Reddit Posts
3pm Trump announcement on $700 million coal investment
Peabody Energy, valuation based on Anglo pricing.
The $260M Market Cap "Pick and Shovel" Play Hidden in Plain Sight (CEO says they're in almost EVERY AI GPU/TPU) - $ASYS:
($BTU) Asia & Europe LNG Spot Surge, Qatar Production Cuts, LNG-to-coal Substitution Play
Industries affected by Strait of Hormoz disruption according to MS research
My babies for the last few months long term. Might drop $BTU unless it shows some good support and stays above $30-$36+
From $1 to $33: The Strange Story of $BTU and the Power of Negative Press
Stoneridge ($SRI) Looks Deeply Undervalued, Here’s Why
$3.6K to ~$130K. 3,480% gain. Beautiful, clean coal $BTU
Electricity and coal stocks: NEE, NRG, VST, BTU, CNR, and XLU
Few interesting things from someone who works on equities at Top 3 bank in materials space.
Rare Earth Metals in Wyoming Coal? Ramacos Brook Mine Is Just the Start, Peabody’s Powder River Basin Might Be Sitting on the Same Treasure?
Interesting investment for those who can evaluate.
Tether and BTU's Landmark Collaborate to Create Digital Economy Trailblazers
What are examples of companies with too much cash relative to market cap, to the point of hurting its stock potential?
Do you recommend any minerals-related stock?
2023-03-03 Wrinkle-brain Plays (Mathematically derived options plays)
Double Calendar max profit line in ToS and how to play expiration
Almost $400 in premium off BTU - don't let me down Peabody
Hot Stocks: QSR, CLF fall on earnings news; CDNS, BTU rise (NYSE:QSR)
2023-02-15 Wrinkle-brain Plays (Mathematically derived options plays)
Accidental BTU Earnings Fat Finger YOLO RESULTS
Enterprise Group Subsidiary Awarded Project to Support Coastal Gas Link Construction (TSX: E) (OTCQB: ETOLF)
Why can't I see a steady profit maker, is this the norm?
Why can't I see a steady profit maker, is this the norm? (Please don't delete my post again, I don't have any purpose.)
I don't see consistent winners, is this the norm?
2022-11-16 Wrinkle-brain Plays (Mathematically derived options plays)
2022-10-12 Better Tasting Crayons (Mathematically derived options plays)
Australian coal miner Coronado (ASX:CRN) in merger talks with Peabody Energy (NYSE:BTU)
6 high-risk, high-reward stock bets with upside & 5 stock picks for the long-term: ($PINS $CRWD $EQT $UNH $ZS $VAL $OXY $ASND $AMT $BTU) DD
2022-10-10 Better Tasting Crayons (Mathematically derived options plays)
$BTU YOLO - When surging coal prices, upcoming dividends, and exploding free cash flow collide. A bet on the most overlooked sector on earth.
Europe is freezing over and here is how you can profit from it. Longing Coal $BTU
Enterprise Group (TSX:E) Specialized Equipment and Services for the Canadian Energy Sector $E.TO
🌈🐻 loss porn. Everything went wrong today. First, WFC up 7% with crap earnings. What?! Then obvious BS bullish PPT reversal in the morning. I thought energy would pop cause DXY dropped so heavy (BTU - nope). Then I thought when DXY climbing, energy puts…nope. Then a bunch of FOMO faceplants.
Energy Stocks vs Underlying Commodities
Coal is the New Solar. And Equally Complex.
Basic thesis: We need energy. Help me from here..
$BTU - Peabody Energy up 102% on Monthly
Did you guys check $CEI, $INDO, $BTU? Energy and oil is going up! $IMPP and more
Silly Season: ⚡Factory Shutdowns and the looming Implant Shortage 🍈🍈 $GSM
If you missed the bus on BTU there's still UNG. Shitloads of Teslas + winter + lack of producers = 🚀🚀🚀
500k $BTU yolo purchased more shares today !
$BTU yolo update King Coal !!! More then halfway to my 30$ PT
Rising coal price update and playing the dirtiest commodity of them all $BTU
Rising coal price update and playing the dirtiest commodity of them all $BTU
$BTU (Peabody Energy) can use just another gamma squeeze
Why Peabody Energy BTU be on your watch list.
Why Peabody Energy BTU should be on your watch list.
$BTU on 🔥 today! Anyone following King Coal with any TA or info or even just a YOLO?
