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Philip Gunst

@GunstPhilip

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Management Consultant šŸ‘ØšŸ¼ā€šŸ’¼ Investor in Colonial Coal (CAD.V). All views and opinions shared are my own.

Copenhagen, Denmark
Joined August 2018
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@GunstPhilip
Philip Gunst
2 days
Okay, stay with me for a second. This might be some ā€˜House of Cards’ type shit but I can’t stop thinking about it. There’s no doubt that over the past decade or so - especially under Trudeau’s leadership - many have found Canada to be a doubtful jurisdiction due to political
@krassenstein
Brian Krassenstein
3 days
BREAKING: Trump just threatened 100% taxes on Americans who import from Canada if Canada decides to sign a trade agreement with China. Trump thinks he’s the king of the world and wants to penalize Americans for the actions of another country.
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@GunstPhilip
Philip Gunst
4 days
MABC: Northern BC mining projects could generate C$69bn in economic activity Twenty-four proposed mining projects in Northern British Columbia, representing an estimated C$69-billion in economic activity, could deliver major economic benefits for the province and Canada,
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@GunstPhilip
Philip Gunst
5 days
GLOBAL NEWS: CANADA SHIFTS TRADE FOCUS TO INDIA AFTER CARNEY’S LATEST OVERSEAS MISSION TO CHINA - CAN GO AS SOON AS EARLY FEBRUARY Prime Minister Mark Carney is returning to Ottawa after a week abroad focused on expanding Canada’s trade ties, including meetings in China and a
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@GunstPhilip
Philip Gunst
6 days
I sat left with a feeling of ā€œwhat’s next?ā€ for Colonial Coal $CAD.V $CCARF following the past week’s trade missions in China and India. What can possibly be missing now before a first bid can land from either India or China? I guess it’s fair to assume that we are
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@GunstPhilip
Philip Gunst
9 days
The past week has been quite eventful in the geopolitical and macroeconomic landscape around Colonial Coal $CAD.V $CCARF. And while many shareholders don’t feel the tension due to lack of updates from management (of obvious reasons), I wanted to summarize what we’ve seen the past
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@GunstPhilip
Philip Gunst
11 days
More @Dave_Eby and India: The premier said he spoke to India's energy minister, giant conglomerates like Tata and Reliance, and oil companies like Indian Oil and Hindustan Petroleum. "I'll have to say the big winner so far has been [B.C.'s] mining sector. The belle of the ball,
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cbc.ca
B.C. Premier David Eby, who is on a trade mission to India, spoke to reporters in Mumbai about which sectors in the province are receiving interest from investors.
@GunstPhilip
Philip Gunst
11 days
Okay. Now @Dave_Eby can’t say it any clearer without really saying it. British Columbia Premier David Eby says Indian companies and the delegation he is leading in the subcontinent have been holding ā€œextensive discussionsā€ about access to the province’s mining and energy
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@GunstPhilip
Philip Gunst
11 days
Okay. Now @Dave_Eby can’t say it any clearer without really saying it. British Columbia Premier David Eby says Indian companies and the delegation he is leading in the subcontinent have been holding ā€œextensive discussionsā€ about access to the province’s mining and energy
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halifax.citynews.ca
MUMBAI — British Columbia Premier David Eby said Indian companies and the delegation he is leading in the subcontinent have been holding ā€œextensive discussionsā€ about accessing the province’s mining...
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@GunstPhilip
Philip Gunst
12 days
Picking up a bunch of shares in $CAD.V today on the 4th red day in a row following the strong Friday action where we broke through $3 on 1.2m shares traded. We are testing previous low so would like to see it churn here. Pattern of the past few months since the release of the
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@MinesMinIndia
Ministry of Mines
12 days
An Indian delegation led by Shri Piyush Goyal, Secretary, Ministry of Mines, along with senior officials, held discussions with a Canadian delegation led by H E B Mr. David Eby, Premier of British Columbia, and Mr. Christopher Cooter, High Commissioner of Canada to India, on
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@GunstPhilip
Philip Gunst
13 days
