Coaltracker

2.5K posts

Coaltracker

Coaltracker

@coaltracker

I am a dedicated investor in resource stocks for the last 50 years. Coal is my specialty. My posts are my thoughts and not to be considered financial advice.

Sumali Temmuz 2018
46 Sinusundan1K Mga Tagasunod
Houman Asefi
Houman Asefi@houmanasefi·
@JKempEnergy Don't you agree that if China and India had to rely on imports like everyone else, coal prices would be exploding?
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John Kemp
John Kemp@JKempEnergy·
AUSTRALIA’s coal export prices have risen by around 25-30% compared with the start of the year. Front-month Newcastle coal futures have averaged $137 per tonne so far in April up from $108 in January. Electricity generators across South and East Asia are likely to increase coal-fired generation to conserve scarce gas supplies following the loss of LNG from the Middle East. But China and India (the region’s top two coal generators) are expected to meet some of the extra fuel from domestic mines which explains the relatively small increase in coal prices so far:
John Kemp tweet mediaJohn Kemp tweet media
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chris kelly
chris kelly@KellyAlspals·
@JKempEnergy QLD will be reaping billions because of Palaszczuk's Coal Export levy that the lazy Western Australian Government should have been doing decades ago.
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Coaltracker
Coaltracker@coaltracker·
$CKA $cka.ax cka.ax I am so disappointed in CKA share price Coal prices soaring - coal share soaring CKA stuck 6 to 7 cents Massively profitable at the spot/futures coal prices. In vicinity of US100 profit at US265 HCC price in Aug/Sept/Oct Rising not falling ATM
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Coaltracker
Coaltracker@coaltracker·
$CKA $cka.ax cka.ax Been a drought of info for 2 months. H2 report due Mon/Tues Petrosea getting stuck into road, Petrindo getting ready to pay tariffs We are about to find out if predicted production has been achieved. IMO we are about 4 cents undervalued! DYOR
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Coaltracker
Coaltracker@coaltracker·
$CKA $cka.ax cka.ax Well we pushed through 8 to 8.4 cents. Onwards and upwards. QTR Report Thurs 29 Jan Expecting big updates. Sales, road, U/ground, mining fleet increase, port My target with great coking coal prices is 12 cent in next couple of weeks. IMO DYOR
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Coaltracker
Coaltracker@coaltracker·
$CKA $cka.ax cka.ax Plus, Petrindo will be producing 3 Mt/year & paying CKA AUD 16.2 million tariff/year to use our road PLUS as much AUD 9 million/year to use our stockpiling facilities and load barges at Batu Tuhup river port. LOL let's just be a toll company.
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Coaltracker
Coaltracker@coaltracker·
$CKA $cka.ax cka.ax CKA pushing 8 cents and heading to 11+cents in short term Coking coal continued to surge & jumped on CQ cyclone. USD248 CKA very profitable & production expansion continuing Mining fleet doubled Dec & doubling again Feb River port upgrade and
Coaltracker tweet media
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Coaltracker
Coaltracker@coaltracker·
$CKA $cka.ax cka.ax Cokal share price decelerated after speeding ticket. Where to now? Still a lot of news to come if Cokal really achieving. Pit 3 u/ground Pit 1 u/ground 2 x mining fleet increase Dec Petrosea on Road Washplant AND just maybe TBAR progress
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Coaltracker
Coaltracker@coaltracker·
$cka $cka.ax cka.ax Great week up 69% and speeding ticket Expecting surge >10, catalysts TML doubling mining fleets this week, significance of POSCO sale sink in, Tariffs fast approaching, Petrosea commencing road upgrade, this week? Underground & TBAR! all IMO
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Coaltracker
Coaltracker@coaltracker·
@BULLReturns $cka $cka.ax cka.ax You nailed this during the massive surge to more acceptable 7.3 cents. Reached 7.5 cents. Speeding ticket answer excellent. I suspect we'll see 8.5 cents Monday or by week's end at worst. Coking coal price trending up!
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Cycle Bottom
Cycle Bottom@BULLReturns·
Our Met #coal #10bagger micro cap bottomed at 2.1c, 5c to day, 25c through 2027 as the spot achieves $300-350/t for 6-9 months. $CKA
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Coaltracker
Coaltracker@coaltracker·
@chambostox 10 years away. Plus if it involves underground coal mining, divestment not required. $CKA
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chambo
chambo@chambostox·
@coaltracker It's a long time since I exited CKA. Where is the company at with the mandatory 51% divestment to the Indonesian government?
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Coaltracker
Coaltracker@coaltracker·
$cka $cka.ax CKA.ax I have been absent from this forum for a long time. Cokal has done a lot in last 6 m. production was restricted due to low coking coal price Management show no signs of impending doom They are upbeat and doing deals to enhance future revenue.
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Coaltracker
Coaltracker@coaltracker·
DRO.ax I have strayed from coal to DRO to pick up some easy money riding the manipulation waves. In at $3.15. I expect Significant Holders notices Mon or Tues showing 2 major share holders selling down then they will ramp it up.
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Coaltracker
Coaltracker@coaltracker·
@BULLReturns $CKA #metcoal #coal Copped a flogging over last 3 days. No way that this is correctly valued. People bought 7.5 million shares yesterday. Supposedly well informed buyers. Sellers panicked. So much going on with operations. We need to be patient.
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Cycle Bottom
Cycle Bottom@BULLReturns·
US$24m cap, will it be able to scale up to 2mpta production in 2027 and generate free cashflow of US$100m? = 8-10x returns. Key assumption would be a met coal price of $280/t and AISC <$180. #metcoal #coal
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Cycle Bottom
Cycle Bottom@BULLReturns·
Now it's Met #Coal stocks round-tripping: another -30% downside can lead to +10x upside
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Coaltracker
Coaltracker@coaltracker·
@FreedmFightr1 Absolute lunacy, striving to chuck them out while paying them to stay?
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OGP 🇦🇺
OGP 🇦🇺@FreedmFightr1·
'Australian taxpayers are paying more than 200 former immigration detainees - including murderers, rapists and pedophiles - a fortnightly cash payment of up to $1000' - Courier Mail
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Tracey
Tracey@TraceyLee_07·
Should Present Trump invite Anthony Albanese to the Oval Office? 😅😅
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NuZillund
NuZillund@NuZillund·
Do you think New Zealand should pull out of the Paris Accords and Net Zero? Yes or no? Why?
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