Emil Baggie.tinkaren

Swede with an interest in commodities & shipping | Armchair geologist | Director Pambili $PNN.v | IR Switch Metals #SWT | CEO of @HesperianMetals

[Emil Baggie.tinkaren @Edark94]

@ChrisJKennedy So you think people should be free to breed and slaughter cats & dogs for food? And that's it's purely "progressive thoughts" stopping you from enjoying delicious dog steaks? Idiotic

[Emil Baggie.tinkaren @Edark94]

Are we actually gonna make it after all @The_Godas ? My favourite water well driller $AXL.V appears filthy cheap on paper, and with the Iran conflict having no real solution IDK how the oil price returns to normal...

[🛢️ Niklas 🛢️ @FriesNiklas]

If we see $125 by Christmas Arrow Exploration $AXL.V will be making:

6500 bpd x ~$80 netbacks x 365:

$189M netbacks a year.

The stock is right now worth $153M.

Everything comes down to the Tapir extension now.

[Emil Baggie.tinkaren @Edark94]

@lifgrd @christankerfund @madrush222 Scopello

[Emil Baggie.tinkaren @Edark94]

POV: you're reading online how Italy France and rest of Europe is falling, while relaxing on a beach in Sicily.

Maybe it's not as bad as everyone says online...

[Emil Baggie.tinkaren @Edark94]

@ShakeyPremis @xruiztru Hey I'm half Peruvian not my culture... But I do know I've been waiting for my friends to finish eating and have friends over who refused dinner despite being offered lol. Weird politeness?

[Emil Baggie.tinkaren @Edark94]

@radog_77 @christankerfund Sicily got plenty of great sand beaches tho

[Emil Baggie.tinkaren @Edark94]

@christankerfund You wouldn't know ski boy 🖕

[Emil Baggie.tinkaren @Edark94]

@rekurencja @apeconomics69 There has undeniably been a massive investment wave into the critical minerals sector lol

[Emil Baggie.tinkaren @Edark94]

But anon... What happens after the investment super cycle, with all these financed projects coming online?

[Oliver Groß @minenergybiz]

Supercycle bros:
* Mining industry entering largest investment supercycle in history, Canada’s energy minister says

[Emil Baggie.tinkaren @Edark94]

Yancoal Australia ($YAL) Investment Thesis (2026)

1) @respeculator said it was cheap, so I aped in blindly

2)

[Peter Lukacs Research @Peter_Lukacs_R]

Yancoal Australia ($YAL) Investment Thesis (2026)

1) Meaning: Australian thermal heavy coal producer with increasing met coal exposure through Kestrel.

2) Moat: Large-scale low-cost mines + strong cash generation + proximity to key Asian buyers.

3) Management: ~70% Chinese state-controlled ownership + strong M&A track record + solid incentives and dividend policy.

4) Margin of Safety: Attractive cycle-adjusted cash flows + strong FCF yield, but coal cyclicality + SOE/political risk remain.

Full Video:
https://t.co/bLUuWQBITK

[Emil Baggie.tinkaren @Edark94]

@rekurencja @loosecannon_

[Emil Baggie.tinkaren @Edark94]

@respeculator

[Emil Baggie.tinkaren @Edark94]

If you're long #coal but not $YAL.AX , you're doing it wrong...

[Respeculator @respeculator]

A$340m cash build while paying a ~A$100m dividend.. ie a true A$450m cash increase or A$50/t cash margin on the 9mt of sales.

Spot is +A$25/t on the quarter ASP. And likely more sales in Q4 with no longwall move at Moorlaben. Add in Kestrel and can I get a A$80/t on 12mt quarter in Q4?

[Emil Baggie.tinkaren @Edark94]

@domenicola85491 Really? Are there tax breaks for expats?

[Emil Baggie.tinkaren @Edark94]

@AlliseeisAG Måste nog vara singel om jag vill tillbaka ditt.... Xdddd

[Emil Baggie.tinkaren @Edark94]

POV: you bought a fkton of #coal exposure just before Winter is about to hit Europe

Sicily is lovely late October, sea is still warm yet the weather is very mild and gentle!

[Emil Baggie.tinkaren @Edark94]

@Johnie36149708 LOL

[Teo @Teo_Sinamin]

$5.88 low in Yancoal.

It's a sign from the god of fortune.