I love your podcasts and I've been following you guys for a while now. As non-Australian sometimes I find it hard to comprehend the names of certain companies you mention. It would be greatly appreciated if you list them in the description/comments/time stamps. 👍
The fellas are killing it .. constantly impressed by the content and on time relevance and the guests.. matt warder is a long time listener .. there's a few other whales undercover in here as well!
Hopefully a juicy dividend coming with all that cash sitting there! Would be awesome if they increased their dividend policy payout ratio. Think it currently is 50% of NPAT or something like that, could be wrong though
@@rhemschroeder6207 My impression was that they were building cash for a potential met coal acquisition. As a proud "Australian" Yancoal holder, I wouldn't mind either option. Go Australia!
Another Great interview With Matt Guy's!!.....These Individual resource interviews Are the best of all the Podcasts i and i'm sure others would Agree With!! Having experts in Individual resources allows your Viewers To Learn a lot more in the Materials arena where talking about 4 0r 5 different Resources in 1 episode seems to Confuse one in learning about the resource sector, but that's just my Take! Once Again....Keep up the Great Work!!....I look forward to the Next Interview & resource covered!!!! Absolutely love the resource Sector, probably a little Too Much Considering 75% of my portfolio is in this sector....(Top 300 ) Tho! You Know, i Bought Whitehaven coal in 2020 for Around $1.....Sold around $3.....What a Bloody Idiot!!!!....LOL
Great episode, like always. Thank you Matt Warder. Maybe a slip of the tongue, but no ASX Coal stock is 100% Thermal. YAL does around 15 to 20% Met and WHC before the BHP acquisition was still 10 to 15% Met. All be it not the higher quality Met. Bathurst also has an ongoing contingent liability over a Royalty dispute, but agree looks attractive valuation. Australian Pacific Coal would be okay if it was not plagued by disastrous corporate governance
Matt is a legend in the coal space been following him for sometime and like the fact he sees upside value in Corsa coal TSX which would be one of the lowest cap Met coal producers around
Jameson is not a producer. Corsa produced just over 1Mt 23Fy of met coal at the processing plant cap of 4Mtpa clean met coal. just need to secure better domestic contracts lower production costs 24Q1 seen small loss
Sobering up after going in too hard after work .. half bottle blend shiraz and cab sav with my steak and chips pepper sauce.. gin and tonic with the missus then two crowns.. brilliant episode fellas .
Whitehaven flying business class this week.. heard Anglo other mines sure to be thoroughly investigated by mines QLD and likely to find issues expect another closure and hcc goes above 300 again.
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?
I love your podcasts and I've been following you guys for a while now. As non-Australian sometimes I find it hard to comprehend the names of certain companies you mention. It would be greatly appreciated if you list them in the description/comments/time stamps. 👍
Matt King Coal
Unforgettable.
Awesome sauce as usual gents!
Been following Matt Warder for a while on Twitter - a valuable follow for coal related info
Thats gotta be one of the best intro s on TH-cam!! Great stuff
The fellas are killing it .. constantly impressed by the content and on time relevance and the guests.. matt warder is a long time listener .. there's a few other whales undercover in here as well!
Not owning shares in Yancoal is un-Australian.
Are you referring to that Chinese-owned company? :P
Hopefully a juicy dividend coming with all that cash sitting there! Would be awesome if they increased their dividend policy payout ratio. Think it currently is 50% of NPAT or something like that, could be wrong though
Market Index now also showing YAL in ASX100?
@@rhemschroeder6207 asx
200/300 most likely
@@rhemschroeder6207 My impression was that they were building cash for a potential met coal acquisition. As a proud "Australian" Yancoal holder, I wouldn't mind either option. Go Australia!
Another Great interview With Matt Guy's!!.....These Individual resource interviews Are the best of all the Podcasts i and i'm sure others would Agree With!!
Having experts in Individual resources allows your Viewers To Learn a lot more in the Materials arena where talking about 4 0r 5 different Resources in 1 episode seems to Confuse one in learning about the resource sector, but that's just my Take!
Once Again....Keep up the Great Work!!....I look forward to the Next Interview & resource covered!!!!
Absolutely love the resource Sector, probably a little Too Much Considering 75% of my portfolio is in this sector....(Top 300 ) Tho!
You Know, i Bought Whitehaven coal in 2020 for Around $1.....Sold around $3.....What a Bloody Idiot!!!!....LOL
I bought Whitehaven for 90c
Sold at $1.80 😂😂😂
I hope Matt made 💰 in 2022 with all the knowledge he has around coal market
Get him on again asap, this guy is awesome
Glencore are the smartest guys in the room hands down. Can't wait for the South African fella to lift the phone and get ASX listing.
Great episode, like always. Thank you Matt Warder. Maybe a slip of the tongue, but no ASX Coal stock is 100% Thermal. YAL does around 15 to 20% Met and WHC before the BHP acquisition was still 10 to 15% Met. All be it not the higher quality Met. Bathurst also has an ongoing contingent liability over a Royalty dispute, but agree looks attractive valuation. Australian Pacific Coal would be okay if it was not plagued by disastrous corporate governance
Time for an LNG EPISODE!
Stephen Stapczynski is the man to have on!
No. They know some stuff about mining. Energy they make a fool of themselves.
@@OscClev That’s why we have experts on, so we all learn together
Awesome interview lads...
Great interview
Great episode on coal, thanks guys, Matt knows his shit about coal !!!
THANKS FROM AUSTRALIA
Love it. Love coal
matts a good bastard
Righto money miners, ya legends
Matt is a genius!
COALLLLLL! My bread and butter mates. Thanks!
Solid channel gents
Matt is a legend in the coal space been following him for sometime and like the fact he sees upside value in Corsa coal TSX which would be one of the lowest cap Met coal producers around
Try Jameson for low cap.
Jameson is not a producer. Corsa produced just over 1Mt 23Fy of met coal at the processing plant cap of 4Mtpa clean met coal. just need to secure better domestic contracts lower production costs 24Q1 seen small loss
@@john-yn5nz Jameson will be...
Coal Man Approves
Superb 🎉
Love Matt!
Sobering up after going in too hard after work .. half bottle blend shiraz and cab sav with my steak and chips pepper sauce.. gin and tonic with the missus then two crowns.. brilliant episode fellas .
Whitehaven flying business class this week.. heard Anglo other mines sure to be thoroughly investigated by mines QLD and likely to find issues expect another closure and hcc goes above 300 again.
Whitehaven and yancoal are both great and people can make a lot of money out of them.
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?
We are carbon based life, let’s not forget that! If it’s not grown it’s mined!
WHC YAL HCC
Only 3 stocks you need to own in the coal space.
Been waiting
Minute 42:52 AMR MAGA💪
Had a opinion poll call today. Obviously sponsored by the coal industry. I live in CQ. Push polling or what!
Matty x Matty
Lads lads lads
Dead set efen coal legend .. coal episode.. holy shit need black coffee and stop drinking crownies and find me pencil.
Nice but can't subscribe, the paid ads are too sketchy
BCB lol
Great interview