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![coeus12345 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1275722192974733312.png) Coeus [@coeus12345](/creator/twitter/coeus12345) on x 1702 followers
Created: 2024-12-19 11:32:11 UTC

Moving to #coal — I am long $YAL.AX (top 5), $NRP, $WHC.AX $TGA.L 

My bias over past 12-18 mths has been #thermal over #met

Put simply, IF a recession hits, met coal gets clobbered,  but we still need thermal 

Thermal is absolutely hated, and valuations are ridiculous 😍

/17


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1869707297519472679/c:line.svg)

**Related Topics**
[$tgal](/topic/$tgal)
[$whcax](/topic/$whcax)
[$nrp](/topic/$nrp)
[$yalax](/topic/$yalax)

[Post Link](https://x.com/coeus12345/status/1869707297519472679)