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The Coal Trader Profile picture
The Coal Trader
@dyer440
Consultant & Coal Analyst, Trader & Real Estate Investor https://t.co/7yoZv8h1qw
Mar 1, 2023 • 5 tweets • 2 min read
#Steel cycle lows in red... Image #IronOre... Image
Dec 15, 2022 • 6 tweets • 2 min read
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
Jun 21, 2022 • 10 tweets • 2 min read
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.
Apr 28, 2022 • 4 tweets • 1 min read
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.