Jump to content

Deep Value in Alpha Met Resources stock / warrants $AMR , $CNTWW


cm2
 Share

Recommended Posts

Well the question is are these spot prices sustainable? Will the Chinese bend on Aussie coal? Will the Mongolia/China border get back to normal? If either of those occur, spot prices are going down. I have a tiny bagholder position in $AMR so I've been keeping an eye on things but looking to get out while the getting is good. 

Link to comment
Share on other sites

I had been invested in HCC a while back and had looked at ramaco a few months back before it doubled. Indeed how long these spot px’s lasts is the question. With some other commodities you’re seeing what may be longer term fundamental supply/demand features that could result in new floors for prices (steel/copper heck uranium)

do you see any of that with coal or is this purely a temp China thing. Also if the narrative is China going eaf won’t met coal demand suffer longer term (alternate argument to be made that there isn’t a real shot China can convert to eaf rapidly at all)

Link to comment
Share on other sites

  • 1 month later...

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...