Member Info for RedbullRJ

Something positive:

China coal prices are rising nicely after the LNE break, though I don't trust them implicitly.

https://en.macromicro.me/charts/1316/china-thermal-coal-futures

More believably and helping to give some credence to China figures; Aus, Europe and SA all up today:

https://www.barchart.com/futures/quotes/LQH22/overview
https://www.barchart.com/futures/quotes/LUH22/overview
https://www.barchart.com/futures/quotes/LVH22/overview

Please report any offensive posts and help to keep this board a constructive arena.

TU was on 6th December, results for Full Year aren't due till 22nd march.
TGA rises above 500p, b*ll**it posters suddenly turn up.
;-)

And China are burning over 10 million tons A DAY and increasing, while the Western World bankrupts itself going green and buying suff from China made with coal fired energy.

There it goes, 500p broken :

07-Feb-22 13:13:42 500.00 1,784 Buy* 499.40 500.00 8,920

07-Feb-22 13:14:08 500.424 1,498 Buy* 499.40 501.00 7,496

Almost hit £5 at 12:45, still an all time high AFAIK.

We have been burning coal continuously (to make leccy) for at least the last 48hrs.

https://www.energydashboard.co.uk/fourtyeight

Tweet:

https://twitter.com/angusenergyplc/status/1490645766485905409?s=20&t=-ZIdB_SHSUK2oGcEL_hpWQ

New Tweet:

https://twitter.com/angusenergyplc/status/1489557596319072257?s=20&t=EIk-Ce03JqT8MbwuJ1blTA

As the board is quiet; Spirt of Discovery has crossed Atlantic and is now in BVI:

https://www.marinetraffic.com/en/ais/home/centerx:-64.606/centery:18.413/zoom:15

3 big bulks in atm, though none where in on Monday PM

https://www.marinetraffic.com/en/ais/home/centerx:32.054/centery:-28.813/zoom:14

Anyone know where I can find longer terms trends for the Transnet cable theft stats or a list of number of trains run? I don't fancy individually transferring each days stats into a spread sheet!

https://www.transnet.net/Media/Pages/Cable-Theft-Stats.aspx

Quiet is better than the chaos that reigned last time we where at these levels, though a bit informed debate would be nice. So my contribution on a quiet day:

https://www.miningweekly.com/article/resources-watch-2022-02-01

(If you are short of time, there is not much point watching beyond the 2nd minute and the lower levels of exports have already been reported on/ RNS'ed)

https://www.miningweekly.com/article/indonesia-lifts-ban-on-coal-exports-on-improving-local-supply-2022-02-01

Questions Answered:

https://www.angusenergy.co.uk/media/investor-questions/

https://asia.nikkei.com/Business/Markets/Commodities/Indonesia-to-end-coal-export-ban-with-tighter-local-supply-rules

"Fella" is wearing a Portwest bump cap and safety boots, person to his left, hard hat and safety boots with trousers tucked into long socks (as can be clearly seen in first photo). Looks aok to me.

https://www.miningweekly.com/article/coal-supplier-prepared-to-support-energy-transition-2022-01-06

Don't forget many other companies use RBCT, so the 11 million isn't all TGA and TGA have already guided on lower exports in earlier communications.

Not great news, if they could just keep the sticky fingers off Transnet's cables, TGA would be rocketing with the current coal prices:

https://www.miningweekly.com/article/south-africas-rbct-exports-lowest-coal-tonnage-since-1996-2022-01-25

Interesting read:

https://www.undervalued-shares.com/weekly-dispatches/coal-the-outcast-about-to-make-a-comeback/

Coal down, TGA up :)

https://www.barchart.com/futures/quotes/LVG22/overview