Insane 🤯 Coal India’s #COALINDIA spin out and IPO of BCCL was oversubscribed ~147x. They are not as woke in India as in Europe. Good thing they are the key growth driver of #MetCoal #CokingCoal in the next decade(s) together with China. $CAD.V $CCARF
@CoalIndiaHQ
Coal India Limited
13 days
Thank you investors for reposing confidence in Coal India’s arm, BCCL. It’s IPO was subscribed 146.8X. #CoalIndia #GoldenJubileeYear #CoalIndiaAt50 @PMOIndia | @kishanreddybjp| @satishdubeyy| @CoalMinistry| @KishanreddyOfc| @PIB_Coal| @SecyDIPAM | @DFS_India | @mygovindia
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@GunstPhilip
Philip Gunst
13 days
Spin doctor: David, I know you want to announce a Colonial Coal $CAD.V deal, but you can’t yet @Dave_Eby: Please… Spin doctor: No, not yet Dave. @Dave_Eby: Call David Austin, I need some election tailwind
@Dave_Eby
David Eby
14 days
BC has what the world needs – and the province is working to diversify our trading relationships, so we are less reliant on the United States and to keep our economy growing and support good jobs for British Columbians.
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@GunstPhilip
Philip Gunst
14 days
The narrative expands: Trade diversification push will bring Carney to India in a few weeks 🫔 Canada & India are actively resetting bilateral ties after years of friction - with PM Mark Carney preparing a visit to India to deepen economic cooperation & trade, following a formal
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cbc.ca
After more than two years of fractured diplomatic relations, Prime Minister Mark Carney will visit India in the coming weeks as both countries look to diversify trading partners in the face of U.S....
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@GunstPhilip
Philip Gunst
17 days
Bringing out this one again for the 5th year in a row. 5th girl… Have a nice weekend 😊 $CAD.V $CCARF
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@GunstPhilip
Philip Gunst
18 days
Do you need a bigger signal? "Premier David Eby is facing pressure to come back with deals as he prepares to lead a B.C. trade mission to India" David Eby needs results. He have a joker in his deck of cards. Colonial Coal is the name $CAD.V $CCARF Full stop.
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vancouver.citynews.ca
Premier David Eby is facing pressure to come back with deals as he prepares to lead a B.C. trade mission to India.
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@GunstPhilip
Philip Gunst
18 days
Why the Market is 😓 on a Generational Macro Pivot I’m well aware that we have had a good run the past ~2-3 weeks in Colonial Coal $CAD.V $CCARF, but I’m actually quite surprised that the share price have not exploded by 20-30% on the news the past two days. What we are
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cfnrfm.ca
Premier David Eby will lead a trade mission to India from January 12th to 17th, accompanied by Ravi Kahlon, Mi...
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@GunstPhilip
Philip Gunst
19 days
One of the clearest confirmations yet of India’s met coal strategy just came from Coal India’s $COALINDIA.NS own mouth. In BCCL’s IPO interview, management states plainly: - Coking coal demand ā€œwill never come downā€ - Steel demand is structural - Domestic supply remains
@business_today
Business Today
21 days
Why coking coal demand stays strong Aastha Chopra of BTTV spoke to Mukesh Agrawal, Director Finance, and Manoj Kumar Agrawal, CMD of BCCL, on the company’s IPO and long-term growth strategy. The management said IPO proceeds will support diversification under Coal India’s broader
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@GunstPhilip
Philip Gunst
20 days
The timing is convenient šŸ˜‰ Carney to visit China to talk trade with Xi as U.S. tariffs hit growth It will be the first trip to China by a Canadian prime minister in nearly a decade, after a diplomatic row was sparked by 2018 arrest of Huawei Technologies Co. executive Meng
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@Dave_Eby
David Eby
20 days
This trade mission is about deepening our relationships, supporting good jobs in BC and strengthening our position as the economic engine of the new Canadian economy. Read more: https://t.co/fUqogdKwwq (2/2)
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news.gov.bc.ca
Mission will highlight B.C. strengths in energy, critical minerals, forestry
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@Dave_Eby
David Eby
20 days
It’s more important than ever to strengthen our trade relationships with international partners other than the US. This week, we will be heading to India — a key market for BC with enormous opportunities for trade. (1/2)
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