Coal hits 13 year high and how I’m playing it with $BTU
Mentions
So glad I got out of BTU
So no mention of BTU :( orange man bad
BTU going up w this trump meeting
im waiting still. im hearing live and one of the people mentioned about BTU
bought BTU $35 calls and closed it 10 minutes ago, easiest 200% of my life!
bought BTU the minute that retard posted his DD. Doubled my money. And im out. See you gehys tomorrow
Well not great taco coal pump, but made a few hundred bucks on BTU shares and Calls. I guess that is a wrap for today.
Yup up 50% on my $35 6/12 BTU CALLs
Finally played a taco and now up on BTU as he talks about coal.
Hold up, i don't see the BTU ceo standing behind trump
I followed some retard into buying BTU calls for tomorrow
Looks like $BTU could fly here
bought 1 call of BTU for 70 dollars, am i gonna be a millionaire tommorow
Anyone on the BTU coal train?
BTU and HNRG going to pump
At 3pm EST today. He is pumping $700 million into the coal industry by invoking an emergency powers clause. From what I read, BTU is going to be the big gainer.
BTU yes! Timed this one pretty well overall.
BTU - June 5 calls. Trump is going to talk about clean coal today.
BTU in the house!!! Coal, baby
I have some bets in thermal coal, that might interest you. Gas-to-coal switching in Asia isn't unreported but it's definitely underrepresented and coal stocks took a whacking over the last couple months, they just started rebounding. I hold shares of Peabody (BTU) and Core Natural Resources (CNR).
Online is good because Arizona heat is rough. Honestly don't know what I would've done if I didn't have my Frigidaire 3-in-1 Portable Air Conditioner 10,000 BTU. It allowed me to have more cooling flexibility with two different fan speeds plus dehumidifying Dry Mode to keep my room cool and comfortable. Game changer.
E10 is ~112,000 BTU/gal, E15 is ~ 111,000 BTU/gal. Not significant, but still less energy so fewer miles per tank.
LOL, he deleted his account. He used to go by seank11, and had the bright idea of loning BTU, and shorting NVDA.
ARK stuff back in 2020 and 2021 to beat SPY by a decent amount. BTU in 2022 for the 102% year. Blew up my account in with long BTU short NVDA that both went against me (-35% year). 2024 was 132%, mostly EOSE. 2025 was like 26% and 2026 is -10% YTD. EOSE blew up my account. Was up 29% YTD in mid january and got greedy. Now im frozen cause i cant buy into this bubble with risk reward so poor.
I prefer Thermal Coal here. BTU is a good name the biggest player there. If we have energy glut via data center or crisis, they are a good play
I've already reduced some AI bets ($AMD, $INTC, $NVDA, $STX) and will buy more energy and fertilizer stocks before the close $BTU and $NTR look reasonable I think coal will do well regardless of what happens in SoH My AI portfolio is still much larger than though
OKLO lol MP lol BTU lol MU lol Wait, fuck... is this what a recession looks like? Yes. Yes it is.
SPY technically positive, meanwhile: MU, COHR, BTU, MP and a host of others are down like 5-10% in a day. The crash is literally occurring in slow motion and your ports are getting wrekt. Fade any rallies and get the fuck out of the markets for a while with as much cash as you can. We aren't even close to bottom.
the qatar angle on this is underrated, most people are still sleeping on how fast SE Asia pivots to coal when LNG math breaks down at $22+ JKM.. BTU with centurion ramping into that demand window is hard to ignore tbh
my EQT and AR are pumping same with my BTU (beautiful Coal)
BTU is up so much because COAL is all we are getting for Christmas
My big, big winner so far (I'm 19.2% up in a market that's like 2.5% down YTD) is $NBIS. I'm currently out because too much uncertainty in the markets, but I'm looking to get back in at around $104. Might go way lower, but $104 is safe after the recent $2bn investment from Nvidia. I don't value it all that highly tbh, for various reasons. $2bn is like 7% of NBIS' market cap, it doesn't warrant a 15% uptick, and there's also the fact that NVDA is basically 'investing' $2bn which NBIS will use to buy NVIDIA chips, for almost the entire amount. Circular economy is a bad sign generally. All that being said, the expected EOY value of NBIS is probably in the $140 range, it's a solid bet even at the current $113 tbh. Really, really solid. Next, we've got MPC and VLO. They're currently riding really high due to the Iran war, but that won't last forever. But that aside, they're stil worth **a lot** for their intrinsic value as exceptionally well managed companies with a long history, as well as their gradually increasing profitability from the growing US-Venezuela exploitation. I'm buying back in at $215, both of them. And speaking of US-VE exploitation, there's big talks going on (google march 4 meeting in Caracas) between a consortium of US corps and the VE gvmt, fostered by the US gvmt. I cross-referenced the corps which attended the 04/03 meeting, cross-referenced them with the leadership's relationship to the Trump admin, and came up with ACM > GEV > CENX > BTU, in that order. Looking to jump into: ACM at $87, GEV at $790, CENX at $47 and BTU at $31.5 , but I strongly advice you do additional research on all of them, but especially BTU, it's a bit of a shady company, even though the CEO has deep, deep ties to Trump.
