LongShotCap

L/S. Fan of stuff that makes the world go ‘round.

[LongShotCap @LongShotCap1]

@institLPGP So where does/can $CENX trade to? Bc no growth until new smelter comes on … MWP pushing limits

[LongShotCap @LongShotCap1]

@sadandlonely_69 Wut? Send the address for the meteor

[LongShotCap @LongShotCap1]

@spirit_raccoon @toiletkingcap Guy cut like an action figure

[LongShotCap @LongShotCap1]

@TMTLongShort @bizlet7 Nothing screams real chin, real cheeks like the real thing … always has always will but but I hear you on the heroic leaps and the everlasting strive

[LongShotCap @LongShotCap1]

@TMTLongShort Say it with me … “cHoLeSTeRoL dOeSNT CaUsE HeArT ATtAcKs”

[LongShotCap @LongShotCap1]

@ResGeoPol $GSM @CoreshellTech have the superior Si anode tech

[LongShotCap @LongShotCap1]

@OilHeadlineNews @CFPStrategist4U lol send this guy back to the old folks home pls

[LongShotCap @LongShotCap1]

@marketplunger1 @todd_hannigan $IPX is a 10-20x from here

[LongShotCap @LongShotCap1]

@1PeterMitchell @TXMCtrades @toiletkingcap It doesn’t take a rocket scientist to figure out which subset of parents (white / black / brown / Asian) THINK before having kids … “can we afford more than two?…”

[LongShotCap @LongShotCap1]

@1PeterMitchell @TXMCtrades @toiletkingcap Sad but true. Think about all of the parents who have kids but can’t give them the out of classroom support they need bc a) the parents are too stupid (oh yea we have generations of idiots having idiot kids) b) too busy bc they have to work all the time and c) simply don’t care

[LongShotCap @LongShotCap1]

@resourcebull Blue Creek capex rolling off now-ish. It ain’t cheap but it might be if it pulls a bit more. Div bump + buyback (maybe) looms.

[LongShotCap @LongShotCap1]

@resourcebull CNR has a double digit yield / ARCH is more than integrated. West Elk is in the B-seam & costs are running ~$25/t (down from a $5 handle). Leer South is back + 100% of FCF going to buybacks. AMR mainly sells high-vol and is lucky they have domestic biz. METC is garbage (agree) …

[LongShotCap @LongShotCap1]

@VKMacro This lady is truly one the biggest idiots …

[LongShotCap @LongShotCap1]

@bucketshopcap @MikeLee25321582 *Ppl who overweight fundies v positioning/path usually just never make money.

[LongShotCap @LongShotCap1]

@bucketshopcap @MikeLee25321582 There’s a diff b/n puking out at the lows bc you’re shitty trader vs being stopped out (rare), or, cutting bc you’re close to drawdown limit. If this were the case (in broad terms) MMs wouldn’t print money. It’s a hard game. Ppl were overweight fundies v positioning & path lose.

[LongShotCap @LongShotCap1]

@P_Remarks @taobanker Professionals unite

[LongShotCap @LongShotCap1]

@toiletkingcap This isn’t even correct …

[LongShotCap @LongShotCap1]

@HayekAndKeynes @cryptonewbie66 I normally agree with you but Iran is the captain … there is no TACO

[LongShotCap @LongShotCap1]

@resourcebull At spot Api2 - they have $3/t book-wide in HighCVThermal (~$90m+) and then another 5-6Mt open which would px +$7-8/t netback v guide (~$35-45m) = $125-135m of EBITDA uplift vs guide at Api2 curve (~15-18% est revision)