422)  2023-12-22T02:33Z 12.6K followers, [---] engagements


"There is no happy after reading the worst writer ever to have existed. Ayn Rand is a garbage writer and a worse philosopher. I will die on this hill"  
[X Link](https://x.com/mfwarder/status/1738058665091846184)  2023-12-22T04:47Z 12.6K followers, 16.8K engagements


"@calvinfroedge Yes it perfected the definition of terrible so I knew what to avoid"  
[X Link](https://x.com/mfwarder/status/1738060365991133260)  2023-12-22T04:54Z 12.7K followers, [---] engagements


"@thiccnoggin @calvinfroedge Oh good Ser the message is arguably worse"  
[X Link](https://x.com/mfwarder/status/1738060974098194443)  2023-12-22T04:56Z 12.6K followers, [---] engagements


"@NotFreeCashFlow @calvinfroedge Youd thinkbut turns out some things are just a waste of time which is the most precious natural resource we have. Merry Christmas bud and best wishes to you and yours"  
[X Link](https://x.com/mfwarder/status/1738317405674238158)  2023-12-22T21:55Z 12.6K followers, [--] engagements

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