My babies for long term, got in $CAMT at $66.41 $TSLA at $272.94 and BTU at $32.67 Might be letting go of BTU unless it shows some nice support and gets above and stays above $36 https://preview.redd.it/e6kg9lfvrtog1.jpeg?width=1179&format=pjpg&auto=webp&s=510608908bc246ae007c332bde5f1e5f9598906d
$BTU been doing well going to keep rolling with it and $CAMT been with this beauty since it broke out at $47, sitting at a high of $164 today hit a high of $174 10 days ago
Wait, is that not normal in the EU? I pay a set amount per KWH and BTU for a length of 3 years in the US
Yeah, I'm keeping my hands off options til at least 10:45 AM. I bought some BTU stock cause coal.
i agree with BTU, have a lot from last summer. No way we can rely on renewables for AI data centers at least not anytime soon
It's very possible. Many of these commodity names run together. I am adding $BTU to my $AA, $MOS, $HAL commodity bucket. I don't need more metals so I am buying coal. I am building a very diversified port that is very tech light. I want cap ex heavy asset stocks. Atoms are more valuable than bytes in this market cycle.
I also BTD in $BTU. The future is indeed AI and powering AI in the USA is thermal coal : )
$BTU they are a coal company, i get it not sexy but insane performance
My call options are in Ford, COPX, URA, BTU, GDX, and SIL. Buy LEAPS of each and then get a fuckin job because even if they triple that's still only $1500
My RH port is Coal and Ketchup... BTU, KHC what the f\*ck happened to me?
If BTU is already +24% YTD going into a widely telegraphed Trump energy speech, then the front-run phase may already have occurred dang it 🐸 Missing the front run is often better than being the liquidity for the late crowd anyways 🫦🍆
Yeah going big into single stocks can get you outsized returns, but comes at the price of outsized volatility and massive drawdowns. I have had 2 years of over 100% returns using my strategy of going big into 1 stock, but also had a -32% year in 2023 doing the same. Funilly enough, my worst year ever, 2023, and best year ever, 2024 are both due to EOSE mostly (i also shorted NVDA in 2023 and was huge in BTU which got me >100% in 2022 but hurt me in 2023). Volatility cuts both ways
I’ll give you one to suck on. Look at BTU at that exact same time, last June. Had 5k shares $12.8 and that’s just one of them. There are levels to this game
Well think of how tech is the largest concentration of the indexes. So if that goes down likely tech or macro. Have to find the value investments. I had BTU, HAL, NOV, AQN, PAX before their runs. Also long the Yen bc I think the carry trade is screwed
i called this news at 3.40 BTU...Now I would be a seller....a month out! Buy Kold Calls for end of Feb
I have made a few non-standard plays. the past year was the best to me. I'm a momentum trader that lets the wind carry my portfolio in the right direction. Biggest winners of 2025 for me personally were OKLO, CDE, NEM, HL, GOOGL and LTBR. Emphasis on OKLO and LTBR, who trade nearly tick for tick, and the premiums on both for options plays have been juicy for months. I ran the wheel a lot last year, but kept getting shares snatched away so quit with the covered calls... dumb in a bull run with a winner. I'm incredibly bullish on LTBR in particular, but they trade in this fascinating channel that allows tons of money to be made and the options are nice. My rotation now is to capitalize on the remainder of this metals run for however long it lasts, then take profit and average down with the house's money, and then rotate heavily into copper (RIO), coal for the energy transition while nuclear ramps up (BTU) and various infrastructure / industrial plays like CAT and ROK. Good luck to you.
