I loved the insight from Matt, thank you so much for the interview! I have a question on AMR, it is it 310 today, and he said that a bargain prince for it is 265, does he think AMR will hit that price before Shoulder Season Ends till June and July, or should we go ahead and buy it now at 310 and take the ride to 450+ Thanks So Much
Loved The Podcast, waiting for the next one with Matt, I had a question about the 300 price for met coal after the fire, do you think that after the price increase, the stock price of AMR will increase after the earnings call? should I go all in on AMR before then, as the call can only be positive right?
Maybe a question for Matt: what is the type of coal that is normally being produced in the Donbass area(I would assume that currently there is not that much production, due to the war in Ukraine). What will happen when these high quality mines come back into production?
What about recent news regarding slowing down steal production in China, which can spark the sector's slowdown on a worldwide basis and thus depress the met-coal prices?
@@naturalresourcestocks Could you ask him too if potential tariff restrictions towards China with a change of presidency could have a negative impact on the export of metallurgical coal to this country from the US?
You are always saying something about hundreds of billions of dollars of free cash flow. How do you come to that conclusion ? Currently it's just a few hundred millions or maybe 1-2 billion for most coke pure plays.
Sorry, this will come off as rude and disrespectful/you're going to think I don't think he's smart or knows anything except in hindsight on coal... In what way is this better than those that 'analyze' NVDA after it's already run up?
As a sector and industry I thought his analysis was very helpful. He also discussed other companies that have not yet had the run up which I was very helpful
@nickkacures Companies such as Siemens have had to make massive write downs in their renewable investments. Current technologies make renewables inefficient. You go ahead and invest in renewables; I’ll stick to my coal investments.
THANKS FROM AUSTRALIA
Thanks Australia! Glad that you tuned in
thank you for bringing Matt in
My pleasure
Coal is like the black gold of the economy
I own Yancoal stocks
Thanks
Great episode. Aussie here
Thanks for the feedback and greetings. About 20% of our audience is from Australia
Thank you , really appreciate the insights always try and see anything Matt is on .
Our pleasure!
Did he say HCC will generate 800B of free cash flow? Is he throwing out random numbers? I'm afraid so.
He will be on next week
I loved the insight from Matt, thank you so much for the interview! I have a question on AMR, it is it 310 today, and he said that a bargain prince for it is 265, does he think AMR will hit that price before Shoulder Season Ends till June and July, or should we go ahead and buy it now at 310 and take the ride to 450+
Thanks So Much
Thanks for the question, I will pass it along to him
I search for the nvdia of the coal stocks
Loved The Podcast, waiting for the next one with Matt, I had a question about the 300 price for met coal after the fire, do you think that after the price increase, the stock price of AMR will increase after the earnings call? should I go all in on AMR before then, as the call can only be positive right?
Thanks for the feedback. I am due to have Matt on again soon and I will ask him
Maybe a question for Matt: what is the type of coal that is normally being produced in the Donbass area(I would assume that currently there is not that much production, due to the war in Ukraine). What will happen when these high quality mines come back into production?
That’s a great question and I have no clue. I will have Matt on again soon and ask him
What about recent news regarding slowing down steal production in China, which can spark the sector's slowdown on a worldwide basis and thus depress the met-coal prices?
I am having him on again next week and will ask him
@@naturalresourcestocks good reason to subscribe :D
@@naturalresourcestocks Could you ask him too if potential tariff restrictions towards China with a change of presidency could have a negative impact on the export of metallurgical coal to this country from the US?
Have him on again
I will. He is a great guy and the authority on coal
PS - learning new words one today thanks Matt "Convexity"
Me too
It’s August. Bring Matt back! :)
Great call. I will reach out to him
Matt is coming back on in two weeks
@@naturalresourcestockscan’t wait!
Andy, awesome interview. Matt is the Ruth Babe of Coal
Thanks man. I figured that out pretty quick. He is also just a great guy
Ruth is a total babe. ... uh, reverse that
Sounds like we missed the boat😂
Yeah, we did on one
Excellent! Thank you!
You are welcome!
picked up some HCC and AMR following this insightful interview.
Thanks for the feedback. And Matt was also a great guy and very gracious
AMR went the opposite way.. what is going on here?
Markets are like that. From someone who has traded and invested for over 30 years
You are always saying something about hundreds of billions of dollars of free cash flow. How do you come to that conclusion ? Currently it's just a few hundred millions or maybe 1-2 billion for most coke pure plays.
Not sure how to answer this but will pass it to him
First
Sorry, this will come off as rude and disrespectful/you're going to think I don't think he's smart or knows anything except in hindsight on coal... In what way is this better than those that 'analyze' NVDA after it's already run up?
As a sector and industry I thought his analysis was very helpful. He also discussed other companies that have not yet had the run up which I was very helpful
@@naturalresourcestocks Thank you
Didn't he call it before Coal ran up?
@@heinoschaapman1584 possibly? I didn't know of him. It seems like you might follow Matt?
Wow, I am now a coal bull!🌞 Great guest and loved the interview and ready for the August interview. Thanks for sharing.
Coal is dead!!! Invest in renewable energy instead
If you listened to the interview, Matt discusses how we are not going to have renewable energy if we don’t invest in coal
@nickkacures
Companies such as Siemens have had to make massive write downs in their renewable investments. Current technologies make renewables inefficient. You go ahead and invest in renewables; I’ll stick to my coal investments.