Ciovo

@FinancialReview If “renewables “, and I use the term loosely, were so good why do they need subsidising at all?Tax another industry that actually works and provides cheap energy, jobs and income for Australia via exports.Then take the cash, trash the environment and make energy expensive. Right

Former ACCC chair Rod Sims and climate experts have called for a tax on fossil fuels, claiming it would provide a more efficient market incentive than current Labor subsidies. ebx.sh/MPvJAf

@penguin74us @steveinman LOL

You brought this on yourself, Snow White. Congrats. 😭

@MikeCarlton01 Hitting the turps hard again obviously, you drunken piece of shit.

Not my thoughts…

@BULLReturns Enough for a divi by year end, even if just 1c.

$CKA delivery estimates for 2024: April 15kt May 35kt June 40kt July 40kt Aug 50kt Sept 50kt Oct 50kt Nov 75kt Dec 75kt

Additional 2 mining fleets added by the end of April allowing ramp up to >40kt per month mining capacity for May $CKA #coal #cokingcoal

@BULLReturns Still on $AEE?

Scale down

Our initial > $1bn cap #uranium scale down is harvesting at 40x returns today, the 2nd scale down range maybe achieved at the ASX open...for 25x returns.

@BULLReturns $PIM lithium and uranium explorer may be interesting with an EV of $1.8M

#Lithium is now 4 to 8 minutes on the cycle clock incoming for zero

@chambostox @Capt_Kremmen23 @coaltracker Congrats on your profit. I still don’t see how he was “stealing “ from the company. Without Dominic the company would have been in administration and everyone would have lost the lot. He saved many people’s investment and dilution and time was the price we paid for it.

@Ciovo2 @Capt_Kremmen23 @coaltracker He took a $250k finders fee for IOC when he was CEO of both. You haven't been paying attention if you haven't noticed all the piecemeal offerings to his mates. I bought in the 3s and sold in the 9s years ago, all there to see on HC. Good luck with your investment.

$CKA in 2008, I knew more about BBM, TBAR and BBP than Cokal knows today. They should have done TBAR first but were well into BBM exploration before acquiring 75% TBAR. LOX in Maruwai <5 metres & sometimes 2.5 metres. Sometimes outcrops only surface oxidised.

@chambostox @Capt_Kremmen23 @coaltracker Got any evidence of that if it was so obvious? Or you just lost money and now disgruntled?

@Capt_Kremmen23 @coaltracker It was obvious years ago when Martino was stealing from the company and giving piece by piece away to the Indos and Chinese that there would be nothing left for retail in the end.

@realhagetaka @coaltracker Where else did they get the HCC and PCI from them? Look, I’m not trying to convince anyone this is a brilliant company or project by any stretch, all I’m saying is that things have turned and may improve from here. Mistakes will still be made but hopefully mgt learn fast now.

@Ciovo2 @coaltracker Yes, and that's the problem. Does the coal extend down dip to where it isn't oxidised? Also, is the gear theyre using big enough to extract more than 23ktpm?

$CKA Speculating on current share price fair value? Historical: Oct 2022: Share price 25.5 cents 21 Dec 2022:: HCC price US$263 Now $330 21 Dec 2022:: Cokal Share Price 21 cents: now 12 cents 24 Nov 2022:: Cokal Preparing for first coal sales: Now actually first coal sales. DYOR

@realhagetaka @coaltracker The oxidised layer will be sold as thermal to domestic market.

@realhagetaka @coaltracker Surface layer always is

@realhagetaka @coaltracker Project has been developed on a show string budget. They’ve done well to get it up and moving. With further steady cashflow now, the ramp up may surprise many.

@Ciovo2 @coaltracker I use long run low estimates for underlying coal price to give base case. First sale of 23k after saying two more weeks for two years. No indication of quality other than pit photos which presented thermal grades. Lets see sales double first. I've heard "next quarter" before.

@realhagetaka @coaltracker Your numbers seem quite low. $60 usd per tonne ebitda when HCC price is above $300usd? You assume that all they will produce is 23k per month? What happens when sales double or quadruple as they ramp up? What happens when ebitda per tonne is double your estimate?

@coaltracker Most oz coalers around A$90 of EBITDA per ton and give EV/EBITDA around 3. First $CKA coal sales of 23kt. Assume one sale per month. A$18m current debt. 23,000 x 90 x 3 x 12 = A$74.5m EV A$74.5m - A$18m = A$56.5m estimated market cap... Current market cap is A$129.5 🤷🏼‍♂️🤷🏼‍♂️🤷🏼‍♂️🤷🏼‍♂️

@realhagetaka @galumay @mondyinvest Not true.

@galumay @mondyinvest All the equipment is owned by subcontractors.

Whilst this looks like an episode of Jeremy Clarkson’s #TopGear ‘challenges’, in actual fact it’s an ASX-listed #coal company allegedly worth $135,000,000 😅 $CKA $CKA.AX #coaltwitter

@BULLReturns $CKA

Can you wait? 90% struggle with the average holding period down to 3 months.....it's now a clear competitive advantage to sit > 3yrs for > 10x return.

@ThrillTrades It’s junk.

@MikeCarlton01 Those pages would be useful at the bottom of my bird’s cage. Keep up the great work on X though, as your misguided arrogance and vitriol is absolutely hilarious.

New paperback edition just out, perfectly timed for Father’s Day !

@TalonEnergyLtd @proactive_au Does Colby still work for STX as their stooge?

Thank you to @proactive_au for speaking with Talon Energy CEO Colby Hauser today on the back of yesterday's exciting news out of the Gurvantes XXXV CSG Project in Mongolia. Watch the full interview below: bit.ly/43KyCtL $TPD #gas #update

@DiedSuddenly_ Those that continue to believe the nonsense of covid, deserve to continue taking the clot shots.

Doctor gives 5 reasons why you are incredibly lucky 'if nothing has happened' to you after taking the covid clot shot. “If you do get it, check your D-DIMER for micro-clotting and troponin for MYOCARDITIS - These problems can be asymptomatic and will lead to chronic disease or death, within 2-5 years!!” “Your luck will run out, so please STOP taking these Vaccines”