90% of portfolio is cash rn. My last holdings were BTU, HAL, SMCI, & KVUE which were all sold at their highs (except HAL, sold at 27:( ). The US economy looks like dog shit so I’m actually short SPX as of 11:30am today
Big oil is big but not sure XOM & CVX are the poster kids for unethical. The Macondo well was BP.. Venezuela is Citgo. Enbridge for leaky pipelines. Petrobraz too. What about coal on the basis of pollution; ARM & BTU?
Santa got me 100 shares of BTU https://preview.redd.it/5znrx29wzc9g1.jpeg?width=630&format=pjpg&auto=webp&s=b4e8af223bb561a4d5a2bec5d7f32c8fc15c7600
Imagine getting coals in your stockings for Christmas while you're loaded up on BTU calls
I try to balance my bear shitposting and preductions with actual knowledge sometimes haha. These guy I was talking about was a HUGE BTU guy back in 2021 to 2023 and we made a lot of money together. I tried to get him on EOSE when it was sub 1.00 but he was too much of a fundamentals guy and couldnt go long a company he thought "was walking into ch 11" (he was right up until cereberus saved the company)
I'd love to see a statistic regarding that, but my guess would be that short ratio has not a good track record for future performance. My guess is also that the vast majority of short interest comes from long/short portfolio strategy hedge funds. In those cases the shorted securities would be chosen for certain volatility & correlation metrics in relation to their long portfolio rather than for a particular expectation in price movement. And with such strategies, trying to interpret these short ratios becomes rather pointless. If I look at the highest short ratios in my portfolio: GDX 17%, EWM 16%, BTU 11%, TAP 9%, is not what I would have expected, as there are other holdings which have much higher downside/bankruptcy risk than any of these.
Good move. I traded in and out of BTU in 2022 and netted me a 102% return in 2022. I will always love BTU because of that, but if I was still a holder I would have been dumping in the low 20s lol. BTU at 30 today with these coal prices is complete fucking nonsense... IE, I should probably buy OTM calls for the inevitable trump taking a stake 30% jump bullshit
BTU higher today than in 2022 when coal prices were almost 3x higher lmao. The market has completely lost all rationality and is nothing but an insider trading vehicle now.
Congrats coal gang. This sub got me into BTU, what an insane ride up its been.
I bought twenty BTU Jan. 22c for $1.50 each … sold them at $1.90 and $3.15 … they’re worth $10.50 now 🫠
The $BTU move has been unreal. I swear I remember being like 40% down just a few months ago and now I'm suddenly 40% in the green. I can't help but think HCC will get a similar move since the admin recently put out a note talking about the importance of met coal. So it just takes some random PR about met coal being a 'critical resource' and boom.
I wish HCC got that BTU/METC hype!
What is Alcoa you ask? Ugh, they produce aluminum and are based in USA. # Why am I betting on them? A significant amount of their production comes from Canada and most of it is sent down to US. In Q2 they booked \~115 mil for tariff-related costs. Carney is set to meet Mango on Tues and it is rumoured that Mango may TACO on some of the aluminum tariffs (among other things). I asked ChatGPT and this would apparently be bullish for AA. Most countries have reached trade deals with the US and I think it is only a matter of time for Canada. "On Thursday, Dominic LeBlanc, Mr. Carney’s cabinet minister who is handling trade relations with the United States, suggested to a committee of Canada’s Senate that there may be hope of amending the tariffs on Canadian steel, aluminum and autos." Also of note is that Russia is a major exporter of aluminum and China controls over 55% of global aluminum output. Mango obviously wants to reduce dependence on China / Russia. Further sanctions / tariffs on Russia from prolonged war could also help AA. We've all seen how some of the commodity stocks have performed recently. UUUU / BTU / USAR / LAC While aluminum isn't exactly a critical material, the direction of where this administration is headed in bolstering domestic supply chains is clear. That's all I got. I'm off to play some poker now. See you all tomorrow.
$UEC and $BTU: Nuclear is 3+ years, coal is for now.
