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Why Coal Stocks Are Going Up 500% (Generational Return) 

Natural Resource Stocks
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This video features a comprehensive discussion with Matt Warder on the coal industry's future, emphasizing the value of coal, its market dynamics, and investment opportunities. Matt explores the misunderstanding of coal's demand and supply, the impact of governmental regulations, and the pandemic's effect on coal production. He delves into the significance of coal in steel production, thermal and metallurgical coal markets, and the crucial role coal plays in developing economies.
Highlighting companies like Alpha Metallurgical Resources and Warrior Met Coal, Matt underscores their strategic moves, market performance, and growth prospects. Additionally, the conversation covers major coal-producing countries, the strategic position of Australia in the coal market, and the intricate balance of global coal demand, especially from China and India. Matt also introduces TheCoalTrader.com as a resource for investors and emphasizes the importance of retail investment in the coal sector.
For more info on Matt Warder:
thecoaltrader.com
X:
@mfwarder
00:00 The Power of Buybacks: A Case Study
00:38 Introduction to Matt Warder and the Fascination with Coal
01:39 The Bullish Case for Coal: Insights and Analysis
06:46 Understanding Coal's Role in Energy and Steel Production
11:11 The Global Coal Market: Dynamics and Demand
18:48 Investment Opportunities in Coal: Companies to Watch
23:51 Navigating the Coal Investment Landscape: Strategies and Recommendations
29:44 Exploring Micro Cap Opportunities in Coal
33:14 Connecting with Matt Warder: Insights and Opportunities

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2 авг 2024

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Комментарии : 38   
@angunias
@angunias 2 месяца назад
thank you for bringing Matt in
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
My pleasure
@VideoAssociates
@VideoAssociates Месяц назад
Coal is like the black gold of the economy I own Yancoal stocks
@naturalresourcestocks
@naturalresourcestocks Месяц назад
Thanks
@HeSaidWhat369
@HeSaidWhat369 2 месяца назад
Thank you , really appreciate the insights always try and see anything Matt is on .
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
Our pleasure!
@sebastianburnaz6760
@sebastianburnaz6760 2 месяца назад
Excellent! Thank you!
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
You are welcome!
@reecemccullough4829
@reecemccullough4829 2 месяца назад
Great episode. Aussie here
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
Thanks for the feedback and greetings. About 20% of our audience is from Australia
@aumpatel4510
@aumpatel4510 Месяц назад
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
@naturalresourcestocks
@naturalresourcestocks Месяц назад
Thanks for the question, I will pass it along to him
@HeSaidWhat369
@HeSaidWhat369 2 месяца назад
PS - learning new words one today thanks Matt "Convexity"
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
Me too
@aumpatel4510
@aumpatel4510 17 дней назад
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?
@naturalresourcestocks
@naturalresourcestocks 17 дней назад
Thanks for the feedback. I am due to have Matt on again soon and I will ask him
@pietbastaerts4006
@pietbastaerts4006 2 месяца назад
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?
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
That’s a great question and I have no clue. I will have Matt on again soon and ask him
@MrHCify
@MrHCify 2 месяца назад
Sounds like we missed the boat😂
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
Yeah, we did on one
@jtiger1062
@jtiger1062 2 месяца назад
Andy, awesome interview. Matt is the Ruth Babe of Coal
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
Thanks man. I figured that out pretty quick. He is also just a great guy
@miket2916
@miket2916 2 месяца назад
Ruth is a total babe. ... uh, reverse that
@wimvanaerde6249
@wimvanaerde6249 2 месяца назад
I search for the nvdia of the coal stocks
@JasinCalgary
@JasinCalgary 2 месяца назад
picked up some HCC and AMR following this insightful interview.
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
Thanks for the feedback. And Matt was also a great guy and very gracious
@issenvan1050
@issenvan1050 2 месяца назад
First
@miket2916
@miket2916 2 месяца назад
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?
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
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
@miket2916
@miket2916 2 месяца назад
@@naturalresourcestocks Thank you
@heinoschaapman1584
@heinoschaapman1584 2 месяца назад
Didn't he call it before Coal ran up?
@miket2916
@miket2916 2 месяца назад
@@heinoschaapman1584 possibly? I didn't know of him. It seems like you might follow Matt?
@nickkacures2304
@nickkacures2304 2 месяца назад
Coal is dead!!! Invest in renewable energy instead
@naturalresourcestocks
@naturalresourcestocks 2 месяца назад
If you listened to the interview, Matt discusses how we are not going to have renewable energy if we don’t invest in coal
@rodneyfungus8249
@rodneyfungus8249 2 месяца назад
@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.
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