Emanuel Ajay Datt

@smoothinvesting @respeculator hold on, they don't own Solar assets

@respeculator @eadatt it’s getting taken over by $YAL.AX. Heard it here first

Hmm… Huge block at the close for $MLX.AX, circa ~60m shares. Monday will be interesting, but certainly won’t be disheartened if AusSuper are the ones who took the last of me out…

If my eyes aren't deceiving me $YAL.AX just did $300M in the match at $8.31.. setting a new all time high on obscene volume.. #coaltwitter

@realhagetaka The only bonds we trust are....

GOLD is not the hedge for geopolitical instability. That's what #coal is for. Dependable, reliable, consistent base load power supply.

@respeculator No way, you're long TLS??

Not to brag but I own half this list 😎😎

I've seen this before #coaltwitter

@alexbhturnbull anything is available for a price 🤔

The funny thing about coal stocks here is that if you cannot get diesel you cannot make money. Who can get diesel now? - China - Mongolia - USA - ???? Aus and Indo a bit unclear. #coal

Wisdom from @YraHarris Source: "Inside the House of Money" - Drobny

@respeculator @ShitValueFund

@ShitValueFund Origin has barely moved and is below where it was trading 6mths ago.. and over half their business is LNG.. and the other half is sticky electricity sales.. a lotta complacency

Over 20% of the world's LNG supply got taken out last night. And energy names are up 2% to 5% Bad times coming

THE ONLY BONDS I TRUST ARE HYDROCARBON

When you believed gold was a geopolitical hedge

@LukeyTrags @respeculator Discount rate of 0%? 🤔

@respeculator It says reverse engineering his model using a long term met price of US$200-250 just on the met assets (ignoring thermal) gives ~A$30–60B NPV range (and even higher in optimistic volume/cost scenarios) — this is where the author's "~$60B+" headline likely lands.

Have said all along $WHC.AX is a high-probability future ASX50 stock for those that ride it out (the $FMG.AX of coal).. cycle gunna cycle which will present great trading opportunities but ultimately the massive underlying asset base + retained earnings will drive re-ratings over time.. #coaltwitter

Barometer check on $WTC.AX 🌡️🤔 - tricky Dicky selling at $83 - #SaaStrophe 💣 - Jun Bei finally goes quiet - Hyperion capitulate - mgmt spend 1.5 hrs on H1 call answering a zillion #AI-related Q's - Zubin buying at $49 - Datt Cap buying in $4X's - shorts 5.83% climb to 3Y highs

@respeculator @LukeyTrags the market was expecting new agricultural acquisitions?

a month ago the company told you the sales volumes for the half, they told you the EBITDA for the half, they told you the cash balance and the end of the half (ie you can work out FCF), they told you the guidance for the remainder of the year... so what exactly was "new" information today? And what was so new and outrageous for the stock to dump 10%? The dividend?

Robert Dobson Millner AO is taking a leaf out of Yancoal's book, annoying the market with a smaller div so that it's equity dumps half a billion so that all the boomers can rinse, allowing the true degens to buy in before it rips 😂🤣 $NHC.AX $YAL.AX #coaltwitter

what is the best coal powered car to purchase?

@k311126 @ScottNorth64736 💪🏽

@ScottNorth64736 Roger that 👍 likewise I also like that they’ve been mining coal for the past 78 years and have built up a strong franking credits balance.🤝

Taiwan power is made up of 35% coal!!

@mfwarder Euros closing them down 💀 #energyindependence

Nuclear buildout be like:

@bowtiedstocks The sun always shines on Yansolar🌞

Chatting to the old man on the weekend He’s getting on a bit in years now, but comfortably retired Plenty of passive income rolling in I asked him about his equities portfolio - he let on that he’s VERY VERY heavy into $YAL.AX Yancoal Not one for being overly diversified An old school coal Degen LOL 🫡

The next Australian election will be won by those with the best energy policy

Ampol's refining margin over time $ALD.AX (gross not net)... what a sh*t business (loses money every year after capex).. until.....