Member Info for JAdams5000

Strip out leases and the business is net cash too to the tune of €700m!!

Fill your boots down at this level as historical PE is around 14x.

You’ll make 15% in a flash when the market turns and it will soon

Well done here

Rivalling an $8bn offer from Glencore!

Some still like coal then lol

Great move

Small volumes on open, Be nice to see that pick up soon

Great strength of late

Also interesting (or not) that coal went higher yesterday even though European gas prices dropped a little

Yeah exactly and all those that knew are probably flipping out now

Company needs to do better at this kind of thing

Not huge but clearly some brokers got wind yesterday given the rise

$$$

@baroninvestment tweet

“ No breakthrough on stopping Australian #LNG strikes (11% global supply) yesterday

European #Gas pricing shooting higher again this morning, #Coal also higher

Next key update expected on Aug 23 with discussions to take place between Woodside and labor union officials.

Monitor!”

$$$ kicking off again for TGA

LNG talks failed also yesterday in Oz and it’s backing to the table again next Wednesday. That’s only going to help the cause here. Looks like Glencore were right about coal too, downside is in. Have a good day TGA holders

Thanks

Good time to get some cash rich Thungela resources (TGA) with gas going higher also. Thermal coal hit a four month high today and looks to be breaking out to the upside. They have no debt and about 70% net cash! Expecting a double digit% dividend announcement next week.

On Serica, Why is this dropping with gas soaring? Tracking Brent more than gas. Thought this would be flying today!

Unfortunately it’s because tui is highly sensitive to interest rates increasing

And when you see interest rates rising it makes you glad Tga doesn’t have debt! Our resident chancer should be going after the stocks that have loads of debt and highly sensitive.

Anyway, interest rates in our case Will push bank balances higher…

Quite good demand in that auction, best for a while in fact.

Closed up 0.3%. Build further tomorrow…

Southcoast - you’re going to be extremely angry as climbs, shame :)

Wonder who?

Probably a delayed Tr1 coming up!!

Think I’m likely to trust an energy and metal trader in Glencore than some random on here lol

Onwards and upwards :)

That reason for todays drop?

Glencore last week called the bottom in coal, said it’s in. Cheers