Kris

Go Raptors Go!!!!!!!!!

[Matt Warder @mfwarder]

There's a reason that October is BY FAR the best month to buy #coal stocks.

Buy the dip. $METC $AMR $BTU $CNR $HCC

#CoalTwitter

[Matt Warder @mfwarder]

Time to buy the damn dip in COOOOOOAAAAALLLL!

#CoalTwitter $METC $AMR $BTU $CNR $HCC

[Hydrocarbon @HydroCarbon777]

China’s thermal coal prices reached a three-year high of 1,004 yuan ($150)/ton on tight supply from safety curbs, delayed restarts, rail maintenance, & weaker Indonesian exports. Rising winter demand & limited near-term production relief support a bullish outlook.. 🥶 ❄️ ☃️ #coaltwitter #TTF #LNG #Rott #NEWC $WHC.AX $YAL.AX $NHC.AX $SMR.AX $TER.AX $BTU $TGA.L $GLEN $COAL

[Kris @Kris04853946]

@HydroCarbon777 $FRGGF $FRG.CN $FRG.CA Revenues in #coal about to commence 2026
Coal prices are breaking out…

[Matt Warder @mfwarder]

Checking in on the shorts as $METC knocks on the $9 door… #CoalTwitter

[Matt Warder @mfwarder]

New @TheCoalTrader podcast up - did coal stocks just put in a bottom?

Thermal prices are rising, met coal is finding support, and several stocks are starting to look interesting, so Joe and I break down the fundamentals and charts.
#CoalTwitter

https://t.co/VGfPRHzQoQ

[Kris @Kris04853946]

$FRG.CA $FRGGF $FRG.CN revs are coming!!!! #coal
$$$$$$$$$$

[Matt Warder @mfwarder]

$METC “shorts” update…starting to get a little sweaty! 🤣🤣🤣

#CoalTwitter

[Kris @Kris04853946]

$FRGGF

[Jack Prandelli @jackprandelli]

🚨🪨Coal is heading for a record year.

International Energy Agency (IEA) now expects global coal demand to rise 1.2 % in 2026 to 8.94 billion tonnes, the highest ever.

9 months ago it forecast a decline.

The swing came from Europe, Japan and Korea, the markets with the strictest climate targets on earth, switching from gas back to coal because LNG stopped arriving through Hormuz and TTF went to 70 euros.

Keep the scale in mind.

Energy Institute data for 2025: China burned 92 exajoules of coal, 56 % of the world.

India 23, another 14 %.

Germany, Europe's biggest coal user, 1.5.

Together China and India are 70 % of global demand!!!

Indonesia and Vietnam have both doubled their coal use since 2015.

So Europe switching back to coal does almost nothing to the global number.

For a years ESG capital was scored on what it divested, not on what it kept running.

Nuclear was closed early in Germany.

Coal plants that should have been kept as strategic reserve were demolished.

This year then a strait "closed" and the continent with the most ambitious targets did exactly what Indonesia does: it burned what it could get.

The US shows the same reflex.

Coal consumption there rose 10 % in 2025, before the war.

Price beats policy in every grid on earth.

ESG failed on its own terms because it measured intentions instead of resilience.

The IEA says 2027 coal demand depends on one variable whether Hormuz reopens for LNG.

Not on policy... On a strait.

Energy security is the precondition for decarbonisation, not the alternative to it.

That is the lesson written in 8.94 billion tonnes.

[Kris @Kris04853946]

$FRG.CA $FRG.CN $FRGGF
This company is coming on line with fresh #coal production this year! Cash flow with be in 2026!

[Javier Blas @JavierBlas]

BREAKING: Global coal demand will rise to a **record high** of ~8.94 billion metric tons in 2026 (up ~1.2% from 2025), according to new @IEA estimates.

The increase reflets the shift from gas-to-coal due to the Iran war and the impact of El Niño weather pattern on hydropower.

[Matt Warder @mfwarder]

$AMR director Ken Courtis picks up another 10,000 shares on the open market at $225.

#CoalTwitter watching the shorts be like…

[Don Durrett - goldstockdata.com @DonDurrett]

Colombia has become pro-mining.

https://t.co/LIsfVqntsC

[Kris @Kris04853946]

$FRG.CA $FRG.CN Forge is about to turn on the cash flow!!! $FRGGF

[Don Durrett - goldstockdata.com @DonDurrett]

Colombia has become pro-mining.

https://t.co/LIsfVqntsC

[Kris @Kris04853946]

North America’s Only Cesium Project Moves Closer to Production $PWM.CA $PWM.CN $PWRMF https://t.co/bBW6hWMeyZ

[Kris @Kris04853946]

$PWM.CN $PWRMF
I LOVE IT!!!
https://t.co/TCeKNzL1dv

[PRISM MediaWire @prism_mediawire]

$ALOY REalloys (NASDAQ: ALOY) will join the Russell 3000 Index on June 29, 2026, expanding visibility among institutional investors and index-tracking fund https://t.co/tjsNoh6WCW The latest news and updates relating to $ALOY are available in the company’s newsroom at: https://t.co/Ps23s9mrgV

[Hilltop Trading @F4UCorsairSon9]

$ALOY Needham initiated coverage Buy rating and $19 price target :fully integrated mine-to-magnet supply chain outside of China, REalloys’ ability to execute the shift to decouple rare earth magnet supply chains from China remains in the early innings.

$MP $CRML $USAR $UAMY $MU

[Don Durrett - goldstockdata.com @DonDurrett]

From @FeneckConsult

First Tellurium  (FSTTF/FTEL)

https://t.co/sQkdmZPWqq

Highlights on above :

1:02 silver

6 silver names:

1:40 excellon resources (EXNRF, EXN) ... Don comments at 3:45

2:00 aftermath silver (AAGFF, AAG) ...Don comments at 4:44 "I just bought more today (at .5300)"

2:30  silver47 (AAGAF, AGA) ...Don comments at 5:08 "good optionality play"

2:52 silverco (SICOF, SICO) ...Don comments at 6:00 "I like it a lot, as an early (larger cap) silver producer"

3:17 triumph gold (TIGCF, TIG) ...Don comments at 5:20 "good optionality play"

6:41 Don on silver producers

8:26 silver producer USAS / USA

10:17 John intros First Tellurium FSTTF / FTEL

11:21 CEO Docherty discusses company history, tight share structure (his family owns about 15% of the float) and 2 mining projects in USA & Canada

15:34 PyroDelta (83% owned by FSTTF) founder Michael discusses the uses for the technology (drones, heating/cooling, automotive, etc)

53:02 Don summarizes: "they have fascinating technology. The technology seems pretty darn sound."

54:25 John states FSTTF's DARPA (drone) competition is August 2 2026

55:59 Why John & Don attend so many conferences

[Kris @Kris04853946]

$BLLG.ca $BLLG.cn $BLAGF #CASHFLOW This little producer has gone under the radar!!!

[Goldstocktrades @goldstocktrades]

Derisking and delivering @bluelagoon_res yeah I know it’s small but that’s how you get started. Now they got second mining contractor.

[Junior Mining Network @JrMiningNetwork]

Blue Lagoon Resources Reaches 100 Tonnes Per Day Milestone, Doubles Production Crew with Second Mining Contractor and Advances Toward 150 Tonnes Per Day $BLLG.CN https://t.co/sCJ1yw9Fwu

[Kris @Kris04853946]

My favourite company of the year $ALOY
With a starting Buy target of $35.00 USD! #clearstreet #rareearth #magnet