Just go look at the chart of BTU... probably the weirdest stock I hold lately. The thermal coal fundamentals are awful right now, and I can't help but think market is sniffing out some deal with Trump
Clean Beautiful Coal rising like a rocket ship leaving a trail of clean beautiful black smoke. I love $BTU stuff up 110% needed this win bigly
Webvan in 1999-2001, WCOM in 2003, BTU later in 2014-2017, all went to bankruptcy, years are my estimate
$BTU euphoria is outta control, I will be selling half if we hit the $30s
Propane is a bastard gas. Get into BTU asap
BTU is a stock https://preview.redd.it/a3avgol8qbrf1.jpeg?width=1320&format=pjpg&auto=webp&s=c6b058ee04d81d5d49ff337ebb811908d4e12c45
BTU calls gonna return another 400% today? 👀🤝 https://preview.redd.it/vhuc8wrysarf1.jpeg?width=1320&format=pjpg&auto=webp&s=3c11025dcad480776521319447487e3d197757a9
I bought BTU thinking it was BTC etf but its a freaking coal company omg this is useless
What's a decent gainer you've been trading that gets zero mention around here? I'll go first: BTU. I'm up \~31% and literally no one even mentions it because it isn't 'memey' or on the news.
I was thinking the same thing. I sold my shares (cost basis \~$18) in Nov 2024, and then I kept watching it but didn't consider jumping back in. I think it's rising due to thermal coal demand expectations? HNRG has been doing well too. Additionally, its getting noticed as a rare earth elements play: "Peabody indicated on their Q2 2025 conference call that their initial studies have confirmed the presence of rare earth elements at the NARM and Rawhide mines, and in concentrations that are “the same or better… than others are reporting \[in\] the PRB.”. And supposedly they're easy to extract too? METC has been going up a lot for that reason:: "Ramaco Resources, Inc. has permitted the Brook mine – a former coal mine near Sheridan, Wyoming that contains rare earth elements. Ramaco is planning to mine rare earth elements from it, in addition to thermal coal as a byproduct.". Since BTU has way more mining volumes than METC's while having similar enterprise valuations, it seems that BTU is flying up for similar reasons.
Currently up 372% 😂 BTU is free money
BTU offsetting my spy Ls from the day I love to see it
Why is $BTU going parabolic lol As an aside, this has been the most insane amount of outperformance against the S&P I have ever had lately. Primarily because of my battery stock but also from international outperformance, Google.
BTU looking like usher with this viral breakout
BTU is gonna make me a rich man
METC BTU long term 🤑🤑💪💪
Just bought into BTU fuck SPY
CIFR am BTU calls. SNDK puts
METC BTU will keep going higher!
BTU long term! Add it to the portfolio.
BTU up 10% today because all you getting in your stockings this year is COAL. 😂
My coal stocks were ripping today for some reason. At break-even with HCC, and only down 10% on BTU. Which is remarkable given that BTU was almost literally half the share price back in April. Regarding HCC: the global met coal market is pretty bad right now and as a consequence a huge chunk of miners are unprofitable at current prices. This is the shake-out we need to push out the excess capacity. Also nearing +100% on my Google shares feels amazing. Worst stock in my portfolio lately: CROX.
Devon is more exposed to natural gas than other oil companies, 40% of their reserves IIRC. Natural gas is too cheap in the US as a consequence of it being a byproduct of oil production. The price of natural gas in the US is $2 or $3 per million BTU, while the price in Europe is more like $8, and it only costs about $2 to get the gas to Europe. That arbitrage is simply too big to last, and companies like Devon are investing heavily into natural gas transportation to close the gap, at the same time that European companies are investing in moving their operations to the Gulf Coast, because they would rather pay $2 than $8. I also own Exxon btw, cause I don't want to go all in one just one company
Sadly I had a -32.3% 2023 which really hampered me. Was short NVDA and failed (sold 2 days before their +30% ER). Was long BTU when it crashed and every other coal stock went up 50% in the same period. And started buying EOSE in July at like 3.xx and 4.xx and it ended the year at 1.10 or something. Had a 101% 2022 and 130% 2024 and 46% 2020 to more than make up for my massive massive massive massive fuck up that was 2023.
European here trying to understand the conversion. Is that thousands of BTU? Meaning 1.550.000 BTU which is roughly 450 kWh?
Correct every month. I'm the southeast of US, where the summers are hot and humid, so typically power is higher in the summer months because I'm running my AC alot more. I am trying to view a bill from a year ago to tell you how much I pay per BTU, but it looks like my system wont let me view a bill that old. What I can see though is in 06/24 I used 1550 btu @ $227, and 05/25 I used 1440 BTU @ $237. so in one year, I am paying atleast 10 dollars more for 100 units less energy.
Net neutral at best. From manufacturing to transportation, building/assembling them then add the maintenance for something that can only operate during ideal conditions. Then after all that disassemble/recycle and replace to get near neutral BTU. But at least it isn't safe to transport or maintain.