Coal
@LukeyTrags
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Hydrocarbons are essential for humanity 🪨 #coaltwitter
Coal
Joined November 2019
You will not see a better interview.#coaltwitter.
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The 🐐. $WHC.AX $WHC #coaltwitter
Which stock would you buy today and forget for the next 20 years? 🥹🙏.
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Your weekly reminder the world is short energy & coal is not dead, but rather it remains king $YAL.AX $WHC.AX $NHC.AX $SMR.AX #coaltwitter.
China commissioned 21 GW of new coal-fired power stations in the first half of 2025 (that's the highest first-half total in 10 years). With that in mind, I’m re-publishing this @Opinion video column from exactly a year ago about why coal remains king .
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The 🌏 might just start healing. let the inevitable hydrocarbon multiple expansion games begin! Essential stuff that trades on 2-3x mid cycle cash flows may no longer be priced as terminal beyond 3yrs. $YAL.AX $WHC.AX $NHC.AX $SMR.AX $CRN.AX #coaltwitter #OOTT #coal #oil #gas.
The LNP has just voted to abandon net zero.
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So because $YAL.AX is paying a 6c div instead of a 26c div it has rinsed ~80c which is the equivalent of ~$1B cash torched into thin air. remember what followed last time this happened. rinse repeat! #coaltwitter #wealthtransfer.
Late to the party $YAL.AX div tourists taking a whack on capital & rage selling it down ~$2/s from recent highs to chase a 3% yield in good ol'faithful $CBA.AX. #coaltwitter be like:
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LFG - flipped from nasty red to now 3% green! Who tf sold it down <620 🤡 $WHC.AX $WHC #coaltwitter
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The $WHC.AX earnings call is making me feel like this: #coaltwitter
$WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to >$15 in the coming bull cycle. When I first entered in 2021 I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down along the way). #coaltwitter.
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$WHC.AX is consolidating the acquistion/transition excellently during cycle lows & it will de-lever to >$15 in the coming bull cycle. When I first entered in 2021 I said it would be the $FMG.AX of coal in terms of its trajectory (big moves up & down along the way). #coaltwitter.
The three slides that stood out most to me in the $WHC $WHC.AX FY25 results:.1) Are they already better operators in QLD than BMA?.2) 27% EBITDA margins at the very bottom of the cycle (refer to BHP coal comments) is nothing to sneeze at.3) Cutting Narrabri CapEx from $1b to
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Buying $YAL.AX $YAL equity off the short sighted boomers is just a reverse engineered 60c divvie 🧠🤑💸🪳 #coaltwitter #reverseroach
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BREAKING: Peabody terminates deal to buy $3.8 billion metallurgical coal assets from Anglo American, claiming a "material adverse change" following a fire. Anglo American disagrees with the use of the clause, and announces "arbitration to seek damages for wrongful termination.".
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Ok here we farken go… #coaltwitter #Anglo $YAL.AX $BTU
Business as usual from $YAL.AX adding $136M cash at bank for the qrt & sitting on $2B post divi. I like the sound of this counter cyclical M&A approach - as much as I'd love $SMR.AX to be bought, they're most likely sniffing for a $BTU firesale (pun intended) 🔥#coaltwitter
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On the bright side it’s better than the 0c they paid out this time last year 🤣 Hoarding cash + franking credits so what the fk are they buying? Any ideas outside of Anglo (BTU deal dies) or Kestrel? #coaltwitter $YAL.AX.
Decimal point needs to be moved to the right. 😂 What's tomorrow's boomer div dump going to be? Another wealth transfer opportunity coming! #coaltwitter $YAL.AX
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Decimal point needs to be moved to the right. 😂 What's tomorrow's boomer div dump going to be? Another wealth transfer opportunity coming! #coaltwitter $YAL.AX
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The total energy demand pie is rapidly rising & coal is taking the lion’s share of this expansion. case in point with India #coaltwitter $YAL.AX $NHC.AX $WHC.AX $CRN.AX.
Once again Chris Bowen is claiming that India is doing more on solar than coal. Once again Chris Bowen is wrong.
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Daily reminder renewables are fraud. Go woke go broke… $AGL.AX #coaltwitter $WHC.AX $YAL.AX $NHC.AX $CRN.AX (@realhagetaka).
AGL annual report 2025. Coal fuel cost (combined Bayswater and Loy Yang A) = $22/MWh. Onerous contracts means losing money on renewables
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Your daily reminder that renewables are fraud. lucky there's this thing called coal. $YAL.AX $WHC.AX $NHC.AX #coaltwitter.
European wind giant Orsted plunges for a 2nd consecutive day. Its shares are down another ~7%, after losing nearly 30% on Monday. At current prices, the emergency equity injection it's seeking ($9.4 billion) equals to >70% of its current market cap of $13.2 billion. No bueno.
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When you diversify away from coal to 'empire build' you get what you deserve. 10yrs of negative real returns. $AZJ.AX #coaltwitter #muppets.
afr.com
After years of underperformance, a spoilt deal and a 15-year quest to be something different, dominoes are starting to fall.
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Believe it or not there’s a solution for this… it’s called coal #coaltwitter.
CHART OF THE DAY: Germany's energy-intensive industrial production revisits the lows (last data point is June, which came out today). Energy-intensive industrial output is now >20% below what it was a decade ago. For Germany, the European energy crisis isn't over.
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Lots of noise out of QLD that the current coal royalty scheme risks ☠️ the industry despite relying on the taxes. There is upside risk to equities if they get wound back (a necessisity IMO as some tax is > than none due to a ☠️ industry) #coaltwitter $WHC.AX $YAL.AX $SMR.AX $BTU
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Here we go again. #coaltwitter $YAL.AX $WHC.AX $SMR.AX $HCC $AMR $BTU #coaltwitter.
🇨🇳#CHINA'S MOST ACTIVE COKING #COAL FUTURES HIT LIMIT UP, JUMP 7.96% TO 1,193.5 YUAN PER TON.COKE CONTRACT RISES 5.1% TO 1,665 YUAN/METRIC TON.
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