He's a coal bull. He did his balls on Peabody. He covers most of the US coal stocks and also Whitehaven and Yancoal. Loves Warrior Met Coal in the US. I actually chat with him from time to time on substack. Nice guy and is very responsive to my questions. It's basically live chat. I asked if he could cover Coronado and he said the company is junk because of the Stanwell rebate. I disagreed, tried putting my case to him and he put some figures in his modelling (was hard to understand and some of the figures he used were wrong) Did it in about 30 minutes That video (it's good, I watched some of it, great insight, great questions by listeners), Mentions Maxwell mine. However he reckons and others say India's growth will cause prices to go up due to demand and growth but they fail to mention that India is concentrating and putting all (every) efforts in coal production with in India from their own mines even though the quality is inferior. To me, that does not sound great longer term. I read an article a few days ago that the stockpiles at Chinese ports reduced due to the holiday season as well as the freezing cold temperatures in China right now. So maybe, things might change shorter term. Nobody really knows.
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