$BTU (largest position) downside is so minimal now. Main risk to me is just governments plotting ways to steal their massive profits this decade. By this time next year, if the share price remains here, you're getting all their mines for free. We have real squeeze potential here.
People who think coal mines are future liabilities, not assets, weren't paying attention in 2022. We're going to have $15/share cash when the Q1 report is out. Their thermal price is improving this year and Met offers a buffer. Shorts are fucked on $BTU
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