“Old vs “New” Commodities - Who Outperforms?

[@ibrahimsabouh5088]

So why was everyone bagging Yancoal . And knocking the price down 20% when they are positioning themselves for the next 20-30 years . Much more profits and dividends to come .

[@peglux]

JD has to be commended for being a rather steady hand. Just sticks to the facts and clicks along. Reads between the lines well. It's rather impressive.

[@Craigbarnes5868]

JD is the brains..

[@marcoaraujo4771]

Whitehaven set the new gold standard for M&A. Yancoal take note please. Proud to be shareholder. Go Australia!

[@jamesm6341]

Where is trav?

[@neilsmithcreditmanager]

Still recovering from Diggers 😂

[@haroldb6773]

Ally knocked him out

[@coal_man]

Ding ding ding...

[@mattt273]

He’s in the sin bin 😢

[@lancobear3544]

Whitehaven is a top 3 holding in the portfolio. Coal as a sector is roughly 30%. Swamp shit for the win 😂😂😂

[@stevej02]

Corvette - the biggest lithium deposit that can’t get developed because funding isn’t possible at these levels. That Capex bill looks horrific, and after paying it, they’ll have a mine that can’t actually make a profit.

[@Equanimity_Trader-ln8li]

Go Straya !

[@JamesConnell-d8b]

I really wonder how underground mining for Lithium is going to compete against the high grade Brine projects in Argentina/Chile further down the line - there's a monumental difference in costs.

[@bencoleman8171]

Coal fever!

[@neilsmithcreditmanager]

Having a good day. Brought WHC since the BMA merger. Feeling some vindication today. The simple rule holds; BHP sells, buy the new owner

[@neilsmithcreditmanager]

Of course when you state this the next day the stock drops 5% 😶

[@brucemackinnon-k3x]

Generating electricity from brown coal costs about 1 cent Kwh. Really.

[@SACHINAU]

Doing biz in Aus becomeing super expensive every passign year due to rampant cost of living feeding wages higher. Mining sector valuation keeps sinking relative to tech and banking sector

[@pasanperera3785]

what happened to brooks?

[@clintonweier3264]

Good stuff people