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The Coal Trader Profile picture
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Mar 1 • 5 tweets • 2 min read
#Steel cycle lows in red... Image
#IronOre... Image
#Copper... Image
#MetCoal... Image
Moral of the story here is that a re-acceleration of inflation appears to be upon us. This is a structural/secular change. Good thing #crudeoil is not rallying...

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More from @dyer440

The Coal Trader Profile picture
Dec 15, 2022
Show me a worse balance sheet vs net income and FCF than this group:
$TGT $WBA $INTC $RCL... and dare I say $AMZN
$TGT: Image
$WBA: Image
Read 6 tweets
The Coal Trader Profile picture
Jun 21, 2022
1. The royalty rate increased in QLD are a BIG FUCKING DEAL for the metallurgical coal industry:
2. This will probably change the sales and marketing strategy for every producer in QLD. It removes the incentive to increase production during boom times and probably ensures no new mines are opened in the state.
3. As @respeculator mentioned, they have "Thieved the upside"

Importantly, $BHP's hcc assets in QLD are (WERE) the best met assets on the planet. What they do in response is very important to the entire industry.
Read 10 tweets
The Coal Trader Profile picture
Apr 28, 2022
Suggestion for everyone involved in $BTU: 🧵

1. Check out this link and look at all the "Notification of buy-back" updates.

listcorp.com/asx/whc/whiteh…
2. Now consider the fact that $BTU will not be able to manage buybacks nor dividends for a LONG time.

Why?

A: Debt covenants and surety bond covenants will not allow it.
3. So consider the opportunity cost of sitting your capital in a coal producer that has failed to take advantage of robust coal markets, and is WAY behind its peers in regards to shareholder return.
Read 4 tweets

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